Roundtable: When Will Robots Enter Real Scenarios Amid Widespread Bubble Awareness?
主题圆桌：当所有人都看到泡沫，机器人何时走入真实场景 | 36氪WAVES2026新浪潮
In 2026, the investment landscape in China is witnessing a significant shift as artificial intelligence (AI) transitions from a conceptual technology to a driving force in various industries. The WAVES 2026 conference, hosted by 36Kr and AnYun, took place in Guangzhou's Panyu district, bringing together top investors, industry leaders, and emerging entrepreneurs to explore the evolving landscape of AI, hard technology, and healthcare through 14 in-depth roundtable discussions and numerous independent speeches. Prominent figures in the field, including CEOs and CTOs from leading tech companies, gathered to discuss the potential of embodied intelligence—a rapidly growing sector attracting substantial investment. The discussions highlighted the challenges and opportunities within this domain, particularly regarding the commercialization of robotics and AI technologies. Participants shared insights on the current state of the market, with some companies already generating revenue through innovative applications of AI in various sectors. However, concerns about market bubbles and the sustainability of investments were also raised, emphasizing the need for a deeper understanding of the underlying business models and real-world applications. As the conference concluded, the consensus among attendees was that while the industry is still in its infancy, the potential for growth and innovation remains vast, driven by a new generation of entrepreneurs eager to redefine the future of technology in China.
Robotics needs a service framework.
RSF defines a common language for robot service capability, lifecycle operations, certification pathways, and service-provider networks.
HERL (Human Engineering Research Lab)
United States
Joint University of Pittsburgh and US Department of Veterans Affairs laboratory conducting rehabilitation engineering research. Develops mobility devices, assistive technologies, and medical-grade products for people with disabilities.
Joanneum Research Assoc (AT)
Austria
Joanneum Research Institute for Robotics and Flexible Production conducts applied R&D in industrial robot systems, production automation and robot safety, offering feasibility analysis, consulting and testing in a robotics solution centre.
St Petersburg National Research U of ITMO
Russian leading research university (ITMO University) specializing in information technology, optical engineering, and photonics. Active research programs in AI, robotics, computer vision, and cyber-physical systems.
Alkadur Robot Systems GmbH
Germany
Alkadur Robot Systems (Germany) manufactures automated doner kebab cutting robots for commercial food service environments. The robotic systems use optically integrated sensors to deliver precise, hygienic, single-button-operated meat slicing for high-volume restaurant and catering operations.
CRP Robot (CN)
China
Chinese high-tech enterprise manufacturing industrial robots, collaborative robots, and core robot components including control systems and servo systems. Main drafting unit of four Chinese national standards in the industrial robot domain.
Dr Robot
Canada
Dr Robot Inc develops WiFi-connected robot platforms, motor drivers, servo controllers, and OEM robot kits for autonomous mobile and humanoid robot development. Products target educational, research, and personal robot application developers.
Green Hills Software
United States
Independent embedded software provider delivering RTOS, compilers, IDEs, and debuggers for safety- and security-critical systems. Serves automotive, avionics, defence, and industrial domains with certified real-time operating system platforms since 1982.
Scorpion Vision Software (UK)
Norwegian-based 2D and 3D industrial machine vision software platform (marketed under Tordivel AS). Offers sub-pixel and micron-level non-contact measurement, configurable inspection tools, and advanced calibration capabilities without programming.
Acquired Data Solutions, Inc.
United States
Provides systems engineering, embedded software development, automation integration, and cybersecurity services for government and commercial defense clients. Capabilities include OT/IT convergence, edge computing, and mission-critical system integration across a 28-year operational history.
Robot Care Systems
Netherlands
The URL resolves to Robots.nu, an informational portal covering personal, service, care, and educational robots. The site aggregates overviews and news about robots used in homes, healthcare, and workplaces, targeting general audiences exploring robotic technology applications.
Top Grade Healthcare (CN)
Top Grade Healthcare is a Chinese healthcare products and services company. It has limited verifiable presence in robotics; however, the company is listed in context of healthcare automation and senior care robotic applications in the Chinese market.
Xenex Healthcare Services
United States
Xenex Healthcare Services manufactures the LightStrike UV disinfection robot, which uses pulsed xenon UV technology to reduce microbial load in hospital rooms. Provides workflow consulting alongside the robotic system to improve room turnover efficiency.
Leave a comment