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春晚 21 芯,看懂中国半导体风向
是说芯语· 2026-02-20 01:00
Core Viewpoint - The 2026 CCTV Spring Festival Gala serves as a cultural feast and a showcase of the global chip industry, highlighting the advancements in China's chip technology from "usable" to "highly usable" [1][29] Group 1: Robotics Showcase - Four humanoid robots, MagicBot Z1, Galbot G1, Unitree H1, and "Little Bumi," showcased at the gala, demonstrating the capabilities of eight chip companies that support these "tech performers" [3][29] - MagicBot Z1 features 100% domestically produced core chips, with Allwinner Technology providing the main SoC chip for overall control and motion planning [4][5] - Galbot G1 relies on NVIDIA's AGX Orin 64GB chip, achieving 275 TOPS of computing power for AI interactions [6][7] - Unitree H1, the most commercially successful model, utilizes multiple chips including Intel's Core i7 for high-performance motion control and NVIDIA's Jetson Orin NX for edge AI inference [8][9][10][11] - "Little Bumi" targets the consumer market with a price under 10,000 yuan, using Rockchip's RK3588 SoC for approximately 6 TOPS of AI computing power [12][13][14] Group 2: Broadcasting Technology - The gala achieved 8K ultra-high-definition wireless broadcasting, supported by four chip companies that built the computational foundation [15][29] - Huawei's Hi3536DV400 chip enabled real-time compression of 8K video, while the Kunpeng 920S chip supported over 1 billion concurrent live requests [16][17] - AMD's EPYC 9004 series chips provided rendering power for real-time graphics during the event [18] Group 3: Communication Infrastructure - The seamless connection between the main venue and four sub-venues relied on three chip companies for communication technology [19][29] - Huawei's Tian Gang 02 base station chip facilitated low-latency transmission of 8K signals, marking the large-scale application of 5G-A technology [19] - ZTE and China Star Network contributed to the 5G-A network and satellite communication, ensuring stable signal transmission in remote areas [20][21] Group 4: Stage Control and Perception - The precise operation of stage lighting, robotic arms, and AR effects depended on three chip companies providing MCU, power chips, and perception chips [22][29] - GigaDevice's GD32H7 series MCU enabled rapid light switching and robotic movement control [23] - STMicroelectronics' IGBT power chips ensured stable operation of high-power stage equipment [24] - Orbbec provided depth perception chips for the Unitree H1 robot, enhancing spatial awareness and obstacle avoidance [25] Group 5: End-User Experience - The viewing experience for audiences was enhanced by three chip companies ensuring high-quality visuals and security [26][29] - Hisense's X9 image quality chip optimized 8K visuals for the gala [27] - Unisoc's financial-grade security chips safeguarded interactive data during the event [28] - BDU's BD960 positioning chip ensured synchronization of devices across different locations [29]