Orbbec (SH:688322) Ju Chao Zi Xun·2025-11-15 07:24Core Insights - The company, Orbbec, has developed 3D visual perception technology that accurately captures three-dimensional spatial information, integrating self-developed algorithms to empower various AI smart terminals with environmental perception, intelligent interaction, and dynamic navigation capabilities [1] - Orbbec's main business includes the design, research and development, production, and sales of 3D visual perception products, with key products such as 3D visual sensors and both consumer and industrial application devices [4] - The company has established a comprehensive 3D visual perception technology system that integrates multiple complex interdisciplinary technologies, covering six major fields including structured light, iToF, dToF, stereo vision, Lidar, and industrial 3D measurement [5] Technology Development - Orbbec is one of the few companies in China that has systematically developed 3D visual perception technology and has successfully industrialized a series of deep engine digital chips and various dedicated photonic analog chips [5] - The company initiated its self-developed chip research and development plan in its second year, having completed over 10 chip tape-outs, including iToF, dToF photonic chips, and dedicated ASIC computing chips [5][6] - Orbbec emphasizes the establishment of a complete technological closed loop from underlying chip architecture, core algorithm development, integrated optical-mechanical engines to upper-layer application solutions, achieving domestic adaptation in key supply chain links [6]