SHENZHEN, China, July 9, 2026 /PRNewswire/ -- RoboSense (HKEX: 02498), a pioneering robotics company for the Physical AI era, announced its LiDAR sales volume for the first half of 2026, with total LiDAR sales reaching 719,200 units, up 169.6% year over year, including 282,600 units in the robotics segment, up 510.4% year over year, and 436,600 units in the ADAS segment, up 98.0% year over year. The strong performance was driven by RoboSense's full-stack proprietary chip technologies and continued growth across both its ADAS and robotics segments.

The momentum continued into the second quarter, with total LiDAR sales reaching 388,900 units. Of these, robotics LiDAR sales totaled 97,100 units, up 182.3% year over year, while ADAS LiDAR sales reached 291,800 units, up 135.7% year over year.

Backed by the industry-leading performance and mass-production maturity of its digital product portfolio, including the E1R and Airy series, RoboSense has enabled a broad range of robotics applications, including embodied AI and commercial cleaning robots. Today, RoboSense ranks No. 1 globally in LiDAR sales across the overall robotics market and multiple robotics segments.¹

In April 2026, RoboSense unveiled its EOCENE SPAD-SoC architecture together with its Phoenix and Peacock chipsets, further pushing the performance boundaries of digital perception products. Meanwhile, cumulative deliveries of E Platform-based fully solid-state digital LiDAR products have surpassed 300,000 units, setting a new industry benchmark for large-scale deployment.

With continued advancements in in-house chip, product development, and scalable mass-production capabilities, RoboSense is well positioned to support the next phase of Physical AI commercialization. The company will continue to provide a more reliable spatial intelligence perception foundation for robotics and accelerating the deployment of robots in the real world.

About RoboSense

RoboSense (HKEX: 02498) is a robotics company for the era of Physical AI. Based on its in-house optoelectronic chips and perception algorithms, and supported by its scaled mass production capabilities, RoboSense provides robots with core components and infrastructure, including LiDAR and Space Camera. Its products have been deployed at scale across more than ten applications areas, including smart vehicles, Robotaxi, robotic lawn mowers, autonomous logistics, embodied intelligence, and commercial cleaning robots. RoboSense serves more than 3,400 robotics clients worldwide and ranked No. 1 globally in robotics LiDAR market share in 2025.

SHENZHEN, China, May 27, 2026 /PRNewswire/ -- RoboSense Technology Co., Ltd. ("RoboSense" or the "Company"; Stock Code: 2498.HK), an AI-driven robotics technology company, today announced its financial results for the first quarter of 2026, delivering a landmark quarter in which the robotics business surpassed 50% of total LiDAR shipments for the first time in the Company's history. Building on the momentum of its first-ever profitable quarter in Q4 2025, RoboSense enters 2026 with strong operational confidence. The Company's dual-engine strategy across ADAS and robotics continues to drive growth, with the robotics segment emerging as the primary growth engine.

Q1 2026 Financial Highlights

In the first quarter of 2026, RoboSense delivered strong top-line growth driven by the continued acceleration of its robotics and ADAS businesses.

• Total LiDAR shipments: 330,300 units, up approximately 204.1% year-on-year.
• Robotic LiDAR shipments: 185,500 units, up significantly 1,458.8% year-on-year, representing approximately 56% of total shipments.
• Revenue: RMB458.8 million, up approximately 39.9% year-on-year.
• Order backlog: Over 9 million units for ADAS.

For the very first time, robotics LiDAR sales surpassed ADAS shipments in a single quarter, marking a structural inflection point in the Company's revenue mix. This shift reflects the accelerating commercial adoption of intelligent robotics across a broad range of sectors and underscores RoboSense's strengthening position as the perception backbone of the global robotics industry.

Robotics Business: Sustained No. 1 Across Key Segments

RoboSense maintained its leadership position across five major robotics segments in Q1 2026: robotic lawnmowers, autonomous delivery, humanoid robots, embodied AI, and commercial cleaning robots.

In May 2026, RoboSense ranked No. 1 in GGII's (Gaogong Robot Industry Research Institute) Q1 2026 global 3D LiDAR shipment ranking for robotics.

• Robotic Lawnmowers: Emerging as the fastest-growing robotics category entering 2026, the robotic lawnmower segment saw significant expansion. In May, RoboSense deepened its partnership with Roborock to jointly accelerate the large-scale global commercialization of robotic mowers. The Company also reinforced its collaboration with Willand (Segway Navimow), which named RoboSense its 2026–2027 Strategic Partner and honored it with the 2025–2026 Outstanding Supplier Award. RoboSense supplies its fully solid-state digital LiDAR across multiple Navimow product lines, alongside an ongoing strategic partnership with Mammotion Technology.
• Unmanned Autonomous Delivery: Digital LiDAR solutions from RoboSense have now been adopted by over 90% of leading unmanned delivery vehicle companies, including Neolix, Zelos, Rino.ai, JD.com, Meituan, and Coco Robotics, cementing the Company's role as the de facto perception standard for autonomous logistics.
• Embodied AI and Humanoid Robotics: RoboSense has partnered with nearly 50 top-tier humanoid and quadruped robot companies. In May, the Company was listed in Morgan Stanley's Humanoid 100 and China humanoid value chain mapping, as the only LiDAR-focused firm appearing in both lists.
• Commercial Cleaning Robots: RoboSense leads the commercial cleaning robot segment with a 71% market share across more than 60 key customers, according to YanZhi Robot's recent research. In March, Pudu Robotics launched the world's first AI-native large scrubber-dryer robot, equipped with RoboSense's hemispherical digital LiDAR Airy.
• Active Camera Moves to Mass Production: RoboSense has received a large-scale order from a leading European humanoid robotics company for its new Active Camera solutions, robot vision products built for mobility and dexterous manipulation. Mass production and delivery are set for 2026. The order marks RoboSense's shift from market validation to commercial-scale deployment amid the rising wave of Physical AI.

ADAS Business: Foundation Solidifies with Industry-Leading Pipeline

As of the first quarter of 2026, the Company has accumulated design wins for 177 vehicle models across 36 automotive brands and Tier-1 partners, while successfully achieving Start of Production (SOP) for 69 models. Driven by this sustained momentum, RoboSense's automotive ADAS order backlog has exceeded 9 million units, anchoring a highly predictable growth runway with premier domestic and global automotive leaders — including BYD, Geely, IM Motors, and the Chinese joint ventures of Toyota, Nissan, Volkswagen and General Motors. Furthermore, in this quarter, RoboSense officially deepened its industrial ecosystem by being recognized as the 2026 Strategic Partner of Geely Group.

RoboSense will continue to focus on its "ADAS + Robotics" dual-engine strategy. Powered by its core technologies, including proprietary SPAD-SoC chips, the Company is driving the industry's transition toward next-generation digital LiDAR solutions. By empowering a diverse range of applications across both robotics and intelligent automotive sectors, RoboSense is well-positioned to further solidify its leadership in the era of Physical AI.

About RoboSense

RoboSense (02498 HKEX) is an AI-driven robotics company. Leveraging its full-stack, in-house developed digital chips and a robust AI technology system, the company provides core robotic components, perception systems, and manipulation solutions across a wide range of industries, including autonomous passenger and commercial vehicles, Robotaxi, as well as robotics applications in autonomous logistics, robotic lawn mowers, and humanoid robots.

Founded in 2014 and headquartered in Shenzhen, China, RoboSense has grown to a team of over 1,800 employees. The company maintains a strong global footprint, with offices spanning Shanghai, Suzhou, and Hong Kong in China, as well as Stuttgart, Germany, and Detroit and Silicon Valley in the United States.

As a global leader in the LiDAR industry, RoboSense has partnered with over 310 automotive brands and Tier-1 suppliers. In the robotics sector, it is the preferred solution provider for autonomous logistics, robotic lawn mowers, humanoid robots, and other pan-robotics applications, serving more than 3,400 clients worldwide. In 2025, the company ranked top 1 in LiDAR market share in the robotics sector. Building on its globally leading perception capabilities, RoboSense has extended its technology into robotic manipulation, launching robotic vision systems, dexterous hands, and hand-eye coordination solutions, driving the large-scale commercialization in the era of Physical AI.

SHENZHEN, China, April 21, 2026 /PRNewswire/ -- RoboSense (HKEX: 2498), an AI-driven robotics technology company, hosted its 2026 Tech Day in Shenzhen today, marking a landmark moment with the global debut of its pioneering self-developed SPAD-SoC architecture, EOCENE, and two flagship image-grade chipsets, Phoenix and Peacock. Alongside these core launches, RoboSense offered a strategic preview of its revolutionary RGBD sensor, slated for release in 2027. This breakthrough signifies a paradigm shift in 3D perception technology, solidifying RoboSense's position as the architect of the industry's next technological cycle, and an insightful visionary poised to capture the expansive market potential now unfolding.

Mark Qiu, CEO of RoboSense, remarked: "Drawing a strategic parallel to the historic transition from CCD to CMOS within the imaging industry, we believe the LiDAR sector has reached a critical inflection point. By establishing our proprietary SPAD-SoC architecture as the foundation, we are redefining the metrics of 3D perception. In our view, mastery of chipset capability is the ultimate arbiter of generational advantage. Those who command the silicon effectively wield control over product generational evolution, securing a privileged position and holding the high ground in the future industry landscape."

RoboSense's overarching strategy centers on the vertical integration of proprietary chipset R&D and advanced module engineering. Securing a dominant position in the coming stage of large-scale commercialization requires a full-stack approach: proprietary chipset capabilities establish technological generational leads and structural cost advantages, while module engineering ensures system-level excellence in point-cloud fidelity, ranging precision, and interference rejection. By integrating these twin engines, RoboSense is establishing the definitive performance benchmarks for the next phase of industrial evolution of 3D perception.

The Visionary Trend of LiDAR Industry Evolution

The shift from analog to digital architectures is an industry imperative. Mirroring the historic pivot from CCD to CMOS in the imaging sector, RoboSense recognizes that the LiDAR industry has reached its definitive "CMOS moment." Legacy analog architectures have hit inherent performance ceilings, where further scaling triggers prohibitive complexity and linear cost escalation. In the LiDAR sector, analog solutions—epitomized by SiPM—are destined to be superseded by SPAD architectures, much like the transition that once rendered CCD obsolete. Furthermore, sharing the same semiconductor lineage as CMOS, SPAD technology capitalizes on Moore's Law, enabling direct access to the mature process nodes and infrastructure of the global semiconductor ecosystem.

