Orbbec (奥比中光) Q3 2025 Surge: 3D Vision Growth Meets Humanoid Robot Opportunity

Orbbec (奥比中光) Q3 Momentum and the Humanoid Robot Inflection

Orbbec, a leading 3D vision sensor provider, reported another quarter of strong results. Q3 2025 revenue reached ¥2.79 billion RMB, up 13.96% quarter‑on‑quarter. Net profit attributable to shareholders was ¥47.83 million RMB, up 33.32% QoQ. Year‑to‑date revenue stands at ¥7.14 billion RMB and net profit at ¥108 million RMB, reversing last year’s loss.

Q3 Results, Partnerships, and Technology Wins

The company strengthened global partnerships with NVIDIA, Microsoft and Intel. Orbbec joined the Intel Partner Alliance and is advancing compatibility with NVIDIA Jetson Thor for real‑time AI vision. Collaborations include co‑developed sensors with Microsoft and perception‑decision integration with Horizon Robotics. These moves accelerate Orbbec’s path to surpass legacy depth camera leaders.

• Key products: 3D scanning and depth cameras for payment verification and robotics
• Manufacturing scale: million‑unit annual capacity to support rapid deployment
• Market traction: 72% share in South Korea’s commercial & industrial mobile robot 3D vision market

Market Outlook: Humanoid Robots Driving 3D Sensor Demand

The global humanoid robot sector is moving from prototypes to commercial products and real deployments. International and domestic launches — from Neo to domestic systems running HarmonyOS — and major funding rounds have accelerated adoption in home, education and service scenarios.

Analysts at Guotai Haitong raised Orbbec’s revenue forecasts to ¥10.00bn, ¥15.12bn and ¥20.33bn for 2025–2027, with corresponding net profits of ¥1.44bn, ¥3.86bn and ¥6.10bn. Continued robot and 3D printing adoption underpins persistent demand for advanced 3D vision sensors.

Orbbec’s strengths—end‑to‑end R&D, full‑stack technical routes, early market leadership and scaled manufacturing—position it to capture growth as humanoid robots scale across industries.

Keywords: 3D vision, depth camera, 3D sensor, humanoid robots, AI vision, NVIDIA Jetson, Intel Partner Alliance, Microsoft, robotics market, Orbbec.

Want timely updates on 3D vision and robotics trends? Follow industry reports and explore Orbbec’s product pipeline to identify partnership and integration opportunities. Learn more about 3D vision applications and how they power next‑gen humanoid robots.

Call to action: Explore Orbbec’s solutions and track quarterly performance to spot investment and integration windows in the accelerating humanoid robot market.