Shenwan Hongyuan released a research report saying that the robot controller is more intangible than the actuator, but it plays a vital role in the performance of the robot ontology, and in the long run, it is the key point to open the gap in the performance of the ontology intelligence, and it is also the core that determines the future commercialization of the robot. It is recommended to pay attention to related targets such as vehicle domain control and industrial control.

Robot controllers are artificially divided into cerebral and cerebellar based on function

Functionally: the brain is responsible for the execution of complex algorithms/data processing/environmental perception and other task planning and decision-making execution, and the hardware is mainly composed of the main control chip GPU/CPU/NPU, etc., and the brain must be pre-installed with a variety of software/models before running. The cerebellum is responsible for the motion control of the robot, receiving instructions from the brain and translating them into specific mechanical action instructions, including the control of hardware such as servo systems/sensors, which are mainly composed of MCU/electronic control systems.

Comparison in terms of manufacturing difficulty and standards: the robot controller is between the vehicle specification domain controller and the industrial control, in which the brain is closer to the architecture of the domain control, and the cerebellum is closer to the function of the industrial control, and the brain is several times more valuable than the cerebellum due to the cost of the main control chip. Therefore, intelligent driving domain control enterprises have the ability to integrate robot brains, and robot cerebellum is more likely to be made into standardized products by industrial control enterprises in the future. Although domestic chip companies are also catching up, the current mainstream main control chip of the robot brain is still mainly overseas, so the solution provider has become an important part of the industrial application of the brain, responsible for connecting the main control chip and the robot ontology company, it is recommended to pay attention to the company with robot controller solution capabilities among NVIDIA's domestic partners.

The related companies are sorted out as follows

TZTEK (688003.SH): The company is a gold partner of NVIDIA, and the company's holding subsidiary, TZTEK, has launched the first embodied intelligent controller - Xingzhi 001, which is developed based on the embedded GPU module of NVIDIA JetsonAGX Orin, with a computing power of up to 275TOPS. The company will form a strong ecosystem through cooperation with industry leaders; JMicron (001339.SZ): The company has controller solutions for mobile robots, industrial robotic arms and humanoid robots, and launched JMicron PAS-6102, a dedicated development platform for humanoid robots.

Desay SV (002920.SZ): a leading enterprise of vehicle-end domain controllers; Gootech (301510.SZ): deeply cultivated in the motion controller track, with outstanding industrial control capabilities; Leisai Intelligent (002979.SZ): a supplier of core components and solutions for motion control; Rockchip (688001.SH): SoC system chip supplier; Horizon Robotics-W (09660): a domestic domain control chip supplier.

Risk Warning

The progress of the humanoid robot industry is less than expected, and the breakthrough in controller technology is less than expected.