Investor Presentaiton
OPT: largest domestic integrated machine vision supplier
Product and Business Scope
Company
Keyence
Cognex
Hikrobot
Self-owned products
Light source and light
controller
Lens
Camera
Vision control system
Solutions
Overall Solution
Overall Solution
Overall Solution
Overall Solution
DHC
CCS
Moritex
ง
Stemmer Imaging AG
No mass
production yet
Optical Solution
Hardware & overall solution
Hardware & overall solution
OPT
Market size of China machine vision industry in 2015-2024E
Market share of China's machine vision industry in 2021
RMB, m
45,000
40,000
35,000
30,000
CAGR:31.9%
25,000
20,000
15,000
10,000
5,000
0
2015
2016
2017
2018
2019
Source: Company data, May 2023
CAGR:37.0%
2020 2021 2022E 2023E 2024E
Keyence, 31.4%
Cognex, 7.8%
■Opt, 5.3%
Others, 55.5%
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