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Artificial intelligence

Taiwanese Manufacturers Collaborate with Nvidia to Develop Humanoid Robots

Strategic Insights

— 1 min read

Taiwanese manufacturers like Foxconn and Yulong are working closely with Nvidia to develop humanoid robots, aiming to establish a complete supply chain for the industry. The collaboration involves the development of key robotics technologies, including chips, software, robot joints, and motors. Nvidia's founder, Jensen Huang, has highlighted the potential of robotics technology as a growth market for the company, with humanoid robots being a key area of focus. Meanwhile, analysts are cautious about the industry's development, estimating that humanoid robots will account for only 0.2% of the global robot market this year, but could expand to 2% by 2030.

Key Takeaways:

  • Nvidia is collaborating with Taiwanese manufacturers like Foxconn and Yulong to develop humanoid robots, aiming to establish a complete supply chain.
  • The companies are working on developing key robotics technologies, including chips, software, robot joints, and motors.
  • Nvidia's founder, Jensen Huang, has identified robotics technology as a potential growth market for the company, with humanoid robots being a key area of focus.
  • Analysts estimate that humanoid robots will account for only 0.2% of the global robot market this year, but could expand to 2% by 2030.
  • Foxconn has launched a complete robotics manufacturing platform and has discussed deploying humanoid robots in a new factory in Houston, Texas.
  • Taiwanese manufacturers are actively deploying key components for humanoid robots, including precision parts machining, joint modules, and harmonic drive systems.
  • Companies like Apex Dynamics, Mirle, and Chieftek Precision are also planning to develop customized mass production capabilities for humanoid robot joint modules.

Statistics:

  • Humanoid robots will account for 0.2% of the global robot market this year (Digitimes).
  • Humanoid robots could expand to 2% of the global robot market by 2030 (Digitimes).
  • Business opportunities for humanoid robots will be ten times greater than those of electric vehicles, according to TSMC CEO C.C. Wei (no date).
  • Nvidia's next-generation Thor Blackwell Robotics Processor was specifically designed for use in automated handling machines (no date).
  • Taiwanese manufacturers plan to ship micro harmonic drives for humanoid robot fingers and rotary actuators to European and US customers in 2026 (Yulong).

Sources:

  • CNA
  • Digitimes
  • TSMC CEO C.C. Wei (no date)
  • Nvidia Founder Jensen Huang (no date)
  • Foxconn press release (no date)
  • Yulong press release (no date)
  • Apex Dynamics press release (no date)
  • Mirle press release (no date)
  • Chieftek Precision press release (no date)

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