# RoboSense Asserts Global Dominance in LiDAR for Robotics with 1,458.8% YoY Shipment Surge in Q1 2026

- Link: https://www.thailand-business-news.com/pr-news/robosense-asserts-global-dominance-in-lidar-for-robotics-with-1458-8-yoy-shipment-surge-in-q1-2026
- Published: 2026-05-27T20:30:00+07:00
- Author: PR Newswire

◦ **Robotic LiDAR volumes surged 1,458.8% year-on-year to 185,500 units in Q1 2026,
   accounting for approximately 56% of total shipments.**
 ◦ **Total LiDAR shipments reached a record 330,300 units, up approximately 204.1%
   year-on-year.**
 ◦ **Revenue reached RMB458.8 million, up approximately 39.9% year-on-year.**
 ◦ **ADAS order backlog exceeded 9 million units.**

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.

[⌊RoboSense released financial results for Q1 2026⌉⌊RoboSense released financial
results for Q1 2026⌉[
RoboSense released financial results for Q1 2026

**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.

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