2026AI基础设施系列白皮书：第一卷：具身智能机器人全栈芯片应用方案

痦♧⽷Ⱘ魧兰腊劼㐼➃Ⰼ叼蓿晙䎾欽倰呩 Ղ.$6
ծ㸝Ⰼ蓿晙♸偽絁㼘곸蓿晙鍒Ɀ倰呩 Ⱆ぀荝⸂✵⚹➃⟌Ⱆ぀荝⸂✵⚹➃⟌ 㸝Ⰼծ⤑䰦ծ兰腊涸欰❡欰崞䲿⣘蓿晙⿺鍒Ɀ倰呩㸝Ⰼծ⤑䰦ծ兰腊涸欰❡欰崞䲿⣘蓿晙⿺鍒Ɀ倰呩 㕂字䪮助肅⟧剣ꣳⰖ぀皍獦㕂字䪮助
䎃䧭用✵帿㖕䎃⴯⚌匣♳䋑䎃涬꣣度肅肅牰➿瀦⚹4;"肅ㄤ),度肅僽.$6⿺㸝Ⰼ蓿晙곭⯓⟱⚌㕂㹻넞倝䪮助⟱⚌կ䚪鿈⡙✵帿㖕㖈⻌❩ծ♳嵳ծ娀宪ծ銯㸝ծꅾ䎧ծ껺度ծ倝⸈㗗ծ繠㕂㤵倛宝ծ傈劥⚎❩瘝㖑霃剣ⴔ佅劼匬կ⚺蠒❡ㅷ⺫䭍.$6ծ㸝Ⰼ蓿晙ծ〳⥌雦皾蓿晙ծ歏寑盗椚蓿晙ծ覰暅蓿晙ծ3$$⴯倝❡ㅷ瘝䎛岌䎾欽✵Ⱘ魧劼㐼➃ծ暟翫緸ծ䊨⚌䱽ⵖծ歏劼䱽ⵖ♸끮⸓ծ歏寑⿺腊彂盗椚ծ导鲨歏㶩ծ兰腊㹻㾀㹻歏ծ嶊餩歏㶩ծ兰腊邍雦ծ⼕毫歏㶩ծ㸝꣈ծ欰暟霋ⵆծ鸑雴ծ⠛䠭㐼⟄⿺緸絞㸝Ⰼ雩霆ծ歏㶩Ꜿ遤ծ歏㶩霆撑ծ獴⸓佅➰♸獴⸓㸝Ⰼ瘝䎾欽倰ぢկ㕂字䪮助肅⟧剣ꣳⰖ぀皍獦㕂字䪮助
䎃䧭用✵帿㖕䎃⴯⚌匣♳䋑䎃涬꣣度肅肅牰➿瀦⚹4;"肅ㄤ),度肅僽.$6⿺㸝Ⰼ蓿晙곭⯓⟱⚌㕂㹻넞倝䪮助⟱⚌կ䚪鿈⡙✵帿㖕㖈⻌❩ծ♳嵳ծ娀宪ծ銯㸝ծꅾ䎧ծ껺度ծ倝⸈㗗ծ繠㕂㤵倛宝ծ傈劥⚎❩瘝㖑霃剣ⴔ佅劼匬կ⚺蠒❡ㅷ⺫䭍.$6ծ㸝Ⰼ蓿晙ծ〳⥌雦皾蓿晙ծ歏寑盗椚蓿晙ծ覰暅蓿晙ծ3$$⴯倝❡ㅷ瘝䎛岌䎾欽✵Ⱘ魧劼㐼➃ծ暟翫緸ծ䊨⚌䱽ⵖծ歏劼䱽ⵖ♸끮⸓ծ歏寑⿺腊彂盗椚ծ导鲨歏㶩ծ兰腊㹻㾀㹻歏ծ嶊餩歏㶩ծ兰腊邍雦ծ⼕毫歏㶩ծ㸝꣈ծ欰暟霋ⵆծ鸑雴ծ⠛䠭㐼⟄⿺緸絞㸝Ⰼ雩霆ծ歏㶩Ꜿ遤ծ歏㶩霆撑ծ獴⸓佅➰♸獴⸓㸝Ⰼ瘝䎾欽倰ぢկ ✫鍒㕂字䪮助涸刿㢴❡ㅷ♸㘌湬䎾欽霼霄꡼✫鍒㕂字䪮助涸刿㢴❡ㅷ♸㘌湬䎾欽霼霄꡼ Ⱒ✵劥禹⴩Ⱒ✵劥禹⴩ "*
㛇炄霃倶禹⴩涯淼⛼⚺䓎Ⰼ叼炽⟝䏀䏠匬瘰
"*
❡⚌㛇炄霃倶կ"*
㛇炄霃倶禹⴩涯淼⛼⚺䓎Ⰼ叼炽⟝䏀䏠匬瘰
"*
❡⚌㛇炄霃倶կ 㕂字䪮助⣜䩯荈灇넞䚍腊
.$6ծ넞瘝紩㸝Ⰼ蓿晙ծ偽絁㼘곸ծ#.4
歏彂盗椚㔋㣐炽⟝❡ㅷ瀃꣋䋒㽷♲㣐
"*
呍䗱饋麤ⴔⱃ鳕ⴀ㘌湬㖞兞㸤侮蓿晙鍒Ɀ倰呩կ㕂字䪮助⣜䩯荈灇넞䚍腊
.$6ծ넞瘝紩㸝Ⰼ蓿晙ծ偽絁㼘곸ծ#.4
歏彂盗椚㔋㣐炽⟝❡ㅷ瀃꣋䋒㽷♲㣐
"*
呍䗱饋麤ⴔⱃ鳕ⴀ㘌湬㖞兞㸤侮蓿晙鍒Ɀ倰呩կ ⽷
Ⱘ魧兰腊劼㐼➃⽷
Ⱘ魧兰腊劼㐼➃ 饋麤㹁⡙꬗ぢ➃劼❜✽

