奧比中光(688322.SH)：3D視覺感知已逐漸步入大規模產業化前的重要發展階段
格隆匯11月30日丨奧比中光(688322.SH)接受特定對象調研時表示，3D視覺感知已逐漸步入大規模產業化前的重要發展階段，擁有諸多潛在的細分應用場景領域和需求增長爆發點，行業面臨良好市場機遇。公司依託3D視覺感知一體化科研生產能力和創新平台，不斷孵化、拓展新的3D視覺感知產品系列。今年以來，公司不斷推出適配各類應用場景的新產品和新技術，具體包括Femto系列、Persee系列、Gemini系列、Dabai系列等，主要如下：
(1)Femto系列
今年年初，公司與微軟、英偉達共同推出可廣泛應用於物流、機械臂、製造、零售、醫療保健和運動健身等場景的新一代iToF相機Femto Mega。隨後公司與微軟合作推出了Femto系列的另兩款新品：其中，Femto Bolt可適用於物流、機器人、製造、零售、醫療保健和健身行業等各類領域，Femto Mega I可適用於倉儲物流拆垛碼垛、生產產線上下料、大件物品的尺寸或體積測量等工業場景。
(2)Persee系列
今年已推出的Persee N1，是公司與英偉達合作開發的3D開發套件。該產品不僅為用户提供了一體式產品形態，還支持根據用户及場景需求進行模塊化適配——根據使用場景選擇匹配的Orbbec 3D相機及所需的NVIDIA算力平台，助力開發者快速搭建3D應用開發及驗證原型。
(3)Gemini系列
公司於今年新推出了Gemini 2、2L和2XL，支持多種實用功能，如高性能慣性傳感、硬件D2C、深度和RGB幀同步以及多機同步等，可廣泛應用於機械臂無序抓取、移動感知、3D人體/物體重建、維度測量、智慧倉儲物流、醫療康復、運動健身、智慧農牧、智慧商超等3D視覺相關應用場景。
(4)DaBai系列
公司新推出的DaBai DCW 2和DaBai Max，支持高能級工作模式，實現高性能和極大視場角，可賦能各類型機器人實現感知、避障、導航等功能。
近年來，公司憑藉出色的產品研發能力、百萬級的產品量產保障及快速的服務響應能力，在下游客户資源方面積累了一批行業龍頭客户並形成了較強的客户粘性，截至目前已服務全球超千家客户及眾多開發者。
未來，公司將持續增強市場開拓力度，深耕行業客户，與合作伙伴共同加速場景落地，重點滿足生物識別、機器人、三維掃描及海內外開發者平台市場需求，把握相關市場的發展機遇，為迎接中長期市場需求爆發奠定堅實基礎。
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