人形机器人芯片突击战

Group 1 - Nvidia launched the open-source physical AI and robot vision reasoning model, Cosmos Reason, enabling robots to reason and make decisions like humans [1] - Nvidia is increasing its focus on the robotics sector and seeking new application scenarios for AI GPUs beyond AI data centers [1] - Nvidia has partnered with several leading humanoid robot companies, including Apptronik, Boston Dynamics, and others [1] Group 2 - Horizon Robotics is a leading provider of intelligent driving solutions for passenger vehicles, focusing on integrating algorithms, software, and advanced hardware [4] - Horizon's subsidiary, Diguang Robotics, provides intelligent hardware and software systems for various robotic applications, with over 200 creators and 50+ categories of robots developed [4] - Horizon Robotics and Diguang Robotics signed a cooperation agreement with a major 3D vision sensor supplier to enhance robot intelligence [5] Group 3 - Black Sesame Intelligence specializes in automotive-grade AI computing chips and platforms, focusing on high-performance computing for autonomous driving [7] - The company has launched the Wudang series of cross-domain computing chips to meet diverse needs in smart vehicles and is expanding into other application areas [7] - Black Sesame has formed a strategic partnership with a research team to innovate humanoid robot technology, providing chips for their first humanoid robot [8] Group 4 - Cambricon is a well-known emerging company in the AI chip sector, focusing on the development and sales of AI core chips for various applications [10] - The company has launched multiple AI chips to meet the growing demand for computing power in AI applications across various industries [10] - Cambricon aims to enhance its market presence by optimizing technology and product iterations to meet diverse customer needs [10] Group 5 - Nasda, founded in 2000, has become a leading laser printer manufacturer and integrated circuit design company, with over 5 billion yuan invested in R&D in the past three years [12][13] - The company has a comprehensive product line covering the entire printing industry chain and has established a strong market presence globally [12] - Nasda's integrated circuit division focuses on industrial-grade and automotive-grade microcontrollers and has made significant advancements in humanoid robot applications [13] Group 6 - Rockchip, established in 2001, specializes in integrated circuit design and has become a leading AIoT processor chip company [15] - The company has extensive experience in robotics, with products that support various robotic functions and applications [15][16] - Rockchip plans to deepen its involvement in machine vision and expand its product line to enhance its role in humanoid robotics [16] Group 7 - Yuntian Lifei, founded in 2014, is an AI company with capabilities in algorithms, chips, and big data, focusing on providing integrated solutions across various industries [18] - The company has developed a series of hardware devices for edge AI scenarios and has established partnerships with multiple robot manufacturers [20] - Yuntian Lifei's products are being deployed in service robots, showcasing the growing integration of AI in robotics [20]