The evolution toward high-beam, image-grade performance is equally irreversible. Under the SPAD architecture, the performance ceiling of LiDAR has been significantly elevated, dramatically enhancing detection capabilities for small objects at long ranges and ensuring robustness in adverse weather. By reaching 2160 beams, LiDAR enters the 4-megapixel era; as it scales further to 4000 beams, it achieves an 8-megapixel output, meeting the true 4K standard. This transition into the image-grade era will fundamentally redefine safety standards—positioning high-resolution LiDAR as a non-negotiable safeguard for both L2+ and L3 autonomous vehicles.

EOCENE：The SPAD-SoC Platform

RoboSense introduced its groundbreaking SPAD-SoC architecture, the EOCENE. Named after the dawn of a new era, the platform marks a fundamental transition from discrete technical breakthroughs to a scalable production model. By codifying nine years of full-stack experience into a standardized R&D paradigm, EOCENE enables the rapid incubation of a high-performance SoC portfolio, establishing a systematic competitive barrier through efficient innovation.

The EOCENE SPAD-SoC architecture is designed with 4 Core Functional Layers:

• Fundamental Process Layer: Unified 28nm advanced process node with automotive-grade design; features 3rd-Gen ultra-sensitivity SPAD with a world-leading 45% PDE and 2nd-Gen 3D-stacking via wafer-level hybrid bonding.

• Core Computational Layer: Configurable 4320-Core heterogeneous compute Array; powered by a high-bandwidth network-on-chip (NoC) supporting 495 billion point-cloud samplings/s and an up to thousand-beam ultra-HD perception enhancement engine.

• Algorithm Acceleration Layer: hardware-integrated anti-Interference & signal processing engine; delivers up to 99.9% sunlight noise suppression and 99.9% crosstalk immunity with smart pixel management for optimized perception.

• Security & Reliability Layer: Automotive-grade secure silicon architecture; strictly engineered for extreme reliability and operational resilience across a temperature range of -40°C to 125°C.

The Phoenix Chipsets

RoboSense unveiled Phoenix, an automotive-grade monolithic SPAD-SoC capable of 2,160-beam image-grade output. The Phoenix series will feature a versatile lineup of five distinct models, specifically engineered to support LiDAR designs spanning 2160, 1440, 720, 480, and 240 beams. Compared to designs that cluster or cascade multiple chips to achieve high beam counts, Phoenix delivers true 2160-beam performance independently through a streamlined, single-optical path. This state-of-the-art monolithic integration enables an ultra-high resolution of 2160 × 1900—surpassing the point-cloud fidelity of a 4MP camera—and outputs 2K ultra-HD near-infrared (NIR) imagery. With a 600-meter detection range and AEC-Q100 certification, Phoenix evolves LiDAR from a basic ranging sensor into a sophisticated visual imaging system. The 2,160-beam solution based on Phoenix have already secured design wins from world-leading automakers, with mass production scheduled in 2026. 

The Peacock Chipset

RoboSense unveiled Peacock, a premier all-solid-state ultra-large array SPAD-SoC featuring a high-density resolution of 640 × 480, propelling robotics into the era of image-grade 3D perception. By integrating this massive matrix into a single SoC, Peacock shifts LiDAR output from sparse data points to VGA-level imaging output. The chipset provides an expansive 180° × 135° field of view (FOV) and millimeter-level precision, capable of detecting objects as close as 5cm. Designed for broad cross-industry adoption, Peacock's versatile architecture seamlessly adapts to diverse applications—from automotive blind-spot detection and low-speed autonomous vehicles to industrial safety, robotics, and emerging super-sensor form factors. Peacock is slated for mass production in Q3 2026, with initial batch deliveries already underway to key customers.

RGBD: Advancing Spatial Intelligence with Color-Enriched 3D Imaging

By integrating a color filter array with the high-resolution output of the Peacock chipset, RoboSense has achieved advanced RGBD (Red, Green, Blue + Depth) 3D vision. The core of this innovation is Peacock's ability to output high-density spatial data, which allows the seamless integration of color information directly onto 3D point clouds.

RoboSense has long been a pioneer in the exploration of sensor fusion. The introduction of the AC1 and AC2 Active Camera series in 2025 provided the industry with a diverse range of integrated perception solutions, laying the essential groundwork for advancing colorized 3D vision. RoboSense's new RGBD sensor is slated for official release by the end of 2027.

Looking ahead, RoboSense is committed to ushering in an era where 3D perception achieves the same ubiquity as the modern camera. By integrating its visionary technology into every vehicle, every robot, and every physical AI terminal, RoboSense is not merely participating in a technological shift—it is standing as the definitive architect of a new epoch in 3D perception.

Please access the full press kit via the link:
https://www.dropbox.com/scl/fo/zafeavobmdke8cp0mgmtt/AKduk648136gxk3w9moF87o?rlkey=5n0n2843o5hpvqgm0fxmi2q9t&st=nagfu804&dl=0

About RoboSense

RoboSense (02498 HKEX) is an AI-driven robotics company, founded in 2014 and headquartered in Shenzhen, China. Leveraging its full-stack, in-house developed digital chips and a robust AI technology system, the company provides core robotic components, perception systems, and manipulation solutions across a wide range of industries, including autonomous passenger and commercial vehicles, Robotaxi, as well as robotics applications in autonomous logistics, robotic lawn mowers, and humanoid robots.

As a global leader in the LiDAR industry, RoboSense has partnered with over 310 automotive brands and Tier-1 suppliers. In the robotics sector, it is the preferred solution provider for autonomous logistics, robotic lawn mowers, humanoid robots, and other pan-robotics applications, serving more than 3,400 clients worldwide. In 2025, the company ranked first in LiDAR market share in the robotics sector.

Building on its globally leading perception capabilities, RoboSense has extended its technology into robotic manipulation, launching robotic vision systems, dexterous hands, and hand-eye coordination solutions, driving the large-scale commercialization in the era of Physical AI.

Following its global top 1 performance in 2025 with over 303,000 unit shipments in robotics LiDAR, RoboSense has maintained strong growth momentum in the robotics sector. The company has secured the top position across five key segments: robotic lawn mowers, autonomous delivery, humanoid robots, embodied AI, and commercial cleaning robots, achieving preeminent leadership in the broader robotics market.

RoboSense is the only technology company worldwide to achieve AEC-Q automotive-grade certification for its fully self-developed LiDAR chipsets, spanning transmission, reception, and processing. By leveraging its proprietary SPAD-SoC and VCSEL chip architecture, the company has established the industry's most comprehensive portfolio of digital LiDAR products, which have already achieved mass production, covering low-beam to high-beam specifications and meeting diverse requirements for both automotive and robotics applications. Backed by its core technological advantages, RoboSense is accelerating the development of a dual-engine growth model driven by both automotive and robotics businesses, continuously advancing intelligent innovation in the global automotive and robotics industries.

About RoboSense

RoboSense (02498 HKEX) is an AI-driven robotics company, founded in 2014 and headquartered in Shenzhen, China. Leveraging its full-stack, in-house developed digital chips and a robust AI technology system, the company provides core robotic components, perception systems, and manipulation solutions across a wide range of industries, including autonomous passenger and commercial vehicles, Robotaxi, as well as robotics applications in autonomous logistics, robotic lawn mowers, and humanoid robots.

As a global leader in the LiDAR industry, RoboSense has partnered with over 310 OEMs and Tier-1 suppliers. In the robotics sector, it is the preferred solution provider for autonomous logistics, robotic lawn mowers, humanoid robots, and other pan-robotics applications, serving more than 3,400 clients worldwide. In 2025, the company ranked first in LiDAR market share in the robotics sector.

Building on its globally leading perception capabilities, RoboSense has extended its technology into robotic manipulation, launching robotic vision systems, dexterous hands, and hand-eye coordination solutions, driving the large-scale commercialization in the era of Physical AI.

Following its global top 1 performance in 2025 with over 303,000 unit shipments in robotics LiDAR, RoboSense has maintained strong growth momentum in the robotics sector. The company has secured the top position across five key segments: robotic lawn mowers, autonomous delivery, humanoid robots, embodied AI, and commercial cleaning robots, achieving preeminent leadership in the broader robotics market.

RoboSense is the only technology company worldwide to achieve AEC-Q automotive-grade certification for its fully self-developed LiDAR chipsets, spanning transmission, reception, and processing. By leveraging its proprietary SPAD-SoC and VCSEL chip architecture, the company has established the industry's most comprehensive portfolio of digital LiDAR products, which have already achieved mass production, covering low-beam to high-beam specifications and meeting diverse requirements for both automotive and robotics applications. Backed by its core technological advantages, RoboSense is accelerating the development of a dual-engine growth model driven by both automotive and robotics businesses, continuously advancing intelligent innovation in the global automotive and robotics industries.

About RoboSense

RoboSense (02498 HKEX) is an AI-driven robotics company, founded in 2014 and headquartered in Shenzhen, China. Leveraging its full-stack, in-house developed digital chips and a robust AI technology system, the company provides core robotic components, perception systems, and manipulation solutions across a wide range of industries, including autonomous passenger and commercial vehicles, Robotaxi, as well as robotics applications in autonomous logistics, robotic lawn mowers, and humanoid robots.

As a global leader in the LiDAR industry, RoboSense has partnered with over 310 OEMs and Tier-1 suppliers. In the robotics sector, it is the preferred solution provider for autonomous logistics, robotic lawn mowers, humanoid robots, and other pan-robotics applications, serving more than 3,400 clients worldwide. In 2025, the company ranked first in LiDAR market share in the robotics sector.

Building on its globally leading perception capabilities, RoboSense has extended its technology into robotic manipulation, launching robotic vision systems, dexterous hands, and hand-eye coordination solutions, driving the large-scale commercialization in the era of Physical AI.

HONG KONG, March 25, 2026 /PRNewswire/ -- RoboSense Technology Co., Ltd. ("RoboSense" or the "Company"; Stock Code: 2498.HK), a pioneering AI-driven robotics technology company, announced its financial results for the fourth quarter and full year of 2025, underlining robust performance driven by its dual-engine strategy of ADAS and robotics.

In 2025, the Company's performance significantly exceeded expectations, achieving its first-ever quarterly profitability, with net profit reaching approximately RMB 104 million in Q4 2025. This milestone was primarily driven in large part by the strong momentum of the robotics business, which delivered approximately 303,000 units for the year, ranking No. 1 globally. Looking ahead, the Company will adopt a dual-engine strategy across ADAS and Robotics to sustain strong growth in 2026. To support this trajectory, the Company plans to expand production capacity of four million units in 2026.

