What is RealSense and why is its spin-off important?

RealSense is Intel's 3D vision technology division that creates cameras and sensors that help computers "see" and understand the three-dimensional world. Its spin-off into an independent company with $50 million in funding is significant because it allows the team to innovate faster without corporate constraints. This independence, combined with substantial funding, is expected to accelerate advancements in 3D vision technology, creating opportunities for all companies in this space.

What is 3D vision technology and how is it used?

3D vision technology allows computers and machines to perceive depth and understand the physical world in three dimensions, similar to how humans see. It combines cameras, sensors (like LiDAR), and sophisticated software to create detailed spatial maps. This technology is crucial for applications such as autonomous vehicles that need to navigate real environments, robots that pick and place objects, augmented reality devices that blend digital content with the real world, and industrial quality control systems that inspect products with precision.

What is LiDAR and why is it mentioned with several companies?

LiDAR (Light Detection and Ranging) is a technology that measures distances by illuminating targets with laser light and measuring the reflection with a sensor. It creates highly accurate 3D maps of environments or objects. Many companies in this group, like Luminar (LAZR), Innoviz (INVZ), and Ouster (OUST), specialize in LiDAR technology because it's a critical component for accurate 3D perception in applications ranging from self-driving cars to industrial robots. As 3D vision technology advances, these LiDAR specialists are positioned to benefit from increased adoption.

How do GPUs relate to 3D vision technology?

Graphics Processing Units (GPUs), like those made by NVIDIA (NVDA), are essential to 3D vision systems because they process the massive amounts of visual data these systems generate. While cameras and sensors capture the raw 3D information, GPUs provide the computing power needed to analyze this data in real-time, run complex artificial intelligence algorithms for object recognition, and make decisions based on what the system "sees." As 3D vision systems become more sophisticated and widespread, the demand for powerful GPUs continues to grow.

What's the difference between computer vision and 3D vision?

Computer vision is the broader field of enabling computers to derive meaningful information from digital images or videos. It includes everything from simple barcode scanning to facial recognition. 3D vision is a specialized subset of computer vision that specifically focuses on depth perception and understanding three-dimensional space. While traditional computer vision might work with flat 2D images, 3D vision incorporates depth data to create more complete spatial understanding, which is essential for applications like robotics, autonomous navigation, and augmented reality.

15 handpicked stocks

Intel's RealSense Spin-Off: The 3D Vision Revolution

This carefully selected group of stocks represents companies poised to benefit from Intel's RealSense becoming an independent company. Handpicked by professional analysts, these companies span computer vision, robotics, and automation, all set to thrive in the expanding 3D perception technology market.

Han Tan | Market Analyst

Published on July 14

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

NVIDIA Corporation

NVDA

Current price

$188.89

Provides the powerful GPUs necessary for processing the complex data generated by 3D vision systems like RealSense.

Cognex Corporation

CGNX

Current price

$45.64

As a leader in industrial machine vision, Cognex will benefit from the overall market growth and increased adoption of vision technology spurred by a ...

As a leader in industrial machine vision, Cognex will benefit from the overall market growth and increased adoption of vision technology spurred by a more competitive landscape.

Microvision, Inc.

MVIS

Current price

$1.13

MicroVision's LiDAR and laser scanning technologies are key components in the broader 3D perception market and will see increased demand as the ecosys...

MicroVision's LiDAR and laser scanning technologies are key components in the broader 3D perception market and will see increased demand as the ecosystem expands.

Vuzix Corp

VUZI

Current price

$1.68

INNOVIZ TECHNOLOGIES LTD

INVZ

Current price

$0.73

Luminar Technologies Inc

LAZR

Current price

$3.69

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12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.

If you invested across these assets:

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In 12 months it might be worth:

$1,000.00

+96.24%

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About This Group of Stocks

Our Expert Thinking

Intel's RealSense spin-off with $50 million in funding is a catalyst for the entire 3D vision industry. This newly independent company will accelerate innovation and competition, creating a ripple effect that benefits hardware providers, software developers, and companies in key markets like robotics and augmented reality.

What You Need to Know

This collection represents a tactical growth opportunity focused on the expanding machine perception market. It includes companies across the value chain, from GPU manufacturers and LiDAR sensors to specialized AI software and integrated robotics systems. The accelerated adoption of 3D vision technology creates potential across multiple sectors.

Why These Stocks

These companies were handpicked to capture the full ecosystem benefiting from 3D vision advancement. They include direct competitors to RealSense, providers of complementary hardware, and companies in end-markets like industrial automation and automotive systems that will see increased demand as the technology becomes more widespread.

Group Performance Snapshot

96.24%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 96.24% over the next year.

12 of 15

Stocks Rated Buy by Analysts

12 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🚀

New Player, Big Money

Intel's RealSense is now an independent company with $50 million in fresh funding. This cash injection and autonomy means faster innovation and growing opportunities for the entire 3D vision ecosystem.

🔍

The Future Is 3D

From self-driving cars to warehouse robots, 3D vision technology is becoming essential in tomorrow's world. These companies are positioned at the forefront of this technological revolution.

🌊

Rising Tide Effect

As competition heats up in the 3D vision space, the entire market expands, benefiting hardware makers, software developers, and end-users alike. This collection captures value across the full ecosystem.

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