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兆易创新:人形机器人落地“芯”视角
Jing Ji Wang· 2025-09-28 09:19
第二十五届中国国际工业博览会(CIIF2025)9月23日-27日在国家会展中心(上海)举办。兆易创新在展区 重点呈现MCU、存储、模拟芯片解决方案,聚焦具身智能设备;同时,兆易创新还同步亮相具身智能 产业发展论坛,兆易创新MCU事业部产品市场经理李孝剑带来主题为《人形机器人落地"芯"视角: MCU的适配与发展》的演讲。 编辑:宋杰 在芯片赋能机器人硬件的赛道上,兆易创新凭借多年技术积累,构建覆盖控制、存储及模拟的完整产品 矩阵,为人形机器人提供全栈式芯片支持。其中,GD32高性能MCU可用于多关节实时运动控制与系统 调度;旗下Flash为决策计算提供高速高可靠的数据存储保障;模拟芯片更覆盖传感器信号调理、电机 驱动、电源管理等关键环节,从感知、决策到执行全链路赋能机器人系统。 李孝剑认为,2025年被视为人形机器人迈向规模化量产的关键拐点,预计将带动高精度电机控制、多模 态传感与边缘计算芯片需求的显著增长。为应对这一趋势,兆易创新将重点布局伺服驱动实时控制、完 善的模拟产品组合、高性能存储产品等方向,为客户提供高性价比的一站式解决方案,助力人形机器人 实现核心技术突破与规模化应用。 从春晚舞台到世界机器人大 ...
兆易创新:可为人形机器人提供全栈式芯片支持
Group 1 - The 25th China International Industry Fair (CIIF2025) was held in Shanghai, showcasing the advancements in MCU, storage, and analog chip solutions by the company, focusing on embodied intelligent devices [1] - The company’s MCU division manager highlighted that 2025 is a critical year for humanoid robots to achieve mass production and commercial viability, with hardware system maturity being essential for this transition [1][2] - The company has developed a comprehensive product matrix covering control, storage, and analog solutions to support humanoid robots, emphasizing the importance of chip performance and efficient communication for real-time responsiveness and intelligence [2] Group 2 - The company’s GD32 high-performance MCU is designed for multi-joint real-time motion control and system scheduling, enabling high-speed data interaction among joints, sensors, and controllers [2] - The company reported a total revenue of 4.15 billion yuan in the first half of 2025, a 15% year-on-year increase, with a net profit of 575 million yuan, reflecting an 11.31% growth [2] - The MCU product line has become a strategic focus for the company, achieving nearly 20% growth year-on-year in the first half of the year [2][3] Group 3 - The company’s revenue sources are primarily from consumer and industrial sectors, with significant growth in the networking sector and steady performance in the industrial sector [3] - The company has mass-produced over 700 MCU products across 64 major series, including the GD32H7 series, which is the first domestically produced MCU based on the M7 core [3] - The company is actively pursuing AI strategies and plans to invest in customized storage and AI MCU businesses, targeting applications in embodied intelligent products [3]