近亿元B轮融资！这家六维力传感器企业连续三年收入翻倍！产品市占率达70%

Core Viewpoint - Blue Dot Touch (Beijing) Technology Co., Ltd. has recently completed nearly 100 million RMB in Series B financing, aiming to enhance R&D investment and expand its team to meet the demand for small-sized, high-precision, and high-bandwidth sensors in humanoid robots [1][3]. Company Overview - The company was founded in April 2019 by Liu Wuyue, a graduate of Northwestern Polytechnical University, and has received angel investment from the Zhiyou Jinmiao Fund in May 2020 [1]. - The core team primarily comes from prestigious research institutions such as the University of Science and Technology of China and the China Academy of Aerospace Technology [2]. Market Position - Blue Dot Touch holds over 70% market share in humanoid robot six-dimensional force sensors and 95% in robot joint force sensors, serving major clients like Xiaomi and UBTECH [2][9]. - The company has successfully positioned itself in the first tier of six-dimensional force sensors, competing directly with foreign brands like ATI [3]. Industry Trends - The humanoid robot market is experiencing a significant surge, with an expected shipment of approximately 2,000 units in China in 2024, surpassing industry expectations [5]. - The transition from prototype to mass production in humanoid robots is underway, with predictions of shipments reaching between 5,000 to 10,000 units by 2025 [5]. Product Development - Blue Dot Touch's sensors are critical components in humanoid robots, with each robot requiring four six-dimensional force sensors and 28 joint torque sensors, which account for 15% of the total BOM cost [7]. - The company has developed several flagship sensor modules, including six-dimensional force sensors and joint torque sensors, which have received positive feedback from clients [8][11]. Future Outlook - Liu Wuyue anticipates explosive growth in the humanoid robot force sensor market, projecting it to reach a scale of 100 billion RMB globally, with China's development pace outpacing that of foreign markets [13]. - The company plans to apply for an IPO on the Sci-Tech Innovation Board around 2028, reflecting its confidence in the rapidly growing market and its doubling revenue each year [15].