机械设备行业：Sim to Real，具身大模型的问题、现状与投资机会－人形机器人专题5

工业行业：人形机器人走进千行百业－2026年度投资峰会速递

半导体行业：海外云厂商25Q3继续加大资本支出，国内存储器厂商业绩表现亮眼－月报

The global large language models (LLMs) in robotics market encompasses the integration of advanced, large￾scale neural network models with robotic systems to enable unprecedented levels of autonomous operation, human-robot interaction, and task comprehension. This technology functions by equipping robots with a sophisticated understanding of natural language, allowing them to process and execute complex, non-linear commands conveyed through text or speech. LLMs act as a cognitive engine, translating high-level human intent into a sequence of actionable steps for the robots control system. Primary applications span industrial automation, logistics, healthcare assistance, and domestic services.

The global edge AI ICs market encompasses the design, manufacture, and distribution of specialized semiconductor chips that enable AI and machine learning capabilities directly on a device, at the edge of the network. These ICs are engineered to process data locally, performing complex computational tasks such as inference and real-time analytics without the need to send data to a centralized cloud server. By integrating AI functionalities at the data source, edge AI ICs facilitate reduced latency, enhanced data privacy, and lower bandwidth consumption.

A drone is an aerial vehicle capable of receiving distant instructions from a pilot and using software for autonomous flight. As drone offers a quality service with real-time data, it has become increasingly popular in various industry verticals. Drone services can provide various potential benefits, for example, by protecting the environment, quality aerial imagery, precision, cost-savings, easy control, and more

Positron emission tomography (PET) is a medical imaging technique that visualizes metabolic and biochemical processes in the human body. It involves injecting a small amount of radioactive material (radiotracer) into the patient, which emits positrons. When positrons collide with electrons, they produce gamma rays, which are detected by a PET scanner. The resulting images provide detailed information about organ function, aiding in the diagnosis and monitoring of various diseases, including cancer.

Sound reinforcement systems are a combination of various equipment, such as microphones, pro speakers, audio mixers, audio signal processors, and power amplifiers. These systems are designed and engineered to capture, enhance, and amplify the live or pre-recorded sound and distribute it over a large area to an audience. It aims to deliver amplified sound to large or distant audiences while retaining the existing audio quality and ensuring that the sound is not directed to non-listened areas. It also transmits audio to remote locations through AV conferences or recording or streaming.

A smart sensor has a multi-sensing capability that is widely used to measure the temperature, pressure, humidity, and position and processes the collected data using microprocessors and advanced computation models. Smart sensors enable accurate as well as automated collection of data.

A small signal transistor is a device with three connections and is capable of amplification and rectification. Transistors are solid-state devices used for amplifying, controlling, and generating signals.