RoboSense, Lidar Product Sales for Robots Surpass Automotive Business Segment 'Diversification Strategy Underway'

*This content was translated by AI.

RoboSense announced its financial results for the first quarter of 2026, totaling approximately 460 million yuan, a 40% increase compared to the same period last year. Notably, sales of robotics lidar surpassed the company's former core business, the ADAS automotive segment.

RoboSense is the No. 1 company in the ADAS lidar market, holding nearly 29% market share. Industry observers interpret this shift in RoboSense's revenue structure as a major structural turning point for its core business model.

A closer look reveals that RoboSense's lidar sales for the same period surged 204.1% to 330,300 units. This growth was led by the robotics segment. Robotics lidar sales increased 1,458.8% year-on-year to 185,500 units, accounting for 56% of total sales volume. This marks the first time the robotics segment has overtaken the previously dominant ADAS automotive segment, signifying that robotics has moved beyond a niche market to become a core revenue driver. In particular, RoboSense supplies lidar to nine of the top 10 global smart lawn mower manufacturers, securing economies of scale in the home appliance and infrastructure markets.

The ADAS automotive segment recorded sales of 144,800 units in the first quarter, showing a more modest growth rate compared to the robotics segment. This is attributed to the time lag caused by the 12th-to-18-month lead time required from vehicle selection to Start of Production (SOP) in the automotive industry. RoboSense has secured 177 Design Wins for vehicle models from 36 automakers and Tier 1 suppliers. It has begun SOP for 69 models from 17 customers. The cumulative order backlog exceeds 9 million units, including major clients such as BYD, Geely, SAIC Motor, and Nissan.

RoboSense is strengthening cost competitiveness and performance through a platform integration strategy based on its self-developed chip (SPAD-SoC). In April, it unveiled two next-generation chips simultaneously: 'Phoenix' and 'Peacock'. The 2,160-line native chip 'Phoenix' is aimed at high-performance autonomous driving and is scheduled for SOP this year after passing premium vehicle validation. The high-resolution large-array chip 'Peacock', focused on miniaturization and low power consumption, is set for mass supply to the robotics market in the third quarter. Cumulative deliveries of solid-state lidars equipped with the self-developed chip on the E-platform have surpassed 300,000 units.

RoboSense has diversified its business portfolio beyond automobiles to include home appliances, logistics, and humanoid robotics, establishing a dual-track growth model.

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*This content was translated by AI.