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CITIC Securities research report shows that Gallium Nitride (GaN) technology is becoming a key enabling force in driving the performance revolution of next-generation robots. Its "high frequency, high efficiency, and high power density" physical characteristics can directly address the three core demands of robot joints: "lightweight, high responsiveness, and high energy efficiency". Specifically, servo drives using GaN solutions can achieve a volume reduction of about 50% and a decrease in losses of 50% to 70%, thus bringing robots more compact joint designs, longer battery life, and more agile motion control. It is recommended to focus on top domestic manufacturers who can help overseas Tesla manufacturers gradually reduce costs. (e company).