Orbbec (SH:688322) Zheng Quan Ri Bao Wang·2025-11-13 06:12Core Insights - The future of robotics is projected to see a growth where the number of robots will exceed humans by a factor of thousands or even millions, with a market potential of 10 billion robots by 2050 [1][2] - The company, Orbbec, focuses on building a platform for robotics and AI vision, emphasizing the importance of advanced visual technology to enhance robot intelligence and automation [1][2] Company Overview - Orbbec was founded in 2013 and is characterized as a young company in the sci-tech sector, yet its core team possesses over 20 years of experience in optical technology [1] - The company aims to provide better intelligent, automated, and unmanned solutions for global robotics clients by addressing specific industry pain points [2] Industry Trends - The current wave of embodied intelligence in robotics is considered to be more intense than previous technological advancements such as mechanization, electrification, and digitization [2] - The robotics industry is likened to the internet boom of the early 2000s, with large-scale industrialization on the horizon [2] - A significant technological breakthrough in visual capabilities is anticipated within the next 15 years, which is crucial for robots to surpass human intelligence [2]