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On November 20, Sina Tech featured a market report on humanoid robot-specific chips published by QYResearch.

 人形机器人专用芯片 

According to QYResearch statistics and projections, the global market for humanoid robot-specific chips reached $686 million in sales in 2024 and is expected to grow to $3.271 billion by 2031. When converted to RMB, this represents a market valued between 20 and 30 billion yuan. This scale of opportunity is one reason why Black Sesame Intelligence has entered the field.

Source: Sina Tech, Sohu
More: https://finance.sina.com.cn/tech/roll/2025-11-20/doc-infyafyw0740573.shtml
https://www.sohu.com/a/956812747_114778

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