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Former Bosch Autonomous Driving Algorithm Engineer Starts Up, Using Synthetic Data to Build Haptic Large Models 36氪首发 | 前博世自动驾驶算法工程师创业,用合成数据做触觉大模型

Dayan Technology has secured tens of millions in angel funding to develop tactile large models and synthetic data solutions for embodied AI. The company addresses the bottleneck in robot data acquisition by combining low-cost synthetic data with proprietary "Shadow Gauntlet" haptic hardware. Their core innovation is a tactile large model that integrates physical constraints into latent space to predict force direction and optimal grasping postures. Revenue exceeded 10 million RMB in Q1 2025, dri 大衍科技完成数千万元天使轮融资,聚焦“合成数据+触觉模型”,旨在解决具身智能机器人数据瓶颈。 公司推出自研触觉手套“Shadow Gauntlet”及触觉大模型,通过隐空间物理约束输出抓握受力与姿态,填补国内空白。 采用“合成数据+异购采集”双轨策略,利用无人超市等场景低成本获取人类操作数据,成本仅为传统真机采集的十分之一。 构建“硬件采集-数据处理-模型训练”闭环壁垒,核心算法与专用传感器深度耦合,难以被单纯硬件模仿者复制。 团队拥有自动驾驶算法专家及院士级首席科学家支持,Q1营收已破千万,计划年底交付首个具身智能定制大脑项目。

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Impact 影响力

Analysis 深度分析

TL;DR

  • Dayan Technology has secured tens of millions in angel funding to develop tactile large models and synthetic data solutions for embodied AI.
  • The company addresses the bottleneck in robot data acquisition by combining low-cost synthetic data with proprietary "Shadow Gauntlet" haptic hardware.
  • Their core innovation is a tactile large model that integrates physical constraints into latent space to predict force direction and optimal grasping postures.
  • Revenue exceeded 10 million RMB in Q1 2025, driven by cost-effective data collection from real-world scenarios like unmanned supermarkets.
  • The strategy leverages a closed-loop ecosystem where custom hardware feeds high-quality data into proprietary models, creating significant technical barriers.

Why It Matters

This development highlights the critical shift in embodied AI from visual-centric perception to multi-modal sensory integration, specifically addressing the "data hunger" of robot brains. By demonstrating that synthetic data combined with specialized haptic feedback can significantly reduce training costs and improve precision in complex tasks like grasping, it offers a scalable pathway for commercializing humanoid robots. This approach challenges the industry's reliance on expensive, low-efficiency real-world data collection methods.

Technical Details

  • Tactile Large Model: A multimodal model that incorporates physical constraints within its latent space to output precise force vectors and optimal grasping poses, filling a gap in domestic public offerings.
  • Proprietary Hardware ("Shadow Gauntlet"): A self-developed haptic glove featuring 29 array units and 1,015 tactile contact points with a 300Hz response frequency, capable of simultaneously capturing hand posture and force feedback.
  • Synthetic Data Pipeline: Utilizes 4D world reconstruction and controllable diffusion models to generate training data at a fraction of the cost of manual labeling (cents per frame vs. yuan), achieving over 60% gross margins.
  • "Heterogeneous Purchase" Data Collection: Partners with unmanned supermarkets and front warehouses to collect first-person perspective data from human workers wearing their devices, mapping human actions to robotic controls with high efficiency.
  • Closed-Loop Architecture: Deep coupling between hardware data formats, calibration processes, and model training algorithms ensures that the value of the hardware is intrinsically linked to the proprietary software ecosystem.

Industry Insight

  • Data Efficiency Over Volume: The success of synthetic data and human-to-robot mapping suggests that future AI development will prioritize data quality and generation efficiency over sheer volume of raw real-world captures, drastically lowering entry barriers for robotics startups.
  • Hardware-Software Synergy as Moat: The integration of specialized sensors with tailored AI models creates a defensible competitive advantage; competitors copying hardware alone cannot replicate the performance without the corresponding algorithmic ecosystem.
  • Expansion into Global Markets: With plans to establish subsidiaries in markets like Saudi Arabia, companies focusing on foundational AI infrastructure (data and models) are well-positioned for international expansion, leveraging local government support and global demand for automation.

TL;DR

  • 大衍科技完成数千万元天使轮融资,聚焦“合成数据+触觉模型”,旨在解决具身智能机器人数据瓶颈。
  • 公司推出自研触觉手套“Shadow Gauntlet”及触觉大模型,通过隐空间物理约束输出抓握受力与姿态,填补国内空白。
  • 采用“合成数据+异购采集”双轨策略,利用无人超市等场景低成本获取人类操作数据,成本仅为传统真机采集的十分之一。
  • 构建“硬件采集-数据处理-模型训练”闭环壁垒,核心算法与专用传感器深度耦合,难以被单纯硬件模仿者复制。
  • 团队拥有自动驾驶算法专家及院士级首席科学家支持,Q1营收已破千万,计划年底交付首个具身智能定制大脑项目。

为什么值得看

对于AI从业者而言,本文揭示了具身智能从“视觉主导”向“多模态触觉融合”演进的关键转折点,展示了如何通过软硬结合解决长尾场景下的数据稀缺问题。对行业而言,它提供了合成数据在机器人训练中的商业化落地范本,证明了低成本、高效率的数据飞轮是突破机器人本体竞争内卷的核心驱动力。

技术解析

  • 触觉大模型架构:作为终极产品,该模型采用多模态输入,在隐空间中引入物理约束机制,能够预测物体抓握时的受力方向、大小及最优姿态。这是国内首个公开此类能力的触觉世界模型,旨在赋予机器人类似人类的精细操作能力。
  • 自研触觉采集硬件:开发了国内首个带力触交互的触觉手套“Shadow Gauntlet”,具备29个阵列单元和1015个触觉触点,响应频率高达300Hz。该设备能同时采集人手姿态与触觉反馈,解决了纯视觉无法处理手部遮挡及力觉信息的难题。
  • 合成数据与异购采集模式:结合第一人称视角的“异购”数据采集,通过与无人超市、前置仓合作,让工作人员佩戴设备日常作业。相比建立专门素材工厂的真机采集,此模式将单帧数据成本从十几元降至几毛钱,且通过数据产线优化降低损耗率。
  • 软硬件闭环壁垒:技术护城河不仅在于传感器设计(防串扰、线路布局),更在于数据采集格式、标定方式与模型训练的深层耦合。即使硬件被逆向,缺乏配套的算法模型和数据预处理流程,也无法复现同等效果。

行业启示

  • 触觉数据成为具身智能新基建:随着机器人本体竞争加剧,数据尤其是包含力觉反馈的多模态数据成为“大脑”瓶颈。行业需从单一视觉数据转向触觉、力觉等多维感知数据的采集与合成,以支撑复杂精细操作。
  • 合成数据+真实映射的商业化路径:利用人类在自然场景中的数据(如异购采集)结合合成数据进行模型训练,是降低机器人数据获取成本的有效途径。这种“人类数据映射+合成增强”的模式有望成为具身智能数据服务的主流范式。
  • 垂直领域软硬一体化竞争:通用大模型之外,针对特定物理交互场景(如抓取、装配)的垂直触觉模型及专用采集硬件将形成新的竞争高地。具备底层传感器研发、数据流水线构建及模型训练全栈能力的团队更具长期竞争力。

Disclaimer: The above content is generated by AI and is for reference only. 免责声明:以上内容由 AI 生成,仅供参考。

Robotics 机器人 Autonomous Driving 自动驾驶 Funding 融资 Dataset 数据集