0108机构调研

Company and Industry Summary Company Overview - The company, 奥比中光, specializes in the design, research and development, production, and sales of 3D visual perception products, including 3D visual sensors and both consumer and industrial application devices [1][2]. Industry Insights - The humanoid robot market is projected to grow from $1.8 billion in 2023 to $13.8 billion by 2028, with a compound annual growth rate (CAGR) of 50.2% [2]. - The company's 3D visual perception products are a crucial component in the "perception, decision-making, execution" chain of humanoid robots, positioning the company to benefit from the growth in this sector [2]. Core Points and Arguments - The company has developed a comprehensive range of 3D visual perception solutions tailored for various types of robots, ensuring its products stand out in a competitive market [2]. - The company offers a full technical route for 3D visual sensors, including structured light, iToF, and LiDAR technologies, specifically targeting downstream applications in humanoid robots [2]. - In August 2023, the company successfully launched the PerseeN1 3D development kit in collaboration with NVIDIA, which can be applied in mobile perception, obstacle recognition, volume measurement, and gesture interaction [2]. - The partnership with NVIDIA positions the company as a key player in the global digital ecosystem, facilitating further innovation and industrialization in robotics and the metaverse [2]. Important but Overlooked Content - The company emphasizes its integrated research and production capabilities in 3D visual perception technology, which supports the continuous development of new product series in various markets, including biometrics, robotics, AloT, and 3D scanning [1]. - The company is building a "full-stack technical research and development capability + full-field technical route layout" for its 3D visual perception technology system, indicating a robust strategic approach to innovation [1].