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2064026

임바디드 AI(휴머노이드 로봇)용 메인 제어 SoC 조사 보고서(2026년)

Embodied AI (Humanoid Robot) Main Control SoC Research Report, 2026

발행일: | 리서치사: 구분자 ResearchInChina | 페이지 정보: 영문 400 Pages | 배송안내 : 1-2일 (영업일 기준)

    
    
    



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구현형 AI SoC 조사 : 칩 공급업체들은 '단일 SoC 공급업체'에서 '풀스택 칩 플랫폼 제공업체'로 변모하고 있습니다.

칩 기술의 발전은 급성장하는 체화형 AI(EAI) 업계에 결정적인 추진력을 제공하고 있습니다. 용도가 다른 로봇마다 각각 다른 칩 선정 요건이 있으므로, 과도한 연산 능력이나 성능 부족과 같은 부적절한 선정으로 인한 문제를 피해야 합니다. 또한, EAI 업계의 발전은 대규모 모델 기술의 획기적인 발전에도 달려 있습니다. 로봇의 지능 수준이 크게 향상되어, 로봇이 자율적으로 판단을 내리고 복잡한 작업을 수행할 수 있게 되었습니다.

EAI 시장의 확대와 칩 성능 요구 사항의 증가에 따라, 칩 공급업체들은 풀스택 솔루션을 제공하고 있습니다.

로봇용 칩 시장은 급속한 성장기에 접어들었습니다. 범용 EAI 로봇의 전 세계 출하대수는 2025년에 1만 3,000대에 달하고, 2026년에는 5만 대를 넘어설 것으로 예상됩니다. 현재 주요 칩 제조사들은 NVIDIA Jetson 시리즈나 Qualcomm IQ10 시리즈 등 EAI용 SoC를 출시하고 있습니다. 한편, 각사는 NVIDIA Isaac 오픈 소스 플랫폼, 2세대 Rockchip RKNN 신경망 모델 변환·최적화 도구, 로봇 업계용 Black Sesame SmartX 다차원 지능형 컴퓨팅 플랫폼 등의 로봇 개발 플랫폼을 제공함으로써, 애플리케이션의 신속한 배포 및 모델 개발에 대한 고객의 요구에 부응하고자 하고 있습니다.

현재 EAI용 SoC는 다음과 같이 진화하고 있습니다:

동향 1 : 칩의 연산 능력에 대한 요구가 크게 높아지고 있습니다.

NVIDIA의 신형 Jetson T5000은 Blackwell GPU 아키텍처를 채택하여 최대 2070 FP4 TFLOPS의 AI 연산 성능을 구현하고 있으며, 이는 이전 세대인 Jetson Orin의 7.5배에 해당합니다. Horizon Robotics(D-Robotics)의 RDK S100P는 CPU, BPU, MCU를 단일 칩에 통합하여 120 TOPS의 연산 성능을 제공합니다. 알고리즘이 점점 복잡해짐에 따라, 로봇에 필요한 연산 능력은 현재의 200-500 TOPS에서 500-1000 TOPS로 점차 높아지고 있습니다. 특히 주목할 점은, 업계가 단순히 연산 능력을 늘리는 데 그치지 않고 '효율 우선'으로 전환하고 있다는 점입니다. 알고리즘 최적화를 통해 효율성이 핵심 지표로 자리 잡고 있습니다.

동향 2 : 칩 공급업체들은 첨단 공정으로 진화하고 있다

주요 칩 공급업체들은 첨단 공정 기술로 전환하고 있습니다. NVIDIA Jetson AGX Thor는 4nm 공정을, Intel Core Ultra Series 3는 Intel 18A 공정을, Rockchip RK3588은 8nm 공정을, MediaTek의 최신 Genio Pro는 3nm 공정을 채택하여 칩의 성능을 대폭 향상시켰습니다.

동향 3 : EAI 칩 공급업체들은 '단일 SoC 공급업체'에서 '풀스택 칩 플랫폼 제공업체'로 변모하고 있습니다.

SemiDrive의 경우, EAI 대뇌 SoC 외에도 지능형 제어 소뇌 SoC 및 고성능 MCU도 출시하고 있어, '대뇌-소뇌-신체-관절'이라는 완벽한 아키텍처를 아우르는 풀스택 EAI 솔루션을 구축하고 있습니다. 이 회사의 제품 라인업은 고차원적 인지 및 의사결정을 담당하는 메인 제어용 대뇌 SoC, 동작 조정 및 실시간 제어를 담당하는 지능형 제어용 소뇌 칩부터 LiDAR/머신비전, 모션 센터, 정교한 핸드, 관절 모듈용 E3-R 시리즈 MCU에 이르기까지 광범위하며, 칩의 전체 공급망을 아우르고 있습니다.

그중에서도 지능형 제어용 소뇌 칩 'D9-Max'와 로봇 관절 모듈용 MCU 'E311x-R'은 양산을 시작했으며, 주요 로봇 기업들과 긴밀한 협력 관계를 구축하여 자동차 등급의 고성능·고신뢰성을 로봇 분야에 도입하는 데 성공했습니다.

