Core Insights - Humanoid robots are gradually entering practical application deployment, with 2025 seen as the year of mass production. The demand for humanoid robots will drive the need for sensors, edge computing, power, and connectivity systems [1] - ADI views automation and robotics as a "second growth curve," expecting its automation business revenue to double by 2030, particularly in the humanoid robot sector where the value of ADI chips per device could reach thousands of dollars, ten times that of current AMRs [1] Market Overview - The global analog chip market is estimated to be around $85-90 billion in 2024, with a projected annual growth rate of 5%-7% over the next five years, driven mainly by automotive electronics and industrial control [2] - ADI is expected to hold a 13% market share in the global analog chip market by 2025, primarily in industrial and automotive signal chain chips, second only to Texas Instruments [2] - The humanoid robot market in China is projected to reach approximately 2.76 billion yuan in 2024, exceeding 10 billion yuan by 2026, and reaching 75 billion yuan by 2029, accounting for 32.7% of the global total [2] Product Development - ADI has accelerated its focus on humanoid and autonomous mobile robots, partnering with NVIDIA in 2025 to integrate its edge sensing, precision motion control, and connectivity technologies with NVIDIA's Jetson Thor platform [4][5] - ADI showcased innovative products such as the multi-turn sensor ADMT4000 and the highly integrated servo driver chip TMC9660, which provide comprehensive system solutions for humanoid robots [6][12] Technological Innovations - The ADMT4000 sensor offers a measurement range of 46 turns with an accuracy of ±0.25, eliminating the need for backup batteries or mechanical gears, and can maintain position information even during power outages [8][11] - The TMC9660 chip features a highly integrated design with built-in MCU and supports high-frequency servo control, making it suitable for applications requiring high precision [12][13] Industry Collaboration and Challenges - ADI's VP emphasizes the need for deep integration of AI and physical intelligence to overcome current technical bottlenecks in humanoid robots, such as adaptability to complex environments and system coordination [14] - The company aims to collaborate with leading humanoid robot enterprises to supply technological solutions and hardware products, facilitating the transition from prototypes to mass production [18] Market Demand and Future Outlook - There has been a surge in orders for humanoid robots both domestically and internationally, with companies like Figure AI and Tesla planning significant production increases [19][21] - The industry consensus is that humanoid robots have moved from the experimental phase to small-scale deliveries, but true mass production may take an additional 3-5 years [23] - ADI's revenue for the first three quarters of 2025 reached $7.943 billion, with the emerging humanoid robot sector expected to become a significant growth point beyond its traditional industrial, automotive, communication, and consumer electronics segments [23]

Core Viewpoint - The article discusses the critical role of dexterous hands in humanoid robots and highlights the challenges and advancements in developing these components, particularly focusing on the contributions of Analog Devices, Inc. (ADI) in this field [2][11]. Group 1: Importance of Dexterous Hands - Dexterous hands are essential for humanoid robots, involving complex control with multiple degrees of freedom, which significantly impacts the overall cost and functionality of the robots [2][3]. - The performance and cost of dexterous hands are influenced by various key technologies, including biomimetic structures, actuation, transmission, sensing, composite materials, and modeling and control [3][4]. Group 2: Challenges in Development - Achieving the dexterity of human hands is challenging due to the need for precise feedback and environmental sensing, requiring both internal and external sensors [3][4]. - Traditional solutions relying on gears or linear sensors are often bulky and costly, necessitating recalibration after power loss, which affects production efficiency [4][5]. Group 3: ADI's Solutions - ADI offers innovative solutions for the actuation market, such as the ADMT4000, which features a dual magnetic sensor architecture that allows for position memory during power outages, significantly reducing system size, weight, and cost [7][8]. - The company has introduced an integrated FOC (Field-Oriented Control) solution that simplifies motor control, enhances efficiency, and reduces wiring complexity, making it suitable for dexterous hand applications [8][9]. Group 4: Wireless Connectivity - ADI is advancing wireless connectivity solutions for dexterous hands, exemplified by the ADMV9611/ADMV9621, which enables high-speed data transmission in the 60 GHz band, facilitating seamless communication within robotic systems [9][10]. Group 5: Future Outlook - The advancements in dexterous hand technology, supported by companies like ADI, are reshaping the future of humanoid robots, moving from chip provision to module and complete system solutions, with the potential to endow robots with human-like dexterity and intelligence [11][12].

Core Viewpoint - The rise of humanoid robots has gained significant attention following a performance at a Spring Festival gala, highlighting advancements in embodied intelligence and the need for improved hardware, particularly chips, to overcome existing challenges [1] Group 1: Humanoid Robot Development - Humanoid robots are increasingly compared to upright vehicles, requiring perception systems, high-performance chips, and effective power management for extended operation [2] - The execution capabilities of humanoid robots differ from cars, as they must also manipulate objects with dexterity, particularly through their hands [2] Group 2: ADI's Role in Humanoid Robotics - ADI has been involved in the robotics market for years and is now accelerating its offerings, including traditional chips and subsystems to facilitate product design and implementation [4] - ADI provides a range of products for humanoid robots, including sensors, internal connection systems, motor control modules, and power management solutions [5] Group 3: Connection Technologies - GMSL (Gigabit Multimedia Serial Link) is highlighted as a key technology for internal connections in humanoid robots, offering efficient data transmission and improved performance [9] - ADI's GMSL solution supports real-time transmission of video, sensor data, and power, making it suitable for the complex requirements of humanoid robots [10] Group 4: Isolation and Control Solutions - ADI offers isolation devices to protect sensitive electronics in humanoid robots from electrical interference, ensuring reliable operation in challenging environments [10] - The ADMT4000 solution provides precise joint control for robotic arms, enabling memory of positions even after power loss, thus enhancing operational reliability [12][14] Group 5: Challenges in Dexterous Manipulation - The development of dexterous hands, referred to as "smart hands," is a critical challenge in the humanoid robotics industry, requiring advanced sensors and AI algorithms [15] - Simplifying internal connections within these dexterous hands is also a significant focus for developers [15]