electronica China enters its second day. At Booth 600, Hall N2, Shanghai New International Expo Centre, the "Executive Dialogue" live streaming room by eefocus remains highly popular, hosting 5 high-quality dialogues in succession. These cover core tracks including the industrialization of humanoid robots, component distribution innovation, embodied intelligence supply chain ecosystem, domestic semiconductor globalization, and embodied intelligence in education and scientific research.
In addition, four major press conferences were held at the Supplyframe booth, covering four themes: the globalization plan for domestic semiconductors, top-tier media solutions, electronic and mechanical collaborative design, and a carbon compliance management platform.
Below, let us first review the intellectual collisions and highlights of these 5 executive dialogues.
GigaDevice: Challenges and Responses in the Industrialization of Humanoid Robots
Image | Li Xiaojian, Market Manager of the MCU Division at GigaDevice (left), and Shi Dezhi, Senior Industry Analyst at eefocus (right)
The humanoid robot industry is currently in the "first pot of gold" stage recognized by the industry. Li Xiaojian, Market Manager of the MCU Division at GigaDevice, pointed out that this year's industry boom mainly stems from two directions: first, the State Grid's investment of billions in purchasing robot dogs for power grid inspection; second, data collection has become the biggest highlight of robot growth. However, it will still take 1 to 3 years or even longer to achieve large-scale civil and industrial adoption.
Li Xiaojian summarized the current bottlenecks into three stages of challenges: the first stage requires solving reliability and lifespan issues, especially the deep optimization of joints and reducers, to achieve implementation in single industrial scenarios; the second stage requires overcoming the "brain" challenge, namely the generalization capability of large models, to enable robots to possess autonomous interaction capabilities; the third stage is addressing the safety issues that must be resolved for entering every household.
Taking the humanoid robot half-marathon in Yizhuang, Beijing as an example, Li Xiaojian analyzed the stringent requirements of high-load operation on upstream components: the dozens of kilograms of weight of the whole machine exert a huge impact on the joints and feet during continuous running, and the high-temperature environment leads to temperature drift, frequency reduction, or even downtime of electronic devices. This poses a precise balance among high-temperature resistance (105℃ or even 125℃), miniaturization, and reliability for MCU manufacturers. That is, making the chip larger provides better heat dissipation but cannot fit into the joint cavity, while making it smaller faces heat dissipation difficulties.
Regarding the evolution of communication methods, Li Xiaojian outlined the technical roadmap from CAN bus (1 Mbps rate) to CAN FD (6-8 Mbps) and then to industrial Ethernet (EtherCAT). He specifically pointed out that EtherCAT can be used in the spacious leg area, while CAN FD is needed to supplement narrow spaces like wrists. Inside dexterous hands, the protocol may shift to serial ports or I3C. In the future, multiple protocols will most likely coexist.
As one of the few domestic chip manufacturers with a coordinated multi-category layout, GigaDevice covers DRAM, Flash, MCU (Microcontroller Unit), and analog devices. In the robotics field, it has engaged with nearly 200 customers, over 100 of which have product-level cooperation. Li Xiaojian emphasized that domestic chips are actually ahead of overseas manufacturers in the robotics direction. The reason is that most of the world's robotics companies are located in China, and domestic manufacturers have the deepest understanding of the demand side, enabling them to deploy and optimize at the first opportunity.
Mouser Electronics: Inside Mouser — The Distribution Power Behind Innovation
Image | Tian Jiping, Vice President of Marketing and Business Development for Asia Pacific at Mouser Electronics (left), and Wang Xiaodan, Media Director at Supplyframe (right)
In the interview, Tian Jiping recalled the scene of riding a bicycle to work at Yageo in Suzhou right after graduation, marveling at the rapid changes in the electronics industry over the past two decades. As the first person in marketing for Mouser Electronics in the Asia-Pacific region, Tian Jiping built the team from scratch, turning a brand that "no one knew when going out" into its current industry status where "everyone knows Mouser."
Tian Jiping believes that "marketing is an investment, not an expense." She used the subsidy strategy of ride-hailing apps as an analogy, noting that massive early investments seem to have no immediate return but are actually cultivating user habits. The same applies to Mouser's engineer users; statistics show that over half of the users continuously visit the Mouser website, and some even wait a month before placing an order. Mouser deliberately avoids disturbing the engineers' component selection and research process, and does not push flashy recommendations on the shopping cart page. This is because B2B component selection is vastly different from B2C consumer psychology: engineers need to quietly match and compare components, and designs in many large companies involve confidentiality. An open platform makes them feel comfortable rather than forced.
