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东软载波(300183.SZ):公司芯片尚未应用于固态电池电源管理和人形机器人运动控制领域
Ge Long Hui· 2025-10-20 08:31
Core Viewpoint - Dongsoft Zhaibo (300183.SZ) has developed an industrial-grade high anti-interference microcontroller chip R&D platform, offering a product portfolio of chips tailored for IoT applications [1] Group 1: Chip Product Offerings - The company provides a range of chip products including MCU control chips, security chips, carrier chips, RF chips, and touch chips [1] - These chips are widely used in various sectors such as smart grids, white goods, industrial control, instrumentation, motor control, power management, and consumer electronics [1] Group 2: Application Areas - The company's chips have not yet been applied in solid-state battery power management and humanoid robot motion control fields [1]
西部证券:运动控制为制约人形机器人商业化落地关键环节 建议关注固高科技(301510.SZ)等
智通财经网· 2025-06-25 06:47
Core Insights - The core technology for humanoid robots is motion control, which is essential for dynamic gait, precise operations, and environmental adaptability [1] - The humanoid robot industry faces both opportunities and challenges, with potential applications in various sectors such as industrial automation, medical rehabilitation, and education [1] - Precise complex motion control technology is fundamental for the widespread application of humanoid robots [2] Industry Overview - Humanoid robots are characterized by human-like form and functions, and their development is driven by advancements in robotics control and AI technology [1] - The industry is experiencing rapid evolution due to continuous influx of capital and talent, although large-scale commercialization still faces technical, economic, and social challenges [1] Motion Control Techniques - Motion control for humanoid robots can be categorized into model-based control and data-driven control, each with unique advantages [3] - Model-based control relies on accurate modeling and manual parameter adjustments, while data-driven control allows robots to learn motion strategies from experience [3] - A hybrid control approach combines both methods to enhance adaptability and robustness, improving the operational capabilities of humanoid robots [3] Key Players and Beneficiaries - Leading companies like Tesla with Optimus, Yushun with G1, and Boston Dynamics with Atlas demonstrate strong motion control capabilities [4] - The development of motion control software algorithms is typically conducted in-house by robot manufacturers, while hardware components may be sourced from third-party suppliers [4] - Training-related hardware such as motion capture devices and simulation software tools are often provided by third-party vendors or open-source platforms [4]