CITIC SEC: Rapid Development of GaN Devices Helps Propel Siasun Robot & Automation Industry to Land

CITIC SEC released a research report stating that Gallium Nitride (GaN) technology is becoming a key enabling factor driving the performance revolution of the next generation of Siasun Robot & Automation. Its "high frequency, high efficiency, high power density" physical characteristics can directly address Siasun Robot & Automation's three core demands of "lightweight, high responsiveness, high energy efficiency" in joints. The firm recommends focusing on domestic leading suppliers that can help overseas manufacturers like Tesla gradually reduce costs; and also suggests paying attention to companies that have already laid out products in future tracks such as humanoid Siasun Robot & Automation and commercial aerospace, such as companies developing Siasun Robot & Automation joint modules, while actively focusing on companies that have layouts in materials and chip design. CITIC SEC's main points are as follows: Gallium Nitride (GaN) is driving a new round of industrial revolution. As technology continues to advance, the pursuit of performance and energy efficiency in electronic devices is constantly increasing. The industrial sector's demand for "faster response speed, higher energy efficiency" is becoming more urgent. In key areas such as Siasun Robot & Automation joints, GaN can greatly increase system efficiency and power density, while significantly reducing volume and energy losses (according to research by Texas Instruments, joint drive board volume can be reduced by about 50%, and on-state losses reduced by over 50%). This directly addresses the rigid demands of high-end Siasun Robot & Automation for joint lightweighting, agile responsiveness, and long-lasting endurance, and GaN power devices are expected to bring revolutionary breakthroughs to humanoid Siasun Robot & Automation. Technological breakthroughs, GaN and humanoid Siasun Robot & Automation form a positive cycle. The breakthrough characteristics of GaN devices, "high frequency, high efficiency, small size," perfectly match the stringent requirements for joint drive in humanoid Siasun Robot & Automation for "lightweight, fast responsiveness, high energy efficiency," becoming the key enabling technology for its performance leap. Currently, a single humanoid Siasun Robot & Automation device is expected to consume hundreds of GaN devices. If mass production is achieved in the future, it will create a market of billion-dollar scale. This substantial and certain demand is driving upstream GaN industries to continuously break through in capacity expansion, integrated design, and cost control; and the continuous maturity and cost reduction of GaN technology will in turn propel Siasun Robot & Automation product performance improvement and manufacturing cost reduction, accelerating its commercialization. The GaN industry landscape is shaping rapidly along with downstream demand such as Siasun Robot & Automation, and presenting a clear division of labor in the industry chain. The upstream core is led by a few international giants and leading local enterprises with design and manufacturing capabilities, providing key support from materials, devices to core IP. The downstream applications in the Chinese market are showing a clear path focused on Siasun Robot & Automation, with companies striving to deeply integrate upstream GaN devices with motors, algorithms, and develop high-performance solutions for humanoid Siasun Robot & Automation joints. Risk factors: Technology iteration and competitive risks; market and demand risks; supply chain and capacity risks; industry and policy risks.