Mark Qiu, CEO and Executive Director of RoboSense, remarks that "We are thrilled to announce that in the fourth quarter of 2025, RoboSense achieved its first-ever quarterly profit since inception, marking a clear inflection point in our operations. In 2025, we led the industry into the digital era of LiDAR, and our technological breakthroughs, market expansion, and mass production readiness collectively enabled full-spectrum leadership across ADAS, Robotaxi, and the broader robotics sector. The robotics business delivered 303,000 units for the year, ranking No. 1 globally, with performance significantly exceeding expectations. We are confident in sustaining this momentum through consistent performance and translating it into tangible results in 2026 and beyond. Our strategic direction is clear: RoboSense is a robotics company. We will continue to expand the boundaries of Physical AI, further consolidate our core competitive advantage through proprietary chipsets, which lay the foundation for our generational-lead product offerings. Our ultimate vision is to make LiDAR a ubiquitous category, as essential and ever-present as the common camera".

Financial Highlights

In the fourth quarter, the Company achieved total revenue of approximately RMB 751 million, a year-over-year increase of 46.1%; an operating profit of approximately RMB 130 million, and a net profit of approximately RMB 104 million, marking its first-ever profitable quarter. Meanwhile, the robotics business experienced explosive growth, with quarterly sales reaching approximately 221,200 units — a robust year-over-year increase of 2,565.1%. Revenue from the robotics business climbed to RMB 347 million, accounting for approximately 49.0% of total revenue from product sales.

For the full year of 2025, total LiDAR sales volume reached approximately 912,000 units, representing a year-over-year increase of 67.6%.  The annual revenue was approximately RMB 1.94 billion, with the overall gross margin rising to 26.5%. Gross profit for the year was approximately RMB 514 million, an increase of 81.3% year-over-year.

The most critical drivers behind these milestones are three structural shifts: first, digitalized products have fully entered large-scale delivery; second, the revenue mix has continued to optimize, with the robotics business experiencing explosive growth; and third, cost reductions driven by in-house developed chipsets are increasingly reflected in the Company's profitability.

Robotics: Achieving No. 1 in the Sector Across Key Segments

In 2025, the Company ranked No. 1 in the robotics sector with total LiDAR shipments reaching 303,000 units, securing the top position across major segments: robotic lawnmowers, autonomous delivery robots, humanoid robots, embodied AI, and commercial cleaning robots.

• In the robotic lawnmower segment, in addition to existing clients such as Mammotion and Navimow owned by Segway-Ninebot, RoboSense secured an exclusive design win from a leading cleaning robot brand, with deliveries commencing within the year.
  
  
• In unmanned autonomous delivery, digital LiDAR solutions have been adopted by over 90% of leading unmanned delivery vehicle companies, such as Neolix, Rino.ai, JD.com, Meituan, and Coco Robotics.
  
  
• In embodied AI robotics, the Company has partnered with nearly 50 top-tier humanoid and quadruped robot companies, including Agibot, Unitree, EngineAI, and Galbot.
  
  
• In commercial cleaning robots, the Company leads the industry with a 71% market share according to Yanzhi Robot's research data.

Robotaxi: Over 90% Coverage of Global Core Players

RoboSense's "EM4 main LiDAR + E1 blind spot LiDAR" combination, built on industry-leading performance and proven maturity, has rapidly become the preferred solution for autonomous driving customers. In the analog architecture era, the Company's addressable share of the Robotaxi market stood at approximately 10%; in the digital era, that figure has expanded to over 90% of global core Robotaxi and Robotruck players, including Didi Autonomous Driving, Baidu's Apollo Go, WeRide, and Pony.ai.

ADAS: Expanded Global Leadership with a Digital LiDAR Matrix

To date, the Company has accumulated design wins for over 167 vehicle models from 35 automotive companies, supporting the start of production (SOP) for 69 models. Domestically, the Company has not only deepened its long-term partnerships with leading manufacturers such as BYD and Geely but has also added three major new partners. Overseas, the Company has secured 33 design wins with 14 overseas and Sino-foreign joint-venture automaker brands, covering all core automotive markets in the Asia-Pacific, Europe, and North America. With a market share exceeding 70%, the company ranked first among LiDAR suppliers to joint-venture automotive brands in 2025, according to Zuosi Information Consulting.

Core Tech: Proprietary Automotive-Grade Chipsets Enabling Scaled Delivery of a Complete Digital Product Matrix

Built on its in-house developed SPAD-SoC and 2D VCSEL digital chip architecture, RoboSense has launched a full range of digital LiDAR products, including EM4, Airy, E1R, EMX, and Fairy, forming the industry's most comprehensive digital product matrix and the only platform capable of large-scale mass production. Spanning low to high-beam configurations, the portfolio addresses diverse application needs across automotive and robotics, covering a wide range of form factors and use cases.

Innovative Business: From the AC Series to the First Embodied Intelligence Solution

RoboSense has expanded its in-house development capabilities to cover the robot's "eyes" and "hands". The Active Camera series, AC1 and AC2, serves as the vision layer, complemented by multi-degree-of-freedom dexterous hands and other innovative components. By the end of 2025, the Group successfully deployed its first embodied intelligence solution, marking a significant step toward fully integrated robotics capabilities.

Performance Outlook

The company anticipates substantial growth in annual shipments in 2026, driven by the increasing adoption of LiDAR products in both automotive and robotics sectors. To support this trajectory, the Company will further accelerate the large-scale adoption of digital LiDAR, with planned annual production capacity reaching four million units.

Please access the full press kit via the link:
https://www.dropbox.com/scl/fo/rkhai7kby8hhmkj8r0z79/AL1BKP6BrPdAxwszXgvQR5E?rlkey=ug0ktqtavnze58s3v9ffb44ok&st=24rj138h&dl=0

About RoboSense

RoboSense (02498 HKEX) is an AI-driven robotics company, founded in 2014 and headquartered in Shenzhen, China. Leveraging its full-stack, in-house developed digital chips and a robust AI technology system, the company provides core robotic components, perception systems, and manipulation solutions across a wide range of industries, including autonomous passenger and commercial vehicles, Robotaxi, as well as robotics applications in autonomous logistics, robotic lawn mowers, and humanoid robots.

As a global leader in the LiDAR industry, RoboSense has partnered with over 310 automotive brands and Tier-1 suppliers. In the robotics sector, it is the preferred solution provider for autonomous logistics, robotic lawn mowers, humanoid robots, and other pan-robotics applications, serving more than 3,400 clients worldwide. In 2025, the company ranked first in LiDAR market share in the robotics sector.

Building on its globally leading perception capabilities, RoboSense has extended its technology into robotic manipulation, launching robotic vision systems, dexterous hands, and hand-eye coordination solutions, driving the large-scale commercialization in the era of Physical AI.

HONG KONG, March 25, 2026 /PRNewswire/ -- RoboSense Technology Co., Ltd. ("RoboSense" or the "Company"; Stock Code: 2498.HK), a pioneering AI-driven robotics technology company, announced its financial results for the fourth quarter and full year of 2025, underlining robust performance driven by its dual-engine strategy of ADAS and robotics.

In 2025, the Company's performance significantly exceeded expectations, achieving its first-ever quarterly profitability, with net profit reaching approximately RMB 104 million in Q4 2025. This milestone was primarily driven in large part by the strong momentum of the robotics business, which delivered approximately 303,000 units for the year, ranking No. 1 globally. Looking ahead, the Company will adopt a dual-engine strategy across ADAS and Robotics to sustain strong growth in 2026. To support this trajectory, the Company plans to expand production capacity of four million units in 2026.

Mark Qiu, CEO and Executive Director of RoboSense, remarks that "We are thrilled to announce that in the fourth quarter of 2025, RoboSense achieved its first-ever quarterly profit since inception, marking a clear inflection point in our operations. In 2025, we led the industry into the digital era of LiDAR, and our technological breakthroughs, market expansion, and mass production readiness collectively enabled full-spectrum leadership across ADAS, Robotaxi, and the broader robotics sector. The robotics business delivered 303,000 units for the year, ranking No. 1 globally, with performance significantly exceeding expectations. We are confident in sustaining this momentum through consistent performance and translating it into tangible results in 2026 and beyond. Our strategic direction is clear: RoboSense is a robotics company. We will continue to expand the boundaries of Physical AI, further consolidate our core competitive advantage through proprietary chipsets, which lay the foundation for our generational-lead product offerings. Our ultimate vision is to make LiDAR a ubiquitous category, as essential and ever-present as the common camera".

Financial Highlights

In the fourth quarter, the Company achieved total revenue of approximately RMB 751 million, a year-over-year increase of 46.1%; an operating profit of approximately RMB 130 million, and a net profit of approximately RMB 104 million, marking its first-ever profitable quarter. Meanwhile, the robotics business experienced explosive growth, with quarterly sales reaching approximately 221,200 units — a robust year-over-year increase of 2,565.1%. Revenue from the robotics business climbed to RMB 347 million, accounting for approximately 49.0% of total revenue from product sales.

For the full year of 2025, total LiDAR sales volume reached approximately 912,000 units, representing a year-over-year increase of 67.6%.  The annual revenue was approximately RMB 1.94 billion, with the overall gross margin rising to 26.5%. Gross profit for the year was approximately RMB 514 million, an increase of 81.3% year-over-year.

The most critical drivers behind these milestones are three structural shifts: first, digitalized products have fully entered large-scale delivery; second, the revenue mix has continued to optimize, with the robotics business experiencing explosive growth; and third, cost reductions driven by in-house developed chipsets are increasingly reflected in the Company's profitability.

Robotics: Achieving No. 1 in the Sector Across Key Segments

In 2025, the Company ranked No. 1 in the robotics sector with total LiDAR shipments reaching 303,000 units, securing the top position across major segments: robotic lawnmowers, autonomous delivery robots, humanoid robots, embodied AI, and commercial cleaning robots.

• In the robotic lawnmower segment, in addition to existing clients such as Mammotion and Navimow owned by Segway-Ninebot, RoboSense secured an exclusive design win from a leading cleaning robot brand, with deliveries commencing within the year.
  
  
• In unmanned autonomous delivery, digital LiDAR solutions have been adopted by over 90% of leading unmanned delivery vehicle companies, such as Neolix, Rino.ai, JD.com, Meituan, and Coco Robotics.
  
  
• In embodied AI robotics, the Company has partnered with nearly 50 top-tier humanoid and quadruped robot companies, including Agibot, Unitree, EngineAI, and Galbot.
  
  
• In commercial cleaning robots, the Company leads the industry with a 71% market share according to Yanzhi Robot's research data.

Robotaxi: Over 90% Coverage of Global Core Players

RoboSense's "EM4 main LiDAR + E1 blind spot LiDAR" combination, built on industry-leading performance and proven maturity, has rapidly become the preferred solution for autonomous driving customers. In the analog architecture era, the Company's addressable share of the Robotaxi market stood at approximately 10%; in the digital era, that figure has expanded to over 90% of global core Robotaxi and Robotruck players, including Didi Autonomous Driving, Baidu's Apollo Go, WeRide, and Pony.ai.

