Orbbec (SH:688322) Mei Ri Jing Ji Xin Wen·2025-08-28 13:21Core Viewpoint - The article highlights the significant growth and achievements of the company, Orbbec, in the 3D vision technology sector, marking its first half-year profitability and showcasing its strategic focus on innovation and market demand [1][2]. Company Performance - In the first half of the year, Orbbec achieved a record revenue of 4.35 billion yuan, marking its first half-year profit with a net profit of 60.19 million yuan [2]. - The company has invested over 2 billion yuan in research and development since 2019, leading to its industry-leading position in 3D vision technology [5]. Market Strategy - Orbbec's success is attributed to its dual focus on comprehensive technology research and development, as well as targeting essential market needs for scaling technology applications [5]. - The company has expanded its AIoT business revenue from 96 million yuan in 2022 to 298 million yuan in 2024, indicating strong growth in downstream applications [5]. Product Development - Orbbec has developed various visual perception products for different types of robots, successfully exporting to nearly 100 countries and regions [6]. - The company aims to establish itself as a "robot and AI vision industry platform," focusing on modular and standardized solutions for the robotics sector [7][8]. Industry Position - Orbbec holds over 70% market share in the 3D vision sensor field for service robots in China, positioning itself as a key player in the industry [7]. - The company is addressing three major challenges in 3D vision technology: enhancing adaptability to dynamic scenes, developing customized algorithms, and strengthening integration with AI models [8]. Location Advantage - The choice of Shenzhen as the base for operations is highlighted as strategic due to its proximity to customers, a complete industrial ecosystem, and a vibrant entrepreneurial environment [9][10]. - Shenzhen's robust electronic and semiconductor industries provide a strong foundation for collaboration, essential for the development of 3D vision technology [10]. Future Outlook - The founder of Orbbec believes that the future of humanoid robots lies in China, particularly in the Greater Bay Area, which is becoming a core battlefield for global robotics competition [11].