"Science and Technology Innovation Board Daily" May 6-Tesla humanoid robot "Optimus Prime (Optimus)" is one step closer to realizing "replacing real employees to work in the factory".

On May 5, Tesla released the latest progress video of Optimus, showing him sorting batteries, walking and carrying out factory tasks.CasinoextremenodepositbonuscodestodayThe ability, and the article "recently is trying to become useful!" .

According to the video and Optimus engineer Milan Kovac, Tesla has trained and deployed a neural network to get Optimus to perform some useful tasks, such as sorting battery cells and inserting them into the tray shown in this video.

The end-to-end neural network runs in real time on the FSD computer of the humanoid robot, and the joint control sequence can be generated directly by using only the data of 2D camera, hand touch and pressure sensor. According to the plan, the goal is that when engineers add more different data during training, a single neural network can perform multiple tasks.

When sorting the cells, Optimus keeps balance with his legs and uses a neural network to drive the entire upper body. This task requires high accuracy of action, the space for the power supply cell is very small, and the neural network will automatically aim at the next free slot.

In this process, if the battery is not successfully inserted into the card slot, Optimus will correct the error itself.

As can be seen from the video background, there are several Optimus in the factory, each of which is operated by a human remote operator or intended to collect data.

It is reported that Optimus is currently being tested in Tesla's own factory, and the probability of manual intervention continues to decline.

Not only that, Optimus also walks around the office regularly, and walks farther and farther. Its latest walking speed is about 0.Casinoextremenodepositbonuscodestoday.6m / s, which is 30 per cent faster than the last video released by Tesla in December.

Engineers improved the vestibular system, foot tracks and ground contact logic, upgraded the motion planner, shortened the loop delay of the entire robot, and added slight torso and arm swings.

Next, engineers plan to further increase the pace of the Optimus and make it able to cope with more complex terrain.

▌ Optimus has a clear target time node, securities firms suggest to pay attention to four major investment directions

Every once in a while, Tesla updates and shares the latest progress video of Optimus. From the video, you can also see that Optimus is gradually increasing its walking speed and accuracy in performing tasks, and has learned skills such as folding clothes, sorting items, doing yoga, sorting batteries and so on.

In a recent Tesla first-quarter earnings conference call, Musk revealed that Optimus is expected to carry out "useful tasks" at the factory by the end of this year, and plans to sell Optimus to the outside world by the end of 2025.

As for price and cost, Mr Musk said in March that the price of the Optimus would be less than $25000 or $30000 and that the cost of production was expected to be "less than half that of a car".

AVIC Securities reported on April 29th that with the landing of Tesla's Optimus, humanoid robots will enter the first year of mass production in 2025, and its commercial scene is expected to go through three stages: "Tesla leads factory applications in specific areas-the manufacturing industry begins to infiltrate into thousands of households after maturity". The cumulative demand for humanoid robots is expected to reach about 2 million units in 2030, corresponding to market space of about 570 billion yuan.

Analysts further pointed out that the trend of the humanoid robot industry is clear. At present, the industry has entered an important breakthrough stage from 0 to 1, and 2024 will be a key year to break through mass production. In the follow-up, attention should be paid to the catalysis of events such as technology delivery, location, and new product release. It is recommended to pay attention to the following investment directions:

(1) Actuators and sensors: screw supplier Hengli hydraulic, Wuzhou New year, Best, Beit Technology (rights protection)Casinoextremenodepositbonuscodestoday; reducer Green Harmonic, Zhongdalide; Motor supplier Buke Co., Ltd.; Sensor supplier Hanwei Technology, Sensor Core Co., Ltd., Huayi Technology, Donghua Test, Ke Li Sensor.

(2) Core processing equipment: grinder supplier Rifa Seiki, Huachen equipment, Dingtai Tech; lathe supplier Zhejiang Haiderman; winding machine supplier Tanaka Seiki.

(3) the new technology direction of cost reduction: China Research Co., Ltd., Walter Co., Ltd., Zhongxin Fluorine material Co., Ltd., PEEK material manufacturer, etc.; Ductile Iron manufacturer Henggong Precision; Cold forging manufacturer wants to advance intelligence, Hengfeng tools, new coordinates.

(4) domestic humanoid robot manufacturer Bosch shares, new equipment and so on.