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黑芝麻智能SesameX™多维具身智能计算平台
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全脑智能时代来临,黑芝麻智能助推机器人向智能体进化
3 6 Ke· 2025-11-20 14:04
Core Insights - The robot industry is transitioning from prototype demonstrations to large-scale production, facing challenges due to the lack of high-reliability, high-integration, and high-performance computing platforms [3][5][7] - Black Sesame Technology, a leader in automotive computing chips, is entering the robotics sector to fill this critical gap, predicting that the growth rate of the robotics industry will surpass that of the automotive industry [3][12][20] Industry Overview - The robotics industry is experiencing a new phase driven by diverse demand and full-scene penetration, with applications expanding beyond traditional industrial sectors to include new fields like electric vehicles and biomedicine [5][6] - The mainstream demand in the robotics market is shifting from "usable" to "user-friendly," requiring robots to possess advanced capabilities such as autonomous perception and complex decision-making [6][14] Technological Trends - The current chip capabilities in the robotics industry are insufficient to meet higher expectations, which hinders the transition from prototype to mass production [7][15] - Black Sesame Technology's newly launched SesameX™ multi-dimensional embodied intelligence computing platform includes three major computing platforms tailored for various robotic applications [9][18] Market Potential - The global service robot market is projected to exceed $40 billion by 2025, with a compound annual growth rate (CAGR) of over 20%, indicating significant opportunities for chip manufacturers [12][20] - The global market for industrial robot chips is expected to grow from approximately $2.32 billion in 2024 to $4.37 billion by 2031, highlighting the potential for Black Sesame Technology's entry into this space [12] Competitive Advantages - Black Sesame Technology's entry into the robotics sector is bolstered by its established supply chain, quality control, and customer ecosystem from the automotive industry, creating a strong competitive barrier [13][17] - The SesameX platform is the only robotics computing platform that meets automotive safety standards, enabling rapid adaptation for high-safety robotic scenarios [18][20]