Core Viewpoint - The company is a leading provider of machine vision depth camera system solutions in China, with a strong focus on 3D ToF (Time of Flight) technology, and aims to enhance its presence in the robotics sector through innovative product offerings [1] Group 1: Company Overview - The company has established a comprehensive 3D visual perception technology system, leveraging years of expertise in core technologies such as optoelectronic components, optical design, depth algorithms, and advanced manufacturing [1] - It has developed vertical integration capabilities from chip-level components to module manufacturing and system integration, enabling large-scale commercial applications in various fields including smartphones, smart cars, service robots, AR/VR, and IoT [1] Group 2: Robotics Sector - The company's products are primarily used in cleaning robots and service robots, with its microelectronics team entering the robotics field in 2019 [1] - In 2024, the company plans to launch a dual-light source ToF patented architecture solution that offers advantages such as obstacle avoidance and positioning navigation technology, a detection range of 10 meters, low power consumption, high sampling rate, and low computational requirements [1] - The company aims to continue deepening its focus on the robotics sector, investing in research and development to provide cost-effective and high-performance smart product solutions to support industry upgrades [1] Group 3: Partnerships and Client Relationships - The company has established long-term and stable collaborative relationships with numerous brand clients, indicating a strong market presence and reliability in its offerings [1]

欧菲光自研机电一体化全自动锁体，做到在满足一线头部品牌高性能、强稳定性的同时，很好地控制成 本，极大地推动智能门锁从半自动 机械 锁向全自动机电一体化智能锁的升级，从技术上给智能门锁赛 道带来更大的想象空间。 欧菲光还结合自身的光学产业 优势资源 ，不断发力3D感测及视觉方案，研发了包括ToF方案、结构 光、双目摄像头（双IR）、人脸&猫眼二合一等多种差异化视觉方案。2022年，公司发布首款VGA ToF 人脸识别 方案。该方案软、硬件均为公司自主研发，硬件采用了欧菲光自主研发的VGA分辨率ToF摄 像头模组，其投射点云数量高达30万，确保了欧菲光此款方案在安全系数方面实现关键突破，达到银联 金融级别的安全等级，并在行业头部客户率先量产。 欧菲光并没有局限于智能门锁单一零部件的研发制造，而是以指纹识别、3D感测及视觉方案为核心支 撑，通过自研加策略合作的方式，同时整合集团自身优势产业链，从指纹模组、3D Sensor、猫眼、锁 控板到ID/CMF、整锁设计上提供一站式服务，赋能智能门锁整机业务，打造整机研发设计和生产制 造。公司通过高质量的产品、定制化的服务和持续的技术支持，成功突破智能门锁行业头部客户。 随 ...

Group 1: Market Overview - The demand for robotic vacuum cleaners is continuously growing, with a projected sales revenue of 42.3 billion yuan in China's cleaning appliance industry for 2024, representing a year-on-year increase of 24.4% [1] - The sales revenue for robotic vacuum cleaners specifically is expected to reach 19.4 billion yuan in 2024, showing a significant year-on-year growth of 41.1% [1] - Globally, the shipment volume of smart robotic vacuum cleaners reached 5.014 million units in Q3 2024, marking an 11.1% year-on-year increase [1] Group 2: Company Performance - Stone Technology has increased its market share to 16.4%, ranking first globally for two consecutive quarters, with notable growth in North America and Asia-Pacific markets [1] - Xiaomi holds a global market share of 10.3%, ranking fourth, focusing on mid-range product upgrades in the European market [1] - Chasing has a market share of 7.6%, ranking fifth, with a year-on-year shipment increase of 39.7%, particularly excelling in the high-end market [1] Group 3: Technological Advancements - O-Film has extended its technology advantages in optics and optoelectronics into the robotics sector, launching a dual-source ToF (Time of Flight) patented architecture for obstacle avoidance and navigation [2] - The new 3D-ToF dual-source technology, developed in collaboration with Stone Technology and others, allows for enhanced spatial awareness and navigation capabilities in robotic vacuum cleaners [2][3] - O-Film is currently the only manufacturer capable of mass-producing dual-source ToF modules, which are applicable in various robotic and sensing scenarios [3] Group 4: Future Outlook - The integration of AI, IoT, and 5G technologies with robotics is expected to enhance the intelligence, flexibility, and efficiency of robots, contributing to the continuous expansion of the global robotics market [4] - O-Film aims to deepen its focus on the robotics sector, providing comprehensive machine vision solutions and continuously innovating to offer high-performance smart products [4]