Recently, "Experts Say Third-Generation Semiconductor" observed that multiple robotics-related companies have revealed progress in gallium nitride (GaN) products or formed new partnerships, with some securing large procurement orders.
Since the beginning of this year, the penetration of GaN in the robotics sector has continued to accelerate, exhibiting three major characteristics (detailed below). According to estimates, the compound annual growth rate (CAGR) of this market size from 2026 to 2031 will reach 90.04%.
01. Joy-Moiton: Secures Order for 100,000 GaN Joint Modules
On October 15, Joy-Moiton announced that it has secured a batch procurement order for 100,000 planetary joint modules from a national-level customer, with a contract execution value exceeding CNY 100 million. The company has simultaneously expanded its production capacity, which is expected to reach 2 million joint modules by 2027.
According to Joy-Moiton, to address the industry-wide pain point of joint temperature rise, the company focuses on comprehensive efficiency upgrades across the three core units: motors, reducers, and drivers. On the driver side, the modules are equipped with GaN power devices. Compared to traditional devices, conduction and switching losses are significantly reduced, and the comprehensive operating efficiency of the driver can reach over 95%, effectively mitigating the heat accumulation caused by high-frequency operation of the electronic control unit.
Founded in 2021, Joy-Moiton focuses on the R&D of core driving components for embodied intelligence. It owns a full stack of self-developed products, including frameless torque motors, joint modules, linear actuators, and drivers, while also advancing the R&D of compliant force-controlled robotic arms and Umi two-finger/three-finger grippers.
Since the beginning of this year, Joy-Moiton's business development has continued to accelerate, with first-quarter order amounts exceeding CNY 60 million. In August, the company completed a new round of financing exceeding CNY 100 million, with funds allocated to production line expansion and upgrades, as well as product iteration and R&D.
Joy-Moiton revealed that its production capacity will be steadily released: in 2026, the annual production capacity of frameless torque motors will reach 500,000 units, and the annual production capacity of joint modules will reach 300,000 units; in 2027, the annual production capacity of frameless torque motors will increase to 2 million units, and the annual production capacity of joint modules will exceed 2 million units; in 2028, the company will complete the capacity layout for 20 million units of frameless torque motors and 10 million units of joint modules.
02. Innoscience: Developing GaN Joint Modules with Youlian Intelligence
On October 13, Innoscience announced a partnership with Youlian Intelligence to help Youlian Intelligence achieve integrated design of power, structure, and control for its Dexa Cyclo cycloid series joint modules, which are applied in scenarios such as embodied intelligence joints and collaborative robots.
The article reveals that Innoscience and Youlian Intelligence jointly developed the solution, adopting a three-phase full-bridge topology + half-bridge bootstrap drive scheme, with built-in Innoscience low-voltage GaN devices, resulting in a 50% reduction in power conversion loss, a 75% reduction in the size of the main power conversion circuit, and a 15-20% reduction in the overall machine size.
The product and technology team of Youlian Intelligence stated that GaN technology provides the industry with a cross-era main power conversion solution, offering the only correct answer for the realization of next-generation embodied intelligence joint modules. Innoscience stated that they will join hands with more leading upstream and downstream companies in the embodied intelligence industry to continuously explore and iterate GaN technology through joint development and system collaboration, promoting the large-scale commercialization of integrated robot joint solutions.
In the 2026 semi-annual performance report, Innoscience also revealed that it has delivered 465,000 GaN chips to the humanoid robot market, a year-on-year increase of 50%, achieving mass production introduction and delivery of products to multiple leading humanoid robot and joint module customers, successfully integrating GaN applications into key links such as joint driving, 48V/12V power conversion, BMS, dexterous hands, and LiDAR.
03. Infineon: Launches 100V GaN Motor Drive Solution
Recently, Nenad Belancic, Head of Application Management for Infineon's Robotics Business Division, and others detailed their progress in the robotics GaN business at the 2026 PCIM Europe exhibition.
Currently, Infineon has launched a 100V GaN motor drive reference design. This solution adopts GaN devices and a new leadless quad flat package, paired with dedicated main control chips and half-bridge driver chips. With a compact package size, the inverter can be directly integrated into the motor housing.
This solution is custom-designed for end applications. While increasing the switching frequency, it effectively reduces motor core losses, significantly optimizes overall system efficiency, and can adapt to complete equipment of various form factors.
Infineon believes that the humanoid robot market is still in its early stages but will achieve significant growth in the future. By 2050, the number of humanoid robots will reach 300 million, and the market size will reach USD 1.7 trillion. The average bill of materials (BOM) cost for each humanoid robot is approximately USD 500, including Si/GaN power semiconductors, DC-DC converters, etc.
As early as June this year, Infineon signed a Memorandum of Understanding (MoU) with VinRobotics, a Vietnamese intelligent robotics company, to collaborate in the R&D of humanoid robots. VinRobotics is an intelligent robotics company headquartered in Vietnam and has released the industrial humanoid robot VR-H3.
04. Zhongke Wireless Semiconductor: Cooperating to Develop High-Performance Robot Joint Motors
Recently, Zhongke (Shenzhen) Wireless Semiconductor, Chongqing High-Tech Zone Feima Innovation Research Institute, and Chongqing Huxi Motor Industrial Co., Ltd. (Factory 5019, a wholly-owned subsidiary of China North Industries Group Corporation) jointly signed a framework cooperation agreement to jointly build a joint laboratory for high-performance civil-military dual-use robot joint motors.
