EZVIZ Network, a prominent smart home hardware player and spin-off of security giant Hikvision, is aggressively expanding its footprint into the competitive service robot sector. The company's latest strategy shifts focus toward intelligent cleaning and companion robotics, aiming to move beyond its traditional security camera roots. Chief Product Officer Chen Guanlan recently highlighted that the company is pouring research resources into sub-sectors such as smart pet care and domestic assistance to better integrate AI into daily life scenarios.
At the heart of this expansion is the launch of the Stella 10 series, an AI-powered steam floor-scrubbing robot that utilizes a self-developed 'World Model.' This technology marks a significant leap in embodied AI, allowing robots to construct 3D semantic maps of the home. By recognizing specific furniture and predicting the movement of pets and humans, these machines can proactively adjust their cleaning paths and strategies rather than relying on reactive sensors. This transition from simple automation to autonomous decision-making represents the next frontier for the consumer hardware industry.
The technological shift is fueled by a rapid increase in edge computing power. According to Chen, the industry is moving away from low-power chips toward more robust processors capable of handling 2 to 8 Tera Operations Per Second (TOPS). This allows cameras and robots to execute lightweight AI tasks locally rather than relying on the cloud, improving privacy and response times. As silicon capabilities double, EZVIZ intends to transform the humble home camera into an AI-native hub for household management.
Financial data reveals a strategic shift toward international markets, where growth significantly outpaces domestic performance. In 2025, EZVIZ saw its overseas revenue surge by over 22%, now accounting for nearly 40% of its total business. While the Chinese market remains the company's largest revenue base, it is characterized by fierce price competition. Conversely, management views the international market as a high-growth arena with significant 'premium space' where consumers are more willing to pay for superior design and advanced AI features.