Since the second half of 2024, Tesla has increasingly emphasized AI as the core driver of its business strategy for the coming years, focusing on commercializing autonomous driving software and humanoid robots.
As both projects share common technical resources and have explicit application scenarios, Tesla plans to first deploy humanoid robots in its factories to perform various tasks, expecting to significantly reduce labor costs. According to DIGITIMES, this strategy will likely prompt other automakers to follow suit in deploying humanoid robots.
However, DIGITIMES notes that while companies are leveraging Generative AI (Gen AI) to enhance the adaptability of autonomous driving systems and humanoid robots across diverse scenarios, the introduction of physical AI to strengthen the system's understanding of the real world that conforms to the laws of physics will become the next stage of technological trends.
Chart 3: Benefits from applying Physical AI in autonomous driving and humanoid robots
Chart 4: Tesla FSD system design and module tasks, and modulized end-to-end autonomous driving
Chart 5: One-model E2E autonomous driving system pros and cons
Chart 6: Generalization in autonomous driving and automaker solutions
Chart 9: Key drivers push automakers into humanoid robot development
Chart 10: Details of automaker humanoid robot development cases
Chart 12: Summary of Tesla and global humanoid robot development
