1223机构调研

Summary of Company and Industry Research Call Company Overview - The company focuses on building a "robotics and AI vision industry platform" in the era of artificial intelligence, emphasizing its role as a leader in 3D visual perception technology [1][4] Core Technology and Products - The company has developed a comprehensive 3D visual perception technology system, with full proprietary intellectual property rights from foundational chips to upper-level algorithms, achieving a leading position in the global 3D vision industry [2][4] - The MX 6800 chip is a structural light depth engine chip that supports various configurations, including "structured light + active/passive stereo," and is integrated into the Gemini 330 series of stereo 3D cameras, demonstrating excellent adaptability in diverse lighting conditions [3] - The company has a dedicated chip team capable of developing both digital and analog chips, having completed five iterations of the MX series structural light depth engine chip [5] Key Products and Applications - The main products include 3D visual sensors, consumer-grade application devices, and industrial-grade application devices, with applications in robotics and other scenarios [4] - The LS635 is a dToF laser radar sensor chip designed using a 3D stacking process, balancing low power consumption, high performance, and minimal area, targeting applications in robotics, drones, and autonomous driving [6] Market Position and Developments - The company has received renewed institutional attention, indicating strong market interest and potential for growth in the 3D visual perception technology sector [4] - The dToF laser radar sensor chip has achieved small batch customer sampling and is currently in the process of adapting specifications and parameters with specific downstream customers before entering large-scale production [6] Risk Considerations - The research content is primarily for business communication between institutions and the listed company, and does not constitute investment research opinions; information should be verified against official company announcements and analyst reports [1][4]