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02 · SENSING & PERCEPTION
ATI (Novanta)
NOVT·NASDAQ

CHOKEPOINT LENS

LAYER02 · Sensing & perception
CHOKECONCENTRATED
CHINACHINA-INSULATED · STEEL bezel
ACCESSIBLEYes · US/EU-listed, normal retail access
NODE6-axis F/T sensors

DOSSIER

ROLE

ATI Industrial Automation — the six-axis force/torque sensor leader (~35% revenue share), owned by US-listed Novanta. The robot's sense of touch at wrist and ankle.

CHOKE POSITION

Clear leader of a concentrated node (top-5 >60%) that is eroding on two fronts: Chinese price entry (Keli) and the QDD architecture that skips the sensor entirely.

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Key readouts, what makes the choke pay, what breaks it, and the catalysts on the watch — for every instrument on the board.


PERFORMANCE

No market data available for this instrument.


INTELLIGENCE FILES


ADJACENT INSTRUMENTS

Keli Sensing (柯力传感)603662·SSE6-axis force/torque sensors · CONCENTRATED
Kunwei (坤维)PRIVATE6-axis force/torque sensors · CONCENTRATED
Shenzhen Xinjingcheng (鑫精诚)PRIVATE6-axis force/torque sensors · CONCENTRATED
Bota SystemsPRIVATE6-axis force/torque sensors · CONCENTRATED

NOTES

Novanta owns ATI


Market intelligence, not financial advice.