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奧比中光(688322.SH):智能機器人是具身智能最直接的落地應用

格隆匯5月31日丨奧比中光(688322.SH)於2023年5月接受機構調研、現場參觀或參加券商策略會、路演活動等等,交流環節中,就“請問公司如何看待具身智能,具身智能機器人使用的視覺系統與工業機器的視覺系統有什麼區別?”,公司回覆稱,具身智能(Embodied AI)是能理解、推理、並與物理世界互動的智能系統。搭載具身智能技術的“智能體”則具備自主決策和行動能力的機器智能,它可以像人類一樣感知和理解環境,通過自主學習和適應性行為來完成任務,而智能機器人是具身智能最直接的落地應用。

具身智能機器人所使用的視覺系統是指將激光光源、光學透鏡、圖像傳感器芯片、算法引擎芯片、應用軟件等集成到一個微型傳感器模組中,其實質是高性能、低成本、小體積、高度集成化的嵌入式相機。

工業機器的視覺系統是由光源、相機、鏡頭以及圖像採集卡等體積龐大的單個部件組成,更適合工業產線的視覺應用,難以嵌入至“具身智能機器人”中。

機器人業務方向是公司近年來及未來重點佈局和發展的重要戰略方向之一,移動機器人實現定位、導航、避障和識別等,離不開激光雷達和3D視覺傳感器。公司已針對服務機器人、工業機器人、掃地機器人、機械臂等不同種類機器人推出了視覺感知方案,提供單目結構光、雙目結構光、激光雷達、iToF全技術路線3D視覺傳感器,為移動機器人行業提供全套視覺感知解決方案。

目前公司機器人相關業務佔公司總體收入比例不是很高,且未來相關業務開展尚存在不確定性,敬請投資者注意投資風險,理性投資。

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