智慧芽创新研究中心：2026年具身智能技术发展报告（41页）.pdf

1、2026年具身智能技术发展报告?2026?5?1.?模?20?2024?2.?1.?2022?2.?3.务?76%?1.?58.3%?2.?姿3.Top5?54.2%?导?1.?研?2.?3.务?2026?1?2025?筛?研?IPC?CPC?模?研?研?/?/?务?筛?AI?的?务?模?AI?研?告?研?2?BRAIN?SLAM?-?-?VLA?CEREBELLUM?BODY?2025?AI?的?3?1.2.3.4.5.6.1.?Embodied?Artificial?Intelligence,?EAI?务?模?导?务?姿?AI?姿?姿?AI?去?姿?AI?1.1?(Embodied?AI)

2、?=?(AI)?+?(Physical)?+?(Perception)?+?(Interaction)?2025?“?+?2025?务?2026?“Embodied?AI?refers?to?the?integration?of?artificial?intelligence?into?physical?systems,?enabling?them?to?interact?with?the?physical?world.?What?Is?Embodied?AI?2024?“Embodied?AI?integrates?artificial?intelligence?into?physical?

3、entities?like?robots,?endowing?them?with?the?ability?to?perceive,?learn?from,?and?dynamically?interact?with?their?environment.?:?A?Brief?History?of?Embodied?Artificial?Intelligence,?and?its?Outlook?2024?“6?1.2?撑?撑?务?/?/?务?务?务?VLA?告?/?/?/?/?7?务?2025?1.3?0.07?0.08?0.40?0.20?0.86?1.88?2.77?10.50?28.40?

4、201720182019202020212022202320242025数据来源：Tracxn2025?资料来源：根据网络公开资料整理Apptronik?4.15?Google,?Mercedes-Benz,?Qatar?Investment?Authority,?BCapitalAgilityRobotics?4?Amazon,SoftBank,NVIDIA,DCVC,Playground?Global?9600?,?,?,?Figure?AI?10?NVIDIA,Intel?Capital,?Salesforce,?Qualcomm?Ventures,?BrookfieldPhysical

5、Intelligence?6?Capital?G,Lux?Capital,Thrive?Capital,Jeff?Bezos,Index?Ventures,T.Rowe?Price?2023?2.77?2025?28.40?10?姿?务?Figure?AI?10?Physical?Intelligence?6?Apptronik?Agility?Robotics?模?4?务?模?9600?A?8?1.4务?务?模?空?务?202120242023202520155?务?2025?20163?2016-2020?务?2025?20177?12?1?+?6?2023?2025?10?务?务?3?1

6、0?务?务?务?2015?务?2015?务?2025?去?2017?去?够?宇的?2022?姿?2023?去?2025?塔?姿?资料来源：根据网络公开资料整理92.?2.1?模?20?2024?模?20?89.7%?10.0%?0.2%?务?撑练?20?2005?2000?2025?2.6?撑?15.1%?2015?2025?撑?18.2%?2024?2024?1.6?2025?2.6?60%?89.7%10.0%0.2%?19.3?20?0.2?0.2?0.2?0.2?0.2?0.2?0.3?0.3?0.3?0.4?0.5?0.7?0.8?1.0?1.2?1.3?1.3?1.4?1.4?1.