Core Insights - The 25th China International Industry Fair (CIIF2025) is being held from September 23 to 27 at the National Exhibition and Convention Center in Shanghai, showcasing advancements in humanoid robots and related technologies [1] - 2025 is identified as a pivotal year for the mass production and commercial deployment of humanoid robots, with significant progress announced by leading companies in the sector [1][2] Company Developments - Zhaoyi Innovation is presenting its MCU, storage, and analog chip solutions, focusing on embodied intelligent devices at the CIIF2025 [1] - The company has developed a comprehensive product matrix that includes high-performance GD32 MCUs for multi-joint real-time motion control, Flash for high-speed data storage, and analog chips for sensor signal conditioning and motor drive [2] - Zhaoyi Innovation aims to enhance its offerings in servo drive real-time control, a complete range of analog products, and high-performance storage products to support the growing demand for humanoid robots [2] Industry Trends - The maturity of hardware systems is crucial for the mass production and commercial viability of humanoid robots, relying on efficient collaboration among six core units: perception layer, rotary joints, linear joints, overall torso, dexterous hands, and robotic feet [1] - The demand for high-precision motor control, multi-modal sensing, and edge computing chips is expected to rise significantly as humanoid robots approach large-scale production [2]

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]