Core Insights - CreateAI has officially launched its motion capture base in Beijing, which is the largest in Asia and features 130 advanced devices, marking a significant development in the motion capture industry in China [1][2] - The transition from autonomous driving to content creation reflects a strategic pivot for CreateAI, which aims to leverage its technological expertise in AI for the film and gaming sectors [4][5] - The motion capture base addresses the resource shortage in Northern China, enhancing the capabilities for high-quality motion capture in various applications, including film, gaming, and digital heritage [2][3] Company Overview - CreateAI, previously known as TuSimple, rebranded in December 2024 to focus on generative AI technologies, particularly in animation and gaming content [4][5] - The company has retained most of its core team during the transition, with a new focus on building a robust ecosystem for two-dimensional content [5] - CreateAI's product, Animon.ai, has gained popularity in Japan, showcasing the potential of AI in lowering the barriers for animation creation [5] Industry Context - The motion capture technology has become a standard in commercial gaming and is increasingly utilized in the cultural and entertainment industries [2] - The new base supports advanced features such as sub-millimeter capture accuracy and simultaneous multi-person tracking, which significantly reduces production cycles [2] - AI's role in film and game production is evolving from a supportive tool to a core component, enhancing efficiency and creativity in the industry [6]

中新网北京8月7日电今天，位于北京市怀柔区杨宋镇的CreateAI动作捕捉基地(以下简称"基地")正式投 用，标志着中国影都影视行业数智化发展迈出重要一步。作为目前亚洲最大动捕中心，基地拥有 2000m²专业场地，130台顶尖设备，在国内动作捕捉领域具备全流程技术领先优势。 动作捕捉技术是一种借助先进设备，精准记录演员动作并将其转化为数字模型动画的技术，在影视、游 戏等领域应用广泛。 在基地可以看到，130台2620万像素的红外相机组成矩阵，犹如科幻电影中的未来装置，以"亚毫米"级 精度捕捉着演员的每一个细微动作。"我们的系统支持10人以上同时捕捉，包括手指关节和面部微表 情，这样能大幅缩短作品的制作周期。"动捕技术总监王祎边展示着高精度手指捕捉手套边说。 "除此之外，基地还配备多套先进系统。实时预演系统能实现从动捕数据到电影预演的全流程同步，拍 摄棚内的动作数据通过万兆网络传输至预演工作台，导演可以实时察看虚拟角色在数字场景中的动态表 现，可以称得上'所见即所得'。"王祎介绍。 除了庞大的硬件规模和尖端的技术配置，基地还提供全链条服务，内设化妆间、道具库房等形成一站式 制作空间，打造覆盖影视、3A游戏、虚拟 ...

Group 1: AI and Spatial Computing Business - The company focuses on AI and spatial computing, leveraging global leading optical motion capture technology for product development and sales, applicable in various fields such as film, robotics, healthcare, sports, and industrial simulation [1] - In 2024, the company entered the embodied intelligence sector, emphasizing "data, services, algorithms, and hardware" as core capabilities, and established a joint laboratory with industry partners [2] Group 2: Data and Service Capabilities - The company has a rich accumulation of motion data and can continuously generate new data based on motion capture technology, creating high-quality, high-precision robot motion datasets [2] - Services have expanded from hardware provision to include data collection, robot training services, and simulation training, tailored to customer needs [2] Group 3: Investor Questions and Responses - The company offers comprehensive solutions, including hardware, software, and data services, based on varying customer requirements [3] - A high-quality motion database is available, allowing robot manufacturers to extract data directly, with ongoing data collection based on specific needs [3] - The amount of data required for training robots varies; for example, training a robot to run may require around 100 effective data points, while more complex actions necessitate more data [4] Group 4: Data Processing and Technology - Data collected from motion capture must be cleaned to eliminate noise and distortion before being optimized for robot use [5] - The company employs various technical routes, including optical, inertial, and hybrid systems, with optical technology currently deemed the most precise for robot training [5]

