Core Viewpoint - The establishment of Beijing Dongtu Semiconductor Technology Co., Ltd. aims to accelerate the domestic substitution of core technologies in semiconductor equipment intelligent control and expand the scale of commercial delivery [1] Group 1: Company Developments - The registered capital of Beijing Dongtu Semiconductor Technology Co., Ltd. is 10 million yuan, and the company has recently completed its business registration [1] - The semiconductor equipment sector is a strategic entry point for the company's intelligent controllers and solutions business to penetrate the high-end equipment manufacturing market [1] - The company has made substantial breakthroughs in the semiconductor equipment field, having collaborated deeply with leading semiconductor equipment companies since 2024 [1] Group 2: Business Achievements - The company has completed the delivery of hundreds of customized intelligent control devices, covering key equipment processes such as semiconductor etching and cleaning [1] - The company has developed a comprehensive domestic solution that includes the Intewell industrial operating system, industrial network, controller hardware, dedicated circuit boards, and MaVIEW software [1] - The business in the semiconductor field has transitioned from adaptation verification to commercial implementation [1]

Group 1 - The project aims to develop an interactive intelligent control system through end-edge-cloud collaborative technology, addressing the reliance on imported industrial control systems in China [1][4] - Key participants include Dongtu Technology, Northeast University, Tsinghua University, and the China Electronic Technology Standardization Institute, leveraging their expertise in industrial software and automation [2][4] - The project will validate technologies in typical process industries such as mining, coal, and metallurgy, promoting the localization of high-performance industrial intelligent control software and systems [1][4] Group 2 - Dongtu Technology's Intewell industrial operating system will serve as the core software platform for the end-edge-cloud collaborative control system, enhancing data transmission and integration of IT/OT [3] - The company has a strong track record in industrial internet technologies, having developed the first AUTBUS international standard and the first domestic TSN switch chip, contributing to a fully autonomous and controllable industrial neural network [3] - The implementation of this national key research plan is expected to significantly advance China's industrial artificial intelligence technologies and products, supporting the transition from an industrial power to an industrial strong nation [4]

Group 1 - The core viewpoint of the article emphasizes the importance of security in the deployment of robots in sensitive environments, highlighting the launch of the Intewell industrial operating system by Kedong Software as a foundational support for the embodied intelligence industry [3][4] - The Intewell operating system integrates a "deterministic scheduling layer" to ensure timely communication and task execution among robots, which is crucial for safety in applications like healthcare and elder care [3][4] - The operating system is designed to meet medical-grade safety certification standards, indicating its reliability for high-stakes environments [3][4] Group 2 - The Intewell operating system has a strong foundation in high reliability and real-time performance, stemming from technological advancements in nuclear power and aerospace sectors over the past thirty years [4] - It has achieved international recognition for safety and reliability, comparable to leading industrial systems like VxWorks, following rigorous testing by the Canadian Space Agency [4] - The system's microkernel architecture, consisting of approximately 20,000 lines of code, facilitates higher levels of functional safety certification compared to traditional macro-kernel systems like Linux [4] Group 3 - The global embodied intelligence industry is transitioning from functional validation to commercial deployment, with a long-standing reliance on foreign electronic architectures [4][5] - The Intewell operating system represents a domestic alternative that integrates "chip-operating system-application" technology stacks, compatible with both international and domestic chip manufacturers [4] - The operating system aims to reduce costs and power consumption while maintaining performance through a heterogeneous computing architecture, addressing compatibility issues [4]

Core Viewpoint - Robotics is considered the "crown jewel of manufacturing," with its research and manufacturing capabilities serving as a benchmark for a country's technological innovation and high-end manufacturing level [2]. Group 1: Robotics Technology - The modern humanoid robot's technological architecture has formed a collaborative system of "brain-cerebellum-limbs," marking a qualitative change in the bionic robot field [2]. - The "brain" of humanoid robots serves as the core of the intelligent decision-making system, integrating high-performance computing platforms and cutting-edge algorithm architectures [2]. - The "cerebellum" acts as the motion control center, converting decision instructions into precise actions, with mainstream control technologies categorized into model control, reinforcement learning, and imitation learning [2]. Group 2: Operating Systems and Software - The open-source solution Ubuntu+ROS has become the mainstream operating system for humanoid robots, with ROS providing essential functions such as hardware abstraction and inter-process messaging [3]. - Ubuntu offers a stable and reliable environment for open-source robotics projects, enabling a rich ecosystem of applications and algorithms for Xiaomi's CyberDog [3]. Group 3: Company Focus and Innovations - Dongtu Technology is promoting the localization of embodied intelligent operating systems, with plans to release an AI robot operating system product for embodied robots in the first half of 2025 [4]. - The company focuses on core technologies in industrial networking and intelligent control, integrating software-defined control technology and AI capabilities [4]. - Dongtu Technology's industrial operating system, Intewell, is the only domestic system to have strategic partnerships with major international chip manufacturers like NXP, Intel, and Qualcomm [4]. Group 4: Business Expansion - Dongtu Technology has expanded its business through multiple acquisitions, including the 100% acquisition of Kexin Jingcheng in 2017 and a 30% stake in Kedu Software in 2023 [5]. - The company increased its stake in Neuron Company, which specializes in the design and development of industrial network chips and wireless baseband chips [5][6].

Group 1: Company Overview and Operations - Dongtu Technology's Intewell industrial operating system offers high real-time performance and virtualization capabilities, catering to the needs of rapid response and high-precision operations in the industrial sector [3] - The company is currently in the introduction phase within the domestic industrial field, with significant market potential driven by the trend of autonomous control and advancements in artificial intelligence [3] - The company plans to continuously invest in R&D to enhance the performance of the Intewell operating system and build a broad ecosystem [3] Group 2: Robotics and AI Solutions - The company collaborates with robot manufacturers to develop electronic architectures for robots, with a new AI robot operating system product set to launch in the first half of the year [3] - The Intewell operating system addresses several issues faced by current mainstream robotic systems, such as high power consumption and inefficiencies in real-time task execution [4] - The operating system achieves microsecond-level control precision, meeting the stringent requirements of industrial robots and high-end CNC machines [4] Group 3: Cost and Efficiency Advantages - The Intewell operating system can reduce the electronic architecture costs of embodied robots by approximately 50% and lower power consumption by over 60% [5] - The system's microkernel and virtualization architecture allow for compatibility with Linux application ecosystems while maintaining 100% independent intellectual property rights [5] Group 4: Market Potential and Revenue Projections - The smart control systems and industrial operating systems have a market potential in the hundreds of billions, with expectations that new business revenue will account for about 50% of total revenue within 2-3 years [6] - The operating system business is projected to maintain a high growth trajectory, contributing significantly to the company's overall revenue by 2025 [6]