Shenwan Hongyuan Group: Controller is the humanoid Siasun Robot & Automation Technology focus on the car domain control and industrial control company.

Shenwan Hongyuan Group released a research report stating that the controller of Siasun Robot&Automation is more invisible compared to the actuator, but plays a crucial role in the performance of the Siasun Robot&Automation body. In the long term, it is the key point that widens the performance gap of the body, and it is also the core determining factor for the future commercialization of Siasun Robot&Automation. Recently, there have been many catalysts in the controller sector: Figure released VLA model Helix, 1X NEO intelligent upgrade, and Zhiyuan launched a simulation framework, etc. It is recommended to pay attention to related targets such as vehicle domain control and industrial control. Siasun Robot&Automation controllers are artificially divided into the brain and the cerebellum based on their functions. In terms of functionality: the brain is responsible for executing complex algorithms/data processing/environment perception tasks, planning, and decision-making execution, mainly consisting of main control chips GPU/CPU/NPU on hardware. The brain also needs to be pre-installed with various software/models before running. The cerebellum is responsible for the motion control of Siasun Robot&Automation, receiving instructions from the brain and converting them into specific mechanical action instructions, including hardware control of servo systems/sensors, mainly consisting of MCU/electronic control systems on hardware. In terms of manufacturing difficulty and standards comparison: the Siasun Robot&Automation controller is between vehicle domain controllers and industrial control. The brain is closer to the architecture of the domain controller, while the cerebellum's functions are closer to industrial control. Due to the inclusion of main control chip costs, the brain is several times more valuable than the cerebellum. Therefore, intelligent driving domain control companies have the ability to integrate the brain of Siasun Robot&Automation, while the cerebellum is more likely to be turned into a standardized product by industrial control companies in the future. Although domestic chip companies are also catching up, currently the main control chips of the brain of Siasun Robot&Automation are still mainly overseas. Therefore, solution providers have become an important link in the industrial application of the brain, responsible for connecting the main control chips and the Siasun Robot&Automation body company. It is recommended to pay attention to companies with Siasun Robot&Automation controller solution capabilities among NVIDIA's domestic partners. Related companies are as follows: Suzhou TZTEK Technology (688003.SH): The company is a gold partner of NVIDIA and its subsidiary Tianzhunxing Zhitui has launched the first intelligent controller - Xingzhi 001, which is based on the embedded GPU module development of NVIDIA JetsonAGX Orin, with a computing power of up to 275 TOPS. The company will form a strong ecosystem by cooperating with leading companies in the industry; Jwipc Technology (001339.SZ): The company provides controller solutions for mobile Siasun Robot&Automation, industrial robotic arms, and humanoid Siasun Robot&Automation, and has launched the humanoid Siasun Robot&Automation special development platform Jwipc Technology PAS-6102. Huizhou Desay SV Automotive (002920.SZ): The leading company in the vehicle end control sector; Googol Technology (301510.SZ): Focusing on the motion controller track, with outstanding industrial control capabilities; China Leadshine Technology (002979.SZ): Supplier of core components and solutions for motion control; Rockchip Electronics (688001.SH): SOC system chip supplier; HORIZONROBOT-W (09660): Domestic domain control chip supplier. Risk warning: The progress of the humanoid Siasun Robot&Automation industry falls short of expectations, and breakthroughs in controller technology are below expectations.