Orbbec

Positioning

Orbbec is a Chinese 3D-vision maker (SSE:688322) with 3,000+ customers across ~100 countries and a claimed >70% share of China's service-robot market, whose FY25 revenue was RMB 941M ($136M, +66.7%) as it turned profitable. It announced a Basler technology partnership (March 2026, extending to joint chip-level and system integration), a CES 2026 Gemini 305 launch with full Jetson Thor compatibility, and a China-Vietnam dual manufacturing hub. It manufactures its own products at millions-unit scale.

Latest signals

• 3 Sept 2026Linkerbot and more than 20 industry chain companies formed the China Embodied Intelligence Tier1 Industry Alliance.Leiphone 雷峰网
• 7 Jul 2026Robbyant and Orbbec are developing commercial LingBot-Depth products for robotics and embodied-AI data collection.The AI Insider
• 7 Jul 2026Orbbec certified Robbyant’s LingBot-Depth 2.0 for use with Gemini 330-series depth cameras.The AI Insider
• 26 Jun 2026Orbbec and Robbyant introduced the LingBot-Depth for Gemini 330 Series.The Robot Report
• 26 Jun 2026Orbbec demonstrated a 3D DLP camera with approximately 0.07 mm accuracy and 0.05 mm Z-repeatability.The Robot Report

26 signals name Orbbec. Members see all of them, filtered by topic, source and date.

Facts, with sources

• 3 Sept 2026灵心巧手 and more than 20 industry-chain companies established the China Embodied Intelligence Tier 1 Industry AlliancePartnership · Leiphone 雷峰网
• 3 Sept 2026灵心巧手 and more than 20 industry-chain companies formed the China Embodied Intelligence Tier 1 Industry AlliancePartnership · Leiphone 雷峰网
• 21 Aug 2026H1 2026 revenueRevenue · Orbbec interim via Lanjing/Tencent (Chinese)
• 21 Aug 2026Private placement completedFunding round · Orbbec interim via Lanjing/Tencent (Chinese)

62 facts on file. Members see all of them with the source link.

Scores, Robotics (of 10)

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

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