兆易创新：人形机器人落地“芯”视角

Core Insights - The 25th China International Industry Fair (CIIF2025) is being held from September 23 to 27 at the National Exhibition and Convention Center in Shanghai, showcasing advancements in humanoid robots and related technologies [1] - 2025 is identified as a pivotal year for the mass production and commercial deployment of humanoid robots, with significant progress announced by leading companies in the sector [1][2] Company Developments - Zhaoyi Innovation is presenting its MCU, storage, and analog chip solutions, focusing on embodied intelligent devices at the CIIF2025 [1] - The company has developed a comprehensive product matrix that includes high-performance GD32 MCUs for multi-joint real-time motion control, Flash for high-speed data storage, and analog chips for sensor signal conditioning and motor drive [2] - Zhaoyi Innovation aims to enhance its offerings in servo drive real-time control, a complete range of analog products, and high-performance storage products to support the growing demand for humanoid robots [2] Industry Trends - The maturity of hardware systems is crucial for the mass production and commercial viability of humanoid robots, relying on efficient collaboration among six core units: perception layer, rotary joints, linear joints, overall torso, dexterous hands, and robotic feet [1] - The demand for high-precision motor control, multi-modal sensing, and edge computing chips is expected to rise significantly as humanoid robots approach large-scale production [2]