奧比中光(688322.SH):公司的技術可以應用於手機等智能硬件終端
格隆匯9月18日丨奧比中光(688322.SH)接受特定對象調研時表示,公司的技術可以應用於手機等智能硬件終端。作為行業領先的3D視覺感知整體技術方案提供商,公司廣泛佈局結構光、iToF、雙目、dToF在內的全領域技術路線,並具備底層智能視覺芯片與算法的自研能力及模組方案的規模化量產能力。
2017年蘋果發佈iPhone X,搭載了前置3D結構光視覺傳感器,用於人臉解鎖、人臉支付等功能,給用户帶來更加便捷、安全的體驗。蘋果手機的引領使得3D視覺傳感器在手機領域得以規模化應用,同時也標誌着3D視覺感知技術在消費級領域開始規模化普及。
3D視覺感知技術的加持使智能手機在解鎖、支付、拍照、AR互動、圖片美化、三維空間掃描等功能的用户體驗得以實現和升級。蘋果在iPhone X後續手機系列均搭載了前置結構光3D視覺傳感器,並在iPhone 12 Pro、iPhone13 Pro等同步搭載了基於dToF技術的後置激光雷達。
2018年至今,公司先後為OPPO旗艦手機Find X提供3D結構光技術、為魅族旗艦手機17 Pro提供ToF系統解決方案和為魅族5G旗艦新機18 Pro提供ToF 一站式量產方案等支持。公司將手機、電視等消費電子應用領域作為中長期業務佈局發展,近年來與行業多家品牌廠商保持緊密的技術預研合作,等待市場需求釋放。
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