DSP (Digital Signal Processor) is primarily used for processing real-time signals, such as sensor data and image processing. In humanoid robots, it may be used for motion control, computer vision, and speech recognition.
Leading Domestic DSP Enterprises: Accelerating Domestic Substitution
HiSilicon
Technical Breakthrough: The Kirin series SoC integrates DSP cores for Huawei’s Atlas humanoid robot vision system, supporting multimodal sensor data fusion.
Ecological Binding: Exclusively supplies manufacturers like Huawei and Xiaomi, but high-end DSP chip exports are restricted due to U.S. sanctions.
Chipone Technology (300327.SZ)
Segment Advantage: The MCU + DSP dual-core architecture chip MCU33 series is used for industrial robot servo control, with a year-on-year shipment increase of 45% in 2023.
Humanoid Robot Progress: Collaborated with UBTECH to develop a low-cost humanoid robot chassis control module, priced 30% lower than imports.
Beijing Junzheng (603893.SH)
Embedded Solutions: The MIPS + DSP heterogeneous chip BS2200 is used for robot SLAM navigation and voice interaction, already applied in logistics robots in bulk.
Technical Route: Self-developed RISC-V instruction set reduces dependence on ARM/IP, but the maturity of the ecological chain needs improvement.
Guoxin Technology (688262.SH)
Business Relevance: Focuses on the R&D of embedded CPUs and DSP chips, with its DSP chips used for high-precision motion control and sensor signal processing, suitable for humanoid robot joint control and real-time feedback systems.
Technical Highlights: Automotive-grade DSP technology can be migrated to the robotics field, with a low-power, high-performance DSP chip launched in 2023.
Bestar (300822)
Advantages: A leader in smart controllers, collaborating with manufacturers like Supor and Midea.
Relevance: Its DSP chips are used for processing sensor data, meeting the environmental perception needs of humanoid robots.
ARM Controllers
Thunder Software Technology (300496.SZ)
Ecological Relevance: An operating system and middleware service provider, offering real-time operating systems (RTOS) and AI algorithm optimization services for robots based on ARM architecture.
Cooperation Dynamics: Jointly developing a robot development platform with ARM chip manufacturers like Qualcomm and NVIDIA.
Technical Reserves: Self-developed RISC-V coprocessor reduces dependence on ARM instruction sets, with related revenue increasing by 65% year-on-year in 2023.
GigaDevice (603986.SH)
Business Relevance: A leader in ARM Cortex-M series MCUs, the GD32 series MCUs are used for robot joint control, motor drive, and low-power sensor data processing.
Expansion Scenarios: Suitable for low-cost control solutions for lightweight humanoid robots.
Rockchip (603893.SH)
Business Relevance: An ARM architecture AIoT chip manufacturer, chips like RK3588 are equipped with high-performance Cortex-A76/A55 cores, used for humanoid robot SLAM navigation, multi-sensor fusion, and edge AI computing.
Case Study: Collaborated with UBTECH and other robot manufacturers to develop intelligent control systems.
