Orbbec (SH:688322) Zheng Quan Shi Bao Wang·2025-10-21 03:01Group 1 - The report by Interact Analysis indicates that Orbbec (688322) holds the leading position in the South Korean commercial and industrial mobile robot 3D vision market, with a market share of approximately 72% [2][3] - South Korea is recognized as one of the most automated markets globally, with the overall market size for commercial and industrial mobile robots projected to reach about 300 billion KRW (approximately 1.5 billion RMB) by 2024 [2] - The majority of mobile robots in South Korea utilize cameras for obstacle recognition, with 3D cameras providing depth information to enhance obstacle avoidance capabilities and ensure safety in human-robot collaboration [2] Group 2 - Orbbec is noted as one of the few companies globally that has comprehensively developed six major 3D vision perception technology routes, serving over 3,000 global clients, including major companies like Microsoft and NVIDIA [3] - In the industrial mobile robot 3D vision sector in South Korea, Orbbec leads with a market share of 46%, while RealSense follows with 32% [3] - In the commercial mobile robot market, Orbbec's dominance is even more pronounced, with a market share of 74%, and Chinese manufacturers account for 65% of the shipment volume in this sector [3] Group 3 - According to research from Zheshang Securities, 3D vision technology is essential for humanoid robots, carrying 80% of the information acquisition needed for "embodied intelligence" [4] - The demand for 3D vision sensors and solutions is expected to grow rapidly as humanoid robots enter an expansion phase in the industry [4]