伯恩斯坦_人形机器人：科学家、发明家、工程师和园丁的行业定位解析-16页

The quest for investable companies in humanoid robotics proves challenging, as there are >150 players crowding every section of the supply chain (link), and the list keeps growing by the month. This indicates low barrier to entry. The important question, however, is not “barrier to entry” but “room for differentiation”– in this magnificent place called humanoid robotics, it is easy to enter the door, but through that door is a room with a very high ceiling.

1782281347-伯恩斯坦_人形机器人：科学家、发明家、工程师和园丁的行业定位解析-16页