丰田每年投入 64 亿美元布局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，推动自身向全球机器人公司转型。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；高盛分析师认为丰田到 2035 年可能占据人形机器人市场 3% 至 8% 的份额。丰田高管表示，机器人将优先部署在自家工厂，因为那里的环境更容易控制；投资者则指出，丰田此前在氢能源汽车和固态电池上的表现未达预期。
正文
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.