Counterpoint Research 预计，到 2030 年全球人形机器人 AI 加速器累计出货量将超过 100 万台，2026–2030 年复合增速达 144%。NVIDIA 凭借从计算到仿真的完整技术栈领先，Qualcomm 与 Intel 正在赢得设计订单；近期 GPU 仍将主导，量产阶段 AI ASIC 份额将上升。
AI 生成摘要 · 以原文为准
𝐍𝐕𝐈𝐃𝐈𝐀 𝐋𝐞𝐚𝐝𝐬 𝐇𝐮𝐦𝐚𝐧𝐨𝐢𝐝 𝐑𝐨𝐛𝐨𝐭 𝐀𝐈 𝐀𝐜𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐨𝐫 𝐌𝐚𝐫𝐤𝐞𝐭 𝐚𝐬 𝐐𝐮𝐚𝐥𝐜𝐨𝐦𝐦, 𝐈𝐧𝐭𝐞𝐥, 𝐓𝐞𝐬𝐥𝐚, 𝐗𝐩𝐞𝐧𝐠 𝐒𝐭𝐞𝐩 𝐔𝐩 𝐂𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐨𝐧
Global humanoid robot AI accelerator cumulative shipments are set to surpass 1 million units by 2030, growing at a 144% CAGR (2026–2030).
𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬:
• @nvidia leads the market today with its full compute-to-simulation stack, while @Qualcomm and @intel are securing design wins.
• GPUs will remain the dominant near-term architecture, but AI ASICs will gain ground as humanoid robots reach mass adoption.
• @Tesla and @XPENG_Global are poised to reshape the landscape by bringing automotive expertise, custom silicon and vertical integration to humanoids.
𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐩𝐫𝐞𝐬𝐬 𝐫𝐞𝐥𝐞𝐚𝐬𝐞:
https://counterpointresearch.com/en/insights/nvidia-leads-humanoid-robot-ai-accelerator-market
𝐋𝐞𝐚𝐫𝐧 𝐦𝐨𝐫𝐞 𝐟𝐫𝐨𝐦 𝐨𝐮𝐫 𝐆𝐥𝐨𝐛𝐚𝐥 𝐇𝐮𝐦𝐚𝐧𝐨𝐢𝐝 𝐑𝐨𝐛𝐨𝐭𝐢𝐜𝐬 𝐓𝐫𝐚𝐜𝐤𝐞𝐫:
https://counterpointresearch.com/en/reports/Global-Humanoid-Robot-Shipment-Tracker-&-Forecasts-Q4-2025
#HumanoidRobots #PhysicalAI #AI #Robotics #Semiconductors #CounterpointResearch $NVDA
来源：Counterpoint Research · x.com