D9-Max는 소뇌 애플리케이션에 최적화된 아키텍처를 채택하고 있습니다. 하드웨어 분리 및 하드웨어 가상화 기술을 기반으로, 8코어 2.0GHz Cortex-A55 CPU 클러스터 1개, 4코어 2.0GHz Cortex-A55 CPU 클러스터 1개, 800MHz Cortex-R5F 듀얼코어 락스텝 3쌍에 더해, 8TOPS NPU 및 GPU 등의 연산 유닛을 통합하고 있습니다. 단일 칩으로 모션 제어 시스템, HMI, EtherCAT 마스터 스테이션이라는 3가지 핵심 기능을 구현할 수 있으며, 기존 솔루션에서는 3개의 칩이 필요했던 기능을 하나의 칩에 통합하고 있습니다.

고성능 MCU(E3-R 시리즈)는 관절 제어 분야에서 획기적인 발전을 이루었으며, 높은 수준의 기능 안전 및 사이버 보안 요구 사항을 충족하고 원스톱 솔루션을 제공합니다. 관절 모듈의 메인 제어 칩인 E311x-R은 뛰어난 실시간 성능과 매우 안정적인 연산 능력을 갖추고 있습니다. 최대 400MHz의 메인 클럭을 갖춘 듀얼 R5F 코어를 탑재하고 있습니다. 실제 연구 개발에서는 듀얼 코어가 모터 제어와 통신 처리를 분리하고, 각 코어를 전용으로 할당함으로써 성능을 향상시키고 있습니다.

EAI 브레인 SoC와 관련하여, SemiDrive는 자동차 분야에서의 온디바이스 대형 모델 처리 전문 지식을 활용하여 차세대 로봇 브레인 칩 'R1'을 개발했습니다. ARM V9.2 아키텍처 기반 CPU와 새로운 고성능 NPU를 채택하여, 저전력 환경에서 MLLM/VLA 등의 임베디드 엔드투엔드 모델의 온디바이스 배포를 지원합니다.

동향 4 : 칩 공급업체들이 풀스택 자체 개발 툴체인을 출시하고 있습니다.

Rockchip은 2세대 신경망 모델 변환 및 최적화 도구인 'RKNN-Toolkit2'를 출시했습니다. 이는 주류 딥러닝 프레임워크와 Rockchip의 NPU(신경망 처리 장치) 하드웨어 플랫폼을 연결하는 가교 역할을 하며, 개발자가 훈련된 AI 모델을 임베디드 기기에 효율적으로 배포할 수 있도록 설계되었습니다. Black Sesame Technologies는 Huashan A2000을 기반으로, 모델 최적화부터 디바이스 상의 배포에 이르기까지 전 과정을 아우르는 사용하기 쉬운 'Shanhai AI' 툴체인을 구축하여, 개발자들에게 효율적인 모델 개발 및 배포 시스템을 제공하고 있습니다. SemiDrive는 'D9-Max' 애플리케이션 개발 키트 등 종합적인 소프트웨어 및 하드웨어 개발 키트를 제공하여, 고객과 독립 개발자가 애플리케이션을 신속하게 배포하고 디바이스에서 개발할 수 있도록 지원하고 있습니다.

구현 로봇 OEM을 통한 칩 및 알고리즘 선정

EAI 수준은 본질적으로 알고리즘과 칩의 공동 진화의 결과입니다. 양자는 상호 의존하며 서로를 견인함으로써, 로봇 지능 시스템의 핵심이 되는 폐쇄 루프를 형성하고 있습니다.

예를 들어, AgiBot Lingxi X2의 기본 컴퓨팅 보드는 2개의 Rockchip RK3588 칩을 탑재하고 있으며, 이전 세대에서 사용되던 Jetson Xavier를 대체함으로써 비용과 성능 양면에서 개선을 이루었습니다. RK3588의 6TOPS NPU는 모션 제어 및 지각 융합 시나리오에서 뛰어난 성능을 발휘하는 동시에, 소비 전력을 7W 절감합니다. 고성능 연산 보드에는 NVIDIA Jetson Orin NX를 채택하여, AI 연산 성능은 총 169 TOPS에 달합니다.

알고리즘 측면에서는 Lingxi X2의 '두뇌'에 AgiBot이 독자적으로 개발한 대규모 모델 'Genie Operator-1(GO-1)'이 탑재되어 있습니다. VLM(멀티모달 대규모 모델)과 Mixture-of-Experts(MoE)로 구성된 Vision-Language-Latent-Action(ViLLA) 아키텍처를 채택한 Lingxi X2는 뛰어난 학습 능력, 소량 데이터 학습을 통한 고속 일반화 능력, 그리고 지속적인 진화 능력을 갖추고 있습니다. Lingxi X2의 소뇌에는 로봇의 동작 조정과 의사결정을 담당하는 Xyber-Edge 컨트롤러가 탑재되어 있습니다. 144코어의 이종 컴퓨팅 아키텍처를 갖춘 이 컨트롤러는 추론 작업을 NPU 클러스터에, 제어 명령을 FPGA에 동적으로 할당하고, 기존의 12층 제어 아키텍처에 의한 운동 계획 처리를 3층의 암묵적 계획 구조로 압축함으로써 450Hz의 실시간 폐루프 제어를 실현하여, Tesla Optimus의 280Hz라는 폐루프 주파수를 대폭 상회하고 있습니다.

AgiBot은 'Yuanzheng', 'Lingxi', 'Genie'라는 3가지 제품 시리즈를 출시하여, 각각 산업 제조, 상업 서비스, 데이터 조사 시나리오를 대상으로 차별화되고 상호 보완적인 사업을 전개하며, 양산 및 상용화를 향해 나아가고 있습니다.

