中信证券：氮化镓器件快速发展助推机器人产业落地

Core Viewpoint - Gallium Nitride (GaN) technology is becoming a key enabler for the performance revolution in the next generation of robotics, addressing the core demands of lightweight, high responsiveness, and high energy efficiency in robotic joints [1] Group 1: GaN Technology Benefits - GaN-based servo drivers can achieve a volume reduction of approximately 50% [1] - Power loss can be reduced by 50% to 70%, leading to more compact joint designs, longer endurance, and more agile motion control for robots [1] Group 2: Investment Recommendations - Attention is recommended towards leading domestic suppliers that can assist overseas manufacturers like Tesla in gradually reducing costs [1]