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市場調查報告書
商品編碼
2102901

人形機器人產業的十字路口：2026年上半年展會將揭示實體人工智慧的新競爭格局

Humanoid Robot Industry Diverges: 1H26 Exhibitions Reveal Physical AI's New Competitive Order
出版日期: | 出版商: TrendForce | 英文 19 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

全球人形機器人產業正以中國、北美和遍佈亞洲的供應鏈三大中心快速發展。隨著該產業從技術演示階段邁向早期商業化階段，預計在2026年前後迎來一個關鍵轉折點。

EAI SHOW 上展示的生態系統的演變、機器人高峰會上強調的商業部署壓力不斷增加，以及 COMPUTEX 上展示的供應鏈能力和計算平台的進步，都表明行業競爭正在從孤立的技術突破轉向涵蓋人工智慧基礎模型、關鍵組件和標準生態系統的系統級競爭。

在此背景下，人形機器人不再只是被視為工業自動化的延伸。相反，它們正日益成為下一代實體人工智慧的主要體現，以及推動整個產業變革的關鍵催化劑。

主要亮點

  • 人形機器人技術正處於轉折點，從檢驗階段邁向中國、北美和亞洲供應鏈商業化的早期階段。
  • 產業趨勢清楚地表明，競爭正在從單一技術突破轉向涵蓋人工智慧基礎模型、關鍵組件和標準生態系統的系統級競爭。
  • 人形機器人正超越工業自動化的範疇，成為「物理人工智慧」的核心體現，推動更廣泛的工業變革。

目錄

  • 1. 2026 EAI展：中國具身人工智慧生態系統正在成形
    • 2026 年 EAI 展會人形機器人概覽
  • 2. 2026年機器人高峰會：加速北美人形機器人的商業化
  • 3. COMPUTEX 2026：台灣供應鏈宣布轉型為實體人工智慧時代。
  • 4. 透過三大產業展會揭示塑造人形機器人產業的關鍵趨勢
  • 5. TRI的觀點
簡介目錄
Product Code: TRi-204

The global humanoid robotics industry is advancing rapidly across three key hubs - China, North America, and the broader Asian supply chain - and is approaching a pivotal inflection point around 2026 as the industry transitions from technology validation to early commercialization.

The evolution of the ecosystem showcased at EAI SHOW, the growing pressure for commercial deployment highlighted at the Robotics Summit, and the advances in supply chain capabilities and computing platforms demonstrated at COMPUTEX all indicate that industry competition is shifting away from isolated technological breakthroughs toward system-level competition encompassing AI foundation models, critical components, and standard ecosystems.

Against this backdrop, humanoid robots are no longer viewed merely as an extension of industrial automation. Instead, they are increasingly emerging as the primary embodiment of next-gen Physical AI and a key catalyst for industry-wide transformation.

Key Highlights

  • Humanoid robotics is nearing an inflection point, shifting from tech validation to early commercialization across China, North America, and Asia's supply chain.
  • Industry events reveal competition moving from isolated breakthroughs to system-level rivalry spanning AI foundation models, key components, and standards ecosystems.
  • Humanoid robots are evolving beyond industrial automation into the core embodiment of Physical AI, driving broader industry transformation.

Table of Contents

  • 1. EAI SHOW 2026: China’s Embodied AI Ecosystem Takes Shape
    • Table Overview of Humanoid Robotics at the 2026 EAI SHOW
  • 2. Robotics Summit 2026: North America Accelerates the Commercialization of Humanoid Robots
    • Table 2: Overview of Humanoid Robotics at Robotics Summit 2026
    • Figure 1: Key Areas Covered by NIST’s Humanoid Robot Safety and Performance Testing Framework
  • 3. COMPUTEX 2026: Taiwan’s Supply Chain Declares Its Transition to the Physical AI Era
    • Table 3: Overview of Humanoid Robotics at COMPUTEX 2026
    • Figure 2: NUWA Robotics’ Robot Portfolio for Retail and Healthcare Applications
  • 4. Key Trends Shaping the Humanoid Robotics Industry Across Three Major Industry Exhibitions
  • 5. TRI’s View