It is understood that the three parties will jointly tackle key problems, focusing on the two major application scenarios of military intelligent equipment and civilian robots, to develop high-performance special joint motors.
Among them, Zhongke Wireless Semiconductor will custom-develop GaN power chips, servo drive controller hardware, and supporting physical AI model algorithms. It will iteratively optimize the hardware and software of the electronic control system for complex military working conditions, focusing on overcoming key industry challenges such as the domestic matching of special motor electronic control systems and the coupling matching of chip-motor systems.
Looking to the future, the high-performance civil-military dual-use joint motor outcomes produced by the three parties will prioritize supporting the power upgrade of military intelligent equipment, while empowering the civilian humanoid robot and industrial automation industries, reducing downstream complete machine costs and supply chain risks.
Zhongke Wireless Semiconductor focuses on the R&D of robot cerebellum motion control chips, GaN integrated circuits, analog computing, and edge-side AI ASIC chips. Currently, the team has achieved large-scale commercialization of multiple chips. For robot applications, they have launched products such as GaN robot joint chips and GaN robot intelligent fast-charging chips.
05. OSWELL: Advancing Robot GaN Technology R&D
Recently, OSWELL and Southeast University held a university-enterprise exchange and kickoff meeting for the "Key Technology Research Project on GaN for High-Performance Robot Shoulder Joint Devices."
It is reported that this project has been selected for the 2026 Zhuji City "Open Competition for Key Technologies" technical demand list. Both parties will use GaN as the core of joint driving to solve the problems of power density and heat dissipation, enabling the practical application of robots.
Cao Guanhui, Chairman of OSWELL , stated that embodied intelligent robots have been placed within the strategic coordinates of OSWELL's long-term development. The company has planned to continuously increase R&D investment and make long-term layouts in key fields, steadily extending a complete embodied intelligent robot industry sector.
Zhejiang OSWELL Intelligent Technology Co., Ltd., founded in 2018, relies on five major technological foundations: motors, electronic control, power electronics, embedded software, and control algorithms. It provides integrated solutions ranging from AI computing power and intelligent control to drive execution, energy, and thermal management for land, water, and air application scenarios.
Currently, they have landed the OSWELL New Energy Vehicle Electric Drive System Headquarters Base Project in Zhejiang, with a total investment of CNY 5.5 billion. It can produce products including drive and control, three-in-one powertrains of motor, electronic control, and reducer, as well as multi-in-one system assembly products. Upon the full completion and production of the first phase, the expected output value is CNY 3 billion per year.
06. Sekorm: Launches GaN-Driven Intelligent Joint Solution
Recently, Sekorm disclosed the "Sekorm Robot Solution" on its official WeChat account, covering key links such as perception, decision-making, intelligent joints, dexterous hands, power supply, communication, and connectors.
According to the introduction, they have launched a highly integrated EtherCAT communication GaN-driven intelligent joint solution. This solution integrates three core technologies: a plus-or-minus 0.05-degree precision encoder, EtherCAT communication, and GaN driving, achieving 0.02° angle control accuracy and nanosecond-level response. The overall machine efficiency is improved by 12%, and the power density reaches up to 511W/kg.
Sekorm is an Internet platform-based hardware innovation service provider, offering application innovation solutions in areas such as innovative technology matching, application scheme design, product selection assistance, application technical support, and product supply guarantee.
In the robotics field, Sekorm's technical solutions are jointly developed with numerous senior original manufacturers, including Melexis, D-Robotics, Sinan Navigation, Nidec, EPSON, Lanhai Optoelectronics, Kuntaixin Microelectronics, EPC, NSING Technologies, and over 50 other original manufacturers, and have been successfully implemented in many leading customers.
07. Summary: GaN Accelerates Penetration in the Robotics Field
According to the "2026 Gallium Nitride (GaN) Industry Research White Paper," many robotics, servo motor, and joint module companies and research institutes, including AgiBot, YingbOer, and Joy-Moiton, have begun to adopt GaN devices; the main GaN suppliers that have publicly disclosed application cases include Innoscience, Infineon, and EPC.
Since the beginning of this year, the speed of GaN adoption in the robotics field has continued to accelerate, mainly reflected in three aspects:
First, terminal enterprises such as Yingfu Robot have adopted or released GaN joint drive products, indicating that GaN technology is moving towards commercial application;
Second, an increasing number of joint module companies are adopting GaN technology. Companies like Joy-Moiton have secured large-scale orders, indicating that the relevant technology is becoming increasingly mature;
Third, multiple GaN companies are strengthening cooperation with robot companies. In addition to joint module applications, they are also launching product solutions for scenarios such as robot chargers, indicating that the application scope of GaN technology is continuously expanding.
According to data from Experts Say Research, humanoid robots represent a medium- to long-term potential market for GaN. Global shipments in 2025 were only in the tens of thousands, but starting from 2026, the market will enter a phase of rapid growth. The acceleration of the industrialization process of humanoid robots will provide incremental space for GaN in links such as motor driving and power management.
According to comprehensive estimates by Experts Say Research, the market size of GaN in humanoid robots will continue to climb in the coming years, and is expected to reach CNY 347 million (approximately USD 51 million) by 2031, with a CAGR of 90.04% from 2026 to 2031.