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市场调查报告书
商品编码
1930695
下一代具身人工智慧机器人通讯网路拓朴结构及晶片产业(2026)Next-Generation Embodied AI Robot Communication Network Topology and Chip Industry Report, 2026 |
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具身人工智慧机器人是新一代人工智慧机器人,它将大规模人工智慧模型与实体实体结合,正在实现从 "运算智慧" 到 "物理智慧" 的飞跃。如果将大规模模型比作机器人的“大脑”,那么通讯网路就可以被视为其“神经系统”。具身人工智慧机器人是高度复杂的分散式系统。它们的 "大脑" 必须在毫秒级的时间内处理来自遍布全身数十个感测器的海量异质数据,并在微秒级的时间内向执行器发出同步指令。
在2026年这个关键的转捩点,ResearchInChina发现,机器人的内外通讯架构正面临前所未有的重构。传统的工业机器人通讯架构正接近其物理极限。从 EtherCAT 对 CAN 总线的降维攻击,到区域架构的实体转型,再到 NearLink 等新协定的突破,通讯晶片和模组市场蓄势待发,即将迎来爆发式成长。
本报告探讨并分析了具身人工智慧机器人通讯架构的产业链,并确定了支援下一代具身人工智慧代理的六大关键通讯趋势。
趋势一:市场快速成长和晶片专业化预计将使通讯模组市场规模扩大近 100 亿元。
随着具身人工智慧机器人量产在即,通讯链路的价值正在经历从 "通用工业部件" 到 "专用核心组件" 的结构性重组。根据 ResearchInChina 最新预测,该细分市场对通讯模组和专用晶片的需求预计将打破线性成长,进入指数级增长期。
趋势 2:EtherCAT 解决方案在内部通讯协定中的采用率预计将逐年提高。
长期以来,机器人内部通讯一直处于 "碎片化" 状态,多种协定并存,包括 USB、CAN 和 RS485。然而,随着具身人工智慧代理的自由度增加(通常超过 40 个)以及对精确运动控制的需求不断增长,传统 CAN 总线的频宽和即时效能瓶颈日益凸显。
趋势 3:网路拓朴结构的重构促使网路拓朴从分散式转变为区域集中式。
随着触觉皮肤和多视角视觉等感测器数量的快速增长,传统的点对点布线方式导致机器人内部线束臃肿,造成重量增加和可靠性降低等问题。
趋势 4:在端对端通讯整合中,I3C 协定正成为解决灵巧手板载互连的关键技术。
灵巧手是具身人工智慧机器人中最复杂的末端执行器,需要在极小的空间内整合数十个感测器和马达。传统的 CAN 和 UART 介面需要单独的收发器和晶体振盪器,占用大量 PCB 面积,且布线复杂。
趋势 5:在软硬体一体化 "资料汇流排" 时代,DDS 和 ROS 2 如何建构分散式神经中枢。
在软体定义机器人时代,通讯不再只是比特的传输,更是资料的分发。 ROS 2 及其底层资料分发服务 (DDS) 将作为预设的基础通讯中间件,构成机器人的 "智慧中心" 。
趋势 6:5G-A 和 NearLink 技术的协同作用将支援机器人与云端、边缘和终端之间高频宽、即时的互动。
嵌入式 AI 代理不仅需要强大的“内部神经系统”,还需要灵活的“外部神经系统”来实现云端、边缘和终端之间的协作。蜂窝网路(5G-A)和短距离通讯(Wi-Fi/NearLink)有望形成长期的互补共存模式,而不是简单的相互替代。
AI Robot Communication Network and Chip Research: Six Evolution Trends and Chip Transformation
Embodied AI robots, namely the new generation of AI robots integrating large AI models and physical entities, are undergoing a leap from "computational intelligence" to "physical intelligence". If large models are the "brain" of robots, then communication networks are their "nervous system". An embodied AI robot is a highly complex distributed system. Its "brain" needs to process massive heterogeneous data from dozens of sensors across its body in milliseconds and issue microsecond-level synchronous commands to actuators.
At the critical node year 2026, ResearchInChina has observed that the internal and external communication architectures of robots are facing unprecedented restructuring. Traditional industrial robot communication architectures have approached physical limits. From the dimension reduction strike of EtherCAT on CAN bus, to the physical transformation of zonal architecture, and then to the breakthrough of new protocols such as NearLink, the communication chip and module market is ushering in a boom period.
