北京 — 一家法美公司生产的一款广受欢迎的新型可编程个人机器人，由上海上市公司瑞芯微 (Rockchip) 的芯片提供动力，该芯片又使用英国公司 ARM的 tech,，反映出全球科技供应链仍然相互交织。
BEIJING — A popular new programmable personal robot from a French-American company is powered by a chip from Shanghai-listed Rockchip which in turn uses British company ARM的 tech, reflecting how intertwined global tech supply chains remain.
Hugging Face的 法国子公司 Pollen Robotics 的彩色 "Microduck" 机器人自周四推出,以来已售出超过 10,000 台，据 Hugging Face 称，截至周二晚些时候, 销售额已超过 $5 百万台。
The colorful "Microduck" robot from Hugging Face的 French subsidiary Pollen Robotics has sold more than 10,000 units since its launch on Thursday, with sales surpassing $5 million as of late Tuesday, according to Hugging Face.
对机器人的这种需求水平很快导致新订单的交货时间推迟到最初承诺的 2026 年圣诞节之后。
That level of demand for the robot has quickly delayed delivery times for new orders past the initial promise of Christmas 2026.
鸭形机器人,每台售价$399,，包含自己的一套传感器,电机和来自Rockchip的 RK3566的设备上计算能力。据 Rockchip 称，该芯片采用了英国半导体公司 ARM, 授权的技术。
The duck-shaped robots, priced at $399 per unit, contain their own set of sensors, motors and on-device computing power from Rockchip的 RK3566. The chip incorporates technology licensed from British semiconductor company ARM, according to Rockchip.
Omdia 首席分析师 Lian Jye Su, 表示，这家中国公司是 " AI 的关键供应商"，它在设备, 上运行，而不是在云, 中运行。他指出，该公司的 的 芯片通常用于涉及物体检测和图像识别的机器视觉。
The Chinese company is a "key vendor" for AI that operates on devices, rather than in the cloud, said Lian Jye Su, chief analyst at Omdia. He noted the company的 chips are commonly used for machine vision involving object detection and image recognition.
"虽然它的占地面积很大,，但该公司的芯片并不是为复杂的边缘人工智能设备设计的，因为它们缺乏计算资源," Su说。这种计算能力可以让智能手机,机器人和其他电子设备安全地运行生成式人工智能工具，而无需在互联网上共享数据。
"While it has massive footprint, the company chips are not designed for complex edge AI devices as they lack the compute resources," Su said. Such computing capabilities can allow smartphones, robots and other electronic devices to run generative AI tools securely without sharing data on the internet.
瑞芯微上月公布，上半年营业收入同比增长 40% 至 28.8 亿元 ($4.28 亿元),，剔除一次性项目的净利润大幅增长超过 60%。
Rockchip last month reported a 40% year-on-year increase in operating revenue in the first half of the year to 2.88 billion yuan ($428 million), while net profit excluding one-time items surged by more than 60%.
1.76 磅 (800g) Microduck 既是一款互动消费玩具，也是一个开发平台。使用开源软件,，据说它可以从虚拟模拟和目标驱动的方向中学习。
The 1.76 pound (800g) Microduck is both an interactive consumer toy and a development platform. Using open-source software, it can supposedly learn from virtual simulations and goal-driven directions.
该产品是法国初创公司 Pollen Robotics, 的第二款机器人，该公司去年被 Hugging Face 收购。 Hugging Face 和 Pollen Robotics, 去年春天推出的第一款机器人, 销量超过 10,000 台, Pollen Robotics 表示。
The product is the second robot from France-based startup Pollen Robotics, which was acquired by Hugging Face last year. The first robot by Hugging Face and Pollen Robotics, launched last spring, sold more than 10,000 units, Pollen Robotics said.
该机器人公司的一位代表表示，它在 Microduck 中使用 Rockchip 是因为"其板载 1 TOPS NPU。" TOPS, 或每秒万亿次运算, 是 AI 计算性能的衡量标准。 Nvidia的 即将推出的 Jetson Orin Nano 2 机器人芯片声称计算能力为 78 TOPS。
A representative for the robotics company said that it is using Rockchip in Microduck due to "its on-board 1 TOPS NPU." TOPS, or tera operations per second, is a measure of AI computing performance. Nvidia的 forthcoming Jetson Orin Nano 2 robotics chip claims compute power of 78 TOPS.
就在 Microduck的 发布, 之前，The Information 报道称 Nvidia 已同意以 24129 亿美元收购 Hugging Face。两家公司均未回应置评请求。
Just before Microduck的 release, The Information reported that Nvidia had agreed to buy Hugging Face for $12.9 billion. Neither company responded to a request for comment.
Hugging Face 联合创始人托马斯·沃尔夫 (Thomas Wolf) 周一在社交媒体帖子中表示，人们开始监控 Microduck 供应链,，因为该公司看到订单激增。
Hugging Face co-founder Thomas Wolf said in a social media post Monday that people were starting to monitor the Microduck supply chain, as the company sees a strong rush for orders.
其他公司正在以高端消费价格推出类似的个人机器人。
Other companies are rolling out similar personal robots at premium-end consumer prices.
初创公司Zeroth今年夏天推出了一款儿童大小的人形机器人，售价8,888元，号称提供类似的虚拟仿真学习功能。它在中国京东上列出了 247 个预订单。该公司计划于周三公布其开源机器人系统。
Startup Zeroth this summer launched a child-sized humanoid robot for 8,888 yuan that claims to offer similar virtual simulation learning capabilities. It lists 247 pre-orders on JD.com in China. The company plans to reveal its open source robotics system on Wednesday.
与此同时，Mondo Robotics 的 Wall-E 型摄影师机器人在 9 月 6 日截止日期之前，在 Kickstarter 上筹集的资金是其最初目标 $50,000 的 80 多倍。设备,（类似于带轮子的 GoPro,）的早鸟价为 $549,，预计于 10 月份开始发货。
Meanwhile a Wall-E-type cameraman robot from Mondo Robotics has raised more than 80 times its initial goal of $50,000 on Kickstarter ahead of the Sept. 6 deadline. Early bird prices for the device, which resembles a GoPro on wheels, start at $549, with shipping scheduled to begin in October.
—CNBC的 April Roach 和 Kai Nicol-Schwarz 对本报告做出了贡献。
—CNBC的 April Roach and Kai Nicol-Schwarz contributed to this report.
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