HSG China leads the round, Blue Dot Touch, with over 100,000 shipments of robot force sensors, closes over RMB 100 million Series C financing | First reported by 36Kr

Text | Zhang Bingbing

Editor | A Zhi

36Kr learned that BluePoint Touch (Beijing) Technology Co., Ltd. (hereinafter referred to as "BluePoint Touch") recently announced the completion of a Series C financing of over 100 million yuan. This financing was led by Sequoia China, with Zhuhai Science and Technology Industry Group participating as a follow - on investor. The funds will be mainly used for R & D expansion, automation upgrade of production processes, and market expansion.

"BluePoint Touch" is an enterprise that 36Kr has been following for a long time. It provides hardware for robot force sensors and has formed multiple product series, including six - axis sensors for humanoid robots, general six - axis force sensors, joint torque sensors, and tension - compression sensors. Its customers include leading humanoid robot manufacturers such as Zhipu Robotics, Xiaomi Robotics, Ubtech, and Zhongqing, and it has also expanded to industry customers such as the Beijing Humanoid Robot Innovation Center.

Public data shows that the shipment volume of "BluePoint Touch"'s robot joint force sensors has exceeded 100,000 units, with a market share of over 95%; the shipment volume of six - axis force sensors for humanoid robots has exceeded 10,000 units, with a market share of over 80%.

Six - axis force sensor for humanoid robots of "BluePoint Touch"

With the large - scale shipment of products, "BluePoint Touch" is actively promoting the automation transformation of the production process and the construction of SOP standardization. A new production base with an area of about 10,000 square meters has been built in Guangdong, and the new generation of fully automatic production lines for robot joint force sensors has been put into operation. The designed annual production capacity of this production line is 1 million sets of joint force sensors and 200,000 sets of end - six - axis force sensors, which will boost the overall production capacity of "BluePoint Touch" by 3 to 4 times.

"The growth rate of humanoid robots is faster than we expected. More importantly, last year the industry was still talking about technology and vision, but from the actual situation of the industry and technology this year, it has entered the stage of large - scale physical shipments." Liu Wuyue introduced that the growth in shipment volume not only comes from the "prototype verification" needs of cutting - edge customers. In data training and some limited application scenarios, a stable batch demand has been formed.

Data training involves repeatedly performing tasks in a simulated environment or the real world to collect a large amount of physical interaction data to further train and optimize AI models and control algorithms. It is the core link for robots to move from "preset programs" to "autonomous intelligence". For robots to understand the complexity of the physical world, they cannot bypass the mechanical data of each grasping, placing, dragging, or even collision, and high - precision and high - reliability force sensors are important "data entry points".

Currently, data training has covered multiple scenarios such as household, supermarkets, and logistics, which is accelerating the transition of robots from the laboratory to practical applications. However, it cannot be denied that there is still a distance for robots to be implemented at the terminal level.

Underwater display of "BluePoint Touch"'s IP67 dust - proof and waterproof sensor

Liu Wuyue observed that in addition to data training, greeting and display, commercial performances, and factory operations in some limited scenarios are currently relatively common implementation scenarios, and the final implementation application is a process of spiral iteration. "Don't expect a particularly large scenario all at once, because the development of the company itself is also iterative and spiral. When a company has certain technologies but is still far from in - depth commercial implementation, the best way is to find a limited or small scenario, which can also solve the problem."

Regarding the bubbles in the industry, Liu Wuyue holds a rational attitude: "For high - tech directions, bubbles are inevitable. Without bubbles, there will be no rapid development." However, he emphasized that the goal of "BluePoint Touch" is to "still stand firm after the bubbles burst". Achieving this goal requires a strong team, products that can meet actual needs, and diversified layout.

The overall technical barrier of force sensors is very high, and it integrates multiple technical capabilities such as machinery, software, and algorithms. The overall technology is relatively in - depth, and only teams with comprehensive and in - depth technical capabilities have the chance to stay until the end. "BluePoint Touch" will further strengthen its R & D and service capabilities at the R & D end to lock in customers; continuously optimize and iterate at the production and cost end to enhance its underlying competitiveness; and actively expand overseas markets at the market end, using new technological requirements to raise its own technological threshold.

In the overseas market, the competitive advantage of "BluePoint Touch" comes from its R & D capabilities and iteration speed. Relying on the technological accumulation in the aerospace field, its R & D capabilities can rival those of international leading enterprises. Relying on the advantages of the domestic supply chain, etc., the product iteration speed can be shortened to 2 - 3 weeks, which is still faster than that of international enterprises even when including the shipping cycle.

Currently, "BluePoint Touch" has achieved a certain scale in the European market. With the investment from Sequoia China this time, it is expected to further expand the market with the help of Sequoia China's international resource capabilities.

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This article is from the WeChat official account "36Kr Future Industries". Author: Zhang Bingbing, A Zhi. Republished by 36Kr with authorization.