ADAS: Expanded Global Leadership with a Digital LiDAR Matrix

To date, the Company has accumulated design wins for over 167 vehicle models from 35 automotive companies, supporting the start of production (SOP) for 69 models. Domestically, the Company has not only deepened its long-term partnerships with leading manufacturers such as BYD and Geely but has also added three major new partners. Overseas, the Company has secured 33 design wins with 14 overseas and Sino-foreign joint-venture automaker brands, covering all core automotive markets in the Asia-Pacific, Europe, and North America. With a market share exceeding 70%, the company ranked first among LiDAR suppliers to joint-venture automotive brands in 2025, according to Zuosi Information Consulting.

Core Tech: Proprietary Automotive-Grade Chipsets Enabling Scaled Delivery of a Complete Digital Product Matrix

Built on its in-house developed SPAD-SoC and 2D VCSEL digital chip architecture, RoboSense has launched a full range of digital LiDAR products, including EM4, Airy, E1R, EMX, and Fairy, forming the industry's most comprehensive digital product matrix and the only platform capable of large-scale mass production. Spanning low to high-beam configurations, the portfolio addresses diverse application needs across automotive and robotics, covering a wide range of form factors and use cases.

Innovative Business: From the AC Series to the First Embodied Intelligence Solution

RoboSense has expanded its in-house development capabilities to cover the robot's "eyes" and "hands". The Active Camera series, AC1 and AC2, serves as the vision layer, complemented by multi-degree-of-freedom dexterous hands and other innovative components. By the end of 2025, the Group successfully deployed its first embodied intelligence solution, marking a significant step toward fully integrated robotics capabilities.

Performance Outlook

The company anticipates substantial growth in annual shipments in 2026, driven by the increasing adoption of LiDAR products in both automotive and robotics sectors. To support this trajectory, the Company will further accelerate the large-scale adoption of digital LiDAR, with planned annual production capacity reaching four million units.

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About RoboSense

RoboSense (02498 HKEX) is an AI-driven robotics company, founded in 2014 and headquartered in Shenzhen, China. Leveraging its full-stack, in-house developed digital chips and a robust AI technology system, the company provides core robotic components, perception systems, and manipulation solutions across a wide range of industries, including autonomous passenger and commercial vehicles, Robotaxi, as well as robotics applications in autonomous logistics, robotic lawn mowers, and humanoid robots.

As a global leader in the LiDAR industry, RoboSense has partnered with over 310 automotive brands and Tier-1 suppliers. In the robotics sector, it is the preferred solution provider for autonomous logistics, robotic lawn mowers, humanoid robots, and other pan-robotics applications, serving more than 3,400 clients worldwide. In 2025, the company ranked first in LiDAR market share in the robotics sector.

Building on its globally leading perception capabilities, RoboSense has extended its technology into robotic manipulation, launching robotic vision systems, dexterous hands, and hand-eye coordination solutions, driving the large-scale commercialization in the era of Physical AI.

Driving the L4 Revolution

NVIDIA announced the expansion of its Robotaxi Ready platform. RoboSense sits at the heart of this expansion, with the platform now aggregating a powerhouse network of mutual partners, including:

• Global OEMs & Mobility Giants: BYD, Geely, Toyota and Lucid.
• L4 Autonomous Driving Leaders: Pony.ai, WeRide, and Momenta.

The combination of RoboSense's digital LiDAR suite—comprising thousand-beam long-range LiDAR and specialized blind-spot LiDAR—integrated with the NVIDIA DRIVE AGX Thor platform, has proven to be the industry's optimal architecture for next-generation autonomous driving systems. At GTC, WeRide and Pony.ai showcased flagship Robotaxis equipped with this integrated solution, signaling Robosense as an enabler powering the robotaxi shift toward global commercial scale.

Powering Next-Gen Consumer EVs

In the passenger vehicle sector, RoboSense and NVIDIA are ensuring premium smart driving experiences. Key highlights at the GTC include:

• ZEEKR 8X & 9X: These flagship models utilize the powerful combination of NVIDIA DRIVE AGX Thor and the RoboSense EM4, providing necessary perception redundancy for high-level autonomous driving, ensuring safety and reliability in complex urban driving scenarios.

Empowering Embodied AI and Robotics

Beyond the road, the synergy extends to the burgeoning field of humanoid and industrial robotics through the NVIDIA Jetson and Omniverse ecosystems. RoboSense's LiDARs serve as the "eyes" for a new generation of physical AI, with active deployments from partners including:

• Humanoid & Robotics: Agibot, Unitree, Galbot, Agile Robots, and Neura Robotics.

From automotive to robotics, and from perception to computation, RoboSense is jointing forces with NVIDIA to deliver the technological synergy required to bring Physical AI into daily life.

The integrated solution features the EM4, currently the world's only mass-produced thousand-beam-level digital LiDAR, and the E1, a fully solid-state digital LiDAR. This combination provides 360-degree, zero-blind-spot coverage essential for safe and efficient Level 4 (L4) autonomous mobility.

Following the successful deployment with the WeRide GXR Robotaxi announced earlier this week, this exclusive design win with Baidu Apollo Go serves as further market validation of RoboSense's technological dominance. The "EM4 (Main LiDAR) + E1 (Blind-spot LiDAR)" suite has emerged as the most advanced LiDAR solution for the global autonomous driving industry.

This strategic partnership reinforces RoboSense's critical position in empowering L4 autonomous mobility. The selection by Baidu Apollo Go — one of the world's largest autonomous ride-hailing services platform — validates the technical superiority and automotive-grade reliability of RoboSense's digital LiDAR solutions.

Redefining L4 Perception with Thousand-Beam-Level Digital LiDAR

The Robotaxi GXR is equipped with the latest autonomous driving suite, GEN8. At the core of GEN8 is WeRide's self-developed Sensor Suite 8.0 (SS8.0), which includes RoboSense's  thousand-beam-level digital LiDAR EM4, as the main LiDAR, and thefully solid-state digital blind-spot LiDAR E1, ensuring safety and reliability during operation.

EM4, the Main LiDAR Capable of Thousand-Beam-Level Customization: Launched in early 2025 as the world's first digital LiDAR, the EM4 is now customizable with up to 2,160 beams. With a 17x increase in point cloud density and a detection range of up to 600 meters, the EM4 enables the Robotaxi GXR to identify hazards earlier, gaining over 70% more reaction time for decision-making in high-speed driving scenario.

E1, the Fully Solid-State Blind-Spot LiDAR: Featuring a wide 120° x 90° Field of View (FoV), the E1 is the industry's only mass-produced, automotive-grade solid-state digital LiDAR specifically designed to eliminate near-field blind spots.

The "EM4 for Main LiDAR + E1 for Blind-Spot LiDAR" configuration serves as an optimal choice for Robotaxi. This setup provides a seamless blend of long-range precision and 360-degree near-field coverage, ensuring reliable performance even in extreme weather conditions like heavy rain or dense fog.

Scaling Global Autonomous Mobility

RoboSense remains committed to accelerating the global deployment of Level 4 (L4) autonomous driving. As of January 2026, WeRide's Robotaxi GXR global fleet reached 1,023 vehicles. With the 2,000 newly upgraded GXR units delivering this year - empowered by the top-of-class digital LiDAR solutions from RoboSense, WeRide's operational fleet will exceed 2,600 Robotaxis globally.

Currently, WeRide operates commercial services in major cities including Abu Dhabi, Dubai, Riyadh, Beijing, and Guangzhou.

RoboSense currently maintains a partnership coverage of over 90% among the world's leading L4 autonomous driving companies, solidifying its role as the primary perception backbone for the global Robotaxi evolution.

RoboSense's strong performance in the robotic lawn mower segment also drove record-breaking sales growth of its LiDAR products in the robotics sector in 2025, achieving an annual sales volume of 303,000 units—a year-on-year increase of 1141.8%. According to the Gaogong Industry Research Institute (GGII), "2025 Sales Volume Ranking of 3D LiDAR for Robotics in China," RoboSense ranked No.1 for LiDAR sales volume in the robotics sector, demonstrating leadership across both niche segments and the overall robotics market.

The robotic lawn mower segment was the fastest-growing robot category in 2025. According to IDC, in the first half of 2025 alone, global shipments of robotic lawn mowers reached 2.343 million units, representing a year-on-year increase of 327.2%. In this process, RoboSense's digital LiDAR, leveraging its self-developed SPAD-SoC and VCSEL digital chip architecture for high performance and reliability, has become a key driver in enabling perception upgrades and supporting market growth for robotic lawn mowers.

The E1R, the world's first fully solid-state digital LiDAR for robotics, features a 90° ultra-wide vertical FOV and 144 beams, allowing precise detection of small ground obstacles, terrain changes, and fence edges—facilitating accurate localization, mapping, and navigation for robotic lawn mowers. Its fully solid-state design ensures resilience to vibration, bumps, and shocks, improving operational stability on rough terrain by up to three times. Built to automotive-grade standards, the E1R has passed more than 60 reliability tests, including UV aging, salt spray, and electromagnetic compatibility, and can reliably operate in harsh conditions such as rain and dust. With an outdoor service life of up to 8 years, far exceeding industry standards, it serves as the optimal perception partner for all-weather, all-condition robotic lawn mower operation.

Leveraging its leading digital LiDAR products, RoboSense has become a core partner for multiple global leading robotic lawn mower companies. As the global market penetration of robotic lawn mowers continues to grow, the application of LiDAR is expected to enter a new phase of rapid expansion, with RoboSense poised to capitalize on its first-mover advantage and lead the way into the next era of strong growth.

Source:

OFWEEK, "2025 Global 3D LiDAR Sales Volume Ranking for Robotic Lawn Mowers"

Gaogong Industry Research Institute (GGII), "2025 Sales Volume Ranking of 3D LiDAR for Robotics in China"

About RoboSense

RoboSense (02498 HKEX), founded in 2014, is an AI-driven robotics technology company that supplies core components and solutions for the robotics market, committed to "Become the global leader in robotics technology platforms." Headquartered in Shenzhen, China, the company has offices in Shanghai, Suzhou, and Hong Kong; Stuttgart in Germany; Detroit and Silicon Valley in the United States.

Yole Group estimates that the global humanoid robot market will reach USD 51 billion by 2035, with a CAGR of 55%, reflecting a robust growth trajectory. Over the next five years, the industrial sector is anticipated to be the first to experience rapid adoption, offering substantial market opportunities.

In industrial scenarios, multi-sensor fusion is identified as the key enabler for performance upgrades in humanoid robots. The Report compares entry-level and industrial humanoid robots in terms of cost, performance, complexity, and target application scenarios, concluding that differences in sensor configurations directly determine a robot's "intelligence" and practical value. Industrial humanoid robots, powered by multi-sensor fusion and strong AI computing capabilities, can perform high-precision and highly reliable tasks in complex environments—an essential requirement for real-world industrial deployment.

