四足机器人市场现状：Unitree、波士顿动力、ANYbotics、DEEP Robotics 和新兴应用生态系统

Quadrupeds Superior Scalability, Unitree's Incredible Production, Third PartyProviders Introduce New Dynamics, Novel Applications And Opportunities, Unitree'sImpossible BoMs, Quadruped TAMs Quadrupeds 卓越的可扩展性、Unitree 令人难以置信的生产能力、第三方供应商引入的新动态、新颖的应用和机遇、Unitree 不可能实现的 BoM、Quadruped 的 TAM ,,,AND3OTHERSREYK KNUHTSENDYLAN PATEL NIKO CIMINELLI REYK KNUHTSEN、DYLAN PATEL、NIKO CIMINELLI 和其他 3 人 OCT 20, 20252025年10月20日·PAID·付费 Share分享 Quadrupeds are the most advanced general-purpose robots today. While they don’tgrab as many headlines as their Humanoid counterparts, theirLevel 2 Autonomycoming online opens up a plethora of new market opportunities previously unavailableto robotics. Understanding the Quadrupeds market and ecosystem is important toglimpse the future of autonomous robotics. 四⾜机器⼈是当今昀先进的通⽤机器⼈。虽然它们不像⼈形机器⼈那样引⼈注⽬，但它们即将达到的⼆级⾃主性，为机器⼈领域开辟了众多前所未有的全新市场机遇。了解四⾜机器⼈市场和⽣态系统，对于洞察⾃主机器⼈的未来⾄关重要。 Currently, we see two main quadruped hardware providers: the Western pioneerBoston Dynamics and China’s hardware champion Unitree. ANYbotics/DEEPRobotics being notable players that we mention brieģy. Raising all providers is abroader startup ecosystem emerging, leveraging new AI model architectures toaugment the hardware, and soĥware enabling multiple applications. We discuss thesemarket dynamics, giving a future outlook, as well as new opportunities being unlocked. ⽬前，我们看到两家主要的四⾜机器⼈硬件供应商：西⽅先驱波⼠顿动⼒和中国硬件冠军宇树科技。ANYbotics/DEEP Robotics是值得关注的参与者，我们简要提及。⼀个更⼴泛的初创企业⽣态系统正在兴起，推动所有供应商的发展，它利⽤新的AI模型架构来增强硬件，并使⽤软件来⽀持多种应⽤。我们将讨论这些市场动态，展望未来，并探索即将释放的新机遇。 We will also analyze detailed Bill of Materials of the Unitree Go2 and B2 includinggearboxes, motors, drives, bearings, linkage bar, batteries, LiDAR, foot sensors, opticalcameras, SoCs, cameras, and more. The important point here is that their margins areincredible, much higher than most believe. Unitree is not loss leading, they have highvolume manufacturing at low cost cracked. 我们还将分析Unitree Go2和B2的详细物料清单，包括变速箱、电机、驱动器、轴承、连杆、电池、激光雷达、⾜部传感器、光学摄像头、SoC、摄像头等等。重点在于，它们的利润率令⼈难以置信，远⾼于⼤多数⼈的预期。Unitree并⾮亏损经营，他们以低成本进⾏⼤批量⽣产。 We also provide a framework for the Total Addressable Market (TAM) of the followingindustries: Oil & Gas, Semiconductor Fabs, and Datacenters. As well as componentsuppliers exposed to quadrupeds. All extremely topical given the rumoredupcomingUnitree IPOand their majority revenue share coming from quadrupeds. 我们还为以下⾏业提供了总潜在市场(TAM)的框架：⽯油和天然⽓、半导体晶圆⼚和数据中⼼。此外，我们还提供了与四⾜动物相关的零部件供应商。鉴于传闻宇树科技即将进⾏IPO，且其⼤部分收⼊来⾃四⾜动物，这些都极具话题性。 Our Main Takeaways:我们的主要结论： Unitree beneĝts from a substantial cost advantage relative to Western peers.与西⽅同⾏相⽐，宇树公司拥有显著的成本优势。Unitree boasts a much broader product portfolio and faster product releasecadence given China’s manufacturing supremacy.鉴于中国制造业的领先地位，宇树拥有更⼴泛的产品组合和更快的产品发布节奏。As hardware providers, Boston Dynamics (and to a lesser extent ANYBotics/DEEPRobotics) has seen Western deployments, beneĝting from partial vertical integration. 作为硬件提供商，波⼠顿动⼒公司（以及程度较⼩的ANYBotics/DEEP Robotics）已在西⽅得到部署，受益于部分垂直整合。 Unitree is currently more focused on Chinese industrial deployments, and itssecurity issuespose barriers only in select markets Unitree⽬前更专注于中国的⼯业部署，其安全问题仅在特定市场构成障碍 However, Unitree has seen meaningful traction in Western researchlabs/institutes, combining their low-cost hardware and deep development kit witha strong open-source community of researchers. 然⽽，Unitree将其低成本硬件和深度开发套件与强⼤的开源研究⼈员社区相结合，在西⽅研究实验室/机构中获得了显著的吸引⼒。 The third party application layer ecosystem continues to grow and facilitatequadruped deployments, increasing the capabilities ofallquadrupeds. 第三⽅应⽤层⽣态系统不断发展并促进四⾜动物的部署，从⽽提⾼所有四⾜动物的能⼒。 Why Quadrupeds Dominate Navigation Tasks为什么四足动物主导导航任务 While drones, wheeled robots, tracked robots, and moreLevel 2 Autonomoussystemscan also operate autonomously, the four-legged quadruped is one of the most ģexibleand adaptable designs for navigating the world. This opens up a plethora of new rolesto be automated. 虽然⽆⼈机、轮式机器⼈、履带式机器⼈以及更多⼆级⾃主系统也可以⾃主运⾏，但四⾜动物是世界上航⾏昀灵活、适应性昀强的机器⼈之⼀。这为⾃动化开辟了⼤量新的应⽤场景。 These cluttered and narrow areas are navigated with the quadruped’s dynamicwalking, adjusting its position and bending its “knees.” This ģexibility is essential inmessy, obstacle-ridden environments, like chemical plants and construction sites. 在这些杂乱狭窄的区域，四⾜机器⼈通过动态⾏⾛、调整位置和弯曲“膝盖”来导航。这种灵活性在化⼯⼚和建筑⼯地等混乱、障碍重重的环境中⾄关重要。 Additionally, its form allows for many diĚerent sensors and components attached bysystem integrators, from LiDARs, to acoustic sensors, to image capturing, and more.In the case of an oil and gas facility where heat, sound, and imaging all come together,this is pivotal. All of these sensors can be built atop for longer-duration inspectionthanks to the quadruped’s four-legged strength and sizable battery. 此外，它的形状允许系统集成商连接各种不同的传感器和组件，从激光雷达到声学传感器，再到图像捕捉等等。对于需要热能、声能和成像的⽯油和天然⽓设施来说，这⼀点⾄关重要。得益于四⾜机器⼈的四⾜⼒量和⼤容量电池，所有这些传感器都可以安装在顶部，以便进⾏更⻓时间的检查。 Wheeled robots, tracked robots, and drones could all be specialized for their desireduse-cases but quadrupeds see the most up