用於機器人的半導體附件

Robotics Semiconductor Attachments

出版日期: 2026年04月24日 | 出版商:

ABI Research | 英文 15 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

本報告調查了機器人半導體附件的發展趨勢，總結了按機器人類型分類的半導體搭載率，以及在處理、電源、邏輯、感測和通訊等各個領域的整合趨勢。

實際益處：

到 2035 年，我們可以確定哪些機器人外形規格最能推動半導體有效載荷和收入的成長。
這使我們能夠評估半導體產業的整合趨勢對成熟和新興機器人市場未來材料清單(BOM) 結構的影響。
透過根據不同外形規格不斷變化的需求調整半導體產品組合，我們支援產品藍圖的製定和投資優先順序的確定。

主要問題解答：

工業機器人、協作機器人（cobot）、自主移動機器人（AMR）、無人機、人形機器人和外骨骼機器人的半導體搭載率有何不同？
設備端智慧和邊緣人工智慧的興起將如何改變處理架構和離散半導體需求？
高階產品與低階產品的構成比在哪些方面會顯著改變關於半導體佈局的假設？
從長遠來看，哪種機器人外形規格的運算能力、電源管理和感測能力成長最快？

研究亮點：

2025年至2035年主要機器人外形規格的單元級半導體整合建模
對處理、電源、邏輯、感測和通訊等領域的整合趨勢進行詳細分析。
明確區分傳統固定式機器人和移動式、電池供電式、配備人工智慧的平台。

Actionable Benefits:

Identify which robot form factors will drive the highest growth in semiconductor content and revenue through 2035.
Evaluate the impact of semiconductor consolidation trends on future Bill of Materials (BOM) structures across mature and emerging robotics markets.
Support product roadmaps and investment prioritization by aligning semiconductor portfolios with form factor-specific demand evolution.

Critical Questions Answered:

How do semiconductor attach rates differ across industrial robots, Collaborative Robots (cobots), Autonomous Mobile Robots (AMRs), drones, humanoids, and exoskeletons?
How does the rise of on-device intelligence and edge AI alter processing architectures and discrete semiconductor requirements?
Where do high-end versus low-end product splits materially change semiconductor attachment assumptions?
Which robot form factors exhibit the greatest growth in compute, power management, and sensing content over time?

Research Highlights:

Unit-level semiconductor attachment modeling for all major robot form factors from 2025 to 2035.
Detailed treatment of consolidation trends across processing, power, logic, sensing, and connectivity domains.
Explicit differentiation between legacy fixed robots and mobile, battery-powered, and Artificial Intelligence (AI)-enabled platforms.

Who Should Read This?

Strategy, product, and marketing leaders at semiconductor vendors serving robotics and automation markets.
Investment and technology planning teams evaluating long-term exposure to robotics-driven silicon demand.
Market intelligence, competitive analysis, and forecasting professionals tracking robotics architecture evolution.

Tables

Table 1 Total Shipments of Robotics Semiconductors by Application
Table 2 Total Revenue of Robotics Semiconductors by Application
Table 3 Average Semiconductor BOM for Collaborative Robots by Type
Table 4 Semiconductor BOM Breakdown by Application for High-End Collaborative Robots
Table 5 Average Semiconductor BOM for Industrial Robots
Table 6 Semiconductor BOM Breakdown for Articulated Industrial Robots
Table 7 Average Semiconductor BOM for Drones
Table 8 Semiconductor BOM Breakdown for High-End Drones
Table 9 Average Semiconductor BOM for Mobile Robots
Table 10 Semiconductor BOM Breakdown for AMRs
Table 11 Average Semiconductor BOM for Humanoid Robots
Table 12 Semiconductor BOM Breakdown for High-End Humanoids
Table 13 Average Semiconductor BOM for Exoskeletons
Table 14 Average Semiconductor BOM for Sensors CameraLiDAR
Table 15 Average Semiconductor Attachments of a High-End Exoskeleton
Table 16 Average Semiconductor Attachments of a Low-End Exoskeleton
Table 17 Average Semiconductor Attachments of an Autonomous Mobile Robot AMR
Table 18 Average Semiconductor Attachments of an Autonomous Guided Vehicle AGV
Table 19 Average Semiconductor Attachments of a Rail Mounted Robot RMR
Table 20 Average Semiconductor Attachments of an Remotely Operated Vehicle ROV
Table 21 Average Semiconductor Attachments of a High-End Collaborative Robot
Table 22 Average Semiconductor Attachments of a Low-End Collaborative Robot
Table 23 Average Semiconductor Attachments of an Articulated Industrial Robot 6-axis
Table 24 Average Semiconductor Attachments of a SCARA Robot
Table 25 Average Semiconductor Attachments of a ParallelDelta Robot
Table 26 Average Semiconductor Attachments of a LinearCartesian Robot
Table 27 Average Semiconductor Attachments of a High-End Industrial Robot Controller
Table 28 Average Semiconductor Attachments of a Low-End Industrial Robot Controller
Table 29 Average Semiconductor Attachments of a High-End Drone
Table 30 Average Semiconductor Attachments of a Low-End Drone
Table 31 Average Semiconductor Attachments of a High-End Visual Camera
Table 32 Average Semiconductor Attachments of a Low-End Visual Camera
Table 33 Average Semiconductor Attachments of a High-End LiDAR
Table 34 Average Semiconductor Attachments of a Low-End LiDAR
Table 35 Average Semiconductor Attachments of an Enterprise Grade Humanoid Robot
Table 36 Average Semiconductor Attachments of an Open-Platform Humanoid Robot