Chinese semiconductor thread II

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Domestic robot joint modules adopt GaN, with a target shipment of 20,000-30,000 units​


Xinhua Finance reported that another domestic humanoid robot-related company adopted a gallium nitride solution in its servo drive .It is understood that Suzhou Zhuoyu Electric Technology Co., Ltd. and its subsidiary Beijing Zhuoyu Technology Co., Ltd. focus on embodied intelligent core drive components, and independently develop core components of humanoid robots such as planetary joint modules, harmonic joint modules, linear actuators, frameless torque motors, servo drives, and planetary reducers. Among them, the entire series of servo drives adopts gallium nitride solutions with high power density and low heat generation.
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Zhuoyu Electric said that this servo drive adopts a large hollow design and high power density design to meet the requirements of the robotics industry. It is not only developed based on GaN power devices, but also highly integrates the driver chip and force control chip into one, with a maximum power of 17KW (100A/200V).
The report further revealed that in the first quarter of 2025, Zhuoyu Electric's revenue from robotics-related businesses reached 70% of its total revenue, an increase of approximately 15% year-on-year. Zhuoyu Electric's Sales Director, Huang Kun, also revealed in June of this year that Zhuoyu Technology 's 2025 shipment target is approximately 300,000 frameless motors and 20,000-30,000 key modules, with projected annual sales of 110 million RMB.
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