人形机器人跟踪：重视氮化镓方案在人形机器人电驱的应用

Investment Rating - The industry investment rating is "Buy" with an expectation of outperforming the market by over 10% in the next 12 months [2]. Core Insights - The report emphasizes the application of Gallium Nitride (GaN) solutions in humanoid robot electric drives, highlighting its advantages over traditional silicon-based MOSFETs, including higher precision, smaller size, better thermal management, and lower power consumption [5]. - Leading manufacturers such as Zhiyuan and Yushu have begun utilizing GaN solutions in their humanoid robots, indicating a shift towards advanced technology in the industry [5]. - The report suggests monitoring companies involved in electric drive solutions like Solid High Technology and Ruineng Technology, as well as GaN power device suppliers such as Innoscience and Hongwei Technology, due to their significant role in the industry's evolution [5]. Summary by Sections Industry Overview - The humanoid robot sector is advancing with the integration of GaN technology, which meets the demands for lightweight, efficient, and responsive designs [5]. Key Companies - Major companies are adopting GaN technology, with specific examples including Zhiyuan Robotics integrating GaN chips in critical joints of their robots, and Zhongke Alpha launching GaN-driven joint modules [5]. Market Potential - The usage of GaN devices in a single humanoid robot can range from hundreds to over a thousand units, depending on the joint size and power requirements, indicating a growing market for GaN components [5].