As artificial intelligence extends from the virtual digital world into the real physical space, "Physical AI" has become a new frontier in the global technology industry. In this process, how to enable robots to "see" and "perceive" the physical world has become a key bottleneck for the application of large models. Leading domestic 3D vision company Orbbec is precisely positioning itself to meet this critical demand through its full-stack technology matrix, aiming to become a "visual infrastructure provider" in the era of Physical AI.

1. Strategic Positioning: From "Hardware Supplier" to "Industrial Middle Platform"

Different from traditional component suppliers, Orbbec positions itself as a physical AI and robot vision industrial middle platform. Its core mission is to provide physical AI devices with the "perception as a service" underlying capability, breaking the limitations of isolated hardware.

  • Perception Base: Provides "eyes" for embodied intelligence, service robots, and industrial robots, helping intelligent agents achieve obstacle avoidance, navigation, and precise operations in complex environments.

  • Connecting the Physical and Digital: Builds a full-stack technology matrix covering "chips + algorithms + optical mechanisms," solving the issue of autonomous control of perception hardware, and lowering the threshold for developers to use high-precision 3D vision through full-stack solutions.

2. Deep Collaboration with NVIDIA: Bridging the Gap Between Reality and Simulation

Through deep ecological collaboration with NVIDIA, Orbbec provides an indispensable "data foundation" for the training of Physical AI:

  • Simulation Integration: The Gemini series stereo structured light cameras have been integrated into the NVIDIA Isaac Sim simulation platform, providing physically accurate sensor models, significantly shortening the iteration cycle from "simulation testing" to "physical deployment."

  • Hardware Compatibility: Its 3D vision products are fully compatible with the NVIDIA Jetson Thor system-on-module (core computing power for embodied intelligence), achieving a complete workflow from perception input to computational decision-making.

  • Perception Integration: Integrated with NVIDIA Isaac Perceptor, it provides high-performance autonomous navigation and environmental perception support for robots.

3. Data Foundation: The "Digital Twin Entrance" of the Physical World

The evolution of Physical AI relies on massive real-world 3D data. With its high-precision 3D scanning technology, Orbbec provides core data fuel for building world models:

  • 3D Anchors: By using high-precision 3D scanning, it digitally models the physical constraints and geometric structures of the real world, providing "anchors" for world model training.

  • Scalable Delivery: Relying on the dual base layout of Shunde (smart manufacturing base) and Vietnam (overseas OEM/supply chain), Orbbec has already achieved mass production capabilities of millions of 3D vision sensors and hundreds of thousands of robot terminals, ensuring the supply of data and hardware foundation for global Physical AI deployment.

4. Industry Applications: The "Standard Configuration" of Physical AI

Currently, Orbbec's 3D vision solutions have been widely adopted in multiple core scenarios, becoming the "hard choice" in the industry:

FieldTypical Customers and PartnersApplication Scenarios
Service RobotsPudu, Gaozhong, Gaosun, etc.Delivery, cleaning, autonomous obstacle avoidance and navigation
Humanoid RobotsZhiyuan, UBTech, Yujin, etc.Environmental perception, complex precise operations
High-End ManufacturingStanley, Universal Robots UR, etc.Industrial 3D measurement, mobile robot navigation

Conclusion

In the era of Physical AI, Orbbec is not only producing visual sensors but also building an infrastructure that supports embodied intelligence development. By bridging the closed loop of "real-world collection - simulation training - physical execution," Orbbec is steadily embedding "visual perception" as a key component into the global Physical AI industry landscape.