목차

제1장 EAI 시장과 애플리케이션 시나리오

제2장 EAI 소프트웨어 및 하드웨어 시스템 아키텍처

제3장 EAI Cerebrum(메인 제어 SoC, 컨트롤러, 대규모 모델)

제4장 주류 EAI 로봇 인티그레이터

제5장 주요 EAI 칩 벤더

KSM 26.06.22

Embodied AI SoC Research: Chip Vendors Are Transforming from "Single SoC Vendors" to "Full-Stack Chip Platform Providers".

The advancing chip technology provides a crucial boost to the booming embodied artificial intelligence (EAI) industry. Robots for different application scenarios have differentiated chip selection requirements, avoiding problems caused by improper selection, such as excessive computing power surplus or insufficient performance. In addition, the development of the EAI industry also relies on breakthroughs in large model technology. The intelligence level of robots has been significantly improved, enabling robots to make independent judgments and perform complex tasks.

As the EAI Market Continues to Expand and Chip Performance Requirements Keeps Rising, Chip Vendors Launch Full-Stack Solutions.

The robot chip market is in a period of rapid growth. The global shipments of general-purpose EAI robots reached 13,000 units in 2025 and is expected to exceed 50,000 units in 2026. At present, major chip giants have launched SoCs for EAI, such as NVIDIA Jetson series and Qualcomm IQ10 series. Meanwhile, they provide robot development platforms, including NVIDIA Isaac open-source platform, second-generation Rockchip RKNN neural network model conversion and optimization tool, and Black Sesame SmartX multi-dimensional intelligent computing platform for the robot industry, in a bid to meet customers' needs for rapid application deployment and model development.

Currently, EAI SoCs are evolving:

Trend 1: Requirements for Chip Computing Power Become Much Higher.

NVIDIA's new Jetson T5000 adopts the Blackwell GPU architecture, delivering up to 2070 FP4 TFLOPS of AI compute, 7.5x higher than the previous-generation Jetson Orin. The RDK S100P from Horizon Robotics (D-Robotics) integrates CPU+BPU+MCU on a single chip, delivering 120 TOPS computing power. With the increasing complexity of algorithms, robots' computing power demand is gradually rising from the current 200-500 TOPS to 500-1000 TOPS. Notably, the industry no longer simply stacks computing power but shifts to "efficiency priority". Algorithm optimization makes efficiency a core indicator.

Trend 2: Chip Vendors Evolve towards Advanced Processes

Mainstream chip vendors move towards advanced processes. NVIDIA Jetson AGX Thor adopts 4nm process, Intel Core Ultra Series 3 uses Intel 18A process, Rockchip RK3588 adopts 8nm process, and MediaTek's latest Genio Pro adopts 3nm process, substantially boosting chip performance.

Trend 3: EAI Chip Vendors Are Transforming from "Single SoC Vendors" To "Full-Stack Chip Platform Providers".

In SemiDrive's case, besides EAI cerebrum SoCs, it has also launched intelligent control cerebellum SoCs and high-performance MCUs, so as to build full-stack EAI solutions, covering the complete architecture of "cerebrum - cerebellum - body- joint". Its product matrix ranges from main control cerebrum SoCs for high-level cognition and decision, and intelligent control cerebellum chips for motion coordination and real-time control, to E3-R series MCUs for LiDAR/machine vision, motion center, dexterous hands and joint modules, realizing full-chain chip coverage.

Among them, the intelligent control cerebellum D9-Max and robot joint module MCU E311x-R have come into mass production, and built in-depth cooperation with leading robot enterprises, successfully bringing automotive-grade high performance and high reliability into the robot field.

D9 Max adopts an architecture optimized for cerebellum application. Based on hardware isolation and hardware virtualization technology, it integrates one 8-core 2.0GHz Cortex-A55 CPU cluster, one 4-core 2.0GHz Cortex-A55 CPU cluster, and 3 pairs of dual-core lockstep 800MHz Cortex-R5F, as well as computing units like 8TOPS NPU and GPU. A single chip allows for deployment of three core functions of motion control system, HMI and EtherCAT master station, integrating the functions that traditional solutions require three chips to enable into a single chip.

The high-performance MCUs (E3-R series) have made substantial progress in joint control, meeting high functional safety and cybersecurity requirements and providing one-stop solutions. As the main control chip for joint modules, E311x-R features high real-time performance and highly stable computing power output capability. It adopts dual R5F cores with a main frequency up to 400MHz. In actual R&D, the dual cores separate motor control and communication processing for dedicated core allocation and enhanced performance.

In terms of EAI cerebrum SoC, SemiDrive reuses its expertise in on-device large model capabilities in the automotive sector to develop the next-generation robot cerebrum chip R1. Adopting ARM V9.2 architecture CPU and new high-performance NPU, it supports on-device deployment of embodied end-to-end models such as MLLM/VLA under low power consumption.

Trend 4: Chip Vendors Are Launching Full-stack Self-developed Toolchains.

Rockchip launched RKNN-Toolkit2, its second-generation neural network model conversion and optimization tool. Acting as a bridge connecting mainstream deep learning frameworks and Rockchip NPU (Neural Processing Unit) hardware platforms, it is designed to help developers efficiently deploy trained AI models on embedded devices. Based on Huashan A2000, Black Sesame Technologies builds the easy-to-use Shanhai AI toolchain, covering the entire process from model optimization to on-device deployment, providing developers with an efficient model development and deployment system. SemiDrive offers complete software and hardware development kits such as the D9-Max application development kit, enabling customers and independent developers to rapidly deploy applications and conduct on-device development.

