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一家服装软件公司 为何能做具身智能的卖水人?

薛皓皓 2026-06-26 11:02
薛皓皓 2026/06/26 11:02

邦小白快读

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本文介绍了深耕服装数字化的凌迪科技跨界切入具身智能赛道,定位做赛道卖水人的创业故事,核心干货信息如下:

1. 企业基础背景:凌迪科技核心业务是AI+3D服装数字化仿真软件,解决了此前行业多为游戏引擎魔改、精度差的痛点,累计服务超3000家客户,覆盖多个海外头部时尚品牌。

2. 跨界逻辑与验证:凌迪发现服装形变仿真技术刚好解决具身智能领域衣物操作训练数据不足的痛点,首个合作客户是头部独角兽银河通用,其2026年春晚展示的叠衣服机器人就用到凌迪的仿真技术,验证了技术可行性。

3. 当前业务进展:目前业务已经独立团队运营,涵盖合成数据扩容、强化学习环境、具身大脑评测、灵巧手触觉仿真等,2025年营收数百万元,预期今年增速可达5-10倍。

本文对服装品牌把握产业趋势、推进数字化研发、探索新机会有较多参考干货,具体如下:

1. 产业趋势层面:当前具身智能正在加速向服装产业渗透,机器人叠衣、分拣、整理等场景落地已经起步,未来会逐步改变服装生产、终端服务的形态,品牌可提前关注相关技术落地进展。

2. 产品研发层面:凌迪的高精度3D服装仿真技术已经商业化,可模拟服装上身后的下垂、褶皱、回弹等动态效果,替代传统打样流程,缩短研发周期降低成本,目前已经有多个海外头部奢侈品牌使用这类服务,值得品牌尝试。

3. 跨界机会层面:凌迪依托服装行业积累切入AI新赛道的经验,说明传统服装品牌可依托自身对行业的理解,结合技术积累,探索AI相关的新增长机会,挖掘交叉领域的红利。

本文梳理了AI交叉赛道的新机会与成熟经验,可供相关创业卖家参考,核心干货如下:

1. 机会提示:具身智能是当前高速增长的AI赛道,核心卡点之一是训练数据和仿真服务供给不足,深耕服装领域的玩家拥有先天优势,交叉领域存在大量未被满足的需求,适合卖家切入。

2. 可复制的商业模式:凌迪采用SDK订阅制收费,单纯数据服务按时长收费,模式轻且可复制,起步第一年(2025年)营收就达到数百万元,第二年预期增速可达5-10倍,商业逻辑已经跑通。

3. 经验与风险提示:技术不能直接平移,需要针对机器人场景做针对性改造,比如修改刚体碰撞逻辑解决穿模问题、做网页端轻量化降低客户接入门槛,卖家跨界需要提前预留研发投入应对技术改造需求。

本文对服装工厂推进数字化转型、挖掘新商业机会有较多启示,核心内容如下:

1. 生产设计端的升级方向:当前服装产业数字化已经发展到高精度3D仿真阶段,这类技术可帮助工厂模拟服装不同状态的效果,替代传统打样,缩短设计研发周期,降低打样成本,工厂可引入这类技术升级生产设计流程,提升竞争力。

2. 新商业机会:具身智能在服装领域落地加速,机器人完成叠衣、取衣、分拣等操作都需要高精度的服装仿真训练数据,有相关技术积累或资源的工厂,可探索和具身智能企业合作,挖掘新的营收增长点。

3. 数字化转型启示:凌迪的案例说明,工厂推进数字化不仅仅是当下降本提效,还能积累核心技术能力,形成差异化优势,未来可依托这些能力开拓AI相关的新增长曲线,长期投入数字化的价值会逐步释放。

本文披露了具身智能基础服务赛道的客户痛点、行业趋势与成熟解决方案,对AI相关服务商有较高参考价值,具体如下:

1. 行业发展趋势:当前具身智能行业仍处于早期,核心卡点集中在基础层,训练数据匮乏、评测体系缺失等问题突出,基础仿真服务的需求缺口很大,提前布局的服务商可率先抢占市场。