In the AI era, Tian Jiping believes Mouser's core advantage lies in the breadth of its one-stop platform. Mouser distributes products from over 1,200 original manufacturers, covering all categories from semiconductors to passive components, enabling engineers to quickly find the materials they need.
Futuretech × Wanji Optoelectronics: Hardware Evolution and Supply Chain Resilience in the Era of Embodied Intelligence
Image | Yang Yuxuan, Sales and Marketing Manager at Futuretech (left), Hu Panpan, General Manager of Wanji Optoelectronics (center), and Shi Dezhi, Senior Industry Analyst at eefocus (right)
This executive dialogue adopted the "Ecosystem Chain Forum" model for the first time, inviting two guests closely cooperating in the embodied intelligence industry chain to share the stage. It mainly outlined a panoramic perspective on the implementation of the embodied intelligence industry from two dimensions: LiDAR product definition and component supply chain assurance.
Hu Panpan first clarified a key understanding: although automotive LiDAR and robot LiDAR share the same principles, their requirements vary greatly. Automotive scenarios pursue long detection ranges of over 200 meters and high angular resolution, with a ranging accuracy of 5 centimeters being sufficient. In contrast, robot scenarios involve close-range, high-precision interaction, requiring a detection range of only tens of meters, but a ranging accuracy of centimeter or even sub-centimeter level. The blind zone requirement is as strict as within 10 centimeters, the vertical field of view must be no less than 60 degrees, and the horizontal field of view needs to be over 360 degrees. Addressing these differentiated needs, Wanji Optoelectronics has formed two types of product matrices: an ultra-large field-of-view 3D LiDAR that balances navigation and obstacle avoidance, and a multimodal depth camera sensor integrating LiDAR, RGB vision, and IMU. More disruptively, the company plans to launch the world's first silicon-based phased-array all-solid-state LiDAR in the first quarter of next year. After nearly a decade of research since the project initiation in 2017, it integrates scanning devices, lens modules, and discrete light source detectors entirely onto three or four core chips.
From the supply chain dimension, Yang Yuxuan pointed out that the rise of embodied intelligence is profoundly changing customers' procurement behavior, shifting from flexible and scattered approaches during the R&D stage to a high focus on delivery stability and supply chain security during the mass production stage. Futuretech's role has evolved from a traditional "buy low, sell high" trader into a reliable partner that utilizes its global resource network and industry experience to help customers quickly resolve supply chain issues.
During the forum, Hu Panpan also shared the real dilemma Wanji Optoelectronics once faced during mass production: "everything is ready except the components." When customer orders suddenly surged from 10,000 units to 15,000 units and conventional channels faced supply interruptions, it was distributors like Futuretech in the industry chain that urgently allocated goods to solve the urgent need.
The progress of the embodied intelligence industry is absolutely not a solo fight by a single enterprise, but requires the side-by-side battle of the entire ecosystem chain. Hard-tech enterprises like Wanji Optoelectronics pioneer the front lines, while Futuretech provides solid logistical support in the rear.
SLKOR: Globalization of Domestic Semiconductors
Image | Song Shiqiang, Founder of SLKOR Semiconductor (left), and Li Jian, Senior Industry Analyst at eefocus (right)
Domestic power semiconductors are experiencing a transition from the dividend period of the "chip shortage" to the deep-water zone of market competition. As global chip supply returns to normal, foreign brands are cutting prices to grab market share, and the window for domestic substitution is narrowing. Against this backdrop, Song Shiqiang, Founder of SLKOR Semiconductor, shared the "disruptive innovation" path he has practiced during his decade-long entrepreneurial journey.
Song Shiqiang pointed out that although cutting-edge technologies such as silicon carbide have promising prospects, their R&D and commercialization cycles are long, making them not the optimal choice for growing enterprises. SLKOR chose to start with products like MOSFETs and IGBTs. These products have relatively mature technology and lower entry barriers, enabling the rapid generation of cash flow. The essence of this strategy is a profound understanding of the economic laws of "disruptive innovation": innovation often breaks through from the periphery to the center, penetrating from the low end to the high end.
At the same time, SLKOR and its sister brand Kinghelm have built a unique dual-brand synergistic ecosystem. Song Shiqiang recalled that initially, operating dual brands was to diversify IPO risks. Unexpectedly, both brands are now developing well. Cross-ordering by customers has brought about an "1+1>2" effect of ecosystem reuse—the early investments in brand penetration, sample delivery, employee training, and internal knowledge engineering can be cashed in at once.