Selection of Chips and Algorithms by Embodied Robot OEMs

The EAI level is essentially the result of the co-evolution of algorithms and chips. The two are interdependent and mutually driven, forming the core closed loop of robot intelligent systems.

For example, the basic computing board of AgiBot Lingxi X2 adopts two Rockchip RK3588 chips, replacing Jetson Xavier adopted by the previous-generation, offering improvements in both cost and performance. The 6TOPS NPU of RK3588 delivers excellent performance in motion control and perception fusion scenarios while reducing power consumption by 7W. The high-compute board adopts NVIDIA Jetson Orin NX, with total AI compute of 169 TOPS.

In terms of algorithms, the cerebrum of Lingxi X2 is equipped with AgiBot's self-developed large model Genie Operator-1 (GO-1). Adopting the Vision-Language-Latent-Action (ViLLA) architecture composed of VLM (multimodal large model) and mixture-of-experts (MoE), Lingxi X2 possesses superior learning, fast few-shot generalization and continuous evolution capabilities. The cerebellum of Lingxi X2 adopts the Xyber-Edge controller for robot motion coordination and decision. With a 144-core heterogeneous computing architecture, the controller dynamically allocates reasoning tasks to NPU clusters, and control commands to FPGAs, and compresses the traditional 12-layer control architecture for motion planning into a 3-layer implicit planning structure, achieving 450Hz real-time closed-loop control, greatly superior to Tesla Optimus' 280Hz closed-loop frequency.

AgiBot has made a differentiated and complementary layout by launching three product series of Yuanzheng, Lingxi and Genie, targeting industrial manufacturing, commercial services and data research scenarios, respectively, and is advancing towards mass production and commercial deployment.

Table of Contents

1 EAI Market and Application Scenarios

  • 1.1 Basic Concepts and Terminology of EAI
  • Basic Concepts of EAI (1)
  • Basic Concepts of EAI (2)
  • Basic Concepts of EAI (3)
  • Terminology of EAI (1)
  • Terminology of EAI (2)
  • 1.2 Market Prospect of EAI
  • Evolution History of EAI
  • Status Quo of EAI Industry
  • Evolution of EAI Application Scenarios (1)
  • Evolution of EAI Application Scenarios (2)
  • EAI Market Trends
  • China EAI Market Size
  • Global Humanoid Robot Shipments
  • 1.3 Application Prospect of EAI
  • Summary of Application Prospects
  • EAI Market Structure by Application Scenario
  • Community & Household Scenario: Household Service (1)
  • Community & Household Scenario: Household Service (2)
  • Community & Household Scenario: Medical / Nursing Scenario (1)
  • Community & Household Scenario: Medical / Nursing Scenario (2)
  • Smart Manufacturing Scenario: Factory Production
  • Smart Manufacturing Scenario: Figure Humanoid Robots Realize 24/7 Operation in Factories
  • Smart Manufacturing Scenario: UBTECH Walker S2 Group Collaborative Operation in Smart Factories
  • Smart Manufacturing Scenario: Agricultural Production
  • Commercial Service Scenario: KEENON Robotics
  • Commercial Service Scenario: Meituan "Little Wasp"
  • High-Risk & Rescue Scenario: DEEP Robotics LYNX M20 Wheeled-Legged Robot
  • High-Risk & Rescue Scenario: iFreecomm "Lingmu" Emergency Rescue Quadruped Robot and Guide Dog
  • 1.4 Competition Summary of EAI Suppliers
  • Top 50 Chinese EAI Suppliers (1)
  • Top 50 Chinese EAI Suppliers (2)
  • Top 10 Foreign EAI Suppliers (1)
  • Global Shipments of Top 10 Humanoid Robots, 2025 (Mainstream Statistical Caliber)
  • Revenues of Representative EAI Enterprises (1)
  • Revenues of Representative EAI Enterprises (2)
  • Technical Routes of Representative EAI Enterprises (1)
  • Technical Routes of Representative EAI Enterprises (2)
  • Technical Routes of Representative EAI Enterprises (3)

