According to the CITIC Securities Research Report, gallium nitride technology is becoming the key to driving the performance revolution of the next generation of robots. Its physical characteristics of “high frequency, high efficiency, and high power density” directly address the three core requirements of robot joints “lightweight, high response, and high energy efficiency”. The specific manifestation is that servo drivers using GaN solutions can reduce volume by about 50% and loss by 50%-70%, thus bringing the robot a more compact joint design, longer battery life and more agile motion control. CITIC Securities suggests focusing on leading domestic suppliers that can help overseas Tesla manufacturers gradually reduce costs.

According to the CITIC Securities Research Report, gallium nitride technology is becoming the key to driving the performance revolution of the next generation of robots. Its physical characteristics of “high frequency, high efficiency, and high power density” directly address the three core requirements of robot joints “lightweight, high response, and high energy efficiency”. The specific manifestation is that servo drivers using GaN solutions can reduce volume by about 50% and loss by 50%-70%, thus bringing the robot a more compact joint design, longer battery life and more agile motion control. CITIC Securities suggests focusing on leading domestic suppliers that can help overseas Tesla manufacturers gradually reduce costs.