机器视觉市场持续稳步增长，欧菲光持续布局把握发展机遇

Industry Overview - The Chinese machine vision market is experiencing steady growth, with a projected sales increase of 9.2% in 2024, up 0.6 percentage points from 2023, driven by the rapid development of downstream industries such as electronics, lithium batteries, and glass [1] - The government's support for the manufacturing sector's shift towards intelligence and automation is evident, with initiatives like the "Artificial Intelligence +" action and the "5G + Industrial Internet" plan promoting machine vision applications [1] Future Projections - From 2025 to 2027, the Chinese machine vision industry is expected to grow significantly, with revenues projected to rise from 39.54 billion yuan in 2025 to 58.08 billion yuan in 2027, reflecting an average annual growth rate of 21.2%, surpassing the growth rates of the past three years [2] Company Insights - O-Film has established itself as a leading provider of machine vision depth camera system solutions in China, developing a comprehensive 3D vision perception technology system, particularly strong in 3D Time-of-Flight (ToF) technology [2] - The company has built vertical integration capabilities from chip-level components to system integration, with successful commercial applications in smartphones, smart vehicles, service robots, AR/VR, and IoT [2] Product Developments - In the mobile sector, O-Film's ToF front-facing facial recognition module maintains a leading market share among Android devices [3] - In the automotive sector, the company's ToF Driver Monitoring System (DMS) solution has become a sole supplier for several major domestic car manufacturers, and its RGBD multi-modal fusion perception solution has achieved automotive-grade certification [3] - O-Film's innovative dual TX solution for robotic vacuum cleaners enhances navigation and obstacle avoidance while reducing the overall height of the device [3] Strategic Direction - Machine vision is positioned as a core technology at the intersection of artificial intelligence and industrial automation, with expanding market size and application scenarios [4] - O-Film plans to continue its focus on the machine vision sector, developing various industrial camera products and providing customized services, aiming to become a full-stack solution provider in the machine vision field [4]