Agile Robots人形机器人在奥迪英戈尔施塔特试做零件排序,日均约100万次拣选
Agile Robots于10月21日与奥迪、达索系统和英伟达联合发布新闻稿表示,其移动式人形机器人已在奥迪英戈尔施塔特工厂的生产实验室开展零件排序概念验证,从料箱中取出零件并按总装顺序摆放。奥迪称该排序作业每天约有100万次拣选。量产应用时间、机器人数量和合同金额均未披露。
Agile Robots于10月21日在GTC柏林与奥迪、达索系统、英伟达联合发布新闻稿称,其移动式人形机器人已在奥迪英戈尔施塔特工厂启动零件排序概念验证。机器人在奥迪生产实验室从物料箱中拣出零件,按总装所需顺序放置。奥迪表示,排序作业每天约有100万次拣选。
先在数字孪生里验证
机器人进入内部物流现场前,先用达索系统3DEXPERIENCE平台上的DELMIA建立数字孪生,并借助英伟达Omniverse库测试可行性、节拍、人机工程和安全。达索称其AI助手LEO可将这部分工程工作从数月缩短到数天。各方未公布产线应用时间、机器人数量和金额。
公司背景
Agile Robots 2018年由德国宇航中心研究人员在慕尼黑创立,称已部署超过2万套机器人解决方案,员工约3,500人,旗下有Franka Robotics和idealworks等子公司。MEKAWIRE数据库显示,其最近一次公开融资为2021年9月的2.2亿美元C轮,9月29日与日立达成物理AI合作。同日英伟达将其Agile ONE SN列为Isaac平台参考人形机器人。
MEKAWIRE 分析
这一项目的意义不在于人形机器人订单,而在于德国车企是否愿意在工位建成前用仿真来批准人形机器人上岗。
反方观点是,车企实验室验证很常见,很少给出数量。值得关注的信号包括项目是否从实验室进入真实排序产线、奥迪是否公布数量,以及Agile ONE SN能否在2027年初交付。
- Audi Production Lab, Ingolstadt plant
- Picking parts from containers and placing them in sequence for final assembly
- Agile Robots, Audi, Dassault Systèmes, NVIDIA
- Oct 21, 2026, joint release at NVIDIA GTC Berlin
- Virtual twin in DELMIA on 3DEXPERIENCE with NVIDIA Omniverse libraries
- Founded 2018 in Munich; more than 20,000 robotic solutions deployed; about 3,500 staff
- Timeline for series use, robot count, contract value
- About one million picks per day at Audi (company figure)
为何重要
Parts sequencing is one of the few intralogistics tasks where carmakers still rely heavily on manual picking, because parts vary and arrive unsorted. If a humanoid upper body on a mobile base can work in existing racks, carmakers avoid rebuilding stations for fixed automation. Audi's own figure of about one million picks a day shows the size of the work pool, although the release gives no share that robots would take.
竞争对手分析
Several humanoid makers have announced pilots with carmakers without disclosing fleet numbers, so a lab proof of concept is not yet an order. Agile Robots differs in owning a wider industrial portfolio (Franka arms, idealworks AMRs) and in being NVIDIA's named reference humanoid, which may help it sell into German plants already using Omniverse.
后续看点
A move from Audi's Production Lab to a production sequencing area; any robot count; Agile ONE SN deliveries in early 2027; further Volkswagen Group plants named.
值得追问的问题
How many sequencing picks per hour does the humanoid reach versus a worker? Which parts families are in scope? Who carries safety certification for a mobile dual-arm robot near workers?