2 Software and Hardware System Architecture of EAI

  • 2.1 Hardware Architecture of EAI
  • EAI: Introduction to Hardware System
  • EAI Hardware List
  • EAI Chip List
  • SemiDrive: Full-Stack Chip Solutions for Robots
  • GigaDevice: Full-Stack Chip Solutions for Robots
  • Infineon: Solutions for Each Functional Module of Humanoid Robots (1)
  • Infineon: Solutions for Each Functional Module of Humanoid Robots (2)
  • Infineon: Product Layout for Humanoid Robots
    • 2.1.1 EAI Hardware System: Computing Power and Hardware Control System
    • EAI Hardware System: Computing Power and Hardware Control System
    • EAI Hardware System: Composition of the "Cerebrum" System
    • EAI Hardware System: "Cerebrum" System - Application of Main Control SoC
    • EAI Hardware System: "Cerebellum" System - Application of FPGA
    • EAI Hardware System: "Cerebellum" System - Application of MCU
    • EAI Algorithm: Cerebrum Control Technical Route - Vision-Language-Action (VLA) Model
    • EAI Algorithm: Cerebrum Control Technical Route - Hierarchical Planning Architecture
    • EAI Algorithm: Cerebrum Control Technical Route - Cross-Robot General System
    • EAI Algorithm: Cerebellum Control Technical Route - Model-Based Control Method
    • EAI Algorithm: Cerebellum Control Technical Route - Imitation Learning
    • EAI Algorithm: Cerebellum Control Technical Route - Deep Reinforcement Learning
    • EAI Algorithm: Cerebrum-Cerebellum Collaboration Mechanism - Traditional Hierarchical Collaboration Architecture
    • EAI Algorithm: Cerebrum-Cerebellum Collaboration Mechanism - New Brain-Inspired Three-System Architecture ("Cerebrum - Pons - Cerebellum")
    • 2.1.2 EAI Hardware System: Mechanical System
    • EAI Hardware System: Mechanical System (Bionic Skeleton)
    • EAI Mechanical System: Joint Module
    • EAI Mechanical System: Joint Module - Motor and IC
    • EAI Mechanical System: Joint Module - Reducer
    • EAI Mechanical System: Joint Module - Driver and Encoder
    • 2.1.3 EAI Hardware System: Execution System
    • EAI Hardware System: Execution System (Bionic Muscle)
    • 2.1.4 EAI Hardware System: Power Supply and Thermal Management System
    • EAI Hardware System: Power Supply System
    • EAI Hardware System: Thermal Management System
    • 2.1.5 EAI Hardware System: Perception System
    • EAI Hardware System: Perception System
    • EAI Hardware System: Perception System Framework
    • EAI Hardware System: Perception System - Vision Sensor Technology
    • EAI Hardware System: Perception System - Radar Sensor Technology
    • EAI Hardware System: Perception System - Inertial Measurement Unit (IMU) Technology
  • 2.2 Software Architecture of EAI
  • Introduction to EAI Software Architecture
  • EAI Software Architecture: Hardware Abstraction Layer (HAL)
  • EAI Software Architecture: Driver Execution Layer
  • EAI Software Architecture: Real-Time Control Layer
  • EAI Software Architecture: Decision & Planning Layer
  • EAI Software Architecture: Application Layer (Non-Real-Time Layer)
  • 2.3 Communication Architecture of EAI
  • Communication Protocol of EAI
  • Communication Protocol of EAI: Hierarchical Architecture
  • Communication Protocol of EAI: Working Mechanism of EtherCAT
  • Communication Protocol of EAI: Structure of EtherCAT
  • Communication Protocol of EAI: Working Mechanism of CAN
  • Communication Protocol of EAI: Working Mechanism of CAN FD
  • Communication Protocol of EAI: CAN FD Network Framework
  • 2.4 Grading Standard for EAI
  • Levels of EAI
  • Current Technical Level of EAI (1)
  • Current Technical Level of EAI (2)
  • Current Technical Level of EAI (3)

3 EAI Cerebrum (Main Control SoC, Controller and Large Model)

  • 3.1 EAI Main Control SoC: Summary of Robots and Grouped Chips
    • 3.1.1 EAI Main Control SoC: Summary of Robots and Grouped Chips -Humanoid Robots
    • Mainstream On-device Chips and Algorithms for Humanoid Robots
    • Humanoid Robots: Ubtech Walker S2, AgiBot Lingxi X2
