3D machine visual manufacturer's scene compete for the battle

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Behind the general application of smart products such as intelligent robots, face -brushing, VR, and unmanned convenience stores, it is inseparable from the support of 3D visual technology. In 2022, machine vision companies have raised financing, which once again aroused the market's high attention to the visual industry of the machine.

Machine vision is a large branch of artificial intelligence, which can be divided into two principles: "vision" and "consciousness". "Vision" is to capture external information, and to display digital signals to the computer through imaging; "consciousness" is a computer processed and analyzed digital signals. Popularly speaking, it is to simulate human visual functions through computers, so that machines can obtain recognition, measurement, and judgment.

With the progress of artificial intelligence technology, the improvement of industry application needs, and machine vision technology is also updated.

In the past, machine vision was mainly based on two -dimensional image analysis and recognition. With 5G, AI and other technologies, the development machine vision was upgraded from two -dimensional (2D) to 3D (3D). 3D machine visual technology embarked on the stage, but 3D visual technology The market penetration rate is low, and the market size is far less than 2D visual technology.

According to GGII (GGII) data from the High Industry Robotics Industry Research Institute (GGII), in 2021, the 2D visual market size was about 10.78 billion yuan, and the 3D visual market was about 1.151 billion yuan. GGII predicts that by 2025, the scale of my country's machine vision market will reach 41.592 billion yuan, of which the size of the 3D machine vision market will reach 10.435 billion yuan.

It can be said that 2D machine visual technology is the mainstream of the present. The 3D machine visual technology is the future trend. The continuous hotness of the 3D machine visual track financing is the external performance of capitals trying to grasp the dividend of the industry 4.0 era.

Frequent financing of machine vision circuit

The digitalization, intelligence, and automation transformation and upgrading of various industries and various industries provides a broad development space for the visual industry of the machine. The potential machine vision manufacturers have begun to be sought after by capital.

In the first half of 2022, the number of investment financing and financing amount of machine vision circuit increased rapidly. High-industry robots are not complete. From January to June 2022, 16 financing incidents occurred in the field of machine vision, of which 7 financing incidents with financing amounts of 100 million yuan and above accounted for 7.

In the second half of 2022, the financing track financing continued in the first half of the year.

On July 25, Large Frame Technology (Suzhou) Co., Ltd., which focused on providing 3D+AI machine visual settings, completed nearly 10 million yuan Pre-A round of financing. The investors in this round are Dongda Capital and Baihu Capital. According to reports, this round of financing will be mainly used to expand production and operation and increase investment in R & D and investment.

On July 22, Lingxi Robotics announced the completion of hundreds of millions of B+financing led by Xicheng Jinrui, which will be mainly used for the research and development of 3D visual software and hardware products, production capacity expansion and market expansion. This is another round of financing that Lingxi Robot has completed after nearly 100 million yuan B -financing led by Oriental Jiafu.

On July 20th, the Bitt Robot announced the completion of a round B financing of 300 million yuan. This round of financing was led by Jingwei Chuang Investment. Tongwei Capital continued to increase, and the capital was involved in the exclusive financial consultant of this round of financing.

The logic of capital investment enterprises is nothing more than. The industry has broad prospects, stable enterprise fundamentals, and good business models. In the context of global artificial intelligence investment cooling, machine visual track financing is also related to the above factors.

Over the time, the country has released many favorable policies to promote the development of the visual industry of the machine. At the same time, the market demand for intelligent and upgrading industrial manufacturing is strong, and the "dual power" of policies and demand has opened the blue ocean of the machine vision market. Secondly, from the above financing messages, it can be found that after the machine vision robot is financing, it is planned to be used for R & D investment and development, and strive to maintain the stability of the fundamentals of the enterprise.

In the context of the high degree of attention of capital and the heating of the track, smart robot startups such as Lingxi Robot and Mecanda Robotic Robot, continuously consolidate technical strength, landed more application scenarios to accelerate the harvest market dividends, new and old players compete with the visual market competition against the visual market market market. More intense.

Lingxi consolidate software and hardware product matrix

The 3D visual industry started late but the growth rate was fast. Lingxi Robotics, as the earliest number of 3D visual manufacturers in China, enjoyed the policy dividend and financing dividends brought about by the market outbreak.

The establishment of Lingxi Robot has obtained 6 rounds of financing for 5 years, providing a solid capital foundation for the R & D, production capacity expansion and market expansion of software and hardware products. Specifically, the financing of 8,000 yuan in 2017, the financing of tens of millions of yuan in 2019, the financing of nearly 100 million yuan (twice) in 2021, the financing of hundreds of millions of yuan in 2022 (twice) ...

If the cause of capital enthusiastic Lingxi robots is to optimize the prospects of the visual industry of the machine, then the leading advantage of Lingxi Robotics in hardware technology and 3D imaging technology is the key to capital investment decisions.

As we all know, technology is the foundation of artificial intelligence enterprises. Leading technology can ensure the performance of the product, improve the production efficiency of enterprises, reduce the cost of enterprise research and development, and at the same time, product iteration upgrades can also nurture technology. In other words, visual machinery manufacturers have established leading technical barriers, and they also have the confidence to deal with the pressure of competition in other manufacturers.

At the technical level, Lingxi focuses on the research and development of 3D visual technology. It has the ability to develop self -developed self -developed underlying full -stack technology from camera hardware, algorithm to robot control platforms, and has established a solid technical base. According to smart bud data, Lingxi robots currently have more than 20 patent applications, of which more than 10 invention patents have been authorized. The company's patent layout is mainly concentrated in technical fields such as robots, calibration methods, and virtual cameras. In terms of products, under the pavement of 3D machine vision technology, Lingxi not only launched a hardware product Linx-SHARP series camera, but also organically integrated the robot application software, camera control software and application algorithms. Software and hardware product matrix.

