# Physical AI Evolution: Large Models Begin Competing on "Feel," Electronic Skin Completes the Robot's "Last Centimeter"

- Source: OFweek Robotics
- Published: 2026-11-02T07:53:00.000Z
- RoboHot: https://robohot.news/en/items/o9mth8cpamu3iuouw15obtz9e
- Original: https://robot.ofweek.com/2026-11/ART-8321201-8420-30709845.html

## Summary

The 2026 Physical AI and World Models Conference was held in Nanjing, where Andrew Yao noted that reliability is the threshold physical AI must cross to move from demonstrations to real-world deployment. In September, Kuangda Technology released its first-generation flexible fabric skin system solution for embodied intelligent robots, which has already been delivered in small batches to some leading companies; the second generation is advancing multimodal sensor integration and operating-condition validation. GGII (Gaogong Industry Research Institute) forecasts that by 2030, global demand for flexible tactile sensors for humanoid robots will reach 1.525 million square meters, with a market size of about 27.4 billion yuan.