2. 核心客户痛点:一是衣物操作类具身智能缺高精度训练数据,真实数据采集难度大成本高,原有合成数据和真实场景偏差大;二是强化学习需要高速度的仿真环境;三是行业缺乏标准化低成本的具身大脑评测方案;四是灵巧手触觉数据采集成本极高。

3. 可行的解决方案:凌迪凭借多年高精度形变体仿真的积累,推出了合成数据扩容、强化学习环境搭建、仿真化评测、低成本触觉仿真数据等服务,还针对机器人场景改造了技术,做网页端轻量化降低接入门槛,订阅制收费模式已经跑通商业闭环。

本文梳理了具身智能产业链对平台的需求,以及现有合作模式,可供相关平台参考,核心干货如下:

1. 产业需求:当前具身智能行业发展快,客户对差异化、垂直领域的基础技术服务需求强烈,现有主流通用物理引擎缺乏高精度形变体仿真的能力,无法满足衣物操作相关具身智能项目的需求,平台需要补充这类垂直能力。

2. 成熟合作模式:凌迪选择将自身仿真引擎接入英伟达、谷歌Deepmind旗下的主流物理引擎平台,通过大平台触达客户,这种模式既帮助平台丰富了生态,给客户提供更全面的服务,也帮助中小技术服务商解决了获客问题,对双方都有利。

3. 运营风向提示:当前具身智能技术路线尚未收敛,无论哪条技术路线最终胜出,都需要仿真服务支撑训练,平台提前布局这类基础服务,可有效对冲技术路线变化的风险,还可通过引入垂直领域优质服务商,丰富平台生态,提升平台竞争力。

本文披露了具身智能产业的最新动向,提出了新的商业模式,可供产业和技术研究者参考,核心内容如下:

1. 产业新动向:近年越来越多垂直领域的数字化服务商依托自身积累切入具身智能赛道,凌迪科技就是典型案例,这家原本做服装3D仿真的企业,凭借高精度形变体仿真的核心能力,切入具身智能基础服务赛道,已经和头部独角兽银河通用达成合作,技术得到验证,2025年实现数百万元营收,今年预期增速5-10倍,产业分工已经出现新的变化。

2. 行业新问题:当前具身智能发展存在两大核心卡点,一是高质量训练数据稀缺,真机数据采集成本极高,合成数据存在仿真到真实的效果落差;二是具身大脑的AI模型架构尚未收敛,行业还缺乏标准化的评测体系。

3. 创新商业模式:凌迪定位为具身智能赛道的卖水人,只做基础仿真和数据服务,不直接参与具身智能大脑或本体的竞争,不管哪条技术路线胜出都可获益,这种模式降低了自身的技术路线风险,非常适合垂直领域玩家跨界布局AI,对产业创新研究有较高的参考价值。

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Quick Summary

This article shares the entrepreneurial story of Style 3D, a company with deep roots in digital apparel technology, that has crossed over into the embodied intelligence track, positioning itself as an infrastructure "water seller" for the new sector. Key takeaways are as follows:

1. Company background: Style 3D's core business is AI-powered 3D digital apparel simulation software, which solves the long-standing industry pain point of low accuracy from solutions modified from game engines. It has served more than 3,000 clients globally, including multiple leading international fashion brands.

2. Cross-sector logic and validation: Style 3D discovered that its garment deformation simulation technology directly addresses the shortage of training data for garment manipulation in embodied intelligence. Its first partner was leading unicorn General Galaxy, which used Style 3D's simulation technology for its clothes-folding robot showcased at the 2026 Spring Festival Gala, validating the technical feasibility.

3. Current business progress: The new embodied intelligence business now operates with an independent team, covering synthetic data scaling, reinforcement learning environments, embodied brain evaluation, and dexterous hand tactile simulation. The business generated several million yuan in revenue in 2025, with an expected 5x to 10x growth this year.

This article offers valuable insights for apparel brands to identify industry trends, advance digital R&D and explore new growth opportunities. Key takeaways are as follows:

1. Industry trend: Embodied intelligence is accelerating penetration into the apparel industry. Use cases such as robot-powered folding, sorting and organizing have already begun initial deployment, and will gradually reshape apparel production and end-consumer service. Brands should monitor related technology advancement early.