    • Humanoid Robots: Unitree H2, Leju KUAVO 5
    • Humanoid Robots: Booster K1, Noetix Bumi
    • Humanoid Robots: EngineAI T800, ROBOTERA L7
    • Humanoid Robots: Fourier Intelligence GR-3, Xpeng IRON
    • Humanoid Robots: Xiaomi CyberOne, Figure AI Figure 03
    • Humanoid Robots: Tesla Optimus Gen 3
    • Humanoid Robots: Noetix Hobbs 3 (Xiaonuo)
    • 3.1.2 EAI Main Control SoC: Summary of Robots and Grouped Chips -Quadruped Robots
    • Mainstream On-device Chips and Algorithms for Quadruped Robots
    • Quadruped Robots: Unitree As2, Xiaomi CyberDog
    • 3.1.3 EAI Main Control SoC: Summary of Robots and Grouped Chips - Other Robots
    • Mainstream On-device Chips and Algorithms for Other Types of Robots
    • Dual-Arm Mobile Robot: GigaAI Maker H01
  • 3.2 EAI Main Control SoC: Summary of Chip Vendors
  • Revenues of EAI Chip Vendors
  • EAI Chip Vendors: Product List of SemiDrive
  • EAI Chip Vendors: Core Products and Evolution Route of SemiDrive
  • EAI Chip Vendors: Product List of NVIDIA
  • EAI Chip Vendors: Core Products and Evolution Route of NVIDIA
  • EAI Chip Vendors: Product List of Qualcomm
  • EAI Chip Vendors: Core Products and Evolution Route of Qualcomm
  • EAI Chip Vendors: Product List of Intel
  • EAI Chip Vendors: Core Products and Evolution Route of Intel
  • EAI Chip Vendors: Product List of MediaTek
  • EAI Chip Vendors: Core Products and Evolution Route of MediaTek
  • EAI Chip Vendors: Product List of Rockchip
  • EAI Chip Vendors: Core Products and Evolution Route of Rockchip
  • EAI Chip Vendors: Product List of Black Sesame Technologies
  • EAI Chip Vendors: Core Products and Evolution Route of Black Sesame Technologies
  • EAI Chip Vendors: Product List of Cambricon
  • EAI Chip Vendors: Core Products and Evolution Route of Cambricon
  • 3.3 Technical Evolution Route of EAI Main Control SoC
  • Trend 1:
  • Trend 2:
  • Trend 3:
  • 3.4 EAI Controller: Summary of Suppliers
  • EAI Controller: Revenues of EAI Controller Suppliers
  • EAI Controller: Product List of SEER Robotics
  • EAI Controller: Core Products and Evolution Route of SEER Robotics
  • EAI Controller: IMotion
  • EAI Controller: Luxshare Precision
  • EAI Controller: SIM Technology
  • EAI Controller: Chengdu Ruixingxing
  • EAI Controller: NIIC
  • EAI Controller: Pegasus?
  • EAI Controller: Inovance Technology
  • EAI Controller: Huacheng Industrial Control
  • 3.5 Summary of EAI Large Models
    • 3.5.1 EAI Large Model: VLA
    • Vision-Language-Action (VLA) Model
    • Origin of VLA Model: RT-1 and RT-2
    • Technical Deepening of VLA Model: OpenVLA
    • Wide Application of VLA Model: Figure AI Helix Model
    • Wide Application of VLA Model: NVIDIA GR00T N1
    • Wide Application of VLA Model: ByteDance GR-3 Model
    • Wide Application of VLA Model: Horizon Robotics Released Full-Stack Open-Source VLA Foundation Model HoloBrain-0
    • 3.5.2 EAI Large Model: World Model
    • Basic Architecture of World Model
    • Key Definition and Application Development of World Model
    • Summary of EAI World Models
    • AgiBot and Shanghai AI Lab Jointly Proposed Embodied 4D World Model EnerVerse
    • 3D-VLA: A 3D Vision-Language-Action Generative World Model
    • RoboDreamer: Learning Compositional World Models for Robot Imagination
    • IRASim - World Model in Robotics
    • Amap: ABot General EAI System (1)
    • Amap: ABot General EAI System (2)
    • UnifoLM-WMA: Unitree Open-Source World Model
    • 3.5.3 Lightweight Deployment of EAI Models
    • Technical Requirements for Lightweight Model Deployment
    • Combination of Multimodal Fusion and Lightweight Technology
    • Lightweight Technology: Cross-Modal Feature Compression
    • Lightweight Technology: Dynamic Modal Selection
    • Lightweight Technology Implementation: HugWBC General Humanoid Robot Controller
    • Lightweight Technology Implementation: HOVER Multimodal Neural Network Controller
    • Lightweight Technology Implementation: AMS (Agility Meets Stability) Framework

