The agency points out that visual information accounts for more than 70% of all perceived information and is the main source of information. Humanoid robots are the ideal final form for the development of embodied intelligence. Large multi-modal models are the key to improving robot perception and interaction, and vision technology is the most important part of robot perception.

Machine vision is a branch of artificial intelligence technology. It usually refers to a comprehensive technology, including image processing, mechanical engineering technology, control, electric light source lighting, optical imaging, sensors, analog and digital video technology, and computer software and hardware. Currently, the artificial intelligence industry has ushered in historic development opportunities for embodied intelligent robots. Multi-modal large model technology is gradually developing and maturing, bringing huge market demand for 3D visual perception products in the field of robotics. Guolian Securities pointed out that as China's manufacturing industry continues to upgrade, it has now become an important market for machine vision. In recent years, the booming development of domestic 3C electronics, automobiles, new energy, express logistics and other industries has boosted the demand for related enterprises to expand production, and demand for machine vision has increased significantly.

According to the Finance Federation's theme library, among the relevant listed companies:

Obi Zhongguang said that the company's 3D vision sensors simulate the function of the human eye. For the robotics industry, the company can provide 3D vision sensors for all technology lines, such as monocular structured light, binocular structured light, iTOF, lidar, and dToF, and provide multi-sensor fusion support.

The AI vision chip developed by Guokewei can be applied to the field of machine vision, and has already implemented other multi-scene edge AI applications on a large scale, such as smart homes, vehicles, smart security, etc.