大摩报告:人形机器人芯片需求加速至2045年规模将达3050亿美元

爱集微
2 hours ago

摩根士丹利预计,专注于人形机器人技术的半导体市场在未来20 年将会大幅增长,到2045 年,其总潜在市场规模(TAM) 有望达到3050 亿美元。这一预测基于世界正向“物理智慧”(physical intelligence) 进行结构性转变,大摩分析师Shawn Kim 称此为“人类历史上的一个重要篇章”。随着智慧成本和计算成本的下降,能够理解并与物理世界互动的实体人工智能正在加速崛起。报告指出,...

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