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地瓜机器人完成4亿美元C轮融资:做机器人时代“卖铲人”

亿邦动力 2026-09-18 14:21
亿邦动力 2026/09/18 14:21

邦小白快读

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你可以从文章中了解机器人领域的重磅核心信息,也能找到普通人参与机器人创新的实操路径。

1. 核心事件信息:9月17日地瓜机器人宣布完成4亿美元C轮融资,由未来资产领投,美团战投、多地政府投资平台、一线投资机构联合跟投,十余家老股东持续加码;企业2024年内已完成三轮融资,累计金额达6.7亿美元,资金将用于芯片布局、软件平台建设,打造软硬一体的具身智能基础设施。

2. 企业基本定位:地瓜机器人是知名自动驾驶芯片企业地平线的关联企业,从地平线机器人事业部分拆独立,不生产机器人本体,专注为各类机器人提供芯片、算法与软件开发平台,做机器人时代的“卖铲人”。

3. 普通人参与路径:其搭建了覆盖教育孵化、创客赋能、创新加速到行业先锋的全链路成长体系,全球已有超10万开发者、500多家中小创客、500余所院校基于其平台开发了数百种机器人产品,普通学生、创客都可借助其开发套件低成本切入机器人创新赛道。

你可以从文章中获取机器人赛道的消费趋势、产品研发路径与生态合作方向,为品牌布局提供参考。

1. 产业与消费趋势:当前机器人赛道正从细分品类成熟阶段向通用人形机器人发展阶段过渡,全场景开发所需的软硬一体基础设施需求迫切,整个品类即将迎来爆发期,开源人形、AI运动教练、AI影像、家庭陪伴等10大前沿赛道已有产品成为细分爆品,具备规模化增长潜力。

2. 产品研发支撑:品牌商无需从零搭建底层软硬件能力,可借助地瓜机器人覆盖全算力段的旭日芯片、贯通开发全流程的软件平台、RDK开发者套件,大幅降低研发成本、缩短产品落地周期,目前已有十余家合作企业依托其能力实现产品规模化量产出货。

3. 生态合作价值:加入其全链路成长体系,可对接全球开发者、院校、创客资源,获取从创意到量产的全周期支持,快速切入高增长前沿赛道。

你可从文章中捕捉机器人赛道的增长机会、可借鉴的商业模式,同时明确风险规避方向。

1. 增长市场机会:当前机器人赛道生态成果已进入密集落地期,基于地瓜机器人底座开发的产品已覆盖10大前沿赛道,多款成为细分品类代表性爆品并实现规模化量产出货,相关产品服务全球数百万用户,卖家可提前布局相关选品,承接品类爆发的流量红利。

2. 可借鉴的商业模式:地瓜机器人不做终端本体、专注做赛道“卖铲人”的定位具备强抗风险能力,卖家布局新赛道时可参考该思路,避开同质化终端产品竞争,切入赛道配套服务、场景化解决方案等差异化环节。

3. 合作与风险提示:卖家可对接其生态内的数百家创新机器人企业,争取爆品的分销、代理机会,同时依托平台开发者资源挖掘定制化产品机会,规避盲目选品带来的库存风险。

你可从文章中获取明确的产品生产需求、设计方向,以及数字化推进的相关启示。

1. 商业机会明确:当前基于地瓜机器人软硬件底座开发的产品已覆盖10大前沿赛道,多款成为细分爆品并实现规模化量产出货,全球开发者基于其平台已创造出数百种智能机器人形态;未来随着全算力段芯片布局完善、通用人形机器人开发需求释放,各类机器人结构件、硬件配件、整机组装的订单需求将持续增长,工厂可提前对接生态内创新企业、创客团队争取生产订单。

2. 产品设计参考:工厂可围绕旭日芯片、RDK开发者套件的适配要求,提前开发标准化配套硬件、模块化组件,降低开发者产品落地门槛,抢占配套供应链先发优势。

3. 数字化推进启示:工厂可借助其贯通全链路的软件平台能力,打通从需求采集、仿真验证到批量生产的全流程数字化链路,更好响应中小团队的小批量、定制化生产需求。

你可从文章中把握机器人行业发展趋势,明确客户核心痛点与可切入的服务方向。

1. 行业发展趋势:机器人赛道即将迎来品类爆发期,产业端核心需求正从单一硬件采购,转向覆盖数据采集、模型训练、仿真验证、推理部署全流程的软硬一体支撑,服务范围覆盖从成熟品类机器人到通用人形机器人的全场景开发主体。

