GuShiio.com ① The agency pointed out that the development of humanoid robots is currently accelerating, and domestic and foreign manufacturers are engaged in an arms race. As an indispensable component of humanoid robots, sensors are expected to see rapid growth in demand.
② Zheshang Securities pointed out that robot vision carries 80% of information acquisition. Currently, domestic and foreign leaders use 3D visual perception technology to empower humanoid robots.
The agency pointed out that the development of humanoid robots is currently accelerating, and domestic and foreign manufacturers are engaged in an arms race. As an indispensable component of humanoid robots, sensors are expected to see rapid growth in demand. 3D vision sensors have many advantages such as high accuracy, large amount of information, and high integration. They are suitable for complex and precise recognition and are expected to become the mainstream solution for humanoid robots in the future.
3D visual perception technology is an important part of the true reproduction of the 3D physical world and the “perception-decision-execution” chain of various types of robots. Zheshang Securities pointed out that robot vision carries 80% of information acquisition. Currently, domestic and foreign leaders use 3D visual perception technology to empower humanoid robots. It is expected that the demand for humanoid robot 3D vision sensors will increase rapidly with the mass production of humanoid robots, and the potential market space is expected to increase from 140 million yuan in 2025 to 9.15 billion yuan in 2030, CAGR=132%. Moreover, the 3D vision industry is highly concentrated and is one of the best competitive tracks in the humanoid robot industry chain.
According to the Cailian theme library, among the relevant listed companies:
Obi zhongguangRelying on the integrated scientific research and production capabilities and innovation platform of 3D visual perception, we have continuously incubated and expanded new 3D visual perception product series, and have achieved many representative commercial applications in the markets of biometrics, robotics, AIoT, and 3D scanning.
crystal OptoelectronicsIt is a component supplier for upstream optical imaging and semiconductor optical products, which may be used as a vision port in fields such as drones or robots.
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