"Fused perception, integrating LiDAR, vision, and inertial data, is key to humanoid robots moving from lab prototypes to real-world deployment. It delivers the precision and reliability needed for safe, autonomous interaction. RoboSense's AC Series strikes a strong balance between performance, size, and integration. By leveraging its expertise and technology developed for automotive LiDAR, it delivers a compact solid-state design and dense point cloud ideally suited for humanoid robots operating in complex environments. Furthermore, by developing its own digital chips, RoboSense enhances both performance and cost efficiency—enabling faster processing, lower latency, and more scalable LiDAR for advanced robotics and automotive applications," said Pierrick Boulay, Principal Analyst, Automotive Semiconductors at Yole Group.

The Report highlights RoboSense's "Eyes of Robots" Active Camera as a representative case of those technological trends. Yole Group notes that, compared to multiple separate sensing modules, the AC1's hardware-level integration of LiDAR, RGB camera, and IMU offers a more streamlined and efficient approach to system integration, software adaptation, and wiring.

AC1, the first product in RoboSense's new category of robotic vision, the Active Camera, was introduced earlier this year as part of a one-stop AI-Ready development solution for robotic perception. Unlike traditional multi-sensor fusion methods, AC1 integrates multiple sensor signals at the hardware level, ensuring spatiotemporal synchronization across depth, image, and motion data. This enables superior performance while moving away from bulky, stacked sensor configurations—thus delivering a simplified, efficient, and mass-production-ready commercial solution.

To analyze the technological and cost evolution of humanoid robots, the report deconstructs the internal architecture of RoboSense's E-Series digital LiDAR. By adopting self-developed SPAD-SoC and VCSEL chips, it replaces the complex discrete components found in traditional LiDAR systems, achieving a highly integrated and advanced digital architecture. The fully solid-state design enables the E-Series to deliver breakthroughs in both performance and reliability. The report also illustrates a chest-mounted deployment solution of the E1R on a humanoid robot.

Capitalizing on its pioneering role in chip technology, RoboSense has driven a series of major innovations, consistently delivering cutting-edge products to the robotics industry. Among the core Chinese humanoid robotics industry chain enterprises listed in the report, RoboSense stands out as the only company capable of offering diverse perception solutions—including LiDAR and depth vision—through its digital LiDAR and Active Camera products.

As the world's only company with proven capabilities in automotive-grade mass production of digital LiDAR products, RoboSense equips humanoid robot enterprises to streamline the entire process from validation to mass production. This empowers them to seize the critical window of market opportunity and jointly advance the embodied AI industry alongside ecosystem partners.

Perry Wang, President of RoboSense's Innovation Division, shared insights on industry trends and technological breakthroughs in the "Eyes of Robots" field, while Dr. Yang Xiansheng, Vice President of the LiDAR Division, provided a comprehensive introduction to the performance advantages and key features of the AC2. During the roundtable forum, four leading scholars — Sun Fuchun, Zhu Yanhe, Li Qingdu, and Li Miao — conducted an in-depth discussion on the theme of "Robotic Perception Breakthroughs and Industry Prospects."

The Industry's Only Large-Area Array: dToF Delivers Millimeter-Precision Sensing

Perry Wang stated that the "eye" is the core of robotic perception, and obtaining 3D visual depth information has long been a technical bottleneck for robot vision. Stereo vision, monocular vision, and active illumination-based structured light and ToF are all mainstream depth perception solutions in the industry. Among these, dToF offers the strongest ranging capability, highest interference resistance, and lowest computational requirements. The large-area dToF array further addresses the shortcomings of traditional dToF in terms of cost and short-range accuracy, making it the optimal solution for depth measurement in machine vision.

The AC2 is the culmination of RoboSense's breakthroughs in large-area dToF technology. Positioned as the "Robot Manipulation Eye," AC2 is the industry's first integrated super-sensor system combining dToF, RGB stereo, and IMU. It can flexibly output fused or independent depth, image, and motion pose data with high precision, delivering uniformly clear perception across the entire field. RoboSense's industry-leading chip-level hardware synchronization technology ensures that depth and image data are highly aligned in both time and space in most scenarios, with a synchronization accuracy of up to 1 ms, fundamentally guaranteeing the quality and effectiveness of fused perception.

Millimeter-Level High-Precision Perception

Due to limitations in perception accuracy, most robots today remain at a basic operational level. High-precision perception across all scenarios and conditions has become a prerequisite for expanding robotic operation ranges. RoboSense ensures the AC2's extreme precision through hardware-level data fusion and synchronization across multiple dimensions:

• A newly redesigned fully solid-state large-area dToF depth sensing solution overcomes the industry challenge of 3D vision sensor accuracy varying with distance, enabling AC2 to achieve millimeter-level perception precision of ±5 mm within an 8 m range;
• The integrated stereo vision system further enhances AC2's depth accuracy at ultra-short ranges within 1 m;
• A 1600×1400 high-resolution RGB camera supplements ultra-clear color image information on top of depth data, improving the fine-grained quality of AC2's fused perception.

Ultra-Large FoV and Compact, Cutting-Edge Design

To ensure efficient robotic manipulation, the AC2 achieves one of the largest FoV in the 3D vision sensor industry. Whether in fused perception or using individual sensors, it provides an ultra-wide 120°×90° FoV, allowing robots to "see" more manipulation objects at once and minimizing additional errors caused by frequent head or tilt movements to adjust the view.

With compact dimensions of 100 mm × 30 mm × 45 mm (L × H × D), the AC2 can be flexibly mounted in tight spaces such as humanoid robot faces, robot dog heads, or the end of robotic arms, enabling safe and efficient manipulation across a wide range of robotic platforms.

High Stability and Reliability, Strong Ambient Light Resistance

High reliability is also key to ensuring effective robotic manipulation. Based on the dToF depth sensing solution, the AC2 offers excellent resistance to ambient light interference, maintaining stable performance in complex lighting conditions such as low light, strong light, or alternating brightness. Even under intense 100 klux illumination, accuracy remains unaffected.

Designed to automotive-grade standards, the AC2 meets IP65 dust and water resistance ratings and operates within a temperature range of –10° to 55°C. Equipped with a GMSL2 interface and FAKRA connector, it provides a more stable connection than USB, effectively preventing disconnections while offering higher transmission bandwidth, ensuring a stable and smooth perception link for robotic systems.

Robots equipped with the AC2 can achieve high-precision, large-range perception across all scenarios and operating conditions. They can effortlessly perceive and manipulate small objects such as toothbrushes and hangers, as well as highly reflective materials like glass and metal. Even during large-scale robot movements, the fused perception images remain undistorted, enabling robots to unlock a wider range of manipulation applications.

AI-Ready, Out-of-the-Box Developer Services

To better support robotic development needs, RoboSense has updated its AI-Ready ecosystem alongside the AC2 hardware launch, adding open-source algorithms tailored for AC2 use cases, including pose estimation and human skeleton recognition. The AI-Ready ecosystem is a key component of the Active Camera series, offering a full suite of open-source tools and algorithms such as the AC Studio toolkit, Wiki documentation, and multi-scenario datasets, helping developers save time on routine tasks and accelerate development.

Together with the AI-Ready ecosystem, the AC2 addresses current issues of sensor stacking and redundant development in robotics, making it the optimal perception solution for robotic manipulation applications. In mature sectors such as industrial, logistics, and home service robots, the AC2 can accelerate commercialization, improve operational efficiency, and unlock more application scenarios. In high-potential areas like embodied intelligence and digital twins, the AC2 will facilitate functional validation and application deployment, unleashing greater possibilities.

Expert Consensus: Perception Revolution is the Key to Robotics Technology Breakthroughs

During the roundtable forum, leading academics gathered to discuss the evolution of robotic visual perception, current technological bottlenecks, resource allocation decisions, and methods to enhance generalization capabilities. Many scholars expressed appreciation and anticipation for RoboSense's "Eyes of Robots," the AC2 launch, and its application potential.

According to Professor Sun Fuchun, Chair of the Department of Computer Science and Technology at Tsinghua University and Deputy Director of the State Key Laboratory of Intelligent Technology and Systems, enabling robots to learn in immersive, real-world environments makes RoboSense's "Eyes of Robots" particularly important. Currently, robotic visual perception faces numerous challenges, including adapting to dynamic environments, accurately capturing complete data, multi-sensor collaborative modeling, calibration errors, and computational efficiency. By integrating multiple sensors into a unified system, RoboSense's "Eyes of Robots" effectively addresses these issues and holds significant application potential, particularly in humanoid robots and industrial logistics.

Professor Zhu Yanhe, Professor and Doctoral Advisor at the School of Mechatronics Engineering, Harbin Institute of Technology (HIT), and Deputy Director of the National Key Laboratory of Robotics Technology and Systems, noted that, from a natural science perspective, human eyes may not even match the performance of some animal eyes. He emphasized that embodied intelligent robots should not be limited by our understanding of human vision, but instead develop perception capabilities that surpass human eyes. In this sense, the Active Camera can be regarded as a "Super Eye," integrating cameras, LiDAR, and other sensors. Against the backdrop of the AI era, RoboSense's multi-sensor fusion capabilities have already surpassed overseas counterparts, leading innovation in the field.

Professor Li Qingdu, Executive Director of the Institute of Machine Intelligence at the University of Shanghai for Science and Technology and Director of the Central China Embodied Intelligence Lab, shared insights based on the latest developments of his team's humanoid robots, "Xingzhe-2" and "Xingzhe-3." He praised AC2's multi-sensor integrated design, noting that a single AC2 can address challenges in perception, computational load, and general compatibility. "With a fused FoV of 120°, AC2's wide field of view is highly suited for large-scale scenarios, perfectly meeting our requirements. It also demonstrates strong adaptability indoors and outdoors, with stable performance even under ambient light interference."

Professor Li Miao, Professor and Doctoral Advisor at the School of Robotics, Wuhan University, echoed a common industry saying to reflect on the evolution of robot eye technology and AC2's potential: "Each generation of hardware brings a new generation of algorithms and robots. With the advent of RoboSense's 'Eyes of Robots,' a new algorithm ecosystem will emerge to support complex robotic applications. I believe AC2 could evolve into a 'super species' — a perception system that surpasses human vision. Combined with RoboSense's AI-Ready ecosystem and open algorithm SDK, and in collaboration with Chinese robotics hardware companies, it can truly solve the challenges of multi-scenario embodied intelligence applications."

