On May 27, RoboSense (02498.HK) announced its first-quarter results for 2026, showing significant growth in both revenue and sales volume. During the reporting period, RoboSense's revenue reached approximately 459 million yuan, up 39.9% year-on-year; total LiDAR sales volume hit 330,300 units, up 204.1% year-on-year. Notably, sales volume in the robotics sector was particularly outstanding, reaching 185,500 units, a surge of 1458.8% year-on-year, accounting for over 56% of total sales for the first time. Building on the foundation of achieving mass production of 300,000 fully solid-state digital LiDAR units, RoboSense continues to deepen its full-stack, self-developed SPAD-SoC chip architecture. At the 2026 Tech Day, it unveiled two flagship chips: the automotive-grade 'Phoenix' series chip with a single-chip native integration of 2160 lines, and the first mass-producible ultra-large array 'Peacock' series chip. Leveraging the core competitiveness of its full-stack, self-developed chips, RoboSense is continuously expanding its market-leading position in the intelligent vehicle and robotics sectors.
