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NVIDIA’s newly launched Jetson Thor acts as the “physical intelligence core” of humanoid robots, integrating the Blackwell GPU and 128 GB of memory to deliver 2,070 FP4 TFLOPS of AI performance—7.5 times that of its predecessor, Jetson Orin. TrendForce reports that this leap is not just a numerical upgrade; it enables robots to process massive sensor data and LLMs in real time, allowing advanced humanoids to truly see, reason, and act. With companies such as Agility Robotics, Boston Dynamics, and Amazon adopting the platform and building ecosystems, the humanoid robot chip market is projected to surpass US$48 million by 2028.
TrendForce’s latest research reveals that global NEV sales, including BEVs, PHEVs, and FCVs, reached 4.868 million units in the second quarter of 2025, up 30% YoY. When HEVs are included, total EV sales climbed up to 6.456 million units, accounting for 29% of global auto sales.
Tesla is currently testing its Robotaxis in Texas and is planning to extend services to the San Francisco Bay Area, drawing significant industry attention. TrendForce reports the U.S. Robotaxi market will be dominated by Tesla and Waymo, with the market size expected to reach US$36.5 billion by 2035. Meanwhile, China’s Robotaxi sector is also booming, with a well-established supply chain driving a rapid decline in hardware costs.
Recent reports from China’s supply chain indicate that Tesla may be halting production of its humanoid robot, Optimus. TrendForce reports that Tesla currently faces two major challenges: limited battery life and difficulties with hardware-software integration. While improvements in motion planning and energy optimization through AI could help address battery performance, fundamental bottlenecks remain—particularly in the efficiency of core hardware components such as joint motors and transmission systems.
TrendForce’s latest reports reveal that global NEV sales—including BEVs, PHEVs, and FCEVs—reached 4.02 million units in the first quarter of 2025, marking a 39% YoY increase. NEVs accounted for 18.4% of total global auto sales for the quarter.