Song Shiqiang attributed the competitiveness of Chinese semiconductor enterprises to two points: first, the diligence of the Chinese people, where labor input brings rapid product iteration; second, the maturity of the local industry chain, forming a virtuous development driven alternately by technology and the market. However, he also clearly sees that competition is still intensifying. Against the backdrop of economic sluggishness, a large amount of capital is flooding into the electronic information track. The track's growth rate is far outpaced by the speed of hot money inflow, and "competing on price, competing on efficiency, competing on response speed" has become the norm.
Currently, SLKOR is moving from "product globalization" to a new stage of "capability globalization," committed to securing a place in the global power semiconductor landscape. Song Shiqiang stated, "We do not do what three to five people can do, nor do we do what can be achieved in three to five years. We hope to use time to verify the value of our products, our brand, and our team."
Elephant Robotics: From Desktop Robotic Arms to Humanoid Robots, How to Define "User-Friendly" Embodied Intelligence for Education and Scientific Research
Image | Lin Fan, Sales Director at Elephant Robotics (left), and Li Jian, Senior Industry Analyst at eefocus (right)
The humanoid robot industry is in full swing, but it still faces numerous challenges in truly moving towards large-scale commercialization. In this wave, Elephant Robotics has chosen a different path, focusing on education and scientific research as its core position, and steadily extending from desktop robotic arms to embodied intelligence platforms. The company has formed three major product lines: desktop robotic arms, bionic pet robots, and desktop CNC tools, covering multiple fields such as education and scientific research, consumer electronics, and light industry.
Lin Fan, Sales Director at Elephant Robotics, stated that the education and scientific research market is a direction the company has firmly valued since its inception. Currently, the overseas market accounts for about 70%, and partner institutions cover globally renowned universities such as UCL, the University of Melbourne, Tsinghua University, Peking University, and Fudan University. Among them, Tsinghua University has conducted research combining AI and robotics based on Elephant Robotics' products and published it through official channels. In Lin Fan's view, a user-friendly embodied intelligence tool platform needs to meet two core requirements: first, a low threshold, allowing students with zero foundation or even from cross-disciplinary backgrounds to get started quickly. For this, the company has developed block-based programming software, designing the interactive experience according to K-12 capability standards; second, an open ecosystem, compatible with the latest AI large models and open-source projects, supporting the integration of multiple AI capabilities such as visual grasping and natural language interaction.
The leap from desktop robotic arms to humanoid robots does not mean Elephant Robotics' technology transfer starts from scratch. Lin Fan pointed out that the technical assets accumulated from single-arm robots, such as joint modules, servo systems, and motion control logic, can be directly reused in humanoid robots.
Looking ahead, Lin Fan believes the biggest challenge in the embodied intelligence industry lies in ecosystem construction and deep cultivation in segmented scenarios. Elephant Robotics hopes to become the "entry-level tool" for users entering the embodied intelligence track, and has established joint laboratories with multiple domestic universities, integrating hardware into Python courses and mechanical principle courses to make theoretical learning tangible and perceptible.
The wonderful executive dialogues focused on the pain points at the industry frontier and dissected the development opportunities in the tracks. Besides the intellectual collisions in the live streaming room, the offline events at the Supplyframe booth were equally full of valuable insights and extremely popular. Below, let us review the core content and key information of the four press conferences on site.
Atlas Project
Image | Wang Xiaodan, Media Director at Supplyframe
For 20 years, Supplyframe's globally renowned component database in the industry has benefited 12 million electronic engineers and procurement professionals every day. Supported by big data technology, Supplyframe has developed various products and services ranging from multimedia marketing (Media), e-commerce traffic conversion (Ecommerce), industry market intelligence (Market Intelligence), to intelligent component procurement software (SaaS), comprehensively improving the operational efficiency of the electronic industry supply chain.
Supplyframe's "Atlas Project" integrates the reach of procurement software, the insight of market intelligence data, and the appeal of the media network, working together to support Chinese enterprises and escort the global voyage of Chinese chips. Its core mission consists of three steps:
To be seen: Utilize AI crawling tools to assist Atlas Project products in landing on Supplyframe's component query network, entering the field of vision of 12 million global users; build a bilingual Atlas Project enterprise zone, establish a global-serving Chinese supplier directory, and assist Supplyframe's global manufacturing customers in finding, recognizing, and learning more about Chinese component suppliers; enter the Siemens Xcelerator ecosystem, integrate into the global industrial ecosystem, display the Atlas Project brand through multiple channels, and broaden customer acquisition channels.
To be researched: Leverage the parameter and alternative component search functions of the Supplyframe network to promote unfamiliar customer groups to discover, pay attention to, and study detailed information of Atlas Project products; with the help of the ECAD model creation and download service loved by engineers, pave the way for Atlas Project components to join the design-in candidate component list; become the subject of bilingual reporting in "Atlas Interviews," facing Supplyframe's global subscribers, and win the right to independently articulate product roadmaps and corporate strategies.
