๐Ÿ“Š raki research
๐Ÿงญ ๋กœ๋ด‡ ์‚ฐ์—… โ†’ ํ”ผ์ง€์ปฌ AI โ†’ VLM17์ข…๋ชฉ

๐Ÿงญ ๋กœ๋ด‡ ์‚ฐ์—… โ†’ ํ”ผ์ง€์ปฌ AI โ†’ VLM

horizon 3-5y ยท confidence MEDIUM ยท last_updated โ€”

L0 ๊ฑฐ์‹œ trend

humanoid robot ์–‘์‚ฐ ๊ฐ€์† (FigureยทTesla Optimusยท์ค‘๊ตญ ๊ธฐ์—…๋“ค)

L1 ์‚ฐ์—… ์ž„ํŒฉํŠธ

VLM (vision-language model)ยท๋กœ๋ด‡ ์‹œ๋ฎฌ๋ ˆ์ด์…˜ยทembodied AI

L2 ๋ณ‘๋ชฉ (Bottleneck)
  • ๋ชจ์…˜ ๋ฐ์ดํ„ฐ ๋ถ€์กฑ (real-world demonstration)
  • ์‹œ๋ฎฌ๋ ˆ์ด์…˜ ํ™˜๊ฒฝ (NVIDIA OmniverseยทIsaac)
  • inference latency (edge AI chip)
L3 1์ฐจ ์ˆ˜ํ˜œ (Pure-play)
๐Ÿ‡ฐ๐Ÿ‡ท KR
๋ ˆ์ธ๋ณด์šฐ๋กœ๋ณดํ‹ฑ์Šค 277810 ๋‘์‚ฐ๋กœ๋ณดํ‹ฑ์Šค 454910 ํ•œํ™”๋น„์ „ 012450
๐ŸŒ Global
NVIDIA NVDA ํ˜„๋Œ€์ฐจ (Boston Dynamics ์žํšŒ์‚ฌ) 005380 Tesla TSLA
L4 2์ฐจ ์ˆ˜ํ˜œ (Picks & Shovels)
๐Ÿ‡ฐ๐Ÿ‡ท KR
LG์ด๋…ธํ… 011070 ์‚ผ์„ฑ์ „๊ธฐ 009150 ๋กœ๋ณดํ‹ฐ์ฆˆ 108490 ์—์Šคํ”ผ์ง€ 058610
๐ŸŒ Global
Mobileye MBLY Ambarella AMBA Harmonic Drive 6324.T
L5 ์ƒํƒœ๊ณ„ (Ecosystem)
๐Ÿ‡ฐ๐Ÿ‡ท KR
์นด์นด์˜ค 035720 ๋„ค์ด๋ฒ„ 035420
๐ŸŒ Global
Microsoft (OpenAIยท์ž์œจ๋กœ๋ด‡) MSFT Meta (HabitatยทVLA) META

๐Ÿ“š Sources

  • NVIDIA GR00T (Generalist Robot 00 Technology) 2024 ๋ฐœํ‘œ
  • Figure 02 ๋ฐœํ‘œ (2024.08)
  • Boston Dynamics + ํ˜„๋Œ€์ฐจ โ€” Atlas ์ „๊ธฐ ๋ชจ๋ธ

๐Ÿ“ Notes

VLMยทVLA (Vision-Language-Action) โ€” ๋กœ๋ด‡์ด ์‹œ๊ฐยท์–ธ์–ด โ†’ ํ–‰๋™ ํ•™์Šต. ๋น„์ƒ์žฅ (FigureยทSkildยท1X) ๋‹ค์ˆ˜๋ผ universe ๊ฒฉ๋ฆฌ. ํ•œ๊ตญ์€ ๋ถ€ํ’ˆยท์„ผ์„œยท๊ตฌ๋™ ๋ชจ๋“ˆ์— ๊ฐ•์ . ์–‘์‚ฐ ๋ณธ๊ฒฉํ™”๋Š” 2027-2030.

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