美芯晟：正积极推进多点ToF及3D ToF技术研发

Core Insights - Meixinsheng (688458.SH) has made significant advancements in the field of robotics and intelligent sensing, particularly with its DToF (Direct Time of Flight) optical sensing solutions, which are now in mass production for applications like robotic vacuum cleaners [1][3] Group 1: Technological Developments - The company is actively advancing multi-point ToF and 3D ToF technology to enhance three-dimensional mapping and complex scene perception, enabling robots to better recognize environmental structures and navigate multi-obstacle scenarios [3] - Meixinsheng aims to develop a comprehensive intelligent sensor solution by integrating optical sensing with other types of sensors, such as magnetic sensors for motion control systems [3] Group 2: AI and Market Applications - The optical sensors can provide environmental perception and interaction capabilities for end devices, enhancing their intelligent responses to external environments, with current products already integrated into AR/AI glasses for functions like wear detection and gesture recognition [3] - The company plans to focus on intelligent perception and human-machine interaction, continuously enriching optical and multi-sensor fusion solutions to meet the demand for low-power, high-precision, and miniaturized sensors in robotics and AIoT devices [4] Group 3: Market Outlook - The intelligent sensor market is expected to grow significantly with the acceleration of emerging applications like service robots and AR/VR, although it faces challenges such as rapid technological iteration and increasing competition [4]