红杉中国加码机器人

Core Insights - Blue Dot Touch (Beijing) Technology Co., Ltd., a leader in six-dimensional force sensors, has completed a Series C financing round exceeding 100 million RMB, led by Sequoia China, just three months after its previous funding round [1] - The company aims to accelerate core technology iteration, capacity expansion, and global layout to contribute to China's humanoid robot industry [1] Company Overview - Blue Dot Touch focuses on force control technology, achieving international leading standards with its products, which feature 0.1% FS high precision and 10 kHz high-frequency response [3] - The company has a domestic market share of 80% for six-dimensional force sensors in humanoid robots and over 95% for joint torque sensors, serving major clients like Xiaomi and UBTECH [3] Market Dynamics - The humanoid robot industry is experiencing explosive growth in orders, with a 200% increase in demand for core components since 2025 [5] - Blue Dot Touch is expanding its production capacity with a new 10,000 square meter facility and an automated production line designed to produce 1 million joint force sensors and 200,000 six-dimensional force sensors annually [5] Strategic Direction - The company has outlined a dual strategy of "technology iteration + global expansion" to solidify its domestic market position and compete globally [6] - The recent financing will be allocated to developing next-generation lightweight and highly integrated sensing solutions, expanding production capacity, and increasing efforts in overseas market penetration [6] Competitive Positioning - Blue Dot Touch leverages its aerospace-grade technology and domestic cost advantages to compete with international brands in the European market [7] - The company aims to become the "core perception foundation" of China's humanoid robot industry, transitioning from a follower to a leader in global competition [7]