The rise of the robots vacuum market is followed by major changes in the robots vacuum supply chain. Lidar has become an important player in robots vacuum from random to planned navigation.

According to statistics, in the past two years, more than 800 million US dollars have been invested in lidar companies worldwide. With the blessing of capital, the power of technology and innovation continues to leverage the original industrial structure and industrial form, and more opportunities are born in emerging fields. In the competition of robots vacuum, how to "arrange troops" has become the key for major lidar manufacturers to win the "new battlefield".

In the face of huge market opportunities and potential, in recent years, many Chinese technology companies have given full play to their talents and technological advantages to attack the robots vacuum industry chain market. In this subdivision track, a group of "new stars" in the industrial chain have emerged.

“Super supplier” on the robots vacuum LiDAR track

According to the data forecast of the China Business Research Institute, China's robots vacuum market space exceeds 50 billion yuan. Whether it is traditional home appliance manufacturers, Internet giants, or even start-up companies, they are all gearing up to enter this market.

In the competition in the field of robots vacuum, many companies in the upstream and downstream industry chains have also sensed the subversive changes that intelligent technology will bring to robots vacuum, and are actively deploying in related fields. Taking a closer look at the industrial chain of robots vacuum, "super suppliers" are constantly emerging at the four levels of perception, decision-making, execution and overall assembly, and the cooperation pattern of robots vacuum has taken shape.

The perception stage is the most basic and important information source and experience guarantee for robots vacuum performance. In the front-line camp of robots vacuum, lidar will become the protagonist of the industry's prosperity. Many start-up companies have set the bullseye of entrepreneurship to hit the lidar that is still a blue ocean. Camsense, which was developed with monocular spatial positioning technology, aimed at lidar, a battleground in the field of robots vacuum.

"Lidar will be the most important component in the evolution of robots vacuum from 'mentally retarded' to intelligent." Camsnese founder Christopher said. Compared with Neato's early roots in the lidar market, Camsense, which was established in 2014, leveraged its latecomer advantages and forged a first-class cost-effectiveness with its "hard core" strength. At present, the company's self-developed lidar Camsense® X1 has been commercialized in 360, Baole and other brands.

Camsense, which has only been established for 5 years, has become a "seed player" in the latest poker game from a rising star of lidar. How to seize the opportunity?

In recent years, many Chinese technology companies have been active in the industrial chains of robots vacuum perception, decision-making, and execution. What is particularly eye-catching is that they maintain their respective positions in the fields of chips and sensors, and have accumulated the potential to lead the industry on a global scale. In addition to self-developed robot vacuum manufacturers like Ecovacs, which are commercialized, ODM, which focuses on integration, and Camsense, which is committed to the development of area-array lidar sensors + dedicated ASIC chips, have become the best in China's intelligent manufacturing. Footnotes.

The key to success lies in their excellent technology and excellent team. Taking lidar as an example, when the industry was anxious about the high cost and delivery cycle of lidar, and even almost gave up using lidar, a new player came in. Camsense has settled in Shenzhen since 2014, relying on highly sophisticated teams from Tsinghua University, Peking University, Xi'an Jiaotong University, University of London and other universities to create a series of innovative sensor solutions.

In 2017, Camsense first demonstrated the Camsense® X1, a cost-effective lidar for robots vacuum, with industry-leading performance indicators. In 2018, after nearly a year of development, extensive internal testing, and joint testing with early customers, Camsense officially mass-produced lidars to meet market demand. Camsense® X1 has a high level of measurement distance and measurement accuracy, as well as the original area array image processing algorithm, so that its vertical field of view can reach 30-40 degrees, and the frame rate can reach 2000Hz or more, which can save 40% of the cost for downstream customers.