From left to proper: NASA’s Ingenuity Helicopter, Boston Dynamics’ Atlas humanoid, and Waymo’s newest autonomous automobile. | Supply: NASA JPL, Boston Dynamics, and Waymo
With 2024 within the rearview mirror, we’re trying again at a few of the greatest robotics tendencies of the yr. Whereas the yr was filled with thrilling improvements and new applied sciences, we additionally noticed the trade climate dips in funding and slower gross sales. Listed here are our 5 greatest tendencies for 2024:
Humanoids proceed to dominate the information
The most important story in 2024, by far, was the entire humanoid robots. However this yr wasn’t nearly flashy headlines, it was additionally about actual, tangible developments for the know-how.
Agility Robotics’ Digit stays a pacesetter within the house. In June, we discovered that GXO formally deployed a “small fleet” of Digit humanoids at a Spanx facility in Georgia.
In November, Schaeffler AG made a minority funding into Agility and deliberate to purchase Digit robots to be used throughout its international plant community. These marked the primary paying deployments for humanoid robots.
Determine AI can be delivery its Determine 02 system to its first paying prospects. Whereas we don’t know who its first buyer is, the corporate mentioned BMW Group had examined Determine 02 for dealing with fitted sheet-metal components on its automotive manufacturing line for 2 weeks in Spartanburg, S.C. The corporate closed its Sequence B spherical of $675 million in February, marking one of many greatest funding rounds of the yr.
We additionally noticed a slew of recent humanoid robotic releases this yr. Most notably, Boston Dynamics launched an electrical model of its Atlas robotic. Atlas had lengthy drawn consideration with its spectacular capabilities however remained only a analysis venture resulting from its hydraulic actuation design.
The new electrical Atlas is the corporate’s first step into the industrial humanoid race. To date, Boston Dynamics has proven the robotic doing pushups and dealing with massive automotive components.
Different humanoid releases embrace EngineAI’s PM01, Pudu Robotics’ PUDU D9, 1X’s NEO Beta, LimX’s up to date CL-1, Determine 02, Unitree Robotics’ G1, Sanctuary AI’s upgraded Phoenix, Mentee Robotics’ Menteebot prototype, and extra.
As well as, we’ve seen many advances with Tesla’s Optimus robotic all year long. Optimus is maybe essentially the most high-profile humanoid robotic and this yr, it grabbed consideration by mixing drinks and mingling at Tesla’s We, Robotic occasion in October.
Later, Bloomberg, The Verge, and different shops reported the robots have been being remotely operated by people, not performing autonomously.
Basis fashions achieve traction
Advances in synthetic intelligence, notably basis fashions, have been gaining traction within the robotics trade this yr, with each established corporations and new startups investing within the know-how. NVIDIA introduced Challenge GR00T, a analysis initiative that’s growing general-purpose basis fashions, instruments, and applied sciences for accelerating humanoid robotic improvement, at GTC 2024.
NVIDIA mentioned it designed this new mannequin to allow robots to know pure language and emulate actions by observing human actions.
In July, Skild AI emerged from stealth mode and closed a $300 million Sequence A spherical. The firm is growing the Skild Mind, a robotics basis mannequin, in addition to a cell manipulation platform and a quadruped platform for safety and inspection.
Later, Bodily Intelligence raised $400 million to proceed its improvement of AI for a variety of robots. The corporate mentioned its generalist coverage will make robots simpler to program and use. Its early demonstrations included robots folding laundry, assembling bins, and dynamically placing objects into containers.
Amazon additionally additional invested in growing basis fashions. It employed Covariant’s founders and round 25% of its workers and signed a non-exclusive license to make use of the corporate’s robotic basis fashions.
The corporate described its Covariant Mind as a “common AI platform.” Amazon has launched the Amazon AGI SF Lab to develop new foundational capabilities for enabling helpful AI within the digital and bodily worlds.
Robotic gross sales sluggish in North America in 2024
Whereas we don’t but have robotics gross sales statistics for all of 2024, the primary three quarters of the yr weren’t encouraging. From January by way of September 2024, North American companies ordered 23,034 robots valued at $1.4 billion, a 1.9% decline in models and a 2.2% drop in income as compared with the identical interval in 2023, based on the Affiliation for Advancing Automation (A3). Robotic orders had already dropped 30% in 2023 from 2022.