Leveraging its chip-level technological leadership and extensive experience in LiDAR industrialization, RoboSense has launched the Active Camera series, a new category of robotic vision products. With the release of AC2, Active Camera now forms a complete robotic perception product lineup, addressing the two core tasks of robot mobility and manipulation.

AC2 has completed preliminary application validation and is now sending invitation-only beta access to academic and industry developers. RoboSense will continue to build the optimal perception technology foundation for large-scale commercial deployment in the robotics industry, exploring the limitless possibilities of intelligent robots with users worldwide.

About RoboSense

RoboSense (2498.HK), founded in 2014, is an AI-driven robotics technology company that supplies core components and solutions for the robotics market, committed to "Become the global leader in robotics technology platforms." Headquartered in Shenzhen, China, the company has offices in Shanghai, Suzhou, and Hong Kong; Stuttgart in Germany; Detroit and Silicon Valley in the United States. For more information, please visit: www.robosense.ai

During the conference, RoboSense will participate as an official sponsor and unveil its latest innovation in its Active Camera Series – the AC2. The introduction of AC2 aims to provide robotics researchers and developers worldwide with a more powerful perception development tool. It accelerates cutting-edge research and streamlines the commercialization of AI-driven robotics applications.

The AC2 is designed to meet diverse application scenarios in the embodied intelligent robotics industry, delivering high-precision and highly robust RGBD information. Integrated with AI algorithms, it enables robots to perceive 3D environments and semantic information with stability and accuracy, effectively utilizing this information to achieve task-oriented goals. This empowers developers to significantly simplify the perception development process and improve efficiency.

At the upcoming IROS conference, RoboSense will showcase a comprehensive portfolio of its technological achievements in robotics, including the multi-sensor integrated product AC1, the AI-Ready developer ecosystem, and next-generation digital LiDAR solutions specifically designed for robots, such as the E1R and Airy. Additionally, live demonstrations of dexterous hand technology will also be conducted.

Widely regarded as the Olympics of robotics research, the IEEE/RSJ International Conference on Intelligent Robots and Systems (IROS) has maintained exceptional academic influence and extensive industry engagement since its establishment in 1988, consistently driving global advancements in robotics technology. This year's conference is projected to assemble over 7,000 leading experts, scholars, and industry professionals to showcase cutting-edge academic achievements and emerging technological trends.

RoboSense cordially invites you to visit our booth (B064, Hall C3) at IROS 2025 to explore frontier technological developments and industrial application pathways. We look forward to collaborating with you to advance the evolution of embodied intelligent robotics.

The EMX, featuring 192 beams, is designed for the L2 Advanced Driver Assistance Systems (ADAS) market. EM4, the industry's only mass-producible LiDAR with over 500 beams, offers customization from 520 up to 2160 beams, tailored for higher-level autonomous driving. With the EM platform now in mass production, RoboSense reinforces its first-mover advantage in digital LiDAR technology and large-scale delivery.

In 2025, building on breakthroughs in full-stack chip development and digitalization, RoboSense introduced its EM platform for long-range LiDAR. The company launched two products under the platform—EM4 in January and EMX in April. In less than six months, the EM platform has secured design wins for 45 vehicle models across eight leading global OEMs, highlighting its strong market recognition.

EMX has been selected by multiple OEMs both in China and overseas, including Geely, FAW Hongqi, a China EV global leading OEM, one of the top three OEMs in Japan, and a China-based joint venture vehicle brand of the largest Europe OEM. Notably, it holds exclusive design wins for as many as 32 models from leading Chinese NEV makers. EM4 has also secured design wins with multiple global and domestic OEMs, including Geely, SAIC IM Motor, a Global top-tier EV pickup brand vehicle OEM, and a Sino-European joint venture between a tier 1 European luxury brand vehicle OEM. The EM4 is already in mass production across several flagship models from these OEMs.

In line with the accelerating adoption of L2 ADAS, the EMX, with its 192 beams configuration, delivers an optimal performance solution for next-generation intelligent vehicles. It outputs 2.88 million points per second, 0.08° × 0.1° global angular resolution, a maximum detection range of 300 meters, and a frame rate of up to 20Hz, and is the most compact automotive-grade digital main LiDAR on the industry.

For higher levels of autonomy such as L3 and L4, high-channel-count digital LiDAR is essential. The EM4, the industry's only mass-producible LiDAR with more than 500 beams, adopts a SPAD-SoC and VCSEL digital architecture. It provides a ranging capability of 300m @10% reflectivity and a maximum detection range of 600 meters, making it the most powerful long-range automotive digital LiDAR available. EM4 offers robust perception support for autonomous driving systems, enabling up to a 70% improvement in response time.

Leveraging the high flexibility enabled by full digitalization, the EM platform supports customizable designs. EMX addresses demands below 500 beams, with configurable options such as 192, 256, and 384 beams. EM4, designed for ultra-high-resolution applications above 500 beams, offers customization ranging from 520 and 720 to 1080 beams, and even up to 2160 beams. Together with RoboSense's E1—the world's only mass-producible fully solid-state digital LiDAR—the EM platform forms a "ideal pairing" that fully covers both ADAS and Robotaxi markets, making it the preferred perception solution for leading OEMs seeking all-scenario coverage.

The EM platform's recognition by global OEMs and Robotaxi companies stems from RoboSense's long-standing commitment to technological innovation and its forward-looking chip strategy.

As early as 2017, RoboSense began exploring the chipization of LiDAR core technologies, establishing dedicated teams to advance this effort. By 2024, the company had achieved full in-house chip design capabilities across the entire LiDAR chain—from laser emission and scanning control to signal reception and processing. These chips have obtained AEC-Q100 automotive-grade reliability certification, building a solid technological moat for RoboSense.

The in-house development and mass production of the large-array SPAD-SoC chip has been crucial. By highly integrating the receiver system and echo recognition, the chip streamlines architecture, reduces power consumption, and ensures data integrity.

RoboSense continues to iterate its proprietary chips, enhancing performance and optimizing costs along a Moore's Law-like trajectory. This provides a technological foundation for the company's generational advantage in digital LiDAR, enabling automotive-grade mass production and scaled delivery.

With the E1, EM4, and EMX platforms entering mass production and delivery, RoboSense continues to set milestones as the industry's only mass-producible digital LiDAR leader, reinforcing its first-mover advantage. This chip-level innovation will drive ongoing product iteration, accelerate global ADAS deployment, and expand autonomous driving commercialization.

About RoboSense

RoboSense (2498.HK), founded in 2014, is an AI-driven robotics technology company that supplies core components and solutions for the robotics market, committed to "Become the global leader in robotics technology platforms." Headquartered in Shenzhen, China, the company has offices in Shanghai, Suzhou, and Hong Kong; Stuttgart in Germany; Detroit and Silicon Valley in the United States. For more information, please visit: www.robosense.ai

Simultaneously, leveraging its outstanding product capabilities, RoboSense supported more than ten global robotics partners—including the Beijing Innovation Center of Humanoid Robotics, Dobot Robotics, Ti5 Robot, CASBOT, Hubei Humanoid Robotics Innovation Center, Unitree Robotics, and Pudu Robotics—in exhibiting multiple cutting-edge products at the event. Together, they painted a vivid picture of the accelerating momentum of Chinese robotics technology across diverse industries.

Active Camera: The Real Eye of Robots

In recent years, general-purpose robots, represented by humanoid robots, have rapidly transitioned from concept to practical application. At the same time, segmented markets such as lawn-mowing robots, service robots, and industrial robots are accelerating their progress toward commercial deployment. To function and work effectively in the real world, robots must first be able to clearly view and understand the 3D structure, color patterns, and light variations of their surroundings.

Based on innovations in sensor architecture, self-developed chips, and AI capabilities, RoboSense has launched the "Real Eye of Robots" series — Active Camera. The Active Camera employs an innovative architecture that integrates multiple sensors into a single hardware unit, delivering color information, depth data, and motion status, while achieving spatiotemporal fusion of these three data types. This breakthrough completely overcomes the traditional 3D vision limitations of unclear perception, low accuracy, and slow response, enabling highly robust, precise, and active perception capabilities that deeply understand the environment.

After the launch of the first Active Camera platform product, AC1, in March 2025, the new product AC2 made its first public appearance at this year's WRC, once again attracting widespread global attention in the robotics field. AC2 is scheduled for official launch later this year.

Moving forward, RoboSense will continue to expand the Active Camera series with more product offerings and supporting tools, unlocking the potential of AI-driven innovation for cutting-edge research. This will help save development time and resources for mass production and commercial projects, while continuously building a perception technology platform applicable across diverse industries. RoboSense aims to deliver significant value in fields such as embodied robotics, general robotics, and digital twins.

Open-Source Ecosystem Drives Dual Engagement Between Developers and End Users

At the same time, RoboSense also presented its AI-Ready ecosystem in detail. Designed for Active Camera developers, this ecosystem aims to help developers across various fields efficiently complete robotic product prototyping and commercial application deployment.

The AI-Ready ecosystem provides comprehensive development support, including open-source tools, AI algorithms, reference cases, and datasets. It continuously attracts both algorithm developers and application developers to become Active Camera users. Application developers can easily leverage the integrated algorithms on the Active Camera platform to create innovative features tailored to their specific use cases, accelerating the transition from prototype to mass production and commercial deployment. Meanwhile, AI algorithm and embedded systems developers benefit from the ecosystem's diverse scenarios to continuously optimize and iterate their algorithms and hardware-software solutions, effectively connecting their technologies with customers and market opportunities.

Driving Commercial Deployment & Connecting Thousands of Application Scenarios

At the WRC event, powered by RoboSense's "The Real Eye of Robots" product series, multiple robotics partners—including Beijing Innovation Center of Humanoid Robotics, Dobot Robotics, CASBOT, Pudu Robotics, Unitree Robotics, and Hubei Humanoid Robotics Innovation Center—showcased their well-known products, drawing strong attention and enthusiastic interactions from attendees.

The exhibition highlighted the dynamic and flourishing innovation within China's robotics industry. As a key player in the embodied robotics movement, RoboSense showcased its comprehensive "Real Eye of Robots" series, leading a major shift in robotic vision development. By providing developers with a streamlined, user-friendly, and innovative one-stop solution, RoboSense is accelerating the commercial deployment of cutting-edge robotic products.

About RoboSense

RoboSense (2498.HK), founded in 2014, is an AI-driven robotics technology company that supplies core components and solutions for the robotics market, committed to "Become the global leader in robotics technology platforms." Headquartered in Shenzhen, China, the company has offices in Shanghai, Suzhou, and Hong Kong; Stuttgart in Germany; Detroit and Silicon Valley in the United States. For more information, please visit: www.robosense.ai

EMX: 192-Beam High-Performance Automotive Digital LiDAR

EMX, another breakthrough by RoboSense in the digital LiDAR era, is compact yet powerful, featuring an upgraded intelligent "Gaze" function and supporting extensive customization. As high-level assisted driving continues to advance into mainstream adoption, EMX meets diversified automotive intelligence needs comprehensively.

