丰田每年投入 64 亿美元押注人形机器人与工厂自动化
Toyota is betting $6.4 billion a year on humanoid robots and factory automation
丰田计划每年投入 64 亿美元，部署 40 万台机器人，推动公司向全球机器人企业转型。其 AI 机器人分拆公司 Walden Robotics 已于 7 月上市，估值 11 亿美元、融资 3 亿美元。丰田高管称自有工厂因环境更易控制而优先部署，高盛分析师预计到 2035 年丰田可拿下人形机器人市场 3% 至 8% 的份额。
Toyota wants to turn itself into a global robotics company, and it's betting on humanoid robots and factory automation to get there. The world's largest automaker plans to deploy 400,000 robots as part of a $6.4 billion annual investment plan, the Financial Times reports.
In July, Toyota's AI robotics spinout Walden Robotics went public with a $1.1 billion valuation and $300 million in funding. Goldman Sachs analysts think Toyota could grab three to eight percent of the humanoid robot market by 2035. Its rivals include Tesla, Xpeng, and Hyundai, which plans to start building its Atlas robot in the US in 2028.
A Toyota executive says the company's own factories come first for robot deployment because the environment there is easier to control. Investors are more cautious. They point out that Toyota has fallen short of expectations before with hydrogen cars and solid-state batteries.
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来源：The Decoder · the-decoder.com