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思略特:2026物理AI:动态智能:AI进入现实世界的价值捕获战略指南(中译版)(20页).pdf

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1、Physical AI:Intelligence in motionA strategic guide to capture value as AI enters the real worldTABLE OF CONTENTSExecutive summary03Technology landscape and maturity07Strategic opportunities13The Physical AI revolution04Market dynamics and value pools10Outlook and call to action171Strategy&|Physical

2、 AI:Intelligence in motion2ContactsMunichTanjeff Schadt Partner,Strategy&Germany+49-151-6733-DusseldorfJens Niebuhr Partner,Strategy&Germany+49-170-2239-About the authorsTanjeff Schadt is a Partner at Strategy&Germany,Munich office,and leads the semiconductor and high-tech business for Strategy&in E

3、MEA.As a member of the technology and telecommunications practice,he advises clients across the semiconductor,high-tech,software,and automotive sectors and supports governments in microelectronics strategies.Jens Niebuhr is a Partner at Strategy&Germany and leads the technology and telecommunication

4、s practice for Strategy&Europe.Jens is also a senior member of PwCs Global Datacenter Center of Excellence.Based in the Dsseldorf office,he advises international clients on corporate transformation and capability development,with a strong focus on digitization and technology-driven change.Andy Ogrin

5、s is a Director at Strategy&US and a member of the technology practice,based in the Silicon Valley office.He advises clients across the semiconductor,computing infrastructure,and Physical AI domains,focusing on strategy development,innovation capability building,and large-scale transformation.Martin

6、 Gerhardus is a Senior Manager in Strategy&s technology and telecommunications practice,based in the Dsseldorf office.With deep expertise in software and electronics,he supports clients inautomotive,technology,and advanced industries as they navigate complex transformations.Dr.Richard Weller is a Ma

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1. **Physical AI定义与市场潜力**:Physical AI指能感知、决策并作用于物理世界的AI系统,预计2030年全球市场规模达约4300亿欧元,其中自动驾驶(1710亿)、工业自动化(690亿)为最大应用领域。 2. **核心能力与技术瓶颈**:依赖感知、决策、执行三大能力,受限于物理约束(安全、延迟等),需结合传感器、边缘计算、世界模型等技术,当前在非结构化环境适应性上仍落后人类。 3. **价值分布与战略机遇**:价值集中于数字基础设施(数据中心/边缘计算)、基础模型(AI大脑)、仿真平台三大领域,企业需在七大战略领域(如基础世界模型、边缘半导体、主权控制)中定位竞争。 4. **行动呼吁**:未来3-5年将从试点转向规模化部署,企业需明确竞争与依赖领域,构建专有数据资产,快速迭代以抢占先机。
**Physical AI是什么?** **Physical AI如何创造价值?** **Physical AI的未来趋势?**
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