In terms of teams, members of Lingxi Company are well -known domestic universities from Peking University, Zhejiang University, Tsinghua University and other well -known domestic universities. They have more than ten years of research and development experience in robotics, computer vision and automation equipment. Talents are the basis and fundamental development of the development of the artificial intelligence industry. Lingxi has formed a high -quality R & D team and insisted on high R & D investment to achieve high growth.

It should be said that Lingxi's one -stop visual integration solution is mostly used in warehousing logistics, industrial manufacturing and other fields. It is still a long journey to achieve large -scale landing.

In short, Lingxi establishes a soft hardware product matrix based on 3D machine vision technology, which can occupy the next three -pointer in the competitive machine visual market, but it has not yet achieved a large -scale landing scene. In the future Intellectual visual needs, developing more diversified application scenarios can maintain a growth rate.

Mekandan expands the scene advantage

Like the Lingxi robot, Mecandan focuses on 3D machine vision technology, providing traditional enterprises with AI+3D+intelligent industrial robot solutions, and has made great achievements in the 3D machine vision market.

According to the report of the High Industry Robot Industry Research Institute and Rui Industrial Research Report, Mecardand in 2020 and 2021 in China ’s 3D visual guidance industrial robot field for two consecutive years for two consecutive years. In addition, from 2019 to 2021, Macanand Robot completed 6 rounds of financing. Investors are not short of global institutions such as Sequoia China, Meituan, and IDG Capital. They are one of the highest financing companies in the world ’s AI+industrial robot.

Multiple rounds of financing reflect the confidence of the capital market to Michamand Robots to a certain extent, and explains that the technical strength, business model, and development prospects of Mekandan are recognized.

In the first time, the Mekande nets have a global high -quality AI talent and form a well -developed and professional R & D team. Merkandu has set up a number of subsidiaries and support teams at home and abroad to form a team of nearly 500 people to accumulate core technologies such as imaging algorithms, visual recognition algorithms, artificial intelligence algorithms, robotic algorithms, industrial software and other core technologies. Provided "manpower".

Secondly, Michamand has created a software and hardware product matrix with a strong science and technology and forward -looking power. Based on the "AI+3D Machine Visual" technology, Michamand has formed a smart robot infrastructure product stack including machine visual algorithm and software, 3D camera, robotic intelligent programming environment, AI intelligent watch read system, and deep learning platform software Essence

Third, Mekandan has cultivated downstream application scenarios, focusing on large -scale and commercial landing. Mecardand has continuously expanded and penetrated into various fields such as automobiles, home appliances, steel plants, food, logistics warehouses, medicine, finance and other fields. Essence

Fang today, the scene of the 3D machine vision manufacturer is increasingly prominent. If manufacturers want to survive in the competition of the survival of the fittest, they must accelerate the achievement of large -scale development, because only by forming a complete supply system to achieve large -scale applications can they guarantee the price in price Competitiveness, technical competitiveness, product competitiveness.

In other words, the advantages of the head 3D machine vision manufacturer mainly derived from the hardware scale and software application range of the enterprise. Mekanda realized the batch landing of AI +industrial robots across scenes and cross -industry, and took the lead in entering the stage of large -scale and commercial landing, and opened the gap with other 3D machine visual enterprises.

In the era of Industry 4.0, application scenarios are important resources for machine vision manufacturers to develop 3D machine vision business. The scenes of Mecandan's layout are wide and large. In the future, it will continue to expand the advantages of scale. Industry applications will achieve further breakthroughs and the market position will be more stable.

The struggle for the urgency

As mentioned earlier, the 3D machine visual market has a broad prospect, but the penetration rate is low, and it is still in the early stage. According to CICC's expectations, with the improvement of the penetration rate and domesticization rate, the machine vision market space that domestic manufacturers can participate in 2025 are expected to reach 35.6 billion yuan, and 2021-25E CAGR reached 29%, maintaining a high-speed growth trend.

The blue ocean of the machine vision market is wide, and the players who pour into the machine vision track are endless. The 3D machine visual technology is expected to deepen, and the application scenarios are increasing. Under this trend, machine vision companies are scrambling to find the landing scene, in order to create a new growth curve, and the application of landing becomes urgent.

On the one hand, there are many scenes that can be visited by 3D machines, but industry pioneers have deployed multiple key areas, such as Lingxi layout of warehousing, logistics, industrial manufacturing and other fields. Large -scale landing.

According to data from the China Machine Visual Industry Alliance, in the downstream application market of machine vision, consumer electronics is the main application market of 3D vision at this stage, accounting for 24.79%, of which smartphone applications account for the largest proportion; secondly, semiconductor and automobile industry are also 3D The main position of vision. On the other hand, the application of machine vision in various fields is becoming more extensive, but the technical standards required for different industries and different scenarios are different. It tests the technical capabilities of machine vision manufacturers. The market will eventually tend to be strong. The pattern has become clear, and the opportunity to leave newcomers is even smaller.

In addition, the current 3D machine visual application is slow because there are some technical and application bottlenecks in the market. Therefore, it is necessary to solve the technical bottleneck to popularize the 3D machine vision. The more exquisite 3D machine visual technology development is difficult and the cost is high. Test 3D machines testing 3D machines. Visual manufacturer's capital strength.

In summary, the scene of the scene of 3D machine vision manufacturers has entered the fierce stage. The visual penetration rate of 3D machines is expected to improve. It is believed that as 3D machine vision technology replaces 2D machine vision technology, the machine vision market will usher in another new world. The head 3D machine visual manufacturer represented by Mekandam and Lingxi robots will also develop greatly.

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