Core Insights - The report from Northeast Securities highlights the accelerating demand for sensors driven by the intelligent upgrade of humanoid robots, with the perception subsystem being the core starting point for this growth [1][3] - The current low quality of multimodal data fusion is a significant constraint on the development of humanoid robots, but technological iterations and practical applications are propelling rapid growth in the sensor market [1][2] Sensor Market Growth - The global robot sensor market is experiencing rapid growth, with specific segments like 3D vision, six-dimensional torque sensors, and flexible tactile sensors showing high growth trends [1][3] - The 3D vision perception market was approximately $8.2 billion in 2022, driven by the demand from humanoid robots and autonomous driving [3] - The six-dimensional torque sensor market is projected to reach 14.33 billion yuan by 2030, while the flexible tactile sensor market was around $1.53 billion in 2022, with a future CAGR close to 20% over the next eight years [3] Sensor Types and Applications - Sensors are categorized into internal and external types, with internal sensors providing kinematic and dynamic feedback and external sensors helping robots understand their environment [2] - Key internal sensors include Inertial Measurement Units (IMUs), joint/wheel speed encoders, and force/torque sensors, while external sensors encompass visual imaging devices, various types of radar, tactile sensors, and microphone arrays [2] - The mainstream approaches for multimodal data fusion are classified into three paradigms: data-level (early fusion), feature-level (deep fusion), and decision-level (late fusion) [2] Humanoid Robot Design Considerations - Humanoid robots are complex mechatronic systems, necessitating an integrated design approach that considers mechanical structure, computational systems, and algorithms tailored to specific application scenarios [4]

创业邦100 未来独角兽 FUTURE UNICORNS 这家年轻公司的核心竞争力源于"算法+芯片"的双轮驱动模式。其核心产品是深度学习算法驱动的AI传感 芯片，目前已在OPPO、小米、荣耀等众多品牌的手机上搭载。同时极豪科技还拿到了OPPO旗下巡星资 本的投资，代表了手机主流品牌的高度认可。 极豪科技为什么能突围红海市场，实现这么快的增长速度？ "算法+芯片"，一个全新的市场 要说极豪科技，先得从创始人兼CEO陈可卿说起。 陈可卿1991年出生于浙江绍兴，高中时夺得全国信息学奥林匹克竞赛金牌，被保送至清华大学读计算 机。大二在寻找兼职的实验室研究工作时，学长唐文斌邀请可卿加入了自己创立的旷视科技。 在旷视的八年里，陈可卿深度参与Face++云端视觉平台研发，主导vivo X20、小米6等机型的人脸解锁功 能，更推动OPPO Find X成为安卓阵营首款量产3D结构光技术的手机。"市面上80%安卓机的人脸解锁背 后都有他的影子。"一位前旷视工程师坦言。 છો નૉર્ટ ક્રેસ 作为独角兽的挖掘者、创新的探路者，创业邦连续十六年颁发《创业邦100未来独角兽榜单》，致力 于发掘出一批未来1-3年有望成为独角 ...