䊨⚌劼㐼➃


暵猫劼㐼➃

剪⸉劼㐼➃⚺䩧Ⱒ蒜鵘⸓䱽ⵖծ侮劼〳⥌㸝Ⰼծ➃劼❜✽呍䗱❡ㅷ넞䚍腊
.$6ծ㸝Ⰼ蓿晙ծ偽絁㼘곸կ饋麤㹁⡙꬗ぢ➃劼❜✽

䊨⚌劼㐼➃


暵猫劼㐼➃

剪⸉劼㐼➃⚺䩧Ⱒ蒜鵘⸓䱽ⵖծ侮劼〳⥌㸝Ⰼծ➃劼❜✽呍䗱❡ㅷ넞䚍腊
.$6ծ㸝Ⰼ蓿晙ծ偽絁㼘곸կ ⽷
"*
皾⸂㛇炄霃倶⽷
"*
皾⸂㛇炄霃倶 饋麤㹁⡙"*
侨䰘⚥䗱넞鸟⯕垷㗌ծ"*
剪⸉㐼侨㶶歏彂呍䗱❡ㅷ⯕垷㗌⚁欽
.$6ծ侨㶶歏彂⚁欽
.$6ծ㸝Ⰼ蓿晙կ饋麤㹁⡙"*
侨䰘⚥䗱넞鸟⯕垷㗌ծ"*
剪⸉㐼侨㶶歏彂呍䗱❡ㅷ⯕垷㗌⚁欽
.$6ծ侨㶶歏彂⚁欽
.$6ծ㸝Ⰼ蓿晙կ ⽷
侨㶶腊彂⽷
侨㶶腊彂 饋麤㹁⡙⪰腊ծ⯕⠃ծ⯎歏咚ծ劼䨻㣐⸆桧⣘歏呍䗱❡ㅷ넞䚍腊
.$6ծ侨㶶歏彂⚁欽.$6ծ#.4
*$ծ偽絁㼘곸կ饋麤㹁⡙⪰腊ծ⯕⠃ծ⯎歏咚ծ劼䨻㣐⸆桧⣘歏呍䗱❡ㅷ넞䚍腊
.$6ծ侨㶶歏彂⚁欽.$6ծ#.4
*$ծ偽絁㼘곸կ ꥥ满㣐垷㘗♸Ⱘ魧兰腊⸈鸟衅㖑"*
❡⚌畊✰䊺絑➢♳㽻皾岁垷㘗䒁⠽ⵌ䏀㽻炽⟝䏀䏠կ皾岁腊⸂涸ꅺ佞猌♶䒓넞㹊傞皾⸂ծ炽⟝〳⥌㸝Ⰼծ珘㹁偽絁✽翫ծ〳ꬑ歏彂盗椚㔋㣐䏀㽻炽⟝腊⸂涸佅丒կ㕂字䪮助䲿ⴀⰌ叼炽⟝䏀䏠匬瘰
"*
❡⚌㛇炄霃倶涸䧶殜⚺䓎⣜䩯荈灇넞䚍腊
.$6ծ넞瘝紩㸝Ⰼ蓿晙ծ偽絁㼘곸ծ#.4
歏彂盗椚㔋㣐炽⟝❡ㅷ瀃꣋꬗ぢⰨ魧兰腊劼㐼➃ծ"*
皾⸂㛇炄霃倶ծ侨㶶腊彂♲㣐
"*
呍䗱饋麤鳕ⴀ㸤侮蓿晙鍒Ɀ倰呩⚹
"*
➢鲱⟝皾岁饥ぢ暟椚⚆歲䲿⣘㗏㹊涸蓿晙㽻佅丒կꥥ满㣐垷㘗♸Ⱘ魧兰腊⸈鸟衅㖑"*
❡⚌畊✰䊺絑➢♳㽻皾岁垷㘗䒁⠽ⵌ䏀㽻炽⟝䏀䏠կ皾岁腊⸂涸ꅺ佞猌♶䒓넞㹊傞皾⸂ծ炽⟝〳⥌㸝Ⰼծ珘㹁偽絁✽翫ծ〳ꬑ歏彂盗椚㔋㣐䏀㽻炽⟝腊⸂涸佅丒կ㕂字䪮助䲿ⴀⰌ叼炽⟝䏀䏠匬瘰
"*
❡⚌㛇炄霃倶涸䧶殜⚺䓎⣜䩯荈灇넞䚍腊
.$6ծ넞瘝紩㸝Ⰼ蓿晙ծ偽絁㼘곸ծ#.4
歏彂盗椚㔋㣐炽⟝❡ㅷ瀃꣋꬗ぢⰨ魧兰腊劼㐼➃ծ"*
皾⸂㛇炄霃倶ծ侨㶶腊彂♲㣐
"*
呍䗱饋麤鳕ⴀ㸤侮蓿晙鍒Ɀ倰呩⚹
"*
➢鲱⟝皾岁饥ぢ暟椚⚆歲䲿⣘㗏㹊涸蓿晙㽻佅丒կ 劥⽷⡲⚹
"*
㛇炄霃倶禹⴩涯淼⛼痦♧⽷翸搋Ⱘ魧兰腊劼㐼➃饋麤㸤侮㾝梡㕂字䪮助Ⰼ叼蓿晙㥵⡦佅丒➃䕎劼㐼➃ծ㔋駈劼㐼权ծ䊨⚌劼唒苮瘝鄳㢊㹊梡錞垷⻊❡⚌衅㖑կ劥⽷⡲⚹
"*
㛇炄霃倶禹⴩涯淼⛼痦♧⽷翸搋Ⱘ魧兰腊劼㐼➃饋麤㸤侮㾝梡㕂字䪮助Ⰼ叼蓿晙㥵⡦佅丒➃䕎劼㐼➃ծ㔋駈劼㐼权ծ䊨⚌劼唒苮瘝鄳㢊㹊梡錞垷⻊❡⚌衅㖑կ 蓿䱽Ⱘ魧㸝Ⰼꥥ遤끮⸓Ⱘ魧兰腊錞垷⻊衅㖑㕂字䪮助⟄Ⰼ叼䏀㽻蓿晙佅丒Ⱘ魧兰腊劼㐼➃錞垷⻊❡⚌衅㖑կ蓿䱽Ⱘ魧㸝Ⰼꥥ遤끮⸓Ⱘ魧兰腊錞垷⻊衅㖑㕂字䪮助⟄Ⰼ叼䏀㽻蓿晙佅丒Ⱘ魧兰腊劼㐼➃錞垷⻊❡⚌衅㖑կ 湡叻靀罏湡叻靀罏 v
劼㐼➃侮劼⾊㉁✫鍒㕂字䪮助❡ㅷ騟絁㕃♸鷥㘗䒊雳կv
鵘⸓䱽ⵖ♸⠿剪끮⸓倰呩㉁蜦》㕂字䪮助劼㐼➃곭㚖呍䗱❡ㅷ䚍腊⿬侨♸䎾欽⠏⸷կv
ꅷ餝♸Ɀ瘻➃プ霉⠮⣘䎾Ꝇ㸝Ⰼ♸䪮助欰䙖䧭擿䏞կv
劼㐼➃侮劼⾊㉁✫鍒㕂字䪮助❡ㅷ騟絁㕃♸鷥㘗䒊雳կv
鵘⸓䱽ⵖ♸⠿剪끮⸓倰呩㉁蜦》㕂字䪮助劼㐼➃곭㚖呍䗱❡ㅷ䚍腊⿬侨♸䎾欽⠏⸷կv
ꅷ餝♸Ɀ瘻➃プ霉⠮⣘䎾Ꝇ㸝Ⰼ♸䪮助欰䙖䧭擿䏞կ 劼㐼➃❡⚌ⴔ碫劼㐼➃❡⚌ⴔ碫 劥涯淼⛼銻渷⟄♴劼㐼➃絈ⴔ곭㚖劥涯淼⛼銻渷⟄♴劼㐼➃絈ⴔ곭㚖 湡
䔶$0/5&/54湡
䔶 $0/5&/54 劼㐼➃❡⚌䚪錢♸㕂字䪮助䋒㽷                                                   Ⱘ魧兰腊劼㐼➃                                                                  








䲀虛❡ㅷ䎾欽⠏⸷                                                              









䲀虛❡ㅷⰢꝶ餴彂ꂁ縨                                                          劼㐼➃Ⱙ㘗䎾欽㖞兞                                                     









➃䕎劼㐼➃                                                                   









䊨⚌劼唒苮                                                                   









荈⚺獴⸓劼㐼➃".3                                                          









鷐귬剪⸉劼㐼➃                                                             









偽➃劼 6"7                                                                 









兰腊䪊㖑劼㐼➃                                                               









劼唒㢪낧냚                                                                 Ⱙ㘗䎾欽♸倰呩                                                               









劼唒权                                                                    



















Ⱒ蒜                                                                      









抳䊫䩛                                                                    









抳䊫䩛
*
䭷㼺鍘錣牟絑                                                        









⠿剪끮⸓㐼