Question · Q2 2025
Guang Peng Zhang asked about Cheetah Mobile's differentiated strategic path, business model, technology focus, and unique advantages in the competitive robotics market compared to its peers.
Answer
Chairman and CEO Fu Sheng reiterated that Cheetah Mobile's primary differentiation lies in prioritizing the commercial viability and ROI of robot deployment. The focus is on finding scenarios where robots genuinely save costs, achieve high user acceptance, and generate repeat purchases, rather than solely pursuing cutting-edge technology or developing proprietary large models. He emphasized that the core technical advantage, beyond hardware, is in software-related user experience and interaction, particularly in voice-enabled interactive robots for guidance, explanation, and potentially companionship. He also highlighted the combination of internal hardware development and acquisitions like UFactory to strengthen hardware capabilities, aiming to find the optimal match between hardware, software, and scalable market scenarios.