1.The overall value of the sensor industry is quite high. Taking Tesla as a benchmark, the total value of sensors in a robot is approximately 24,000 yuan. Moreover, the industry landscape is favorable, with few participants, and each segment is mainly dominated by a few companies with technological barriers.
2.Previously, many sensor manufacturers did not provide samples to Tesla. On the other hand, sensors were not originally a bottleneck in the industry. Of course, the lack of samples was also due to the fact that our products were not good enough. However, looking ahead, many manufacturers have made significant improvements in the domestic supply chain over the past two years, and their prices are very competitive, so this issue no longer exists.
3.In the future, as more sensor companies provide samples to Tesla and the entire industry shifts from being functional to usable, sensors may become a key focus, leading to a new round of performance growth.
4.Changes in the T robot software will also be significant in the third generation, but we cannot see them because the model and sensor parts of the industry chain are not in China, so we may not observe many changes. Because we do not see changes and there are no transactions, it may lead to some surpassing innovations.
5.Additionally, we have a cost advantage.
6.In terms of visual sensors, ABZG, as a representative enterprise in the visual sensor field, launched a product in August 2024 that successfully benchmarks against Intel. Currently, in the visual market landscape, 95% is dominated by Intel, while domestic companies are rapidly increasing their market share.
7.In the fourth quarter, sensors may become the dominant segment in the humanoid robot sector.