With RoboSense's EM platform digital advantages, EMX delivers 192-beam high-density scans, producing 2.88 million points per second, ultra-clear global angular resolution of 0.08°×0.1°, and precise detection capabilities within 300 meters. It accurately detects objects such as black vehicles and traffic cones within 200 meters, enhancing driving precision and response.

EMX also integrates RoboSense's proprietary scanning technology, combining control algorithms with scanner dynamics for scanning rates up to 20Hz—far exceeding industry standards—cutting response latency by over half, significantly enhancing the vehicle's ability to manage sudden scenarios like pedestrians or fast lane changes.

Offering up to a 140° FOV and enhanced intelligent "Gaze" functionality, EMX can dynamically enhance horizontal angular resolution up to six times, significantly expanding its performance adaptability.

Thoroughly automotive-grade tested, EMX excels under challenging environmental conditions, boasting advanced features like anti-reflectivity interference, noise reduction for rain, fog, and dust, and resistance to contamination and water stains, ensuring comprehensive driving safety.

Utilizing SPAD-SoC and VCSEL chips, EMX provides high detection sensitivity and maintains original data integrity, improving spatiotemporal synchronization and fusion perception outcomes. Benefiting from its digital architecture, EMX is highly integrated and measures only 120mm × 80mm × 30mm, making it the smallest digital automotive main LiDAR, facilitating broader adoption and integration in advanced assisted-driving systems.

The EMX product design has received strong industry recognition, has earned design wins from multiple automotive OEMs upon launch, will start to production within the year."

Industry's Most Comprehensive Digital Product Portfolio

As a global leader in LiDAR innovation, RoboSense has mastered full-stack LiDAR chipset capabilities encompassing emission, scanning, and data processing, and pioneered comprehensive LiDAR architecture integration across 1D, 2D, and array scanning.

Currently, RoboSense boasts the industry's most extensive digital LiDAR product portfolio, capable of quickly developing and iterating solutions tailored to diverse scenarios across intelligent automotive and robotic applications. Since early this year, RoboSense has intensified investments, launching multiple digital LiDAR products, including E1R and Airy for robotics and EM4 and EMX for automotive applications.

These products serve as benchmark reference designs based on industry expertise. Leveraging comprehensive digital advantages, RoboSense swiftly customizes performance parameters and innovative requirements per client needs. For instance, EMX targets mass-market advanced driving below 500 beams, offering customizable options of 192, 256, or 384 beams. EM4 addresses high-end perception needs above 500 beams, customizable from 520 to 2160 beams, including ultra-high-definition specifications.

"Whether it's product design, beams, frame rates, detection ranges, FOV, or innovative ideas, we collaborate closely and swiftly to support customer-specific projects," said Mark Qiu, CEO of RoboSense.

Leading the Industry with Continuous Top Ranking and Customizable Digital LiDAR

Since its founding in 2015, RoboSense has consistently focused on self-developed forward-looking technology platforms from R to M, E, and now EM, each marking significant industry milestones. Amidst rapid global automotive intelligence growth, RoboSense has established a leading market position. According to Yole Group's "2025 Global Automotive LiDAR Market Report," RoboSense achieved a 26% global market share for passenger car LiDAR in 2024, ranking No.1 globally in market share, annual ADAS LiDAR sales, and cumulative ADAS LiDAR shipments from 2018 to 2024.

Recently, DiDi Autonomous Driving, in collaboration with GAC AION, introduced the first L4 production-ready model featuring six RoboSense solid-state digital LiDARs (E1), marking the industry's first large-scale deployment of solid-state LiDAR in L4 vehicles, set for delivery by year-end. Additionally, Mammotion and RoboSense have jointly developed the E1R custom version for intelligent garden scenarios, significantly advancing navigation accuracy and adaptability, redefining high-end robotic lawnmower standards.

The EMX launch further enriches RoboSense's digital LiDAR portfolio, while customizable digital LiDAR solutions enable near-limitless innovation. This approach comprehensively addresses diverse market segments and application scenarios, solidly supporting clients' continuous intelligent evolution in automotive and robotics sectors. RoboSense remains committed to becoming a global leader in robotic technology platforms, creating safer and smarter living environments.

For more information about the EMX launch event, please view the full event replay at: https://youtu.be/F4moFOSPvRI?si=AFT3hnCI9sBcxQYA 

About RoboSense:

RoboSense (2498.HK), founded in 2014, is an AI-driven robotic technology company that supplies advanced and reliable incremental components and solutions for the robotic industry. The company is committed to "become a global leader in robotic technology platforms," and its mission is "Safer world, Smarter life." For more information about RoboSense, visit https://www.robosense.ai 

The Report also highlights RoboSense's progress in globalization, expansion into the Robotaxi market, and cutting-edge technology development over the past year, indicating a promising future.

Market Leadership

Market Share Leader, Annual and Cumulative Sales Champion

According to the Report, the global passenger car LiDAR market is experiencing rapid growth, with a 68% YOY increase in 2024 and market size reaching USD 692 million. RoboSense ranked first globally with a 26% market share. Thanks to the widespread adoption of high-level ADAS with LiDAR in China, the global market is booming, with Chinese LiDAR brands accounting for 92% of global share — closely linked to Chinese automakers' large-scale deployment and reliance on domestic supply chains.

The Report also notes that approximately 1.6 million LiDAR units were installed in passenger vehicles globally in 2024, more than doubling from the previous year. RoboSense ranked No.1 in global annual sales with 519,800 units sold. Among the rapidly expanding passenger car LiDAR market, the Report identifies RoboSense as the leader among the "Big Four" Chinese LiDAR companies.

RoboSense's impressive market performance is the result of its long-standing commitment to market-driven collaboration and continuous technological innovation. As of the end of March 2025, RoboSense has established close partnerships with over 30 OEMs and Tier 1 suppliers worldwide, including BYD, Zeekr, and IM, with more than 100 vehicle models awarded. From January to March 2025, RoboSense has supported the launch and debut of 15 collaborative models, including Toyota bZ3X, GAC Trumpchi S7, and Geely Galaxy E8. With the rapid adoption of L2+ advanced driving assistance systems, over 10 vehicle models in the ¥150,000–¥200,000 range have launched mass-produced models equipped with RoboSense LiDAR.

Furthermore, Yole Group estimates that between 2018 and 2024, RoboSense led the cumulative global passenger car LiDAR sales with over 800,000 units sold, far ahead of other brands — solidifying its position as a global leader in LiDAR technology and delivery capabilities.

Accelerating Global Expansion

Mass Production Collaboration in EU, U.S., and Japan

The Report indicates that China, the EU, the U.S., Japan, and Korea are all showing active plans to release car models equipped with LiDAR. Chinese OEMs are expected to release 111 car models with LiDAR in 2025 or soon after. EU OEMs are projected to launch 4+ car models with LiDAR, while U.S. OEMs plan to release 2. Additionally, Japanese and Korean OEMs are expected to release 2+ car models with LiDAR in 2024 or soon after.

While maintaining its leading position in China, RoboSense is rapidly expanding globally with its high-performance and highly reliable LiDAR products, becoming a preferred partner for overseas OEMs in their smart transformation. RoboSense has secured 8 overseas and Sino-foreign joint venture brand partnerships, including a top-tier Sino-American joint venture automaker, all three of Japan's top automakers, two Sino-European collaborative brands, a leading emerging automaker in North America, and a North American new energy vehicle brand — covering major automotive markets across Europe, North America, and Asia-Pacific.

L4 LiDAR Market

Rapid Expansion and Securing Multiple Leading Robotaxi Clients

As the global Robotaxi market shifts from pilot programs to large-scale deployment, the number of LiDAR units per vehicle is expected to rise significantly, accelerating growth in the L4 LiDAR segment.

Yole Group forecasts that the global L4 LiDAR market will reach USD 166 million in 2024, a 35% YOY increase. Among the 10 L4 autonomous driving companies listed in the Report, six have adopted RoboSense's LiDAR product, reflecting its exceptional performance and industry recognition.

With its stable, reliable, and automotive-grade LiDAR, RoboSense is poised to become a mainstream supplier for commercial Robotaxi vehicles, unlocking significant growth opportunities.

Cutting-Edge Technology and Full Product Portfolio

Full-Stack Chip Self-Development Drives Digital Transformation

The Report also analyzes technology trends among leading global LiDAR suppliers. According to Yole Group, RoboSense is the only global LiDAR brand offering a complete portfolio that includes mechanical, 1D and 2D hybrid solid-state, and full solid-state LiDAR products — leveraging innovation to stay ahead in diverse application scenarios.

Yole Group also notes that RoboSense, among others, has begun incorporating SPAD-SoC chips in its latest product designs. By combining VCSEL with SPAD-SoC, LiDAR systems can achieve longer detection range and higher resolution, breaking through performance limitations.

As a pioneer of LiDAR technology, RoboSense integrated LiDAR technology architecture in 2024 and mastered full-stack chip self-development, covering transceiving, scanning, and data processing. With a comprehensive product platform featuring "1D mechanical scanning, 2D MEMS scanning, and all-solid-state array scanning," RoboSense has pioneered the mass production of digital LiDAR and established the industry's most complete product portfolio. This allows rapid development and iteration to meet the diverse needs of intelligent driving, robotics, and other applications.

Amid widespread adoption of intelligent driving and rapid growth in the robotics industry, demand for LiDAR sensors and fusion perception solutions is rising rapidly. As the world's first company to ship over one million LiDAR units, RoboSense will continue to strengthen its global leadership in technology and mass production, driving the industry toward a smarter, safer, and more efficient future.

About RoboSense

RoboSense (2498.HK), founded in 2014, is an AI-driven robotic technology company that supplies advanced and reliable incremental components and solutions for the robotic industry. The company is committed to "become a global leader in robotic technology platforms," and its mission is "Safer world, Smarter life." For more information about RoboSense, visit https://www.robosense.ai

• Annual revenue of approximately RMB 1.65 billion, representing a YOY growth of 47.2%.
• LiDAR sales volume reached approximately 544,200 units, up by about 109.6% YOY.
• Full-year gross margin at 17.2%, an increase of 8.8 percentage points compared to the previous year, with Q4 gross margin reaching approximately 22.1%.
• Adjusted net loss narrowed to approximately RMB 396 million, a decrease of about 8.9% YOY.
• Total R&D investment reached approximately RMB 620 million, with around RMB 250 million allocated to innovative businesses such as AI robotics.