2. Product R&D: Style 3D's high-precision 3D apparel simulation technology is already commercially available. It can simulate dynamic effects such as draping, wrinkles and elasticity when garments are worn, replacing traditional sampling processes to shorten R&D cycles and cut costs. Multiple leading international luxury brands already use this service, making it worth consideration for apparel brands.

3. Cross-sector opportunities: Style 3D's experience of entering a new AI track based on apparel industry expertise demonstrates that traditional apparel brands can leverage their industry insights and accumulated technical capabilities to explore AI-related new growth opportunities and tap into dividends in cross-disciplinary areas.

This article outlines new opportunities and proven experience in AI cross-disciplinary tracks, for entrepreneurial sellers to reference. Key takeaways are as follows:

1. Opportunity insight: Embodied intelligence is a fast-growing AI track, and one of its core bottlenecks is insufficient supply of training data and simulation services. Players with deep roots in the apparel sector have inherent advantages, and there remains large unmet demand in cross-disciplinary areas that is suitable for new entrants.

2. Replicable business model: Style 3D uses an SDK subscription pricing model, while pure data services are charged by usage duration. This is a lightweight, highly replicable model that already generated several million yuan in revenue in its first year of operation (2025), with an expected 5x to 10x growth in the second year, proving the commercial model is viable.

3. Experience and risk reminder: Technology cannot be directly transferred, and requires targeted adaptation for robotic scenarios. For example, adjusting rigid body collision logic to solve mesh penetration issues, and building lightweight web-based solutions to lower client adoption barriers. Sellers venturing into cross-sector business need to set aside sufficient R&D budget in advance for technical adaptation.

This article offers multiple insights for apparel factories to advance digital transformation and tap new business opportunities. Key insights are as follows:

1. Upgrade direction for production and design: The apparel industry's digital transformation has now advanced to the high-precision 3D simulation stage. This technology helps factories simulate how garments perform in different conditions, replacing traditional sampling to shorten design and R&D cycles and cut sampling costs. Factories can adopt this technology to upgrade their production and design processes and improve competitiveness.

2. New business opportunities: Embodied intelligence deployment in the apparel sector is accelerating. Robots performing folding, picking and sorting all require high-precision apparel simulation training data. Factories with relevant technical capabilities or resources can explore cooperation with embodied intelligence companies to develop new revenue growth points.

3. Lessons for digital transformation: The Style 3D case shows that digital transformation for factories is not only about cutting costs and improving efficiency in the short term, but also helps accumulate core technical capabilities to build differentiated advantages. In the long run, factories can leverage these capabilities to open up new AI-related growth curves, and the value of long-term investment in digital transformation will be gradually released.

This article discloses client pain points, industry trends and proven solutions in the embodied intelligence infrastructure service track, offering high reference value for AI-related service providers. Key insights are as follows:

1. Industry development trend: The embodied intelligence industry is still in an early stage, with core bottlenecks concentrated at the infrastructure layer. Issues such as lack of training data and absence of standardized evaluation systems are prominent, creating a large unmet demand for basic simulation services. Service providers that布局 early can capture first-mover advantage.

2. Core client pain points: First, embodied intelligence solutions for garment manipulation lack high-precision training data: real-world data collection is difficult and costly, while existing synthetic data has large deviations from real scenarios. Second, reinforcement learning requires high-speed simulation environments. Third, the industry lacks standardized, low-cost evaluation solutions for embodied intelligence systems. Fourth, tactile data collection for dexterous hands comes with extremely high costs.

3. Viable solution: Leveraging years of experience in high-precision deformable body simulation, Style 3D offers services including synthetic data scaling, reinforcement learning environment setup, simulation-based evaluation, and low-cost tactile simulation data. It has also adapted its technology for robotic scenarios and built lightweight web-based solutions to lower adoption barriers, with its subscription model already proving a viable commercial closed loop.

This article outlines the embodied intelligence industry's demand for platforms and proven cooperation models, for relevant platform operators to reference. Key takeaways are as follows:

1. Industry demand: The embodied intelligence industry is growing rapidly, and clients have strong demand for differentiated, vertical infrastructure technology services. Existing mainstream general-purpose physics engines lack high-precision deformable body simulation capabilities, and cannot meet the demand of garment manipulation-related embodied intelligence projects. Platforms need to supplement this vertical capability.

