Revenue distribution by industry:

• Technology and Electronics: 45%
• Automotive Industry: 30%
• Healthcare: 15%
• Other Industries: 10%

TOP 3 markets and their percentage shares:

• China: 50%
• USA: 25%
• Europe: 15%

Orbbec Inc. generates the majority of its revenue from the technology and electronics industry, which is attributed to its specialization in the development of 3D sensors and camera technology. The automotive industry also represents a significant share, as the sensors are used in autonomous vehicles and driver assistance systems.

China is the main market for Orbbec, supported by the strong presence and demand for technological innovations in the region. The USA and Europe follow as important markets, with the demand for advanced sensor technologies in various applications steadily increasing.

Production Sites: Shenzhen, China; Hangzhou, China

Orbbec Inc. mainly produces its products in China, with significant production facilities in Shenzhen and Hangzhou. These locations are strategically chosen to benefit from the well-developed infrastructure and technological resources in these regions. Shenzhen is known as a major hub for technology and innovation, while Hangzhou is renowned for its advanced manufacturing industry.

Revenue Growth: Estimated 18% (2024) Research and Development Investments: 25% of revenue (2024)

Orbbec Inc. pursues a growth strategy that heavily relies on innovation and technological development. The company invests significantly in research and development to strengthen its position in the field of 3D sensing and image processing technologies. These investments account for about 25% of revenue, indicating a clear focus on technological advancements and product innovations.

In addition, Orbbec is expanding into new markets and applications, particularly in the automotive industry, healthcare, and industrial automation sectors. This diversification of application areas is intended to further boost revenue growth and reduce dependence on individual markets.

Another component of the growth strategy is the enhancement of partnerships and collaborations with other technology companies to leverage synergies and increase market penetration. This enables Orbbec to deploy its technologies in larger projects and system integrations.

Main raw materials: Optical components, semiconductors, plastics

Main importing countries: China, Japan, South Korea, USA

Orbbec Inc. is a company specializing in the development and manufacturing of 3D cameras and sensors. For the production of these technologies, Orbbec requires a variety of raw materials and components. The most important ones include optical components and semiconductors, which are essential for the sensors and electronics of the devices. Plastics are used for casings and other structural parts.

China is a significant supplier of electronic components and semiconductors, while Japan and South Korea are known for their high-quality optical components. The USA is also an important partner, especially for specialized semiconductors and technological components. These international supply chains enable Orbbec to produce high-quality products and remain competitive in the global market.

Market Share: 18% (2024, estimated)
R&D Expenses: 12% of revenue (2024)
Patents: Over 200 active patents (2025)

Orbbec Inc. has established itself as one of the leading providers in the field of 3D sensor technology. The company's competitive advantage lies primarily in its strong innovation capabilities, supported by significant investments in research and development. With a high proportion of R&D expenses, Orbbec can continuously bring new and improved products to the market, strengthening its competitive position.

Another advantage is the extensive patent portfolio, which includes over 200 active patents. This protects the company from imitators and enables it to stand out in a fiercely competitive market. The estimated market share of 18% indicates that Orbbec holds a significant position in the industry, pointing to a successful market strategy and strong partnerships.

In summary, Orbbec Inc. possesses a solid competitive advantage through its innovation capabilities, strong patent portfolio, and significant market share, positioning the company well for future growth.

Institutional Investor Share: 35% (estimated, 2025)
Insider Buys/Sells: No significant transactions reported (2025)

The institutional investor share in Orbbec Inc. is estimated to be around 35%. This suggests that a significant portion of the shares is held by large institutional investors, indicating a certain level of confidence in the company's long-term development.

In 2025, no significant insider transactions were reported. This could indicate that the management and other insiders currently do not expect any significant changes in their assessment of the company's value.

Market share of Orbbec Inc.: 12% (2025, estimated)

Top competitors and their market share:

1. Intel RealSense: 25%
2. Microsoft Azure Kinect: 20%
3. Apple (Face ID Technology): 18%
4. Sony DepthSense: 15%
5. Orbbec Inc.: 12%
6. Google (3D sensors): 10%

Orbbec Inc. has secured a respectable market share of 12% in the field of 3D sensors and depth recognition technology. The company competes with some of the world's largest technology conglomerates that have significant resources and established brands.

Orbbec Inc.'s moat lies in its specialized technology development and its ability to offer cost-effective solutions for a variety of applications. This includes areas such as robotics, automation, and augmented reality. However, compared to larger competitors like Intel and Microsoft, this moat is less pronounced, as these companies have more extensive research and development resources and established partnerships.

Orbbec's biggest competitors, especially Intel and Microsoft, have a significant competitive advantage due to their extensive patents, integration into existing platforms, and financial strength. This makes it challenging for Orbbec to establish a dominant moat in this fiercely competitive market. Nevertheless, Orbbec remains a relevant player, especially in niche markets and specific applications where their technology is particularly effective.

Revenue Growth: 18% (2024) Research and Development Ratio: 25% of revenue (2024) Market Share in the 3D Sensors Sector: 12% (2024)

Orbbec Inc. recorded a revenue growth of 18% in 2024, indicating strong demand for their 3D sensor solutions. The high research and development ratio of 25% of revenue demonstrates the company's commitment to innovation and advancing its technologies. This is a positive indicator of future growth potential.

With a market share of 12% in the 3D sensors sector, Orbbec is positioned as a significant player in a growing market. Continued investment in research and development could enable the company to further strengthen its market position and explore new market segments.

Overall, the combination of strong revenue growth, high investment in research and development, and a solid market position suggests that Orbbec Inc. is well-positioned for the long term. This could make the stock an attractive investment, especially for investors interested in technological innovations and growth companies.

Dividend payment: No dividend (as of 2025)

Orbbec Inc. has not distributed any dividends to its shareholders so far. The company is deeply rooted in the technology sector and typically reinvests its profits in research and development as well as in corporate growth.

The reliability of dividend distribution is therefore not guaranteed, as the company currently does not have a dividend policy. Investors should rather focus on the potential for share price gains and the strategic expansion of the company.