The Next-Generation Embodied AI Robot Communication Network Topology and Chip Industry Report, 2026 conducts in-depth research on the industry chain of communication architecture of embodied AI robots. It covers 11 robot manufacturers, 12 Chinese communication module vendors and 13 foreign communication module vendors, and reveals six key communication trends supporting the next-generation embodied AI agents.
Trend 1: In Market Boom and Chip Specialization, Communication Modules Will Witness A Nearly RMB10 Billion Increment.
In the run-up to mass production of embodied AI robots, the value of communication links is undergoing a structural restructuring from "general industrial components" to "specialized core components". According to the latest estimates by ResearchInChina, the demand for communication modules and specialized chips in this market segment will break away from the linear growth track and enter an exponential growth period.
In particular, the EtherCAT Slave Controller (ESC) is emerging as the core incremental driver of this growth. Differing from traditional industrial automation, a humanoid robot has more than 40 joint degrees of freedom, placing a very big demand on the integration and real-time performance of communication nodes.
As shown in the table below, the embodied AI robot dedicated communication market is expected to expand rapidly from USD42 million in 2026 to around USD300 million in 2030.
In addition, FPGA chips are gaining increasing strategic importance in communication links, gradually forming a "FPGA + MCU" heterogeneous collaborative architecture. With its unique parallel processing capability and nanosecond-level low-latency characteristics, FPGAs (such as the Altera Agilex series) are widely used in high-bandwidth multi-sensor fusion, hard real-time industrial bus protocol conversion, and complex motor control loops.
Meanwhile, the market demand for specialized PHY chips (Physical Layer chips) is also surging. Faced with the extremely limited space and heat dissipation challenges inside robot joints, leading vendors represented by Motorcomm and Renesas Electronics are accelerating the launch of Gigabit/2.5G Ethernet PHY chips customized for embodied AI.
These chips are reshaping the physical layer standard of robot internal communication by integrating TSN (Time-Sensitive Networking) clock synchronization features, ultra-low power consumption design, and Wafer-Level Chip Scale Packaging (WLCSP).
Trend 2: Penetration Rate of EtherCAT Solution for Internal Communication Protocol Will Increase Year by Year.
For a long time, robot internal communication has presented a "fragmented" situation where multiple protocols such as USB, CAN, and RS485 coexist. However, with more degrees of freedom of embodied AI agents (usually more than 40) and higher motion control accuracy requirements, the bottlenecks of traditional CAN bus in bandwidth and real-time performance have been fully exposed.
The research by ResearchInChina shows that Ethernet evolving towards automotive Ethernet, especially the EtherCAT protocol, is expected to become a better solution for internal communication integration. EtherCAT is developed by Germany's Beckhoff, and now there have been local companies such as Triductor Technology and HPMicro releasing robot-specific ESC chips authorized by Beckhoff for mass production.
Compared with the "store-and-forward" mechanism of traditional Ethernet, EtherCAT adopts a unique "Processing on the fly" technology. Data frames "fly through" each slave node like high-speed trains, and slave stations can instantly read commands and insert feedback data in nanoseconds without caching. This mechanism enables the EtherCAT system to maintain microsecond-level communication cycles and less than 1 microsecond jitter even when connecting dozens of joints.
In the bipedal walking and balance control of humanoid robots, microsecond-level synchronization of multiple joints is crucial. The Distributed Clocks (DC) technology of EtherCAT can ensure that the synchronization error of all axes is less than 100 nanoseconds, perfectly meeting the requirements for highly dynamic motion control. At present, leading manufacturers including AgiBot, Unitree Robotics, and UBTECH have widely deployed EtherCAT or customized Ethernet-based buses in their flagship products.
Trend 3: Reshaping of Network Topology Leads to A Transition from Distribution to Zonal Centralization.
With the surge in the number of sensors (such as tactile skin and multi-view vision), the traditional point-to-point wiring mode leads to bulky wiring harnesses inside robots, which not only increases weight but also reduces reliability.
Drawing on the evolution of intelligent vehicle E/E architecture, embodied AI robots are accelerating the transformation to "zonal architecture".
