Preface:

Machine vision is the perception tool of AI. In the five senses, the information obtained by vision accounts for more than 80%. Therefore, machine vision will be called repeatedly as the underlying tool of artificial intelligence.

This year the machine vision enterprise new large scale

According to the Chinese enterprise database, as of March 15, 2023, there are 7114 major enterprises in China’s machine vision industry, among which 2017-2019 is the main registration boom, the number of registered enterprises in 2019 is 891, the largest number, and only 20 new machine vision enterprises in 2022.

According to China Machine Vision Industry Alliance (CMVU) survey statistics, now has entered China’s international machine vision brands have nearly 200.

China’s own machine vision brands have also been more than 100, such as Haikang, Huarui, Mengtuo Optoelectronics, Shenzhou Vision, Shenzhen Canrui, Shanghai Fangcheng, Shanghai Bochuang Electric, etc.

Machine vision agents of all kinds of products more than 300, such as Shenzhen Hongfu Vision, micro vision New era, Sanbao Xingye, Ling Yunguang, Sunshine vision, etc.

Visual model develops from customization to generalization

On April 6, Meta’s official blog announced the launch of a new AI Model Segment Anything Model (SAM), which is capable of identifying, segmenting and matting any object in any image or video.

On April 8th, Tian Qi, chief scientist of Huawei cloud AI field, proposed at the China AI Grand Model Technology Summit Forum that AI vision would accelerate penetration in downstream applications with the implementation of Pangu series grand models in the future.

At the same time, Huawei Pangu CV grand model has been widely applied in industrial quality inspection, logistics, design and other fields, and its industrial application has been improved.

In addition, ChatGPT and OpenCV combined applications reduce the barriers to visual software development, taking machine vision development to a new level.

Business layout of listed companies in machine vision industry

At present, from the perspective of the business layout of each enterprise, the machine vision related business of Tianzhen technology, precision measurement electronics, supersonic and other enterprises accounts for a relatively high proportion, more than 70%.

In terms of regional layout, most enterprises in the machine vision industry have a layout at home and abroad. With the strengthening of the international competitiveness of domestic manufacturers, the scale of overseas business of enterprises has gradually expanded, and the proportion of foreign business of enterprises such as Tozi technology and Tianzhun technology has reached about 30%.

In terms of the performance of listed machine vision companies, in the first half of 2022, the revenue of machine vision business of Jingjing Electronics, Meiya Optoelectronics and Tianzhun Technology was relatively high, exceeding 400 million yuan.

From the perspective of gross profit rate, the gross profit rate of machine vision industry is relatively high, the overall gross profit rate is more than 35%, among which the gross profit rate of Meiya Optoelectronics and Kanghong Intelligent is more than 48%, and the company has strong profitability.以上翻译结果来自有道神经网络翻译（YNMT）· 通用场景