When 3D Vision Meets AI Chip: Obi Optics × Horizon Line Connects Robot "Perception-Decision-Execution" Full Chain, General AI at Hand

When 3D Vision Meets AI Chip: Obi Optics × Horizon Line Connects Robot "Perception-Decision-Execution" Full Chain, General AI at Hand

August 11, 2025, Beijing National Convention Center, Founder of Obi Optics Huang Yuanhao and Founder of Horizon Line Yu Kai jointly signed a strategic cooperation agreement.

This seemingly ordinary signing ceremony marked a crucial turning point for China's robotics industry - the global leader in 3D vision perception and domestic chip giant officially teamed up, bringing together "the robot's eye" and "the robot's brain" in a deep integration. As smart technology was first written into government work reports in 2025, this cooperation went far beyond ordinary commercial alliances. Obi Optics occupied 70% of the domestic service robotics market with its sensors, while Horizon Line took advantage of its 6P chip with 560TOPS calculation power to support a robotic technology closed-loop system that covered "perception-decision-execution" in one go.

Capital Layout: From Ecological Cooperation to Industrial Standardization

HORIZON LINE'S CAPITAL JUMP

In 2024, Horizon Line raised HK$5.4 billion on the Hong Kong Stock Exchange and entered the Hong Kong Stock Connect list in 2025, with a decade-long transformation from an early-stage company to a smart driving chip giant.

According to its latest financial report, the company expects to ship over 10 million units of its flagship products in 2025, covering more than 30 car models for major automakers such as BYD and Geely.

This level of market penetration naturally provided a landing scenario for entering the robotics field.

Obi Optics' Operational Breakthrough

The 2025 semi-annual report revealed not only a net profit of ¥60.19 million but also Obi Optics' qualitative transformation from technical accumulation to commercial explosion.

Its Foshan Shunde Intelligent Manufacturing Base Phase One was put into production, with an annual output capacity of over 1 million units, combined with its in-depth cooperation with Alipay's "tap-to-pay" business in elevator scenarios, showcasing the powerful potential of Obi Optics' 3D vision technology moving from laboratory to mass market.

Implicit Alliance on the Capital Market

Although the two parties did not disclose details about cross-shareholding, the strategic synergy effect has already triggered a hot reaction in the capital market. Obi Optics' stock price rose by 18% within three days after the cooperation announcement, while Horizon Line's Hong Kong Stock Connect holding ratio exceeded 15.2%, indicating that investors at home and abroad have been overwhelmingly optimistic about the collaboration.

This resonance on the capital market level foreshadowed extremely high expectations for the "hardware + vision" combination.

Technical Complementarity: Building a Robotic Full-Stack Capability

Horizon Line's chip, with its 560TOPS calculation power and 7nm process technology, has achieved significant advantages in edge-to-edge algorithm deployment. More importantly, its BPU architecture supports dynamic allocation of computing resources, enabling robots to adjust their calculations in real-time in complex scenarios.

Obi Optics' Visionary Moat

With 1903 patents, Obi Optics has built a technological barrier, becoming one of the few global companies that fully master iToF, dToF, and structured light technologies.

Its latest release, PulsarME450 laser radar, is China's first device to support three scanning modes (non-repeating, uniform encryption, and adaptive encryption) for dToF 3D laser radar. The accuracy of its ranging capabilities has reached millimeter levels, with adjustable field-of-view angles that can be adapted to different applications.

This multimodal sensing capability perfectly complements Horizon Line's high-end chip.

Chemical Reaction of Technical Integration

As early as 2022, Obi Optics and Horizon Line had established an ecological cooperation, jointly launching a 3D vision application solution for service robots and sweepers. This time, based on Obi Optics' strengths in 3D vision sensors and Horizon Line's chip advantages, the two parties may work together to create a synergy effect in embodied intelligence "eye-brain-hand" coordination.

Environmental Modeling - "Eye"

Obi Optics provides Gemini345Lg stereo cameras, outputting 3D point clouds; data is processed in real-time by Horizon Line's BPU architecture, allowing for high-precision environmental mapping construction within milliseconds.

Path Planning - "Brain"

Obi Optics combines its sensors with Horizon Line's 560TOPS calculation power to support real-time decision-making and dynamic obstacle avoidance, enabling robots to re-plan their paths in real-time.

Interactive Upgrade - "Hand"

Obi Optics' 3D vision sensors combined with Horizon Line's chip capabilities enable precise positioning and object recognition for robot "hands" to grasp objects of different shapes. Obi Optics, as the core supplier for Alipay's "touch-to-pay" business, may extend its services to robotics interaction in the future.

Market Configuration Shift: Breaking International Technology Monopoly

Breaking NVIDIA's High-End Chip Market Monopoly

NVIDIA's edge AI chips, such as the Orin series, are widely used in intelligent driving and robotics scenarios globally, forming a technology and market dual monopoly.

With Obi Optics' open 3D vision sensing and Horizon Line's chip advantages, China is poised to break this international technology and market monopoly in the robotics field.

Global Competition's New Chessboard

Horizon Line has already reached cooperation agreements with Tier 1 giants such as Bosch and Denso, aiming to enter overseas markets by 2026.

According to sources, Obi Optics' Femto series iToF depth cameras and Gemini335 and 336 series depth cameras all possess outstanding performance, capable of rivaling international giants and meeting the demands of various robotics applications in complex indoor and outdoor scenarios.

This Chinese technology alliance is reshaping the global competitive landscape for robots.

Futuristic Prospects: The Bridge to General Artificial Intelligence

When Obi Optics' founder, CEO, and chairman Huang Yuanhao says, "Now entering the robotics industry is like venturing into the internet 20 years ago," he is pointing not only to a trillion-dollar market but also the ultimate form of general artificial intelligence.

The cooperation between Obi Optics and Horizon Line is building a bridge that connects virtual and real worlds - through 3D vision, robots will understand the world, and with AI chips, they will be able to think and act like humans. This synergy effect may become a crucial annotation in Chinese technological history.