At CES 2026, Arm Holdings, a leading semiconductor technology company, announced the official establishment of the "Physical AI" department. This move aims to integrate automotive business with robotics technology, further expanding its influence in the robotics market. In recent years, with the rapid development of artificial intelligence technology, the fields of robotics and automotive have shown many similarities in sensor technology, hardware architecture, and especially in the requirements for power consumption, safety, and reliability.

Business Adjustment

Arm has merged its automotive and robotics businesses into the Physical AI business line, which will be listed alongside existing businesses such as Cloud & AI (data centers) and Edge Computing (smartphones, tablets, PCs). Ami Badani, Chief Marketing Officer of Arm, pointed out that the reason for this adjustment is that customers in both areas have similar requirements for power consumption, safety, and reliability. Meanwhile, many automotive supply chain companies are also entering the robotics market. In addition, Arm plans to recruit more personnel for the robotics team to accelerate technological development in this field.

Market Trends and Strategic Layout

With the shift of artificial intelligence from perception to action, Physical AI has become a new technological frontier. At CES 2026, NVIDIA showcased robotics technology based on the Arm architecture, including edge hardware such as Jetson Thor. These technologies will help robots perform inference, planning, and adaptation in dynamic environments. The Arm architecture has significant advantages in energy efficiency and software ecosystem, supporting comprehensive development from operating systems to AI frameworks.

Arm's long-term accumulation in the automotive field has laid the foundation for its expansion into the robotics market. For example, NVIDIA's Drive AV software and Qualcomm's Dragonwing IQ10 robotics processor are both developed based on the Arm architecture. These technologies not only enhance the performance of robots but also ensure their safety and reliability in complex environments. In addition, the Arm architecture also supports AI systems from the cloud to the edge, providing a strong computing foundation for future intelligent transportation and robotics applications.

Future Outlook

Arm's Physical AI business line will drive the application of robotics technology in multiple fields, including industrial automation, logistics, and service industries. As robotics technology continues to develop, its contribution to the economy will gradually become apparent. By integrating automotive and robotics businesses, Arm can not only meet customers' demands for high performance, low power consumption, and high reliability but also gain a favorable position in future market competition.

Conevo Electronics Distributor

Conevo, a semiconductor distributor, specializes in the distribution of semiconductor devices, IC modules, and electronic components. Conevo offers a diverse range of products, including analog chips, RF ICs, power management chips, and memory ICs. Below are a few popular ic chips recommended by Conevo.

● OPA2376QDGKRQ1: This is a high-performance dual-channel operational amplifier, characterized by low noise, low distortion, and high precision. It is suitable for high-precision signal processing applications.

● IRS2092STRPBF: This is a high-side half-bridge driver, designed specifically for motor control and power conversion applications. It features high reliability and low static power consumption.

● MTFC16GAPALBH-AAT: This is a 16GB eMMC flash memory chip, supporting high-speed data transfer. It is ideal for use in embedded systems and mobile devices.

Website: www.conevoelec.com

Email: info@conevoelec.com