Foreign companies have a first-mover advantage, and Chinese companies are speeding up to catch up. Benefiting from the catalytic demand of the robot market, China’s six-dimensional force/torque sensor market has increased year by year in recent years, and domestic enterprises such as Kunwei Technology, Xinjingcheng, Yuli Instrument, Blue Point Touch control have entered the field, and occupied a place in the application fields of robots, automobiles, 3C. ATI, SCHUNK and other overseas enterprises as global leaders, accumulated for many years, still have a clear leading advantage.

3.3.2 Vision sensor: further strengthen the perception ability

HPC800K02 Machine vision can further enhance the perception of humanoid robots. At present, 2D vision is extending to 3D vision. With the deepening of intelligent manufacturing, in the face of complex object identification and dimensional measurement tasks, as well as the complex interaction required by human-machine interaction, 2D vision has some technical limitations in terms of accuracy and distance measurement, and the market demand for 3D vision has begun to increase. In the field of humanoid robot applications, 3D vision sensors can help robots efficiently complete face recognition, distance perception, obstacle avoidance, navigation and other functions, making it more intelligent. The current global market size of machine vision is about 80 billion yuan. GGII data show that the global machine vision market size in 2021 is about 80.4 billion yuan, an increase of 12% year-on-year, and GGII expects the market size to exceed 120 billion yuan by 2025.

HPC800K02 The CAGR for 2022-2025 will be about 12%. GGII data show that in 2021, China’s machine vision market size of 13.8 billion yuan (the data does not include the scale of automation integration equipment), an increase of 47%. Among them, the 2D vision market size is about 12.7 billion yuan, and the 3D vision market is about 1.2 billion yuan. According to GGII, by 2025, China’s machine vision market will reach 46.9 billion yuan, of which the 2D vision market will exceed 36 billion yuan, and the 3D vision market will exceed 10 billion yuan.

From the perspective of the overall domestic machine vision market, the competition between domestic and foreign brands has begun to show a counterbalance. Even in some industrial chain links, the share of domestic has been absolutely ahead of foreign investment. For example, in the field of lens and light source, domestic representative manufacturers OPT, Dongguan RESS, Long Walk, etc.; In the field of cameras, domestic representative manufacturers Haikang robot, Huarui Technology, Daheng image and so on. From the perspective of the share of domestic and foreign brands, according to GGII data, the machine vision market share of domestic brands in 2021 accounted for 58%, and the import substitution process began to accelerate.

3.3.3. Related objects

HPC800K02 Keli Sensor: Leading strain sensor, actively expand the robot sensor business. Based on the existing high-end mechanical sensor categories such as micro, torque and multi-dimensional force, the company has accelerated independent research and development and actively sought business cooperation with major robot manufacturers. According to the different needs of customers, the company has carried out a number of torque sensors, multi-dimensional force sensors and other products sample delivery and trial production. Hanwei Technology: gas sensor leader, accelerate the expansion of flexible sensor business. The company’s flexible micro and nano sensor business is mainly carried out by its holding subsidiary Suzhou NENSar. Currently, NENSar has formed four core technologies and seven product series, and the level and industrialization of flexible micro and nano sensor technology is leading in China. At present, flexible micro and nano sensors have a clear application in the field of intelligent robots, and actively carry out business cooperation with Xiaomi Technology, No. 9 technology, Shenzhen Keyi Robot and so on.