In 2025, the company ranked top 1 in LiDAR market share in the robotics sector, with more than 3,400 clients worldwide served. 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. The company recently achieved profitability in Q4 2025 and is scaling dramatically across five robotics market segments.
Cyborg Score Rationale
Total LiDAR shipments reached a record 330,300 units, up approximately 204.1% year-on-year, with Q1 2026 revenue reaching RMB458.8 million, up approximately 39.9% year-on-year. Building on the momentum of its first-ever profitable quarter in Q4 2025, RoboSense enters 2026 with strong operational confidence. Market dominance across five segments with exceptional unit growth demonstrates exceptional execution.
Top Insights
Robotic LiDAR volumes surged 1,458.8% year-on-year to 185,500 units in Q1 2026, accounting for approximately 56% of total shipments—robotics now exceeds automotive ADAS for first time.
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.
RoboSense leads the commercial cleaning robot segment with a 71% market share across more than 60 key customers.
RoboSense is the only technology company worldwide to achieve AEC-Q automotive-grade certification for its fully self-developed LiDAR chipsets, with proprietary SPAD-SoC and VCSEL chip architecture.
Named Competitors
Livox LiDAR — Consumer and robotics LiDAR sensors
Hesai QT — Industrial and robotics LiDAR solutions
Slamtec LiDAR — Robotics perception sensors
Recent Developments
(May 2026) Ranked #1 in GGII global 3D LiDAR shipment ranking for robotics; deepened partnership with Roborock for robotic mowers commercialization
(May 2026) Listed in Morgan Stanley's Humanoid 100 as only LiDAR-focused firm in both global and China humanoid value chain mapping
(March 2026) Pudu Robotics launched world's first AI-native large scrubber-dryer robot equipped with RoboSense's hemispherical digital LiDAR Airy
(Q4 2025) Achieved first profitable quarter in company history
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