Humanoid计划到2032年前在舍弗勒全球工厂部署约1000至2000台人形机器人,首批将在德国两座工厂于2026年12月至2027年6月间上线。[4][5] 协议同时包含供应链合作:舍弗勒将成为Humanoid机器人的首选执行器(actuator)供应商,为机器人关节和运动系统提供关键部件。[7][9] Humanoid称目前已有约3.4万台机器人预订单,对应约24亿美元潜在年度经常性收入,并考虑在2029或2030年前后赴美IPO。[20]
英国机器人初创公司 Humanoid 与德国工业制造商 舍弗勒(Schaeffler) 签署了一项长期合作协议,计划通过“机器人即服务”(Robot‑as‑a‑Service,RaaS)模式,在其全球生产网络中部署人形机器人。这被认为是目前公开披露规模最大的工业人形机器人部署计划之一。[3][
5]
根据公开信息,该项目将分阶段推进:先在德国工厂进行初期部署和验证,随后逐步扩展到舍弗勒全球制造体系,目标是在2030年代初达到大规模应用。
双方的合作采用逐步落地的方式,将人形机器人逐渐引入真实生产环境。
关键时间线包括:
早期阶段主要用于验证机器人在工业环境中的 安全性、生产线集成能力以及运行稳定性。在这些指标通过测试后,部署规模才会进一步扩大。[11][
12]
与很多机器人项目仅在测试环境运行不同,这批人形机器人计划 直接进入实际工厂生产环境。[3]
目前公开资料确认:
不过,公开资料尚未披露机器人具体负责哪些工序,例如装配、检测、物流或物料搬运等。[3][
6]
初期部署的核心目标,是验证人形机器人在 真实工业流程中的可行性与效率,为后续扩大应用范围提供数据。
这项合作不仅涉及机器人部署,还包括关键硬件供应。
根据协议:
执行器(Actuator)是机器人实现动作的核心组件,相当于机器人的“肌肉”。
这种合作模式带来两方面好处:
舍弗勒方面预计,如果行业需求如预期增长,其人形机器人相关组件业务到 2030年可能形成数亿欧元规模的订单储备。[18]
这笔合作也是Humanoid扩张计划的一部分。
公司管理层披露:
随着制造能力提升和工业订单增加,公司希望将业务从试点项目推进到大规模商业部署。
Humanoid与舍弗勒的合作在机器人行业引起关注,主要因为三个特点:
如果该计划顺利推进,它可能成为人形机器人在全球制造业中 最早的大规模实际应用案例之一,并为未来工业自动化提供新的技术路径。
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Humanoid计划到2032年前在舍弗勒全球工厂部署约1000至2000台人形机器人,首批将在德国两座工厂于2026年12月至2027年6月间上线。[4][5]
Humanoid计划到2032年前在舍弗勒全球工厂部署约1000至2000台人形机器人,首批将在德国两座工厂于2026年12月至2027年6月间上线。[4][5] 协议同时包含供应链合作:舍弗勒将成为Humanoid机器人的首选执行器(actuator)供应商,为机器人关节和运动系统提供关键部件。[7][9]
Humanoid称目前已有约3.4万台机器人预订单,对应约24亿美元潜在年度经常性收入,并考虑在2029或2030年前后赴美IPO。[20]
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