六维力传感器龙头蓝点触控获红杉中国、珠海科技产业集团超亿元C轮投资

Core Insights - Blue Dot Touch Control, a leader in six-dimensional force sensors, has completed a Series C financing round exceeding 100 million RMB, led by Sequoia China and followed by Zhuhai Technology Industry Group [1] - This marks the company's second round of financing in three months, aimed at enhancing product R&D, production capacity, team building, and overseas market expansion [1] Company Overview - Founded in 2019, Blue Dot Touch Control focuses on the R&D and industrialization of intelligent robot force control technology [1] - The company's core products include six-dimensional force sensors and joint torque sensors, which have achieved high precision of 0.1% FS and a high-frequency response of 10 kHz, breaking the long-standing technological monopoly of foreign manufacturers [1][2] - The core team comprises experts from top institutions such as the Aerospace Science and Technology Group and Beihang University, with Professor Wang Tianmiao serving as a board member [1] Market Position and Performance - The company has shipped over 10,000 six-dimensional force sensors, capturing 80% of the domestic humanoid robot market, and over 100,000 joint torque sensors, accounting for over 95% of the domestic total [2] - Blue Dot Touch Control has achieved a doubling of sales revenue for three consecutive years, indicating strong market demand [2] Production and Capacity Expansion - The company is advancing automation in production and standardizing processes, with a new production base in Guangdong covering approximately 10,000 square meters [2] - The newly launched fully automated production line for joint torque sensors is expected to achieve an annual capacity of 1 million units for joint torque sensors and 200,000 units for six-dimensional force sensors, enhancing overall production capacity by 3 to 4 times [2] Industry Trends - The commercialization of humanoid robots is accelerating, with projections indicating that the commercial shipment of humanoid robots in China could rise from about 2,000 units in 2024 to around 10,000 units by 2025 [2] - Force sensors are increasingly recognized as critical components for robots to achieve "tactile" and physical interaction, with a typical humanoid robot requiring multiple sensors, which constitute about 15% of the total BOM cost [2] Strategic Direction - The company aims to introduce next-generation sensing solutions for humanoid robots and significantly expand its overseas market presence [3] - The recent financing round is seen as not just financial support but also a strategic collaboration to accelerate technology iteration and global expansion [3] - Blue Dot Touch Control has established a presence in the European market and leverages its aerospace-grade technology to enhance product development capabilities, with a product iteration cycle of 2 to 3 weeks, faster than international competitors [3]