Global chip leader NVIDIA recently released the Jetson Thor processor, bringing a "physical intelligence core" to humanoid robots. TrendForce, a research and consulting firm, pointed out that the key to this technological breakthrough lies in the fact that the terminal robot body has the ability to process vast amounts of sensing data and large language models (LLMS) in real time, achieving an intelligent operation mode of "seeing, thinking and acting". It is also estimated that the market size of humanoid robot chips will exceed 48 million US dollars in 2028, demonstrating strong growth momentum.

Jetson Thor, with the Blackwell GPU architecture and 128GB memory configuration, has created an AI computing power of up to 2,070 FP4 TFLOPS. International giants such as Agility Robotics, Boston Dynamics, and Amazon have successively adopted and established related ecosystems. The software and hardware technologies of humanoid robots are iterating rapidly. The key application scenarios that affect the market expansion remain the focus of industry attention.

According to the latest research report released by the International Federation of Robotics (IFR) in the second half of 2025, although the development of humanoid robots in various countries varies due to differences in technical paths and application purposes, the overall development trajectory is quite clear. In the short term, the main strategy will be to fill the gap with pilot projects. In the medium term, it will enter the stage of large-scale deployment in manufacturing and service industries. In the long term, it is expected to be popularized to the daily application scenarios of ordinary families.

TrendForce pointed out that the global humanoid robot market will not stably enter the household application field until around 2032, by which time the annual shipment volume is expected to exceed 100,000 units. In the process of progressive development, the importance of high-end system-on-chip (SoC) will become more prominent.

As the short - and medium-term application scenarios of humanoid robots become increasingly clear, the willingness of related manufacturers to invest has significantly increased. Take the recently concluded Taiwan Robotics and Intelligent Automation Exhibition as an example. Local companies such as Advantech, New Han, and Solomon all showcased product and service solutions developed with Jetson Thor as the core, clearly demonstrating the high attention that Taiwanese technology companies attach to this emerging field.

It is worth noting that in key component fields such as servo motors, precision reducers, and advanced sensors, Taiwanese manufacturers are transforming from single component suppliers to complete solution providers. Some manufacturers have even launched functional modular product designs, such as visual and sensing modules that can be quickly integrated, allowing developers to assemble and adjust them in a "building block" manner, effectively lowering the technical entry threshold. This serves as a core competitive advantage for entering the supply chains of international giants.