Core Insights - Blue Dot Touch (Beijing) Technology Co., Ltd., a leader in six-dimensional force sensors, has completed a C-round financing exceeding 100 million RMB, led by Sequoia China, just three months after its previous funding round [2] - The domestic market for six-dimensional force sensors has a localization rate of only 27%, indicating a significant opportunity for growth in the Chinese market [2] - The company has achieved a sales revenue doubling for three consecutive years, with an 80% market share in domestic humanoid robot shipments and over 95% in joint torque sensors [2] Industry Growth - Since 2025, the humanoid robot industry has experienced explosive growth in orders, with a 200% increase in demand for core components [3] - Blue Dot Touch is expanding its production capacity by establishing a new 10,000 square meter facility in Guangdong, which includes the first fully automated production line for robot force sensors in China [3] - The new production line is designed to achieve an annual capacity of 1 million joint torque sensors and 200,000 end six-dimensional force sensors, increasing overall capacity by 3 to 4 times to meet the rising demand for humanoid robots [3] Future Plans - The recent financing will be allocated towards three main areas: developing the next generation of lightweight and highly integrated sensing solutions for various applications, expanding production capacity to ensure stable supply of core components, and increasing efforts to penetrate overseas markets [3]

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]