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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
格隆汇10月20日丨东软载波(300183.SZ)在投资者互动平台表示,公司拥有工业级高抗干扰微控制器芯 片研发平台,提供面向物联网需求的芯片产品组合,包括MCU控制芯片、安全芯片、载波芯片、射频 芯片、触控芯片等,广泛应用于智能电网、白色家电、工业控制、仪器仪表、电机控制、电源管理、消 费电子等领域。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。 ...
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]