In the field of 3D structured light, what is the difference between Obi-Zhongguang, the underlying hardware manufacturer, and Shangtang Technology, the algorithm manufacturer? Is there any comparison between the two parties?
The field of 3D structured light is mainly divided into underlying hardware vendors and algorithm vendors. The underlying hardware is a 3D sensor camera, which is mainly responsible for collecting 3D information of objects. The algorithm is a concrete description of the calculation process on the computer, and the technologies involved in AI vision, such as image classification, object detection and target tracking, all need algorithms to be realized. For example, the 3D face recognition function of mobile phone that we commonly use now requires the 3D sensor camera to collect 3D face information, and then the algorithm realizes the 3D face recognition function according to the 3D face information and recognition instructions.
Obi-Zhongguang's main business is 3D cameras, and Shang Tang is a computer vision algorithm manufacturer. Their business is different, which is their biggest difference. Although the business direction is different, they all belong to the field of AI vision, and now they have all grown into industry unicorns. Shang Tang's valuation is USD 4.5 billion, and Obi Zhongguang's valuation gap is10.30 billion. Although there are many manufacturers in the field of algorithms, the competition is fierce, and the business pressure faced by Shang Tang is also great. The underlying hardware manufacturers pay more attention to technology and industrial chain, which takes a long time to accumulate, which algorithm manufacturers will not catch up with for a while. Therefore, in the long run, Obi Zhongguang may have more room for development.