Zhi Tong Cai Jing·2025-08-26 07:49Group 1 - TrendForce's latest research indicates that NVIDIA's newly launched Jetson Thor is expected to enhance computational power for robots, potentially expanding the chip market [1] - The humanoid robot chip market is projected to exceed $48 million by 2028, driven by the adoption of Jetson Thor by companies like Agility Robotics, Boston Dynamics, and Amazon [1] - Jetson Thor features a Blackwell GPU and 128 GB memory, achieving 2070 FP4 TFLOPS AI computing power, which is 7.5 times that of the previous Jetson Orin [1] Group 2 - The International Federation of Robotics (IFR) suggests that humanoid robot development varies by country, with short-term focus on pilot projects, mid-term scaling in manufacturing and services, and long-term integration into daily household scenarios [4] - TrendForce notes that despite the powerful performance of the NVIDIA Jetson Thor series, its development kit is priced at $3,499, significantly higher than the previous Jetson Orin's $1,499 [4] - The industry trend aims to lower humanoid robot prices for broader adoption, indicating that companies planning simpler tasks may opt for more affordable chips [4]