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导语：FCC新规落地、未能绑定头部客户，3D视觉龙头在整机ODM上的首次试水，以千台级出货量草草收场。
雷峰网(公众号：雷峰网)独家获悉，3D视觉感知企业奥比中光已于9月中旬内部决定，砍掉割草机器人ODM业务。但视觉模组产品线不受影响，面向户外机器人的感知模组仍正常推进。
回顾其入局路径，割草机ODM业务原本被寄予厚望。该项目由机器人业务前任销售负责人力推，奥比中光曾为此投入整机研发资源，并获得了上海某客户的订单。但实际出货累计仅数千台，远低于预期。
知情人士透露，砍掉ODM业务是多重因素叠加下的及时止损，原因有三。
一是FCC新规。今年7月28日，美国联邦通信委员会（FCC）将“境外生产的先进机器人设备”列入受管制清单，割草机器人恰好落入定义边界；9月11日，FCC又发布新的设备授权规则，进一步收紧相关设备的授权路径。北美准入门槛骤然抬高。
二是赛道过度拥挤。割草机本是庭院机器人中增长最快的品类，但这也吸引了大量扫地机、泳池机器人厂商纷纷下场做割草机，行业内卷加剧。
三是大客户逻辑未能跑通。“没抱住好大腿”，ODM模式能否跑通，不仅取决于技术能力，更取决于下游品牌的销量和渠道能力。客户出货体量撑不起一条ODM产品线。
裁撤割草机ODM，意味着奥比中光在割草机赛道的角色，从“下场造整机”退回“上游供感知方案”。这同时也是奥比中光资源向感知主业回缩的缩影。
目前，奥比中光主要有机器人、扫描与创新、生物识别三大产品线。其中机器人是绝对重心，割草机ODM此前即划归机器人产品线，此后全销售体系协同推进。随着公司“全员具身”战略的推进，客户几乎全部为机器人厂商，仅行业场景不同，产品线之间的界限已不如以往清晰。
相比继续投入割草机器人整机ODM，奥比中光接下来将更加聚焦具身智能数据采集设备，这比整机代工更贴合奥比中光的能力边界。
割草机ODM的退场，为上游传感公司下场造整机再添一例注脚。感知方案商与整机品牌之间，隔着客户、渠道与合规的三重门槛，不是每家都迈得过去。
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Introduction: The new FCC rules, the failure to bind the head client, the first test of water on the 3D visual tap on the machine ODM, and the windfall of thousands of class deliveries.
The exclusive owner of Ray Peak Network (WeChat Official Account:Rape Peak Network) was informed that the 3D Visual Perception Enterprise Obi-Wan had decided in mid-September to cut down the lawn mower robot ODM operations. However, the product line of the visual model group is not affected, and the sensor module for outdoor robots is still advancing normally.
Recalling its entry path, the lawn mower ODM operation had been placed in high expectations. The project was driven by manpower from the former sale of robotics operations, for which Opi had invested the entire machine in research and development and had obtained an order from a client in Shanghai. However, the total number of actual deliveries was only thousands, well below expectations.
Informed sources revealed that cutting off the ODM operation was a combination of multiple factors and a prompt cessation of damage for three reasons.
One is the FCC new rule. On 28 July this year, the United States Federal Communications Commission (FCC) placed “advanced robotic equipment produced outside the country” on a controlled list, and weeding robots fell right into the defined border; on 11 September, the FCC added new equipment authorization rules for publish to further tighten the authorization path for related equipment. The North American access threshold has risen dramatically.
Second, the race track is overcrowded. Grass mowers, which are the fastest growing of the courtyard robots, have also attracted a large number of sweepers and pool robots to end up doing grass mowers, which have intensified in the industry.
Thirdly, big client logic is not running. The ODM model, which does not hold a good thigh, depends not only on its technical capability but also on the volume and channel capacity of downstream brands. Clients could not afford an ODM product line.
The abolition of the lawn mower ODM means that the role of Obi-Wind in the lawn mower track is returned from the “lower builder” to the “upstream delivery programme”. This is also a microcosm of the retreat of light resources from Obi-Wan to the sense industry.
At present, the three main product lines are robotics, scanning and innovation, and biometrics. Of these, robots are absolute gravity, and the lawn mower ODM was previously assigned to robotic product lines, and since then the whole marketing system has been working together. As the company's “fully staffed” strategy moves forward, almost all its clients are robot manufacturers, and the boundaries between product lines have become less clear than in the past, with different industry scenarios.
Obi-Light will then focus more on smart data collection devices than on ODM, which will match the capacity boundaries of Obi-Light more closely than the whole machine.
The withdrawal of the lawn mower ODM adds a new note to the next installation of the upstream sensor company. The triple threshold of customer, channel and compliance between the sensor programmer and the whole brand is not always passed by.
The author of this paper has long focused on smart hardware, consumer-grade robots and welcomes the addition of the author WeChat MOON ERS exchange. Thunder Peak
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