To be procured: Supplyframe will support Atlas Project enterprises in gaining traffic dividends on major e-commerce platforms such as Findchips, facilitating the formation, collection, and conversion of online orders; enter Supplyframe's component SaaS procurement software (XQ) to meet the small-batch component procurement needs of terminal enterprises; through Supplyframe's exclusive API interface, enter Siemens EDA and PLM software as "selectable components," receiving millions of component query requests from industrial customers monthly on average.
The joining process for the Atlas Project requires only four steps: first, contact the on-site Atlas Project specialist or fill out the application form; next, submit complete Chinese version product data, white papers, and alternative component-related information; then, the Supplyframe team will complete data AI crawling, Chinese-to-English translation, and ECAD modeling; finally, your side will complete the written review and confirmation. Once confirmed, the global overseas sales channels will be fully opened.
Supplyframe Top-Tier Media Solutions
Image | Yuan Qian, Project Operations Director at Supplyframe
Yuan Qian, Project Operations Director at Supplyframe, released three core products: the eefocus AI intelligent component selection engine launched in March this year, the eefocus Enterprise Center brand marketing platform, and the overseas marketing solution portfolio of Supplyframe's global media matrix.
Regarding eefocus AI, Yuan Qian pointed out that general AI large models lack precise parameters and alternative component recommendations. Engineers still need to return to the original manufacturers' official websites to check PDFs page by page, and a single component selection often takes half a day. Relying on Supplyframe's five major data foundations accumulated over 20 years—namely, 650 million structured component data entries, 110 million alternative components, 580 million pages of original manufacturer PDF document manuals, 120 million ECAD models, and 40,000 reference design solutions—eefocus AI compresses component selection from "half a day" to "a few seconds."
eefocus AI helps engineers solve "what they need," while the eefocus Enterprise Center brand marketing platform helps original manufacturers answer "what I can provide." The Enterprise Center has already hosted 400 brands, featuring three tiers: free version, paid version, and VIP customized version.
Finally, she introduced the overseas marketing portfolio of Supplyframe's global media matrix: global distribution of ECAD models (covering 70 media outlets and 60 distributor websites), technical video production (with in-house teams across three continents), and overseas marketing services. These three products should be planned as a whole to form a complete overseas marketing closed loop.
From Electronic Design to Mechanical Collaboration: Comprehensive Forward-Shifting of Supply Chain Data
Image | SayTiam Go, Siemens Designcenter
Image | Roxy Wang, Siemens EDA China
Next, SayTiam from Siemens Designcenter and Roxy from Siemens EDA China shared the stage, delivering demonstrations from the mechanical and electronic design perspectives, respectively.
Roxy introduced the joint product of Siemens Xpedition EDM and Supplyframe. Xpedition EDM is an electronic design data management platform based on the electronic design software Xpedition, integrating designers, organizational structures, and approval flows into the same platform to eliminate the risk of errors from manual import and export. The truly breakthrough aspect is the deep integration of Xpedition EDM and Supplyframe, which can embed a database of over 600 million components and real-time risk monitoring into the platform. Engineers can check component lifecycle status, quote fluctuations, and risk levels during the design process. Upon discovering risks, they can directly search for alternative components within the platform for parameter comparison without leaving the design environment.
SayTiam extended the perspective to the mechanical field, introducing two partners: Xometry is responsible for customized mechanical parts manufacturing docking, where designers can get quotes by uploading 3D models; Volition covers standard parts selection and procurement. The two tools are connected through the Siemens DesignCenter and Supplyframe data network. Designers can view part prices in real-time within the 3D model, switch suppliers, and recalculate costs, achieving the unified forward-shifting of electronic and mechanical design at the supply chain data level.
Supplyframe XQ-ECO2 New Product Release
Image | Zhang Yu, SaaS Pre-sales Consultant at Supplyframe
With the EU recently intensively releasing standards such as CSRD, CBAM, the new Battery Regulation, and ISO 14067, stringent carbon compliance requirements are imposed on the entire electronic manufacturing chain through supply chain transmission.
Zhang Yu summarized it as a systematic impact "from point to line, from line to surface, and from surface to three-dimensional," which is not just a design or procurement issue, but involves market access thresholds.
The XQ-ECO2 system accurately calculates the carbon footprint of production manufacturing (such as SMT patch processing) and the upstream supply chain by establishing an online product "carbon twin" model, and provides international certification services for carbon footprints, helping enterprises meet international green trade requirements. At the same time, in conjunction with Supplyframe's XQ software, enterprises can track the material life cycle (YTEOL) and country of origin (COO) in real-time, managing supply risks in advance.