全脑智能时代来临，黑芝麻智能助推机器人向智能体进化

Core Viewpoint - The article discusses the emergence of humanoid robots and the pivotal role of Black Sesame Intelligence in advancing the robotics industry, particularly through the launch of its SesameX™ multi-dimensional embodied intelligence computing platform, which aims to facilitate the transition from prototype demonstrations to mass production in the robotics sector [1][2][21]. Industry Overview - The robotics industry is transitioning from prototype demonstrations to mass production, facing challenges due to the lack of high-reliability, high-integration, and high-performance computing platforms [1][6]. - The current state of the robotics industry is likened to the smart automotive industry in 2018, with expectations for faster growth driven by advancements in AI models and chip technology [1][14]. Technological Advancements - The demand for robots is shifting from "usable" to "user-friendly," requiring higher capabilities in autonomous perception, complex decision-making, and system collaboration, which in turn raises the standards for the chips used in robots [6][19]. - Black Sesame Intelligence's SesameX™ platform includes three computing platforms designed for various robotic applications, integrating hardware, software, and model ecosystems [9][11]. Market Potential - The global service robot market is projected to exceed $40 billion by 2025, with a compound annual growth rate (CAGR) of over 20%, indicating significant opportunities for chip manufacturers [14]. - The industrial robot chip market is expected to grow from approximately $2.322 billion in 2024 to $4.374 billion by 2031, highlighting the increasing demand for specialized chips in robotics [14]. Competitive Advantage - Black Sesame Intelligence leverages its experience in automotive chip design to fill critical gaps in the robotics sector, benefiting from overlapping supply chains and quality control systems [16][22]. - The company has established a unique competitive barrier by integrating its automotive technology into robotics, enhancing its capabilities in supply chain management and cost control [19][22]. Strategic Collaborations - Following the launch of the SesameX platform, Black Sesame Intelligence has formed strategic partnerships with leading robotics companies, marking a significant step towards commercializing its robotics solutions [24][26]. - The collaboration with Junsheng Electronics, a top-tier automotive technology solution provider, signifies the company's commitment to integrating automotive and robotics technologies [24][27].