HONG KONG, April 1, 2025 /PRNewswire/ -- RoboSense Technology Co., Ltd. ("RoboSense" or the "Company"; Stock Code: 2498.HK), a pioneering AI-driven robotics technology company, announced its audited financial results for 2024, covering the Company and its subsidiaries (collectively, the "Group").

Amid the rapid proliferation of intelligent driving and the booming robotics industry, the Group achieved strong business growth. In 2024, total revenue reached approximately RMB 1.65 billion, representing a YOY increase of 47.2%, marking three consecutive years of high growth. Total LiDAR sales of approximately 544,000 units, an increase of 109.6% YOY. Driven by improved lean management and operational efficiency, the Group significantly reduced overall losses and enhanced profitability. The overall gross margin for 2024 was approximately 17.2%, with Q4 gross margin reaching 22.1%. The adjusted net loss decreased by 8.9% YOY to RMB 396 million.

During the earnings call, Mark Qiu, CEO of RoboSense, shared insights into the Group's achievements in LiDAR for ADAS, Robotaxi, and robotics, as well as the latest progress in its embodied intelligence innovation business. In LiDAR, the Group ranked No.1 in L2+ automotive installations and saw rapid growth in L3/L4 autonomy and robotics—including industrial warehousing, commercial operations, and consumer intelligence—while securing multiple production nominations. Notably, in Robotaxi and unmanned delivery, the Group secured more key industry clients, demonstrating a strong market advantage. In embodied intelligence, the Group has defined its strategy and advanced technologies in areas like robotic vision and dexterous hands, gaining a strong technical edge. It has formed strategic partnerships with over 10 global humanoid robotics companies, including Unitree, to explore innovative commercialization models.

Financial Highlights

Total revenue reached RMB 1.65 billion in 2024, a YOY increase of approximately 47.2%, with revenue from LiDAR for ADAS applications reaching RMB 1.34 billion, up approximately 71.8% YOY.

With business expansion and improved efficiency, gross profit reached RMB 280 million, with a 17.2% margin — an 8.8 percentage points increase from 2023. The margin improved each quarter, rising from 12.3% in Q1 to 22.1% in Q4. LiDAR for ADAS saw a major turnaround, shifting from a 5.9% loss in 2023 to a 13.4% profit margin in 2024.

In terms of profit and loss, the Group's overall loss narrowed significantly, with an adjusted net loss of approximately RMB 396 million in 2024, representing a decrease of about 8.9% compared to the previous year.

To drive future growth, RoboSense increased R&D spending to around RMB 620 million in 2024. Of this, approximately RMB 250 million (41.0% of total R&D expenses) was invested in innovative businesses, mainly focusing on robotics and AI, including robotic platforms and core components, ensuring long-term sustainable growth.

Business Highlights

In 2024, the Group's LiDAR sales reached approximately 544,000 units, a 109.6% YOY increase, with 519,800 units for ADAS applications, reflecting a 113.9% YOY growth.

No. 1 Market Share in Global Automotive LiDAR

In the ADAS market, the adoption of L2+ advanced driver assistance systems has accelerated. Over 10 vehicle models in the RMB 150,000–200,000 range have been mass-produced and launched with RoboSense LiDAR. Additionally, in January, RoboSense launched the world's first "thousand-beam" long-range digital LiDAR, EM4, which has already secured multiple nominations for mass production from both domestic OEMs and overseas leading emerging automotive manufacturers.

According to Gasgoo Research Institute's 2024 LiDAR supplier rankings, RoboSense held a 33.5% market share, ranking No.1 in global automotive LiDAR installations. In February 2025, RoboSense achieved a significant milestone by rolling off its 1-millionth LiDAR unit, E1R, becoming the first Group globally to deliver 1 million high-resolution LiDAR units. From January to March 2025, RoboSense supported 15 partnered vehicle models in achieving large-scale mass production, including GAC Toyota Bozhi 3X, Trumpchi S7, and Geely Galaxy E8.

RoboSense has achieved remarkable success in overseas markets. In 2024, the Group secured a total of 8 overseas and Sino-foreign joint venture brand partnerships, including a new top-tier Sino-American joint venture automaker and all three of Japan's top automakers, covering major automotive markets in Europe, North America, and Asia-Pacific.

Secured Multiple Core Leading Enterprises in L4

RoboSense's stable, reliable, and high-performance automotive-grade LiDAR products strongly support the large-scale commercial application of Robotaxi. The Group has already secured mass production contracts with several global leading L4 autonomous driving companies. In the Robotaxi and Robotruck sectors, RoboSense has established partnerships with most core industry leaders, six of which have already signed formal mass production agreements, including Pony.ai, WeRide, and top L4 autonomous driving companies in Silicon Valley, North America.

Preferred Partner for Leading Clients in Multiple Sectors

In industries such as industrial warehousing, commercial operations, and consumer intelligence, RoboSense has secured numerous contracts with top global clients. The Group has established bulk production partnerships with European and North American companies in industrial warehousing and has also captured a significant share of the unmanned delivery market. As of December 31, 2024, RoboSense has provided products and services to over 2,800 clients in robotics and related industries worldwide. In 2025, the Group accelerated collaboration with emerging robotics industry partners, forming strategic partnerships with companies such as Coco Robotics, Rhino Robotics, Kua Robotics, EasyGo Smart Driving, New Stone Robotics, and LionsBot, empowering the large-scale commercial application of robotics.

Momentum in Embodied Intelligence Industry and Ecological Niche Advantage

In the field of embodied intelligence, the Group has made significant progress with its long-term technological investments, developing incremental components and solutions like robotic vision and dexterous hands, establishing a strong ecological advantage.

In March 2025, the Group launched its first Active Camera AC1, which integrates depth, image, and motion data with hardware-level fusion. It also offers development tools and open-source algorithms through its AI-Ready ecosystem. In January, the Group released the second-generation dexterous hand, Papert 2.0, and a new digital LiDAR series, advancing the application of embodied intelligent robots.

The Group has formed strategic partnerships with over 10 humanoid robotics companies globally, including Unitree, Humanoid Robotics (Shanghai) Co., Ltd., and other well-known international companies.

With its technological achievements and investment in innovative businesses, the Group has been included in the core industry map for humanoid robots by renowned investment research institutions such as Morgan Stanley and Goldman Sachs.

Leading LiDAR into the Digital Era with First-Place Patent Rankings

RoboSense has made significant progress in chips, hardware, and AI, establishing a strong global patent system. At the end of 2024, the Group led the industry with 641 published patents in the "China's Top 15 Innovators in LiDAR Patent Disclosure for Intelligent Connected Vehicles" list. It also won the "China Excellence Patent Award" for breakthroughs in AI fusion perception algorithms. This is also the industry's first nationally recognized patent award for AI algorithm-driven advancements in environmental perception.

In 2024, RoboSense became the first to mass-produce a series of digital LiDARs, leveraging its self-developed SPAD-SoC chip and digital signal processing architecture, achieving breakthroughs in resolution and accuracy. The Group leads in chip integration across key LiDAR system modules, including the MEMS scanning system, VCSEL array, SPAD array, and LiDAR-specific SoC.

Performance Outlook

Looking ahead, RoboSense will leverage its technological leadership in full-stack chip integration and diversified product matrix in the LiDAR field to develop product applications targeting emerging industry trends and more application scenarios, unlocking new growth opportunities. The Group will continue investing in embodied intelligence to establish its second growth curve, advancing towards its vision of becoming a global leader in robotic technology platforms.

To download the 2024 Annual Results, please visit: https://file-view.comein.cn/onlinePreview?url=aHR0cHM6Ly9tZWRpYS5jb21laW4uY24vY29tZWluLWZpbGVzL3BkZi8yMDI1LTAzLTMxLzk0Y2EwMzJkYTkwMjQyYzA4MzIyM2M3NmFhZWJmNjFmL2QxMWI1ZDI5OThjNzQ0MjI5ODViMTVlM2FjNzAzYzI0LlBERg%3D%3D&officePreviewSwitchDisabled=true&officePreviewType=pdf&watermarkTxt= 

About RoboSense

RoboSense (2498.HK), founded in 2014, is an AI-driven robotic technology company that supplies advanced and reliable incremental components and solutions for the robotic industry. The company is committed to "become a global leader in robotic technology platforms," and its mission is "Safer world, Smarter life." For more information about RoboSense, visit https://www.robosense.ai

As the inaugural product in the Active Camera series, AC1 pioneers the Spatiotemporal fusion of three core sensors: LiDAR, camera, and IMU. This hardware-level data integration enables the seamless combination of depth information, visual semantics, and motion pose. With an ultra-wide fusion perception FOV of 120° x 60° (a 70% improvement over conventional 3D cameras), an extended detection range of up to 70 meters (with precise detection of low-reflectivity objects with 10% reflectance at 20 meters), and a Stable ranging accuracy of 3cm@1sigma, the single device is capable of meeting all the robotic needs for obstacle avoidance, mapping, and localization, allowing developers to focus on core functionality development without the challenges of multi-sensor stacking, calibration, and data conflicts.

The AI-Ready ecosystem provides developers with basic software tools and open-source algorithms, including the AC Studio all-in-one toolkit, which eliminates the need for redundant development efforts. The open-source SDK includes a full suite of tools covering drivers, data acquisition, and fusion algorithms, while the accompanying algorithm library supports advanced technologies such as SLAM, semantic segmentation, and 3D Gaussian splatting, all optimized for mainstream AI computing platforms.

With the AI-Ready ecosystem, AC1 is designed for diverse applications that require the fusion of depth, color, and motion posture information. Developers can leverage AC1 for humanoid robots, drones, digital twin environments, 3D scanning, environmental monitoring, and bulk material tracking. The device also holds significant potential for autonomous driving, industrial robotics, and home robotics.

RoboSense has launched a dedicated developer portal on its official website, where developers can apply for AC1 trials. The product will soon be available for online purchase via the RoboSense official store, making it accessible to developers worldwide. Stay tuned for in-depth insights on AC1 and the AI-Ready ecosystem by following RoboSense.

Missed the event? Watch the AC1 and AI-Ready Ecosystem launch replay here: https://youtu.be/xPrQ-28o1Nw.

About RoboSense
RoboSense (2498.HK), founded in 2014, is an AI-driven robotic technology company that supplies advanced and reliable incremental components and solutions for the robotic industry. The company is committed to "become a global leader in robotic technology platforms," and its mission is "Safer world, Smarter life." Based on its research and development of humanoid robot technologies, RoboSense is developing and providing advanced mobility and manipulation components and solutions for robots. In the rapidly growing intelligent robotic market, RoboSense is serving over 2,600 customers across robotic and other industries in more than 40 countries and regions worldwide by offering incremental components and solutions (as of Q3 2024).