* Nvidia ( NVDA ) partners with Infineon, NXP, STMicroelectronics
for humanoid robot hardware
* European chipmakers aim to supply electronics for robot
safety and reliability
* Humanoid robot market expected to sell over 50,000
units this year
By Toby Sterling
AMSTERDAM, March 16 (Reuters) - European chipmakers
Infineon, NXP and STMicroelectronics
on Monday all announced partnerships with Nvidia ( NVDA ) to
sell hardware for humanoid robots, as they vie for business in a
potentially lucrative market.
U.S. chipmaker Nvidia ( NVDA ) coordinated the announcements
on the eve of its annual GPU Technology Conference in California
where its efforts to become the "brain", or central computing
platform for robots with its Jetson Thor processors, are likely
to be one focus.
The role for Europe's industrial chipmakers is to provide
other parts of the body, including electronics needed to make
them work safely and reliably, sensors, motion control, power
management, and high-speed internal communications.
OVERLAP WITH TECH HARDWARE USED IN CARS
The chipmakers are all major suppliers of tech hardware used
in cars, which analysts say has significant overlap with
humanoid and other advanced robots.
George Chowdhury, an analyst at ABI Research, said it was
natural for the Europeans to seek partnerships with Nvidia ( NVDA ),
estimating that Nvidia's ( NVDA ) platform is used in more than 80% of
humanoid robots. Chowdhury said higher-end humanoids can cost
around $200,000, while lower-cost models can be priced at
roughly a tenth of that. TrendForce estimates more than 50,000
humanoid robots will be sold this year for the first time.
A spokesperson for Infineon said the company anticipates a
market of about $500 in parts per robot. Its pitch on Monday
centred on the use of "digital twins" that allow developers to
test and fine-tune robot performance in the design phase.
None of the announcements gave any financial details.
STMicroelectronics' statement focused on sensors, helping
robot developers connect cameras and motion sensors to
Nvidia ( NVDA )-based systems.
NXP emphasised fast, reliable communications inside the
robot, helping different parts of the machine to send data
quickly to the central processor so movement and sensing remain
coordinated.
Gowri Chindalore, head of AI at NXP's edge computing arm, gave
the example of processing part of the information derived from
voice commands instantly and then directing "further
communication to the brain in a very fast loop".