mbx/mb-project-info.git

"evidence_id","company_id","company_name","source_title","source_url","source_date","source_type","content_locator","fact_type","fact_text","value","unit","period","robot_chain_interpretation","evidence_boundary","status"
"N066-EV-001","COMPANY-e54d36c2453061d418337a32","Keyence","AI-Driven Vision-Guided Robotics for Enhanced Industrial Automation","https://www.keyence.com/products/vision/industries/vision-guided-robotics/","CURRENT_PAGE","OFFICIAL_PRODUCT_PRIMARY","web.open:turn140view3#L317-L329","PRODUCT_ARCHITECTURE","KEYENCE将成像硬件、软件工具和机器人运动控制组成视觉引导工作流，VS Series在单一平台上同时承担高速检测和机器人引导。","1","vision_guided_robotics_platform","current","对应机器人识别、定位、抓取和检测的视觉入口，产品链条位置清楚。","产品能力不能推出具名客户采购、装机份额或收入。","PRIMARY_PRODUCT_CAPABILITY_WITH_ADOPTION_GAP"
"N066-EV-002","COMPANY-e54d36c2453061d418337a32","Keyence","AI-Driven Vision-Guided Robotics for Enhanced Industrial Automation","https://www.keyence.com/products/vision/industries/vision-guided-robotics/","CURRENT_PAGE","OFFICIAL_PRODUCT_PRIMARY","web.open:turn140view3#L329-L336","ROBOT_APPLICATION","官方列出2D/3D引导、无序抓取、装配定位、输送线物料处理以及搬运前后检测等应用，CV-X可自动完成视觉系统到机器人的标定。","5","application_groups","current","覆盖机器人工作站从感知、坐标转换到动作校准的多个环节。","应用清单不等于特定本体厂或终端已形成批量采购。","PRIMARY_SOURCE_APPLICATION_WITH_CUSTOMER_GAP"
"N066-EV-003","COMPANY-e54d36c2453061d418337a32","Keyence","Vision Systems","https://www.keyence.com/products/vision/vision-sys/","CURRENT_PAGE","OFFICIAL_PRODUCT_PRIMARY","web.open:turn141view0#L636-L649","ECOSYSTEM_COMPATIBILITY","KEYENCE视觉系统可直接连接主流机器人控制器，并明确列出FANUC、Yaskawa、ABB、KUKA、Denso、Epson、Kawasaki、Mitsubishi、Staubli、Yamaha和Universal Robots等兼容品牌。","11+","robot_controller_brands","current","说明其工业机器人接口生态较广，可降低集成和标定工作量。","兼容品牌不是客户名单，也不证明供货金额、销量或市场份额。","PRIMARY_COMPATIBILITY_FACT_WITH_CUSTOMER_BOUNDARY"
"N066-EV-004","COMPANY-e54d36c2453061d418337a32","Keyence","WAVE-011 semantic assessment","derived-from:N066-SRC-001|002","2026-08-03","ANALYST_BOUNDARY_DERIVATION","N066-SRC-001|N066-SRC-002","COMMERCIAL_GAP","当前仍缺机器人业务收入、具名采购客户、供货型号、出货量、ASP、寿命、市场份额与人形机器人采用信息。","0","confirmed_robot_commercial_metrics","current","后续应从客户产线案例、采购公告、分产品收入与第三方装机数据继续穿透。","不得把控制器兼容或产品应用清单写成已供货关系。","OPEN_CUSTOMER_VOLUME_ASP_LIFETIME_SHARE_GAP"
"N066-EV-005","COMPANY-e683496d977b7912ee8edbdc","Kollmorgen","This is NDC Solutions","https://www.kollmorgen.com/en-us/solutions/automated-guided-vehicles/building-agvs","CURRENT_PAGE","OFFICIAL_PRODUCT_PRIMARY","web.open:turn140view4#L59-L83","PLATFORM_ARCHITECTURE","NDC Solutions由车队和路径管理软件、导航与控制硬件组成，产品组合包括车辆控制器、电机控制器、激光扫描器、手动控制装置和操作终端。","1","agv_amr_platform","current","Kollmorgen覆盖移动机器人从车载控制到车队调度的关键平台层。","平台架构不等于具体终端客户合同或机器人业务收入。","PRIMARY_PLATFORM_CAPABILITY_WITH_COMMERCIAL_GAP"