4 Mainstream EAI Robot Integrators

  • 4.1 UBTECH
  • Products and Operation
  • Product Strategy
  • Overview of Robot SoC Configurations
  • Overview of Robot Model Algorithms
  • Parameter Comparison between General Humanoid Robots (1)
  • Parameter Comparison between General Humanoid Robots (2)
  • Parameter Comparison between General Humanoid Robots (3)
  • Humanoid Robot Walker S2: Dedicated Agent Technology
  • Humanoid Robot Walker S2: EAI Large Model Thinker
  • Humanoid Robot Walker S2: Self-Service Battery Swap System
  • Humanoid Robot Walker S2: End-to-End Human-Like Stereo Vision Perception
  • 4.2 AgiBot
  • Profile
  • Overview of Robot SoC Configurations (1)
  • Overview of Robot SoC Configurations (2)
  • Overview of Model Algorithms
  • Parameter Comparison between Humanoid Robots (1)
  • Parameter Comparison between Humanoid Robots (2)
  • Parameter Comparison between Humanoid Robots (3)
  • Humanoid Robot: Embodied Foundation Model Genie Operator-1
  • Humanoid Robot: Self-Developed Controller System
  • Humanoid Robot: Million-Level Real Robot Dataset Open-Source Project AgiBot World
  • Humanoid Robot: Powerflow Core Joint Module and WITA Interactive Large Model
  • Supply Chain (1)
  • Supply Chain (2)
  • 4.3 Unitree Robotics
  • Profile
  • Overview of Robot SoC Configurations (1)
  • Overview of Robot SoC Configurations (2)
  • Overview of Model Algorithms
  • Parameter Comparison between Quadruped Robots (1)
  • Parameter Comparison between Quadruped Robots (2)
  • Parameter Comparison between Quadruped Robots (3)
  • Parameter Comparison between Quadruped Robots (4)
  • Parameter Comparison between General Humanoid Robots (1)
  • Parameter Comparison between General Humanoid Robots (2)
  • Parameter Comparison between General Humanoid Robots (3)
  • Consumer-grade Quadruped Robot As2: Bionic Embodied Large Model
  • Consumer-grade Quadruped Robot As2: Self-Developed 4D LiDAR L2
  • Supply Chain
  • Customer Base
  • 4.4 Leju Robotics
  • Profile
  • Product Overview
  • Overview of Robot SoC Configurations
  • Overview of Model Algorithms
  • Parameter Comparison between Robot Products (1)
  • Parameter Comparison between Robot Products (2)
  • Parameter Comparison between Robot Products (3)
  • Full-Stack Data Collection and Model Training System
  • Leju Research Framework 2.0 (1)
  • Leju Research Framework 2.0 (2)
  • Partners
  • 4.5 Booster Robotics
  • Profile
  • Overview of Robot SoC Configurations
  • Parameter Comparison between Robot Products (1)
  • Parameter Comparison between Robot Products (2)
  • 4.6 Noetix Robotics
  • Profile
  • Overview of Robot SoC Configurations
  • Overview of Model Algorithms
  • Parameter Comparison between General Humanoid Robots (1)
  • Parameter Comparison between General Humanoid Robots (2)
  • Parameter Comparison between Bionic Humanoid Robots (1)
  • Parameter Comparison between Bionic Robot Products (2)
  • Self-Developed "Lingjiu" Motion Control Algorithm
  • Bionic Robot: Self-Developed Second-Generation Bionic Head Platform
  • Self-Developed Expression Driven Algorithm and Multimodal Interaction Large Model
  • 4.7 EngineAI Robotics
  • Profile
  • Overview of Robot SoC Configurations of
  • Parameter Comparison between Robot Products (1)
  • Parameter Comparison between Robot Products (2)
  • Motion Control Algorithm Patent: Sim2Real Technology
  • Energy and Structural Patents
  • Joint Technology Patents
  • Supply Chain
  • 4.8 ROBOTERA
  • Profile
  • Overview of Robot SoC Configurations
  • Overview of Model Algorithms
  • Parameter Comparison between Robot Products (1)
  • Parameter Comparison between Robot Products (2)
  • Ctrl-World World Model
  • VLAW Framework
  • Self-Developed Native End-to-End Embodied Large Model ERA-42
  • ROBOTERA XHAND1 Dexterous Hand
  • Supply Chain and Cost Composition: Self-Developed Core Components + Cooperation with Strategic Suppliers
  • 4.9 Fourier Intelligence
  • Profile
  • Overview of Robot SoC Configurations
  • Parameter Comparison between General Humanoid Robots (1)
  • Parameter Comparison between General Humanoid Robots (2)
  • Parameter Comparison between General Humanoid Robots (3)
  • FSA 2.0 Actuator
  • Galileo System
  • 4.10 GigaAI
  • Profile
  • Product Parameters
  • GigaBrain
  • GigaWorld
  • 4.11 Xpeng IRON
  • Profile
  • IRON Robot: Commercialization Progress and Future Planning
  • IRON Humanoid Robot: Product Parameter Comparison (1)
  • IRON Humanoid Robot: Product Parameter Comparison (2)
  • IRON Humanoid Robot: Product Parameter Comparison (3)
  • IRON Humanoid Robot: Product Parameter Comparison (4)
  • IRON Humanoid Robot: Product Parameter Comparison (5)
  • IRON Robot Main Control SoC: Self-Developed Turing AI Chip
  • IRON Robot Main Control SoC: Detailed Parameters of Self-Developed Turing AI Chip
  • IRON Robot Main Control SoC: Parameter Interpretation of Self-Developed Turing AI Chip
  • IRON Robot AI Large Model: Application of Second-Generation VLA Physical World Large Model
  • IRON Robot Cloud Foundation Model: Reusable with Automobiles
  • IRON Robot Perception System: Hawk-Eye Vision System
  • IRON Robot Cost and Supply Chain Composition: Cost of the First-Generation IRON
  • 4.12 Xiaomi
  • Parameters of CyberOne Robot (1)
  • Parameters of CyberOne Robot (2)
  • Parameters of CyberOne Robot (3)
  • Parameters of CyberDog Quadruped Robot
  • Robot: VLA Foundation Model Xiaomi-Robotics-0 (1)
  • Robot: VLA Foundation Model Xiaomi-Robotics-0 (2)
  • Robot: Self-Developed Software Algorithm
  • Robot: CyberOne Bionic Hand (1)
  • Robot: CyberOne Bionic Hand (2)
  • Robot: Self-Developed Power System
  • Robot: Cost and Supply Chain Composition
  • Robot: Commercialization Progress and Future Planning
  • 4.13 Tesla
  • Parameters of Tesla Optimus (1)
  • Parameters of Tesla Optimus (2)
  • Parameters of Tesla Optimus (3)
  • Mainstream On-device Computing Chip for Humanoid Robots: Tesla A15
  • Tesla Optimus Gen 3 Motion Control: Reinforcement Learning Model Trained by Dojo Supercomputer
  • Tesla Optimus Gen 3: Reuse FSD V12/V13 Vision-only Neural Network Architecture (1)
  • Tesla Optimus Gen 3: Reuse FSD V12/V13 Vision-only Neural Network Architecture (2)
  • Tesla Optimus Gen 3: Reuse FSD V12/V13 Vision-only Neural Network Architecture (3)
  • Tesla Optimus Gen 3: Reuse FSD V12/V13 Vision-only Neural Network Architecture (4)
  • Tesla Optimus Gen 3: Reuse FSD V12/V13 Vision-only Neural Network Architecture (5)
  • Tesla Optimus Gen 3: Motion Planning Algorithm
  • Tesla Optimus Gen 3: Dexterous Hand (1)
  • Tesla Optimus Gen 3: Dexterous Hand (2)
  • Tesla Optimus Gen 3: Dexterous Hand (3)
  • Supply Chain of Tesla Optimus
  • 4.14 Figure AI
  • Profile
  • Overview of Robot SoC Configurations and Model Algorithms
  • Parameter Comparison between General Humanoid Robots
  • Robot: Helix AI Model
  • Robot: BotQ Humanoid Robot Factory
  • Supply Chain