2. Proven cooperation model: Style 3D chose to integrate its simulation engine into mainstream physics engine platforms owned by Nvidia and Google DeepMind, reaching clients through these large platforms. This model helps platforms enrich their ecosystem to deliver more comprehensive services to clients, and also solves customer acquisition challenges for small and mid-sized technology providers, creating a win-win outcome for both sides.

3. Operational insight: The technical roadmap for embodied intelligence has not yet converged. No matter which technical roadmap eventually wins, simulation services will still be required for model training. By布局 this type of infrastructure service early, platforms can effectively hedge against the risk of technical roadmap shifts, and enrich platform ecosystem by introducing high-quality vertical service providers to improve platform competitiveness.

This article discloses the latest industry developments in embodied intelligence and proposes an innovative business model, for industry and technology researchers to reference. Key content is as follows:

1. New industry development: In recent years, a growing number of vertical digital service providers have leveraged their accumulated capabilities to enter the embodied intelligence track, and Style 3D is a representative case. Originally a provider of 3D apparel simulation, the company used its core capability in high-precision deformable body simulation to enter the embodied intelligence infrastructure service track. It has already partnered with leading unicorn General Galaxy, validated its technology, generated several million yuan in revenue in 2025, and projected 5x to 10x growth this year, marking new changes in industrial division of labor.

2. New industry challenges: There are two core bottlenecks holding back embodied intelligence development today. First, high-quality training data is scarce: real-world data collection is extremely costly, while synthetic data suffers from a simulation-to-reality gap. Second, the architecture of embodied brain AI models has not converged, and the industry still lacks a standardized evaluation system.

3. Innovative business model: Style 3D positions itself as a "water seller" for the embodied intelligence track, focusing only on basic simulation and data services and avoiding direct competition in embodied intelligence brains or hardware. This model allows the company to benefit regardless of which technical roadmap eventually wins, reducing its exposure to technical roadmap risk. It is an ideal approach for vertical players expanding into AI through cross-sector entry, and offers high reference value for industrial innovation research.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

银河通用在2026年春晚展示的机器人叠衣服成果,其背后有凌迪科技的仿真技术支持。

作者丨 薛皓皓

编辑丨 关雎

凌迪科技起家于服装产业数字化,其核心业务是基于高精度形变体仿真技术,为服装设计、面料开发与生产展示提供AI+3D数字化软件。这套系统解决了传统仿真引擎“魔改版”精度极差的痛点,累计服务超3000家客户,覆盖多个海外头部时尚品牌。

2024年底,这家长年深耕服装圈的公司意外切入了物理AI下具身智能赛道。因为他们观察到,具身智能大脑的智能水平提升,可能和仿真息息相关,仿真能为大脑提供合成训练数据、强化学习环境、进行模型效果评测等一系列的支撑。而凌迪科技在以服装为代表的形变体仿真上的长期积累,成为它切入具身智能产业链的底气。

王华民是凌迪科技的联合创始人兼首席科学家。他本科毕业于浙江大学竺可桢学院,并在斯坦福大学和佐治亚理工学院分别获得硕士和博士学位。作为世界级计算机图形学专家、前俄亥俄州立大学终身教授,王华民在布料物理模拟领域有着极高的学术地位。2021年,为了“解决真实问题,把技术成果落地”,他离开“学术象牙塔”,加入凌迪科技。

在具身智能领域,凌迪科技首个重要的正反馈来自国内头部独角兽银河通用。银河通用在2026年春晚展示的机器人叠衣服成果,其背后是有凌迪科技的仿真技术支持。

在整个具身智能产业链中,王华民将凌迪科技清晰地定位为“卖水人”。

从服装业数字化到物理AI

凌迪科技的气质是时尚和科技的结合,一边是长期浸染于服装设计师、服装厂、服装品牌构成的时尚圈,另一边把科学家索尔维及其创办的20世纪世界顶级基础科学闭门研讨会——索尔维会议,作为公司的“精神”参考系。

