智能家居市场将成万亿风口 欧菲光持续创新技术把握市场机遇

Industry Overview - The smart home market in China has grown to 755.81 billion yuan in 2023 and is projected to reach 876.74 billion yuan in 2024, with expectations to exceed 1 trillion yuan by 2025, indicating a significant growth opportunity in the sector [1] - The market is driven by increasing consumer acceptance, rising demand, and strong governmental support, including policies promoting the interconnectivity of smart home devices and the establishment of a standard system [1] Company Positioning - O-Film, a leading company in the optical industry, has leveraged its 20 years of technical expertise to deeply engage in the smart home sector, particularly in smart lock fingerprint recognition technologies [2] - The company has developed various proprietary technologies, including capacitive, optical, and ultrasonic fingerprint recognition, and is advancing towards a five-in-one solution for smart locks [2] Product Development - O-Film has created a fully automated electromechanical lock body that meets high-performance standards while controlling costs, facilitating the transition from semi-automatic mechanical locks to fully automated smart locks [2] - The company has also developed a range of differentiated visual solutions, including ToF, structured light, and dual-camera systems, enhancing its product offerings in the smart home market [3] Market Expansion - O-Film is not limited to smart locks but is also expanding into the robotics sector, having introduced ToF obstacle avoidance modules for robotic applications, with plans to launch a dual-light source ToF patented architecture in 2024 [3][4] - The company aims to provide comprehensive solutions in robot perception technology, focusing on various types of robots, including cleaning, delivery, and commercial service robots [4] Future Outlook - The global smart home market is expected to reach approximately 154.4 billion USD by 2028, with a compound annual growth rate of 67% from 2024 to 2028, presenting significant growth potential for O-Film [4] - O-Film plans to enhance its product development in new technology areas, aiming to increase revenue contributions from sectors such as smart locks, action cameras, industrial and medical applications, and VR/AR technologies [4]