虎嗅

Overestimated Somatosensory Technologies: How valuable is an easily replicable business model in terms of investment potential?

原文:被高估的视触觉:容易复制的生意,能有多大投资价值?

Summary of Key Points

Vista-Tactile Sensors (VBTS) represent a current hot trend in the field of embodied intelligent touch technologies. However, they are essentially dependent on existing visual hardware and algorithms, lacking independent core technologies. Due to inherent flaws in their design and hardware structure, VBTS face challenges such as large size, susceptibility to damage, inaccurate force detection, and high computational demands when applied in industrial settings. These issues prevent them from providing the stability, reliability, and scalability required for widespread use in embodied intelligence applications, ultimately hindering their potential to become a foundational technology for industrial-level touch perception.

I. Academic Interest but Industrial Hollowness: Lacking Core Technologies, Relying on Borrowed Ideas

The popularity of Vista-Tactile Sensors stems from leveraging the “benefits” of visual technology:

  • Hardware Assembly: Core components (such as CMOS cameras) are purchased off-the-shelf, and startups simply combine these with elastomers and light sources without developing their own underlying manufacturing processes. Even university students can quickly create prototypes, resulting in a very low entry barrier for new companies. As a result, the products offered by numerous companies are largely identical, leading to significant homogenization.
  • Algorithms Borrowed from Vision: Research algorithms (such as ResNet and U-Net) are directly adapted from the field of computer vision without any tailored modifications for touch-specific physical characteristics. Although many papers on VBTS have been published, they do not address the fundamental issues in touch perception.
  • Capital Disinterest: Without core technologies and relying on external supply chains, business models are easily replicable, making them high-risk investments for investors. Such “assembled” innovations lack a competitive advantage and are unlikely to become industry standards.

II. Hardware’s Innate Weaknesses: Large Size, Fragility, and High Computational Requirements

The hardware design of Vista-Tactile Sensors makes them unsuitable for industrial applications:

  • Large Size: The need for cameras with minimal focal lengths results in sensors that exceed 10 mm in thickness. This is problematic in robotic fingers, which are already crowded with motors and reducers, leaving little space for additional sensors.
  • Elastomers: A Dilemma: Soft elastomers provide high sensitivity but are prone to wear and aging; hard elastomers offer better durability, yet they limit the resolution of the cameras, reducing sensitivity. This is a fundamental physical constraint that cannot be overcome.
  • Computational Overload: If both robot hands are equipped with VBTS, dozens of cameras would be required, each generating significant processing demands (e.g., over 160 TOPS of computing power, possibly requiring external servers). The resulting high power consumption (over 100 watts) would be unsustainable for robots. Additionally, the numerous cables would be too thick to fit through the narrow spaces in robotic fingers.

III. Inaccurate Force Detection: Fundamental Limitations

The core principle of touch sensing is force measurement, but VBTS rely on indirect methods that inherently introduce inaccuracies:

  • Information Loss: 3D forces (e.g., pressure and movement) are compressed into 2D images, making it difficult to accurately determine the true direction and magnitude of the forces. For example, when multiple points come into contact, the force cannot be accurately calculated.
  • Pixel Density and Sensitivity: Manufacturers claim high resolution (e.g., 40,000 sensing units per square centimeter), but this refers to the number of camera pixels, not actual force-sensing elements. The majority of these pixels are ineffective, and additional pixels only increase noise.
  • Slow Dynamic Response: Camera frame rates (30–60 fps) are insufficient to capture the rapid forces encountered during robot interactions (e.g., gripping an egg). By the time the sensors respond, the force may have already caused damage.

IV. Challenges in Industrial Implementation: Poor Performance in Complex Environments

Real industrial environments (with oil, high temperatures, and vibrations) pose severe challenges for VBTS:

  • Environmental Interference: Oil can clog the elastomers, affecting camera performance; temperature changes can cause deformations and signal degradation. In humid conditions, moisture can condense on the lenses, rendering them unusable.
  • Long-Term Reliability: Elastomers degrade over time, altering the relationship between force and image signals. This leads to incorrect readings, which can cause errors in robot operations and damage to objects.
  • High Scalability Costs: While individual VBTS are not expensive, the associated computational resources and wiring costs are substantial. For example, installing 30 sensors on a robot could result in higher overall costs than the sensors themselves, making them unaffordable for many businesses.

Conclusion

Vista-Tactile Sensors are suitable for laboratory research and educational demonstrations but are unlikely to become a foundational technology for industrial touch applications. Embodied intelligence requires technologies that can provide stable force measurement, durability, and easy integration. VBTS fail to meet these criteria due to their fundamental limitations. Their current popularity is temporary, and they will likely be replaced by more suitable solutions tailored for industrial use.