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黃仁勳不斷強調實體AI機器人時代的到來，Musk 豪言人形機器人的市場龐大到數以億計，而且會是創造物質無虞世界的關鍵。

這也是為什麼大摩的報告會說這是一個30兆的市場，因為這是34億勞動人口乘上平均年薪9000美金。

事實上在已開發國家大缺工的狀況下，自動化的需求非常迫切，也有很多人認為川普關稅戰希望帶回的，很可能是更高度自動化的工廠，因為太多工作其實根本找不到人做。

搭配上快速進化的AI，對於未來一般人的生活、經濟乃至國際局勢都會有深遠的影響。機器人在未來改變的，很可能是生產往低成本國家去的結構，因為當大量生產機器人壓低成本到與開發中國家人力成本相近時，基本上就沒有外移的需求，而且機器人顯然會比人類更好管理。

但目前仍然有非常多的難點要攻克，而且這個產業的悖論在於，如果不大量生產，基本上大多數的機器人成本太貴，會的東西太少，做得太慢，顯然不具備效益，也沒有人想要花錢使用。

這篇文章整理了高盛和大摩對人形機器人產業的研究，看看整個人形機器人的價值鏈以及影響和仍待克服的難點是什麼。看完這篇應該能對人形機器人產業有比較深入的了解。
https://ieobserv.com/Humanoid_Robot

Patreon版本：https://www.patreon.com/posts/125271784?pr=true&forSale=true

IEObserve 國際經濟觀察
黃仁勳不斷強調實體AI機器人時代的到來，Musk 豪言人形機器人的市場龐大到數以億計，而且會是創造物質無虞世界的關鍵。

這也是為什麼大摩的報告會說這是一個30兆的市場，因為這是34億勞動人口乘上平均年薪9000美金。

事實上在已開發國家大缺工的狀況下，自動化的需求非常迫切，也有很多人認為川普關稅戰希望帶回的，很可能是更高度自動化的工廠，因為太多工作其實根本找不到人做。

搭配上快速進化的AI，對於未來一般人的生活、經濟乃至國際局勢都會有深遠的影響。機器人在未來改變的，很可能是生產往低成本國家去的結構，因為當大量生產機器人壓低成本到與開發中國家人力成本相近時，基本上就沒有外移的需求，而且機器人顯然會比人類更好管理。

但目前仍然有非常多的難點要攻克，而且這個產業的悖論在於，如果不大量生產，基本上大多數的機器人成本太貴，會的東西太少，做得太慢，顯然不具備效益，也沒有人想要花錢使用。

這篇文章整理了高盛和大摩對人形機器人產業的研究，看看整個人形機器人的價值鏈以及影響和仍待克服的難點是什麼。看完這篇應該能對人形機器人產業有比較深入的了解。
https://ieobserv.com/Humanoid_Robot

Patreon版本：https://www.patreon.com/posts/125271784?pr=true&forSale=true
vocus.cc
人形機器人30兆大餅誰吃得到？一文搞懂機會與瓶頸
全球勞動力市場目前擁有約34億人，平均年薪約9,000美元，形成總規模約30兆美元的市場。人形機器人的出現，將從根本上重塑這一市場結構，這篇整理了高盛和大摩兩份報告的重點，可以看看整個人形機器人的產業趨勢和價值鏈組成，目前有哪些難點尚待攻克，以及機器人普及化在未來可能對社會造成什麼影響。
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黃仁勳不斷強調實體AI機器人時代的到來，Musk 豪言人形機器人的市場龐大到數以億計，而且會是創造物質無虞世界的關鍵。

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