1. features more scenes of multimodal interaction property, service robots need to break through the three core technology modules
From a technical point of view, service robots multi-scenario properties has decided to diversify its interaction, intelligent service robot comes to phonological, semantic analysis, analysis of emotional interaction, motion capture and other dimensions. In our view, to reach the level of human-computer fusion, you need to break through three core technology modules, namely environmental perception, human-computer interaction and identification module, the module control module.
2. sensing module: multi-sensor fusion is the future trend of low-cost SLAM+ laser radar is the core
To realize intelligent service robot interactive experience, first with environmental awareness. In perception, using multi-sensor fusion is the trend, including Visual recognition, structured light, millimeter-wave radar, ultrasonic, laser radar, and so on. Scenario taking into account the family and public, future low-cost +SLAM laser radar programme is a good choice. With the accelerated commercialization, the LiDAR also is expected to move towards low cost.
3. module: speech recognition has reached the threshold for commercial, semantic understanding to improve the
With the increase of computing power, automatic speech recognition (ASR) ability to identify more and more. Many companies have reached a practical speech recognition error rate threshold. And in terms of semantic understanding, lexical and syntactic solving semantic currently only shallow treatment, natural language processing, is still difficult, future learning algorithm to break with depth. In addition to speech interaction methods, image recognition algorithms breakthrough will also complement the field of voice interaction semantics.
4. transport control module: gait and gait in non-, is not alternative but coexistence
Enhanced mobile service robot motion control module and motor properties, home service robots currently are dominated by motor control. From the perspective of product attributes, gait and caster as the representative of a non-walking, we believe that both have their own advantages and disadvantages, there are differences, there is no substitute, can coexist. Steering gear is controlling areas of the core components, price-sensitive, and currently has a dedicated servo technology companies hit the service robot.
5. other modules: AI smart-chip General and special-purpose parallel, operating system made the field system is being born
Chip is a robot's brain, including General chips and chips, for a robot to GM chip and the chip is different, future roles and involve deep neural network, universal chip GPU is better than traditional CPU and FPGA solutions to complex operations. Operating systems, currently dominated by ROS and Android, TuringOS, iBotOS and other domestic systems have been a breakthrough and gave birth.
6. investment advice
We recommends from two angle grasp investment opportunities: (1) concern technology type platform company, as AI chip, and OS, and voice semantic, and perception, link, focus company including horizon, and figure spirit, and Cambrian, and wisdom reaching intelligent, and cloud know sound, and HKUST news fly, and thought LAN technology,; (2) concern in subdivision field do application development of enterprise, based on specific scene integration industry resources, focus concern of company including Kang force excellent blue, and Cobos, and excellent will selected, and future partners, company. Recommendations of listed companies concerned about Star technology, canny, CI star shares, robot, HKUST fly (GF computer cover).
7. risk warning
Service robot market demand is lower than expected; industry over competition; core technological breakthroughs lower than expected.