Models represented by Tesla Optimus Gen3 and Figure 03 may adopt a Zonal Control Unit (ZCU) design similar to that of automobiles. Sensors and actuators first connect to nearby ZCUs, and then link to the central computing unit via a high-speed Ethernet backbone network. According to measured data from the automotive industry, this design not only significantly reduces the length and weight of wiring harnesses (expected to reduce by 16%-30%) but also lowers assembly difficulty.
Under this trend, the importance of high-speed serial communication technology (SerDes) and TSN (Time-Sensitive Networking) is increasingly prominent. More forward-looking technologies such as the TS-PON all-fiber industrial optical bus proposed by Poncan Semiconductor utilize optical fibers featuring anti-interference, low latency (<10μs) and high bandwidth (above 10Gbps), allowing a single optical fiber to undertake all electrical bus services. It is expected to be put into pilot applications in high-end robot scenarios in the future.
Trend 4: In End Communication Integration, I3C Protocol Is Becoming the Key Technology to Solve Intra-Board Interconnection in Dexterous Hands.
Dexterous hand is the most complex end effector of an embodied AI robot, requiring the integration of dozens of sensors and motors in an extremely small space. Traditional CAN or UART interfaces require independent transceivers and crystal oscillators, occupying large PCB area and complicating wiring.
The I3C (Improved Inter Integrated Circuit) protocol is emerging as the key technology to solve the "last inch" communication problem of dexterous hands.
Compared with the traditional I2C, I3C supports a transmission rate of up to 12.5Mbps (push-pull mode), and In-Band Interrupt (IBI), allowing sensors to actively report emergency data (such as tactile mutations) without additional interrupt lines.
Dexterous hand solutions based on I3C launched by vendors such as NXP show that only two lines are needed to realize communication between the main controller and multiple finger joints. No external PHY chip is required when the main controller integrates an I3C controller, saving a lot of BOM costs and wiring space. Its characteristics of high integration, low power consumption, and hot-swappable support make it an ideal option for high-density tactile sensor arrays and micro-joint control.
Trend 5: For Software-Hardware Integrated "Data Bus", How DDS and ROS 2 Build a Decentralized Nerve Center?
In the era of software-defined robots, communication is not only the transmission of bits but also the distribution of data. ROS 2 and its underlying DDS (Data Distribution Service) as the default underlying communication middleware constitute the "intelligent center" of robots.
DDS adopts a "data-centric" publish-subscribe model, eliminating centralized message brokers and removing single point of failure risks. More importantly, DDS provides extremely rich QoS (Quality of Service) policies, such as reliability, durability, and deadline. This means developers can configure "high-reliability, low-latency" policies for joint control commands, and "best-effort" policies for video streams, thereby realizing efficient scheduling of heterogeneous data in the same network.
Unitree Robotics' G1 robot is a typical representative in this trend. Its internal DDS middleware realizes the decoupling and efficient coordination of motion control, perception, and decision modules, and is even compatible with computing power expansion of external PCs.
Trend 6: Synergy between 5G-A and NearLink Technology Supports Cloud-Edge-Terminal High-Bandwidth Real-Time Interaction for Robots.
Embodied AI agents not only need a robust "internal nervous system" but also an agile "external nervous system" to realize cloud-edge-terminal collaboration. Cellular networks (5G-A) and short-range communications (Wi-Fi/NearLink) will form a long-term complementary coexistence pattern rather than simple substitution.
With 10Gbps downlink rate, millisecond-level latency, and wide-area seamless roaming capability, 5G-A (5.5G) is a must-have option for robots to access the "cloud brain" in mobile scenarios such as outdoor inspections and industrial parks. The Kuavo robot case UBTECH cooperates with China Mobile proves that 5G-A can support high-precision collaboration of multi-robot groups and real-time ultra-high-definition video backhaul.
In the field of short-range communication, China's independently developed NearLink technology shows great potential to replace Wi-Fi and Bluetooth. The NearLink SLB mode features microsecond-level air interface latency (20μs) and nanosecond-level synchronization accuracy, and supports concurrent connections of up to 4096 nodes. This enables NearLink to be competent for external communication, but also at the joint connections of non-metallic skins, it is even expected to try wirelessly replacing some signal cables to explore the solution to the sore point of mechanical wear. At present, among Chiense companies, Triductor Technology has launched NearLink products targeting embodied AI robots.