5 Mainstream EAI Chip Vendors

  • 5.1 SemiDrive
  • Application and Planning of EAI Products
  • Strategy 2.0 from Driving Intelligence to General Intelligence
  • Detailed Parameters of EAI "Cerebrum" SoC
  • Detailed Parameters of EAI "Cerebellum" SoC
  • EAI "Cerebrum" SoC: R1
  • Intelligent Control Cerebellum SoC: D9-MAX
  • Intelligent Control Cerebellum SoC D9-MAX: Application Solution and Development Kit
  • Detailed Parameters of High-Performance MCU for EAI
  • Joint Module Solution Based on E3119
  • Dexterous Hand Solution Based on E3116
  • LiDAR Solution Based on E3118
  • 5.2 Rockchip
  • Profile
  • Evolution and Future Development of EAI Chips
  • Parameters of RK3588 Series Products
  • Parameters of RK182X Co-processor SoC & RV1126B Image Processor
  • RK182X Series Co-Processor SoCs and Application Solutions
  • RK3588
  • RK3588 Series Application Solution and Future Planning
  • RK3588 Application Solution: Advantech?Reinforced Vision Controller
  • RK3588 Application Solution: High-Performance AMR Robot Core Computing Platform Solution
  • RK3588 Development Toolchain: RKNN-Toolkit2
  • 5.3 D-Robotics
  • Evolution and Future Development of EAI Chips
  • Parameters of EAI SoC Products
  • Parameters of EAI Developer Kit Product
  • Sunrise 5 Intelligent Computing Chip, CPU+BPU Heterogeneous Architecture
  • Intelligent Computing Chip Application Ecosystem: NIU Electric Two-Wheeler Smart Mobility
  • Developer Kit Application Ecosystem: SENSING?Tech's GMSL2 Series Camera Module
  • 5.4 Black Sesame Technologies
  • Evolution and Future Development of EAI Chips
  • Huashan A2000 (1)
  • Huashan A2000 (2)
  • SesameX EAI Computing Platform Module
  • Huashan A2000
  • Huashan A2000: Adopt Self-Developed Jiushao Architecture NPU Core
  • Huashan A2000: Efficient, Easy-to-use Shanhai AI Toolchain
  • SesameX: Full-Stack Robot Platform System
  • 5.5 Cambricon
  • Evolution and Future Development of EAI Chips
  • Detailed Parameters of EAI Chips (1)
  • Detailed Parameters of EAI Chips (2)
  • Siyuan 590: Self-Developed Intelligent Processor Microarchitecture MLUarch05
  • AI Computing Library: Cambricon CNNL
  • Computer Vision Library: CNCV
  • Software Development Platform: Cambricon NeuWare
  • MLU Inference Acceleration Engine: MagicMind
  • 5.6 NVIDIA
  • Profile
  • EAI SoC Series and Evolution
  • Mainstream On-device Computing Chip for Humanoid Robots: Jetson Orin
  • Detailed Parameters of Jetson Orin
  • Mainstream On-device Computing Chip for Humanoid Robots: Jetson Thor
  • Detailed Parameters of Jetson Thor
  • NVIDIA Jetson Thor: Adopt Blackwell Architecture for GPU
  • NVIDIA Jetson Thor: NVIDIA Metropolis for Vision AI Agents
  • NVIDIA Jetson Thor: NVIDIA Holoscan for Sensor Processing to Realize Real-Time Data Stream Transmission
  • NVIDIA Jetson Thor: JetPack 7 Provides Complete Tools and Libraries for Building AI Edge Applications
  • NVIDIA Jetson Thor: Collaborate with Isaac Open-Source Robot Platform
  • NVIDIA DreamZero World Action Model (WAM)
  • NVIDIA DreamZero World Action Model (WAM): Architecture
  • NVIDIA DreamZero World Action Model (WAM): Advantages
  • Open Multimodal Model: Nemotron 3 Nano Omni Model
  • 5.7 Qualcomm
  • Evolution and Future Development of EAI Chips
  • Detailed Parameters of Dragonwing Series Chips: IQ10, IQ9
  • Detailed Parameters of Dragonwing Series Chips: IQ8, IQ6, QCS8550
  • IQ10 Series
  • QCS8550 Application Solution: Robrain AI Robot Solution
  • 5.8 Intel
  • EAI SoC Series and Evolution
  • Parameter Comparison between Core Ultra Series Products
  • Detailed Parameters of Intel Core i7 Series
  • Detailed Parameters of Intel Core i5 Series
  • On-device Robot Computing Chip: 3rd Generation Intel Core Ultra
  • 3rd Generation Intel Core Ultra: 18A Process
  • 3rd Generation Intel Core Ultra GPU Architecture: Xe3
  • 3rd Generation Intel Core Ultra Equipped with NPU 5: Optimized Specifically for AI Tasks
  • 5.9 MediaTek
  • Evolution and Future Development of EAI Chips
  • Genio Pro, Genio 420, Genio 360
  • Dimensity 9400, Dimensity 9400+
  • Genio Pro
  • Genio 420
  • Genio 360
  • Support MediaTek NeuroPilot AI Software Development Kit
  • 5.10 Li Auto
  • Parameters of Mach M100
  • Self-Developed Chip Mach M100
  • Self-Developed Chip Mach M100: Internal Structure
  • Self-Developed Chip Mach M100: CPU Structure
  • Self-Developed Chip Mach M100: NPU Structure
  • 5.11 HOUMO.AI
  • Evolution and Future Development of Embodied Intelligence Chips
  • Houmo Manjie M50 Chip (1)
  • Houmo Manjie M50 Chip (2)
  • Houmo Manjie M50: Equipped with the "Tianxuan" Architecture - Self-developed Second-Generation Compute-in-Memory IPU Design
  • Houmo Manjie M50 Toolchain: Houmo Dadao
  • 5.12 Huixi Intelligent Technology
  • Evolution and Future Development of Embodied Intelligence Chips
  • Huixi R1 (1)
  • Huixi R1 (2)
  • Self-developed Turing-Complete Instruction Set
  • Self-developed RPU Neural Network Accelerator
  • Innovative Functional Safety Architecture RIF
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