Particularly, gross sales declined 32% in semiconductors, electronics, and photonics, they usually declined 21% in automotive parts. A3 attributed these slowing gross sales to tight capital budgets, excessive rates of interest, and slowed industrial output, notably in electrical autos.
Whereas these numbers don’t look nice, the information wasn’t all dangerous. For one, A3 solely tracks industrial robotic gross sales, which doesn’t embrace issues like autonomous cell robots (AMRs) or collaborative robots. So, these numbers may additionally point out a shift away from industrial robots and in the direction of extra versatile types of automation.
Moreover, whereas gross sales declined in sectors that historically undertake many robots, they’ve grown in different areas. Orders elevated in meals and client items (+60%); life sciences, prescription drugs, and biomedical (+43%); and metals (+8%).
NASA Ingenuity has its final flight on Mars
A picture exhibiting Ingenuity’s broken rotor blade after its 72nd flight on Jan. 18, 2024. | Supply: NASA/JPL-Caltech
This yr, NASA mentioned goodbye to one in all its most fun experiments thus far. The Ingenuity helicopter, the first-ever plane to fly on one other planet, performed its final flight on January 18. Through the flight, the NASA staff confirmed that a number of of Ingenuity’s rotor blades had sustained harm throughout a earlier emergency touchdown, rendering it unable to fly once more.
Ingenuity’s mission lasted virtually 1,000 sols — Martian days or 24 hours, 39 minutes, 35 seconds — greater than 33 occasions longer than NASA initially deliberate. To maintain it working, the Ingenuity staff needed to innovate methods to maintain it working gone its authentic expiration date. Whereas on Mars, the NASA staff upgraded Ingenuity with the flexibility to decide on touchdown websites in treacherous terrain autonomously.
The helicopter additionally handled useless sensors, cleaned itself after mud storms, operated from 48 totally different airfields, carried out three emergency landings, and survived a Marian winter, regardless of being designed for the spring. Ultimately, the helicopter accomplished 72 flights, flew for over 128 minutes, traveled 11 miles (17.7 km), and reached an altitude of 79 ft. (24 m).
We’ll seemingly be seeing Ingenuity’s affect on many future NASA missions. Already, the group plans to ship two extra helicopters to assist within the Mars pattern return marketing campaign.
Waymo the final robotaxi standing in 2024
In the case of robotaxis, 2024 made one factor clear: Waymo is the clear chief within the trade. For years, Waymo, the self-driving unit of Alphabet, and Cruise, GM’s self-driving subsidiary, appeared equally matched in expertise and deployments.
2023 introduced highway bumps for Cruise, culminating within the California Division of Motor Autos (DMV) suspending its permits within the state. Cruise wasn’t capable of get well from this in 2024, and in December, GM mentioned it’s not funding Cruise’s robotaxi deployment work. It cited lengthy improvement occasions, excessive prices, and an more and more aggressive market as the explanations behind its determination.
Waymo, then again, has solely continued to develop its robotaxi companies. It launched its first service in Los Angeles and expanded companies in San Francisco and Phoenix. Waymo mentioned it already supplies over 150,000 journeys per week throughout Phoenix, Los Angeles, San Francisco, and Austin. In 2025, it plans to launch companies in Miami and Tokyo.
This yr, we may see different robotaxi corporations, like Zoox and Nuro, begin to achieve extra momentum as they transfer from trial deployments to, hopefully, offering paid companies. In 2024, Nuro expanded its capabilities utilizing zero-occupant autos with the Nuro Driver system, whereas Zoox grew its operations in California and Nevada.
Chinese language autonomous automobile companies have additionally been seeing extra traction not too long ago. In October, WeRide was formally listed on the Nasdaq International Choose Market. The corporate expects whole proceeds from the general public providing, mixed with $320 million concurrent personal placement, to quantity to $458.5 million.
In November, DeepRoute.ai closed a $100 million funding spherical. The corporate mentioned it hopes to make use of the funds to scale collaborations with international automakers, discover future robotaxi enterprise, and help the recruitment of extra AI-native expertise.
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