Humanoid Robots: A Lofty Vision Faced with Reality
Robotics leader Lam, chairman of Quanta, voices skepticism towards the development of humanoid robots.
In an frank chat, Quanta Computer Inc chairman Barry Lam recently voiced his reservations about the potential of humanoid robots, citing elevated manufacturing costs and a dearth of suitable clientele for these sophisticated machines.
Despite the rising demand and high anticipation for humanoid robots, the high research-and-development expenses and uncertain profitability remain significant concerns, as Lam candidly disclosed to reporters post the company's annual shareholders' meeting in Taoyuan.
"Given the high cost associated with these robots, it seems a questionable decision to utilize them for routine household tasks," Lam admitted. Instead, he believes that robots engineered for specific purposes are more valuable and present a better business opportunity.
Driven by this perspective, Quanta has opted to invest in robotic arms over the past few years, as revealed by Lam.
The ongoing enthusiasm for humanoid robots appears to be unrealistically ambitious, as indicated by Lam. "Several companies have been allotting resources for humanoid robots, but none have managed to create a substantial business yet," he observed, adding that the cost-benefit ratio still falls short.
Transiting to quantum computers, Lam admitted that the technology confronts several hurdles, as its processing mechanism diverges considerably from conventional computers. Nevertheless, he believes that medical and industrial sectors may benefit significantly from this revolutionary technology. Quanta, in February, invested $35 million in US-based quantum chip developer Rigetti Computing. Additionally, the company is deliberating collaboration with the Chungshan Institute of Science and Technology to pioneer quantum computers, according to Lam.
Addressing the "make in the US" trend triggered by U.S. President Donald Trump's announcement of reciprocal tariffs in April, Lam expressed confidence in expanding Quanta's capacity in the U.S. to meet the escalating demand. Owing to the company's rich production experience and high client satisfaction, this expansion endeavor seems secure.
Regarding the second half outlook for consumer electronics, Quanta's vice chairman C.C. Leung expressed ambiguity, stating, "Even Trump himself would not be certain."
Quanta shareholders sanctioned a cash dividend of NT$13 per share, marking a record high for the company. This represented an payout ratio of 83.93 percent based on the company's earnings per share of NT$15.49 in the previous fiscal year.
Humanoid Robots: A Complex Dance with Challenges
Humanoid robots are faced with several challenges that hamper their progress and profitability:
- Complex Design and High Cost: Humanoid robots, characterized by thousands of parts and advanced sensors, contribute to their substantial cost increase. This complexity and cost are major obstacles to their widespread adoption.
- Industrial Scalability: Humanoids, conceptually equipped for industrial use, face challenges while scaling up to cater to broader industrial applications, owing to issues like battery life, payload capacity, and regulatory frameworks.
- Safety Concerns: The human-like form brings forth unique safety hazards, particularly in public areas. The integration of mobility, voice interaction, and real-time AI decision-making complicates risk assessment and necessitates stringent safety guidelines.
- Regulatory Frameworks: The need for well-established regulatory standards to ensure secure deployment persists. Organizations like IEEE, ASTM, and ISO are working diligently to develop these guidelines.
As the technology sector evolves, tech companies like Quanta might address these challenges by focusing on AI and robotics research, forging partnerships, conducting market analysis, and devising strategies that capitalize on emerging opportunities in specific application areas like elder care or disaster response.
Technology, such as artificial intelligence, could play a vital role in overcoming the challenges faced by humanoid robots. For instance, advanced AI could help reduce the complexity of design and potentially lower costs, making humanoid robots more affordable and accessible.
In the face of safety concerns, artificial-intelligence systems could be developed to enhance risk assessment and ensure stricter safety guidelines are met, particularly in public areas. As regulatory frameworks become more established, AI could be instrumental in ensuring secure deployment of humanoid robots.