在这种气质下,凌迪科技设立有一支30人左右的研究院团队,负责探索AI等前沿技术,对公司业务发展带来的各种可能性。王华民是这支研究团队的领导。

“在我们公司推出服装仿真软件之前,市面上大部分均为游戏引擎的魔改版本,精度很差。我们的产品能模拟服装上身后的下垂、褶皱、回弹等动态变化。”王华民说。

基于这套高精度的仿真技术,公司推出了面向款式设计的服装仿真建模软件Style3D Studio,面向面料数据采集及编辑的Style3D Fabric,面向服装仿真数据沉淀及复用的Style3D Cloud,以及面向服装搭配展示的Style3DMixMatch等。

这套产品为凌迪科技累计服务超3000家客户,包括海外头部的奢侈品牌。

2024年底,王华民十分敏锐地观察到一个趋势:不少和自己有着相似背景的学者,都投入到具身智能的创业浪潮中。例如,具有计算机图形学背景的斯坦福博士王鹤创立了银河通用,成为国内头部的具身智能独角兽;师从李飞飞,拥有深厚三维视觉学术背景的苏昊博士,则加盟苏度科技担任CTO,苏度科技也是估值增长最快的具身独角兽。

这个趋势令王华民意识到一个机会:凌迪科技长期积累的高精度纺织物仿真数据和能力,在业内实属难得,足以成为切入具身智能赛道的独特优势。

对比仿真柜子、钢块等形状不易改变的东西,计算机仿真服装更为困难。“柜子或钢块,形状是固定的,计算机更容易仿真。衣服不行——平铺、折叠、揉成一团,每一种状态都完全不同,计算机必须通过极大的数据规模,更复杂的参数计算,才能实现高精度的服装仿真。”王华民说。

目前,机器人仍无法稳定而高效地完成叠衣服、从洗衣机里取出缠绕衣物等任务,根本原因是“大脑”缺乏足够的训练数据——衣物操作场景的真实数据极难采集,而用仿真生成的合成数据,又因为与真实世界存在较大偏差,被认为训练效果大打折扣。

凌迪科技的切入点正基于此,用更高精度的服装仿真,缩小合成数据和真实数据的差距。

他们先将自己的仿真引擎SynReal接入英伟达旗下的物理引擎Newton,以及GoogleDeepmind旗下的物理引擎MuJoCo。他们十分期待的是,有合成数据需求的具身智能公司,能通过这些大平台找到自己。

让王华民没想到,首个重要的正反馈来自国内头部的具身智能公司——银河通用。

根据王华民透露,银河通用正使用凌迪科技的仿真引擎,训练机器人大脑。具体而言,包括了叠衣服、从洗衣机取衣服、抓零食等训练任务,而叠衣服的训练成果,正是银河通用在2026年春晚所展示的。

这一正反馈,让王华民意识到,小范围试水宣告成功,随即决定加大投入,将具身智能业务独立成团队运营。

除了合成数据,仿真还能干什么?

凌迪科技切入具身智能业务才一年半的时间,但它的探索不局限于合成数据。

首先在合成数据方面,对于凌迪科技而言,合成数据并非真机数据的替代,而是对真机数据的“扩容”。

“我已采了一条真机数据,你怎么把它变成10条更多的数据——通过3D仿真就很容易做到。”王华民解释说:“这对数据精度要求很高,对速度要求不高。”

强化学习是仿真在机器人场景中的另一落地业务,该业务对数据精度要求不高,对数据生成速度要求颇高。

“强化学习要求引擎做到1000帧每秒的仿真速度。”王华民说:“这相当于现实世界过去一秒,机器人大脑就在仿真环境演算上千次。”

和真机数据“扩容”不同,强化学习不给具身大脑喂数据,而是让具身大脑在仿真环境下自己反复试错,做对了给奖励,做错了给惩罚,通过不断试错,优化自己的行为策略,提升机器人大脑完成各类任务的水平。

除了真机数据“扩容”和强化学习,凌迪科技还在做具身大脑的评测。

目前,市场上仍缺乏一套标准化的具身大脑评测系统,行业仍无法判断哪家公司的大脑做得更好。在真实场景中进行评测,存在着诸多弊端,包括搭建成本高、评测流程复杂、容易作弊等,而仿真场景下的评测能消灭这些弊端。

