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2026年十大科技市场趋势预测发布:人形机器人全球出货量预估年增逾七倍
Sou Hu Cai Jing· 2025-11-27 19:06
Group 1: Key Trends in Technology Markets - The "2026 Top Ten Technology Market Trends" report predicts significant advancements across various sectors, including AI chips, energy storage, data centers, humanoid robots, consumer electronics, AR glasses, and assisted driving [1] - AI chip competition is intensifying, with liquid cooling technology expected to penetrate AI data centers on a large scale [1] - The report highlights breakthroughs in bandwidth limitations, enabling high-speed transmission through HBM and optical communication, which will establish a new intelligent computing framework [1] Group 2: Storage Chip Market Insights - NAND Flash suppliers are enhancing AI solutions to accelerate inference tasks and reduce storage costs, addressing the performance gap with existing technologies [3] - Key products include Storage-Class Memory (SCM) SSD/KV Cache SSD/HBF technology, which offers ultra-low latency and high bandwidth, ideal for real-time AI inference workloads [3] - Nearline QLC SSD technology is rapidly being adopted for AI's warm/cold data storage layers, with QLC's per-chip storage capacity exceeding TLC by 33%, significantly lowering the unit cost of storing large AI datasets [3] - By 2026, QLC SSD is expected to achieve a 30% market penetration in Enterprise SSDs [3] Group 3: Humanoid Robot Market Forecast - The year 2026 is projected to be pivotal for the commercialization of humanoid robots, with global shipments expected to increase over sevenfold, surpassing 50,000 units [5] - Market momentum will focus on AI adaptivity technology and application-oriented scenarios, enabling robots to learn and make decisions in unstructured environments [5] - New humanoid robots will prioritize specific scenario value from the design phase, targeting applications such as manufacturing, warehousing, and inspection assistance, marking a shift towards AI-driven, application-centric industry development [5]