本期判断
本期信号显示，具身智能的竞争重点正在从单一演示转向数据、模型、仿真与部署的完整闭环。以下内容保留原始信源，等待进一步人工核验。
高信号事件
- Neubility unveils Billy, a 16-joint wheeled semi-humanoid bound for a CJ food plant（Embodied Wire）：Neubility unveiled Billy on Sept 29, 2026: a 16-joint wheeled semi-humanoid up to 1,497 mm tall, in PoCs with four firms, with one unit set for a CJ food plant.
- Samsung RX: a $100,000 humanoid needs $100,000 more in engineering（Embodied Wire）：Samsung RX lab head Chris Hauser said on Sept 30, 2026 a humanoid costs about $100,000 in hardware plus $100,000 in engineering; factories need 99.99% success.
- Where humanoid robots are being tested in Korean factories, as of October 2026（Embodied Wire）：As of Oct 2, 2026, Korean factory humanoid tests are few: two RB-Y1s at SFA in Asan, a ₩4.5bn T-Robotics display-line project and one Neubility Billy for CJ.
- Figure retires F.02 humanoids by jumping them into a 75-ton furnace（Embodied Wire）：Figure AI retired its F.02 humanoids on Sept 30, 2026 by training them to jump into a 75-ton electric arc furnace in Imatra, Finland, to protect its hardware.
- Korea’s humanoid patent share falls to 4.6% as China reaches 60.8%（Embodied Wire）：Korea held 4.6% of humanoid patent filings at the IP5 offices in H1 2026, down from 6.3% in 2024, while China rose to 60.8%, per IP office data released Sep 28.
- Korea to start robot foundation model R&D in 2027 with two consortia（Embodied Wire）：South Korea will start robot foundation model and world model R&D in 2027 with two parallel consortia and a Korea Post pilot; MSIT says the budget is not final.
接下来验证什么
- 是否出现可重复的真实任务成功率与失败数据
- 是否从单机演示进入连续生产或现场部署
- 数据采集、仿真和评测工具是否形成标准化工作流
本期基于 11 条近期公开信源生成；原始数据：data/embodied_ai/2026-10-03.json。