“例如,要评测机器人在家庭场景下的智能水平,需要搭建1000个家庭场景,实地搭建很困难,仿真环境下却很简单,而且由于随机生成,评价更客观。”王华民解释说。

除了上述的探索方向,凌迪科技还在做灵巧手触觉的仿真数据。

目前,灵巧手触觉数据的采集,依赖于真人佩戴采集手套进行,而采集手套单价可达数万、甚至数十万元,且有使用寿命限制(可能使用5000次就坏)。而凌迪科技能用仿真技术将相关的边际成本降至近乎为0。

要做好上述所有业务,并不能把服装仿真直接搬到机器人场景。

因为,服装仿真里,人体基本静止,衣服围绕人体运动,碰撞关系相对简单;机器人场景里,夹爪需要主动抓取衣物,运动轨迹复杂,原有的碰撞缓冲区逻辑没有针对夹爪设计,导致夹爪频繁穿模——夹爪像幽灵一般,穿过了衣服的布料。

意识到问题后,王华民对刚体的碰撞逻辑做了专项修改。

另一个专项修改的方向是轻量化。现有的主流仿真平台体量庞大,需要安装配置,使用门槛高。凌迪科技希望把仿真引擎做成网页端,打开浏览器即可使用,降低客户的接入成本。

据公司透露,这些业务采用SDK订阅制的收费模式。若单纯购买数据,则按时长收费。起步第一年的2025年,公司在该领域的营收规模达到数百万元,今年可达5~10倍的增速。

客户范围并不局限于具身智能公司,还有来自智能家电领域的客户。“许多家电公司都配备机器人团队,这些团队会有数据和仿真的需求。”王华民说。

要做具身智能的卖水人

从当前行业进展出发,要让具身智能真正进工厂打工,或者进入家庭做家务,训练数据的匮乏,成为关键卡点之一:质量最高的真机数据稀缺,需要补充合成数据,而合成数据往往精度太低,难以实现良好的数据训练效果。

另一个关键卡点是具身大脑的AI模型架构尚未收敛。此前,在硅谷具身智能独角兽Physical Intelligence的推动下,VLA模型(Vision-language-Action)曾成为业内主流方向。然而,VLA的泛化性差, “比如机器人在房间A学会了叠衣服,到了房间B就不会了。”王华民解释说。

在VLA之后,世界模型被寄予厚望,有望提升机器人大脑的智力水平,而世界模型的技术路线尚处于“百花齐发”的状态,还未有一条路线获得主流认可。“虽然技术路线众多,但是我们公司积累的仿真能力在这里能发挥巨大的作用。”王华民说。

在世界模型方面,凌迪科技决定从仿真技术再往前迈一步,正通过合作的方式,打造一款世界模拟器。“世界模拟器能做的是,给定物体的状态,加上某种动作,AI可自动预测该物体的未来状态。”他说。

对于凌迪科技在具身智能领域的定位,王华民认为,它要成为一位“卖水人”:通过向具身大脑公司或者本体公司,提供仿真和数据服务,从而获得营收。

更有意思的是,凭借着在服装行业的深耕,凌迪科技比具身智能公司更懂服装行业,也比服装公司更懂具身智能,这种特殊的禀赋,为凌迪科技在服装工厂落地具身智能,创造了条件。

面对具身智能业内对合成数据的悲观论调,王华民表达了自己的看法:“合成数据的核心问题是sim to real gap(机器人在仿真环境做任务,和真实世界之间的效果落差),但是当真实数据的采集成本过高,甚至难以采集时,合成数据能以更低的成本进行补充或替代。”所以,合成数据和真实数据并非替代关系,而是互补关系。

在淘金热中,最先赚到钱的往往是卖铲子和卖水的人。当所有的具身智能公司都在为了让机器人更聪明而激烈竞争时,凌迪科技选择退后一步,提供训练工具。

毕竟,无论哪种技术路线胜出,他们都可能在仿真环境中,完成走向现实世界的第一步。

注:文/薛皓皓,文章来源:创业邦(公众号ID:ichuangyebang ),本文为作者独立观点,不代表亿邦动力立场。

文章来源:创业邦

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