Business Overview - The company has three main business segments, with the LED smart display segment accounting for over 85% of revenue [2] - The cultural tourism night tour segment previously contributed nearly 30% to revenue but has decreased to less than 10% since 2018 due to policy adjustments [2] - The virtual reality segment, established after acquiring NP in 2017, has maintained a leading position in optical motion capture technology [2] Revenue Distribution - As of 2024, overseas display business accounts for 45.64% of the LED smart display segment, aligning with the company's goal of balanced domestic and international development [2] - The Asia, Africa, and Latin America markets have seen a revenue increase of nearly 40%, with their contribution to overseas smart display revenue rising to 34% in 2024 [3] Sales Strategy - The company employs a dual sales model: direct sales with a team of approximately 300-400 people and channel sales through partners [2] - A "direct-channel integration" strategy has been adopted to enhance market penetration and customer engagement [2] AI and Spatial Computing Segment - The AI and spatial computing segment focuses on optical motion capture technology, with applications in various fields including film, gaming, and industrial inspection [4][5] - The company has developed multiple advanced technologies, including Lydia motion model and LydCap markerless motion capture [6] Future Plans - The company aims to enhance its product offerings, including Hi-Micro and quantum dot technologies, and expand its rental and outdoor screen product lines [12] - Plans for increased system integration and a shift towards becoming a comprehensive service provider for display product applications are underway [12] - The company is also venturing into the consumer market with AI+AR glasses and AI toys, with mass production planning in progress [12]

Summary of Motion Capture Technology in Robotics Industry Overview - The motion capture technology is divided into two main categories: inertial and optical systems. Inertial systems are portable but susceptible to interference, while optical systems offer high precision but come with higher costs [2][4][5]. Key Points and Arguments - **Inertial Motion Capture**: - Utilizes multi-axis sensors (e.g., nine-axis or twelve-axis) to collect motion data. It is portable and easy to operate, but suffers from cumulative errors and interference from magnetic fields [4][5][8]. - Data accuracy can be compromised in environments with Bluetooth or WiFi interference, leading to pose estimation errors and data loss [5][9]. - **Optical Motion Capture**: - Achieves sub-millimeter precision and is not affected by magnetic fields, making it suitable for high-precision applications. However, it requires a controlled environment and is sensitive to physical vibrations and lighting conditions [2][7][8]. - The cost of optical systems can be significant, with setups costing around 300,000 to 400,000 RMB [4]. - **Market Segmentation**: - The motion capture market is segmented into three tiers: - High-end market dominated by Yobeat and OptiTrack, serving major clients like Tencent and Alibaba. - Mid-tier market catering to general industrial applications and research institutions. - Niche market served by smaller companies providing specialized solutions [2][10][12]. - **Data Quality and Processing**: - Optical motion capture systems yield high data quality with an output rate of 98%-99%, while inertial systems have a slightly lower output rate of 90%-95%. Optical data often requires further processing, while robotic motion capture data is generally more straightforward [18][24]. - **Application Trends**: - The application of motion capture technology in robotics is expanding, particularly in embodied intelligence and model training. Leading companies in China are actively developing motion capture algorithms for humanoid robots [3][19][20]. Additional Important Insights - **Industry Competition**: - The competitive landscape is characterized by established players like Yobeat and OptiTrack, which have a strong presence in high-end markets, while newer entrants are gradually capturing mid-tier segments [10][13]. - **Commercial Models**: - Companies are encouraged to establish dedicated motion capture environments to enhance data collection efficiency and client satisfaction, which in turn improves profitability [14][15]. - **Future Trends**: - Data collection will become increasingly essential in robotics development, driven by the need for extensive motion data to train models effectively. This trend is expected to support the growth of the industry [21][22]. - **Optical vs. Inertial Systems**: - The future of motion capture in China is likely to remain dominated by optical systems due to their superior accuracy and lower operational costs compared to inertial systems [23][24]. This summary encapsulates the critical aspects of motion capture technology in the robotics sector, highlighting its current state, competitive dynamics, and future trends.