金吾财讯 | 华泰证券表示，2025年全球机器人产业有望进入从0到1突破的关键节点，除特斯拉布局较早外，国内亦涌现出优必选、宇树科技、智元机器人等优秀公司，同时苹果、Meta、华为、小米、比亚迪等众多大厂计划入局。据高工机器人产业研究所（GGI）预测，2024年全球人形机器人市场规模10.17亿美元，2030年有望达到150亿美元，CAGR 56%，机器人有望带来计算芯片端侧新需求。
该行认为：1）25年预计人形机器人量产节奏推进，同时扫地机、割草机、机器狗、陪伴式机器人等泛机器人领域有望全面铺开，将推动终端场景的多元化布局。2）相关SoC/MCU公司将加快完成大厂绑定和赛道卡位，具备一定算力储备、接口齐全、软硬件生态丰富的通用性芯片公司将率先受益产业趋势。
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