2. 行业核心痛点:大量中小创客、创新企业、院校团队缺乏底层芯片、算法工具、开发平台支撑,从零搭建技术底座成本高、周期长,难以快速实现产品落地与规模化量产。

3. 服务切入方向:服务商可依托地瓜机器人的软硬件通用底座,为生态内主体提供垂直场景模型微调、应用开发、落地陪跑、供应链对接、渠道拓展等细分服务,对接超10万开发者、500余家创新企业、500余所院校的服务需求,共享赛道增长红利。

你可从文章中了解产业端对平台的实际需求,明确招商方向、运营要点与风险规避思路。

1. 产业端核心需求:当前机器人领域的开发者、创客、创新企业需要覆盖从创意孵化、技术支撑、加速成长到规模化销售的全链路服务,单一主体无法独立满足全部需求,需要平台发挥连接作用,打通技术方、资本方、供应链方、渠道方的多方资源。

2. 平台招商方向:可重点招引两类主体,一类是类似地瓜机器人这类具备底层软硬件支撑能力的基础设施服务商,夯实平台技术服务底座;另一类是基于通用底座开发各细分场景机器人产品的创新企业、创客团队,丰富平台产品供给,覆盖10大高增长前沿赛道。

3. 运营与风向规避:平台布局机器人赛道时,可参考其分层成长体系,针对不同发展阶段的主体设置差异化扶持政策,同时避开重资产做机器人本体的同质化竞争,聚焦生态服务能力建设,降低布局风险。

你可从文章中捕捉机器人产业的最新动向、商业模式创新特征,总结产业发展的相关启示。

1. 产业新动向:具身智能、通用人形机器人赛道已进入基础设施先行阶段,产业资本、政府引导基金、互联网战投正持续加注机器人通用底座领域;成立仅8个月的地瓜机器人年内累计融资达6.7亿美元,资本密集投入预示着机器人品类爆发期临近;当前全球已有超10万开发者、数百个创新主体基于其平台开发产品,生态成果进入密集落地期。

2. 商业模式创新:地瓜机器人采用“卖铲人”逻辑,不直接生产机器人终端本体,专注为全品类机器人提供芯片、算法、开发平台的通用底座,构建从教育孵化到行业先锋的全链路成长体系,是硬科技赛道垂直分工深化的典型代表。

3. 产业发展启示:可参考其“技术底座+生态孵化”模式,引导资本支持产业通用基础设施建设,降低全行业创新成本,加速机器人产业落地。

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Quick Summary

This article covers the latest core updates in the robotics sector, as well as practical pathways for everyday people to participate in robotics innovation.

1. Key corporate update: On September 17, D-Robotics announced the closing of its $400 million Series C funding round, led by Mirae Asset, with co-investment from Meituan Strategic Investment, multiple municipal government investment platforms, and top-tier investment institutions, plus additional participation from over a dozen existing shareholders. The company has raised three rounds of financing in 2024 for a cumulative total of $670 million. The proceeds will be used to expand its chip portfolio, develop software platforms, and build integrated hardware-software infrastructure for embodied intelligence.

2. Company positioning: D-Robotics is an affiliate of leading autonomous driving chipmaker Horizon Robotics, spun off from Horizon’s robotics division. It does not produce full robot units; instead, it focuses on supplying chips, algorithms, and software development platforms for all types of robots, positioning itself as the "pick-and-shovel provider" for the robotics era.

3. Participation pathways for the general public: The company has built an end-to-end growth ecosystem covering education and incubation, maker empowerment, innovation acceleration, and industry pioneer support. Globally, more than 100,000 developers, over 500 small and medium-sized maker teams, and more than 500 educational institutions have built hundreds of robot products on its platform. Ordinary students and independent makers can enter the robotics innovation space at low cost using its development kits.

This article offers insights into consumer trends, product development pathways, and ecosystem collaboration opportunities in the robotics sector, providing reference for brands’ strategic planning.

1. Industry and consumer trends: The robotics sector is currently transitioning from the maturation of vertical use cases to the development phase of general-purpose humanoid robots. Demand is surging for integrated hardware-software infrastructure that supports full-scenario development, and the overall category is approaching an inflection point for mass adoption. Ten high-growth frontier segments, including open-source humanoids, AI sports coaches, AI imaging devices, and home companion robots, have already spawned breakout products with mass-market scalability.

2. Product development support: Brands do not need to build underlying hardware and software capabilities from scratch. They can leverage D-Robotics’ Sunrise series chips (covering all computing power tiers), end-to-end software development platform, and RDK developer kits to significantly reduce R&D costs and shorten time-to-market. To date, more than ten partner companies have achieved scaled mass production and shipment of products using its technologies.