"N066-EV-006","COMPANY-e683496d977b7912ee8edbdc","Kollmorgen","This is NDC Solutions","https://www.kollmorgen.com/en-us/solutions/automated-guided-vehicles/building-agvs","CURRENT_PAGE","OFFICIAL_PRODUCT_PRIMARY","web.open:turn140view4#L69-L107","LIFECYCLE_AND_NAVIGATION","NDC软件覆盖系统设计、调试、运行和维护，并支持自然导航、反光板、条码、点标、磁带及多导航等定位方式。","4|6","lifecycle_stages|navigation_modes","current","不仅提供单一控制器，还覆盖AGV/AMR项目部署和运维生命周期。","能力范围不能替代项目数量、车辆保有量和软件收入。","PRIMARY_LIFECYCLE_FACT_WITH_SCALE_GAP"
"N066-EV-007","COMPANY-e683496d977b7912ee8edbdc","Kollmorgen","Automated Guided Vehicles","https://www.kollmorgen.com/en-us/solutions/automated-material-handling/automated-guided-vehicles","CURRENT_PAGE","OFFICIAL_APPLICATION_PRIMARY","web.open:turn141view1#L60-L119","NAMED_APPLICATION_CONTEXT","官方页面披露NDC具备VDA 5050与视觉定位能力、合作网络超过100家AGV/AMR提供商，并列出DB Schenker/Jungheinrich和Bring/Rocla等实际应用线索。","100+|2","partner_network|named_case_groups","current","具名伙伴和终端场景证明平台进入真实物流自动化环境。","伙伴/案例页不一定证明Kollmorgen与终端直接签约，也未披露对应收入。","PRIMARY_NAMED_CASE_CONTEXT_WITH_CONTRACT_BOUNDARY"
"N066-EV-008","COMPANY-e683496d977b7912ee8edbdc","Kollmorgen","WAVE-011 semantic assessment","derived-from:N066-SRC-003|004","2026-08-03","ANALYST_BOUNDARY_DERIVATION","N066-SRC-003|N066-SRC-004","COMMERCIAL_GAP","当前仍缺AGV/AMR分部收入、NDC装车量、软件与硬件ASP、具名直接合同、续约率及人形机器人相关性。","0","confirmed_segment_economics","current","后续重点看Regal Rexnord分部披露、伙伴项目量、车型控制器配置与客户采购文件。","不得把合作网络数量或案例展示直接换算为收入、份额或直接客户。","OPEN_SEGMENT_REVENUE_VOLUME_PRICE_CONTRACT_GAP"
"N066-EV-009","COMPANY-f2c8744b8e51e47ecbe6f5de","Kuebler","Solutions for automatic guided vehicles / Logistics","https://www.kuebler.com/en/industries/mobile-automation/automatic-guided-vehicles-logistics","CURRENT_PAGE","OFFICIAL_PRODUCT_PRIMARY","web.open:turn140view0#L149-L168","AGV_SENSOR_APPLICATION","Kübler明确将旋转编码器用于AGV行驶速度与转向角监测，将拉线编码器用于载荷载体位置和升降高度测量。","3","agv_measurement_functions","current","编码器进入移动机器人底盘运动与升降执行的闭环反馈环节。","应用定位不证明进入具名车型或批量项目。","PRIMARY_AGV_APPLICATION_WITH_ADOPTION_GAP"
"N066-EV-010","COMPANY-f2c8744b8e51e47ecbe6f5de","Kuebler","Solutions for automatic guided vehicles / Logistics","https://www.kuebler.com/en/industries/mobile-automation/automatic-guided-vehicles-logistics","CURRENT_PAGE","OFFICIAL_PRODUCT_PRIMARY","web.open:turn140view0#L171-L208","PRODUCT_MAPPING","官方把2420用于速度测量、M3668 CANopen用于转向角、B80/C120用于升降高度，并列出M36/M58 IO-Link编码器。","5","named_product_families","current","形成AGV传感功能到具体产品系列的可追溯映射。","具体产品系列仍未绑定客户、数量、价格或项目周期。","PRIMARY_PRODUCT_MAPPING_WITH_CUSTOMER_GAP"
"N066-EV-011","COMPANY-f2c8744b8e51e47ecbe6f5de","Kuebler","New Safe Industrial Ethernet encoder platform","https://www.kuebler.com/en/news/fsoe-ethercat-encoder-sendix-s58","2024-10-18","OFFICIAL_PRODUCT_PRIMARY","web.open:turn140view1#L152-L171","FUNCTIONAL_SAFETY","S58x8FSX采用FSoE并通过SIL2/SIL3认证，可传输安全位置和冗余安全多圈信息，同时满足Cyber Security SL1要求。","SIL2|SIL3|SL1","certification_levels","2024-10","功能安全与工业以太网能力适用于安全关键机器人和移动自动化反馈。","认证与接口能力不能推出人形机器人定点或量产采用。","PRIMARY_SAFETY_SPEC_WITH_ROBOT_ADOPTION_GAP"
