One-line positioning: China's 3D-vision sensing leader — from body-interaction cameras to robot eyes, holding a leading share of 3D vision in service robots.
Key facts: Founded 2013 by Huang Yuanhao, Shenzhen. STAR Market listing 2022 (688322). Three segments: robot 3D vision, consumer electronics (face payment/3D scanning), automotive. Public financials.
Products & tech: Structured light (Astra), iToF/dToF (Femto), stereo (Gemini) — spanning all major 3D routes with mass-production experience; robot perception via depth camera + algorithm SDK.
Market position: Leading 3D-vision supplier for Chinese service robots; localization and cost advantages versus Intel RealSense's retrenchment. Investor view: a volume business — value tracks robot shipment growth; risks are customer concentration and price competition.
