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]

Core Viewpoint - The rise of smart vehicles has significantly increased the attention on the SerDes chip market, which is expected to reach several billion dollars by 2023 and grow towards a hundred billion dollar scale in the next decade, with China potentially accounting for 40% of this market [1][2]. Group 1: Market Overview - The SerDes chip market is currently dominated by two major suppliers, ADI and TI, who have established a stronghold through proprietary protocols GMSL and FPD-Link [1][3]. - The GMSL technology, introduced by Maxim (acquired by ADI) in 2008, allows for high-speed data transmission over a single coaxial or shielded twisted pair cable, supporting various data types including video and audio [5][12]. - The FPD-Link standard, created by National Semiconductor (now part of TI), has been widely adopted for automotive applications, particularly in navigation and entertainment systems [3][8]. Group 2: Technological Developments - GMSL has evolved through multiple generations, with GMSL2 supporting data rates up to 6 Gbit/s and GMSL3 reaching 12 Gbit/s, enabling the transmission of multiple 4K video streams [9][11]. - The introduction of new standardized protocols such as MIPI A-PHY, ASA, and HSMT presents significant competition to the existing proprietary protocols [14][20]. Group 3: OpenGMSL Initiative - ADI announced the formation of the OpenGMSL association, transitioning GMSL from a proprietary protocol to a globally accessible standard, aimed at fostering innovation in automotive applications [24][28]. - The OpenGMSL standard will focus on edge connectivity, addressing the needs of modern software-defined vehicles (SDVs) by providing low-power, low-latency solutions [29][30]. - The association aims to ensure interoperability among different manufacturers' components, enhancing collaboration across the automotive ecosystem [30][32].