"N066-EV-012","COMPANY-f2c8744b8e51e47ecbe6f5de","Kuebler","WAVE-011 semantic assessment","derived-from:N066-SRC-005|006","2026-08-03","ANALYST_BOUNDARY_DERIVATION","N066-SRC-005|N066-SRC-006","COMMERCIAL_GAP","当前仍缺具名机器人客户、供货型号绑定、销量、ASP、寿命、失效率、机器人收入及人形关节采用证据。","0","confirmed_commercial_metrics","current","后续需追踪客户BOM、功能安全认证清单、采购公告及产品级经营数据。","AGV应用和安全规格不能外推为人形机器人商业化。","OPEN_CUSTOMER_VOLUME_ASP_LIFETIME_REVENUE_GAP"
"N066-EV-013","COMPANY-d7b30cd38561a765e007602d","Maxon","ALLEX, A New Paradigm in Humanoid Robotics","https://www.maxongroup.com/en/knowledge-and-support/blog/allex-a-new-paradigm-in-humanoid-robotics-288628","2025","COMPANY_TECHNICAL_CASE_PRIMARY","web.open:turn140view2#L21-L39","NAMED_TECHNICAL_PARTNERSHIP","maxon与WIRobotics建立战略合作，共同开发和验证核心驱动技术；ALLEX把maxon高精度电机与WIRobotics自研减速器集成为驱动系统。","1","named_humanoid_platform","2025","这是具名人形机器人平台上的真实技术集成，比一般应用描述更接近产品验证。","技术合作与集成不等于采购订单、独家供货或量产。","PRIMARY_NAMED_INTEGRATION_WITH_ORDER_GAP"
"N066-EV-014","COMPANY-d7b30cd38561a765e007602d","Maxon","ALLEX, A New Paradigm in Humanoid Robotics","https://www.maxongroup.com/en/knowledge-and-support/blog/allex-a-new-paradigm-in-humanoid-robotics-288628","2025","COMPANY_TECHNICAL_CASE_PRIMARY","web.open:turn140view2#L34-L51","HUMANOID_ARM_ACTUATION","ALLEX手臂使用maxon超薄无框电机与自研减速器组合；7个执行器中的5个靠近肩部布置，肩部以下总质量约5千克。","7|5|5","actuators|proximal_actuators|kg","2025","说明maxon产品已经进入具名人形手臂的轻量化、低惯量驱动设计。","单个研发平台案例不能外推为行业份额、批量出货或量产收入。","PRIMARY_HUMANOID_ARM_FACT_WITH_SCALE_GAP"
"N066-EV-015","COMPANY-d7b30cd38561a765e007602d","Maxon","ALLEX, A New Paradigm in Humanoid Robotics","https://www.maxongroup.com/en/knowledge-and-support/blog/allex-a-new-paradigm-in-humanoid-robotics-288628","2025","COMPANY_TECHNICAL_CASE_PRIMARY","web.open:turn141view2#L52-L75","DEXTEROUS_HAND_PERFORMANCE","ALLEX每只手有20个关节和15个主动自由度，前臂布置6个高输出执行器；官方披露可感知100克外力、产生40牛指尖力、稳定操纵3千克并以钩握举起超过30千克。","20|15|6|100|40|3|30+","joints|active_dof|actuators|g|N|kg|kg","2025","具名灵巧手提供了maxon电机在高自由度、力控与紧凑布置中的具体性能上下文。","系统性能由整机共同实现，不能全部归因于maxon电机，也未披露采购量。","PRIMARY_SYSTEM_PERFORMANCE_WITH_ATTRIBUTION_BOUNDARY"
"N066-EV-016","COMPANY-d7b30cd38561a765e007602d","Maxon","WAVE-011 semantic assessment","derived-from:N066-SRC-007","2026-08-03","ANALYST_BOUNDARY_DERIVATION","N066-SRC-007","COMMERCIAL_GAP","当前仍缺ALLEX采购金额与数量、供货电机具体料号、ASP、寿命、量产计划、客户扩展及机器人业务收入。","0","confirmed_humanoid_commercial_metrics","current","后续应从WIRobotics采购/量产公告、maxon产品料号与公司分部数据继续核验。","不得把技术案例写成批量定点、独供或商业收入确认。","OPEN_ORDER_VOLUME_PART_NUMBER_ASP_LIFETIME_REVENUE_GAP"