3. Ecosystem collaboration value: By joining its end-to-end growth system, brands can connect with a global network of developers, educational institutions, and makers, access full-lifecycle support from ideation to mass production, and quickly enter high-growth frontier segments.

This article highlights growth opportunities in the robotics sector, replicable business models, and key risks to avoid for sellers.

1. High-growth market opportunities: Robotics ecosystem solutions are now entering a period of concentrated commercial rollout. Products built on D-Robotics’ underlying platform cover 10 frontier segments, with multiple breakout hits achieving scaled mass production and serving millions of users worldwide. Sellers can curate selections of these products early to capture traffic dividends as the category expands rapidly.

2. Replicable business model insights: D-Robotics’ positioning as a non-terminal, "pick-and-shovel" provider in the sector offers strong risk resilience. When entering new segments, sellers can adopt a similar approach by avoiding competition in homogeneous end-products, and instead targeting differentiated segments such as segment-specific supporting services and scenario-tailored solutions.

3. Collaboration and risk notes: Sellers can partner with hundreds of innovative robotics companies in the D-Robotics ecosystem to secure distribution and agency rights for hit products, while also identifying customized product opportunities via the platform’s developer network to avoid inventory risks from blind product selection.

This article outlines clear product production demand, design directions, and insights for digital transformation for manufacturers.

1. Clear commercial opportunities: Products developed on D-Robotics’ hardware and software base currently cover 10 frontier segments, with multiple breakout hits achieving scaled mass production; global developers have created hundreds of intelligent robot form factors on the platform. As the company completes its full computing power chip portfolio and demand for general-purpose humanoid robot development rises, order volume for robot structural parts, hardware components, and full-unit assembly will see sustained growth. Manufacturers can proactively connect with ecosystem startups and maker teams to secure production orders in advance.

2. Product design references: Manufacturers can pre-develop standardized supporting hardware and modular components compatible with the Sunrise chip series and RDK developer kits, lowering the barrier to product commercialization for developers and securing first-mover advantage in the supporting supply chain.

3. Digital transformation insights: Manufacturers can leverage the platform’s end-to-end software capabilities to build fully digital workflows covering demand collection, simulation verification, and mass production, better serving the small-batch, customized production needs of small and medium-sized teams.

This article covers robotics industry development trends, core client pain points, and viable service entry points for service providers.

1. Industry development trends: The robotics sector is approaching a mass adoption inflection point. Core industry demand is shifting from standalone hardware procurement to integrated hardware-software support covering the full workflow of data collection, model training, simulation verification, and inference deployment, serving developers across all scenarios from mature category robots to general-purpose humanoid robots.

2. Core industry pain points: Large numbers of small and medium-sized makers, innovative startups, and university teams lack access to underlying chips, algorithm tools, and development platforms. Building a technical foundation from scratch is costly and time-consuming, making it difficult to quickly commercialize products and reach scaled mass production.

3. Service entry points: Service providers can build on D-Robotics’ universal hardware and software base to offer specialized services for ecosystem participants, including vertical scenario model fine-tuning, application development, go-to-market support, supply chain matching, and channel expansion, tapping into demand from over 100,000 developers, more than 500 innovative enterprises, and over 500 educational institutions to share in the sector’s growth dividends.

This article outlines actual industry demand for platforms in the robotics space, clarifying merchant recruitment priorities, operational focus areas, and risk mitigation approaches.

1. Core industry demand: Developers, makers, and innovative robotics companies require end-to-end services spanning idea incubation, technical support, growth acceleration, and scaled sales. No single entity can meet all these needs independently, creating a need for platforms to serve as connectors that integrate resources across technology providers, capital, supply chain partners, and distribution channels.

2. Merchant recruitment priorities: Platforms should focus on attracting two types of entities: first, infrastructure providers with underlying hardware and software support capabilities, such as D-Robotics, to strengthen the platform’s technical service foundation; second, innovative companies and maker teams building vertical-scenario robot products on universal bases, to diversify platform product offerings and cover 10 high-growth frontier segments.

3. Operations and risk mitigation: When building a presence in the robotics sector, platforms can reference D-Robotics’ tiered growth system to design differentiated support policies for entities at different development stages. They should also avoid capital-intensive competition in producing homogeneous robot bodies, and instead focus on building ecosystem service capabilities to lower market entry risks.

This article tracks the latest robotics industry developments and business model innovation characteristics, summarizing key takeaways for industry development.

