RoboSense Ships 719,200 LiDARs in H1 as Robotics Sales Jump 510%
RoboSense sold 719,200 LiDAR units in the first half of 2026, up 170% year over year, with robotics volume up 510% and ADAS up 98%.
Key Takeaways
RoboSense shipped 719,200 LiDAR units in H1 2026, up 170% year over year, with robotics volume surging 510% to 282,600 units and ADAS growing 98% to 436,600 units.
Q2 2026 sales totalled 388,900 units, with robotics up 182% to 97,100 units and ADAS up 136% to 291,800 units.
RoboSense leads global robotic 3D LiDAR shipments and tops five sub-markets, partnering with over 3,400 robotics companies including Unitree, AgiBot, Galbot, EngineAI and Dobot.
The company has design wins on 177 vehicle models across 36 automakers, with an order book exceeding 9 million units as of March 31.
Its in-house EOCENE SPAD-SoC architecture with Phoenix and Peacock chips underpins growth, with a 4MP automotive LiDAR targeted for mass production later in 2026 and Peacock-based robotics LiDARs entering mass production in Q3.
Kaan Tınmaz
Chinese LiDAR maker RoboSense shipped 719,200 units in the first half of 2026, up 170% year over year, as its robotics segment surged 510% to 282,600 units and its automotive ADAS business grew 98% to 436,600 units. The company disclosed the numbers on July 9, cementing what it calls a "robotics plus automotive" dual-engine strategy.
Robotics customers now count in the thousands
RoboSense said second-quarter sales totalled 388,900 units, with robotics up 182% to 97,100 units and ADAS up 136% to 291,800 units. The Hong Kong-listed company (2498.HK) has held the top spot globally for robotic 3D LiDAR shipments for several consecutive quarters and now leads five sub-markets: lawn-mowing robots, autonomous delivery, humanoid robotics, embodied intelligence and commercial cleaning robots.
RoboSense has partnered with more than 3,400 robotics companies, including roughly 50 leading humanoid and quadruped players such as Unitree Robotics, AgiBot, Galbot, EngineAI and Dobot. The company also secured design wins on 177 vehicle models across 36 automakers as of March 31, with an order book above 9 million units.
Chip strategy is the growth engine
Underpinning the growth is RoboSense's in-house SPAD-SoC architecture, EOCENE, launched in April along with the flagship Phoenix and Peacock chips. A 4-megapixel automotive LiDAR built on Phoenix has already won design-ins from leading automakers and is targeted for mass production later in 2026, while Peacock-based robotics LiDARs have begun small-batch shipments with mass production planned for Q3. Cross-platform reuse of the same digital chip stack across smart driving and robotics is helping the company scale R&D, manufacturing and supply chain efficiency.
Where this fits in the broader LiDAR race
RoboSense's robotics ramp underlines how quickly perception hardware is riding the humanoid and physical-AI wave in China, alongside recent moves by NVIDIA and LG Group to build integrated physical-AI stacks and rapid capex from players like Ant Group's humanoid portfolio.
Reporting based on coverage from Gasgoo Auto News and RoboSense investor disclosures.
How many LiDAR units did RoboSense ship in the first half of 2026?
RoboSense shipped 719,200 LiDAR units in H1 2026, up 170% year over year, comprising 282,600 robotics units (up 510%) and 436,600 automotive ADAS units (up 98%).
Which robotics markets does RoboSense lead in LiDAR shipments?
RoboSense holds the top global spot for robotic 3D LiDAR shipments and leads five sub-markets: lawn-mowing robots, autonomous delivery, humanoid robotics, embodied intelligence and commercial cleaning robots.
What is RoboSense's EOCENE chip strategy?
EOCENE is RoboSense's in-house SPAD-SoC architecture launched in April 2026 with the Phoenix and Peacock chips. Phoenix powers a 4-megapixel automotive LiDAR slated for mass production later in 2026, while Peacock-based robotics LiDARs are in small-batch shipments with mass production planned for Q3. The shared digital chip stack across driving and robotics improves R&D, manufacturing and supply chain efficiency.
Who are RoboSense's key robotics customers and automotive partners?
RoboSense has partnered with more than 3,400 robotics companies, including about 50 leading humanoid and quadruped players such as Unitree Robotics, AgiBot, Galbot, EngineAI and Dobot, and has design wins on 177 vehicle models across 36 automakers with an order book above 9 million units.
