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（英文版）（20页）.pdf

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