1. New industry dynamics: The embodied intelligence and general-purpose humanoid robot segments have entered an infrastructure-first development phase, with industrial capital, government guidance funds, and corporate strategic investment arms from internet companies continuously increasing bets on universal robotics base layers. Only eight months after its founding, D-Robotics has raised a cumulative $670 million in funding this year; this concentrated capital inflow signals that mass adoption of robotics products is approaching. Globally, more than 100,000 developers and hundreds of innovative entities are already building products on its platform, marking a period of concentrated commercial rollout of ecosystem outcomes.

2. Business model innovation: D-Robotics operates on a "pick-and-shovel" logic: it does not directly produce end-user robot units, but focuses on providing a universal base of chips, algorithms, and development platforms for all robot categories, building an end-to-end growth system from education and incubation to industry leadership. It is a typical example of deepening vertical specialization in the hard tech sector.

3. Industry development takeaways: Policymakers and industry stakeholders can reference its "technology base + ecosystem incubation" model to guide capital investment in universal industrial infrastructure, lowering industry-wide innovation costs and accelerating the commercialization of robotics applications.

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.

【亿邦原创】9月17日,地瓜机器人宣布完成4亿美元C轮融资。

本轮融资由国际知名投资机构未来资产领投,美团战投,合肥国投、南山战新投、璟泉资本等政府投资平台,凯辉基金、华美国际投资集团有限公司、广发信德、超越摩尔、启航投资旗下芯创二期基金等一线投资机构联合跟投,以及高瓴创投、五源资本、线性资本、黄浦江资本、淡马锡旗下的Vertex Growth、Prosperity7、和暄资本、云锋基金、美团龙珠、九阳家办、敦鸿资产、凯联资本、沸点资本、九合创投、初心资本、数字未来、庚辛资本等众多老股东持续加码。

地瓜机器人今年内已完成三轮融资,累计6.7亿美元。本轮融资旨在强化旭日芯片的全算力段产品布局,建设贯通数据采集、模型训练、仿真验证、推理部署的全链路软件平台,以软硬一体的具身智能基础设施,满足从成熟品类到通用人形机器人的全场景开发需求,赋能机器人品类爆发。

地瓜机器人成立于2024年1月16日,由自动驾驶芯片企业地平线(Horizon Robotics)的机器人事业部分拆独立而来,是地平线的关联企业。地瓜机器人是一家机器人软硬件通用底座提供商,不造机器人本体,专注为人形机器人、四足机器狗、服务陪伴机器人、物流AMR等提供芯片、算法与软件开发平台,做机器人时代的“卖铲人”。

地瓜机器人的核心产品是旭日智能计算芯片(X系列、S系列)和RDK机器人开发者套件,目前已服务乐享科技、英汉思、求之科技、萝博派对、思博威视、朗极智能、擎羽、巡领科技、眺月科技、欧拉万象等创新企业,覆盖开源人形、AI运动教练、具身模型、AI影像、家庭陪伴等10大前沿赛道,多款产品成为细分品类代表性爆品并实现规模化量产出货,生态创新成果进入密集落地期。

从产业实践出发,地瓜机器人构建了覆盖教育孵化、创客赋能、创新加速到行业先锋的全链路成长体系。迄今,全球已有超过500家中小创客、500余所院校,以及来自20多个国家的超过100,000名开发者,基于地瓜机器人平台累计创造出数百种形态的智能机器人产品,服务全球数百万用户。

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FAQ回顾

地瓜机器人是一家什么类型的企业?

地瓜机器人2024年1月由地平线机器人事业部分拆独立,是机器人软硬件通用底座提供商,不生产机器人本体,核心提供芯片、算法与软件开发平台,为人形机器人、机器狗、服务机器人、物流AMR等多品类机器人开发赋能。

地瓜机器人C轮融资的资金将用在哪些方向?

本轮4亿美元C轮融资将用于强化旭日芯片全算力段产品布局,建设贯通数据采集、模型训练、仿真验证、推理部署的全链路软件平台,打造软硬一体具身智能基础设施,覆盖从成熟品类到通用人形机器人的全场景开发需求。

地瓜机器人的核心产品有哪些?

地瓜机器人核心产品包括旭日智能计算芯片(X系列、S系列)和RDK机器人开发者套件,目前相关产品已服务数十家机器人创新企业,覆盖开源人形、AI运动教练、具身模型、家庭陪伴等10大前沿赛道,支撑多款细分爆品规模化量产出货。

地瓜机器人的开发者生态规模有多大?

截至目前,全球已有超500家中小创客、500余所院校,以及来自20多个国家的超10万名开发者基于地瓜机器人平台开发,累计创造出数百种形态的智能机器人产品,服务全球数百万用户。

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