Industry Briefing

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RoboSense Reports Strong Mid-Year Growth in Robotics Technology and Product Deliveries

RoboSense Reports Strong Mid-Year Growth in Robotics Technology and Product Deliveries

On August 26, 2026, RoboSense announced its mid-year performance, reporting total revenue of 1.02 billion yuan, a 30.2% increase year-on-year. The company sold 719,200 LiDAR units, marking a 169.6% growth, with 282,600 units sold in the robotics sector, a staggering 510.4% increase. This growth positions RoboSense as a key player in the physical AI era. The significance of this performance lies in RoboSense's strategic shift towards becoming a leading robotics technology platform. The company is leveraging its accumulated LiDAR technology to enhance robotics and data collection capabilities, with new product categories such as 'eyes', 'skin', and 'muscles' for embodied robots. These innovations are expected to improve perception, touch, and execution capabilities in robotics. Looking ahead, RoboSense has entered various stages of commercialization for its new product categories, with significant orders for the spatial camera and plans for mass production by 2027. The company continues to expand its partnerships with leading global robotics firms, enhancing its market position and addressing the growing demand for real-world data in the physical AI industry. No further timeline was disclosed at the time of publication.

LiDAR Technology Robotics Sensor Technology AI Automation
Fourier Unveils GR-3C Robot with RoboSense LiDAR at WRC 2026

Fourier Unveils GR-3C Robot with RoboSense LiDAR at WRC 2026

During the 2026 World Robot Conference (WRC), Fourier showcased its third-generation humanoid robot series GR-3 at the Beijing Yichuang International Exhibition Center. The series includes the GR-3, focused on interactive services, and the GR-3C, which emphasizes functional services. The GR-3C 'Astronaut' Ultra version features RoboSense's first hemispherical digital LiDAR, Airy, designed for embodied robots. The Airy LiDAR employs a 'SPAD-SoC+VCSEL' digital chip architecture, providing a compact size similar to a ping pong ball while delivering a 360°×90° ultra-wide field of view, a 60-meter radius coverage, and centimeter-level detection accuracy. This technology allows for flexible integration into various parts of the robot, continuously gathering extensive and precise 3D environmental data, essential for reliable perception and navigation in complex scenarios. At the exhibition, Fourier presented its self-developed 'Embodied Home' technology solution, creating an immersive experience titled 'A Day in the Life of a Robot Butler.' Multiple GR-3 robots acted as intelligent assistants in simulated home environments, responding to natural language commands to autonomously perform tasks such as home security, item delivery, companionship, and guest reception. The interaction evolved from simple command execution to understanding and proactive service for users.

Humanoid Robots LiDAR Technology Robotics AI Home Automation
RoboSense Showcases Next-Gen Spatial Intelligence at ICRA 2026

RoboSense Showcases Next-Gen Spatial Intelligence at ICRA 2026

At ICRA 2026 in Vienna, RoboSense showcased its cutting-edge advancements in spatial perception technology, aiming to enhance robot vision accuracy and robustness. The company's innovations are particularly relevant as the robotics industry moves towards mass production, underscoring the importance of precision and stability in robotic applications. The event, which drew approximately 8,000 attendees, reflects the dynamic evolution of robotics and automation, highlighting the growing interest and investment in this field.

Spatial Intelligence Robot Perception Robotics Technology Automation Sensor Fusion
RoboSense Emerges as a Key Player in the $7.5 Trillion Humanoid Robotics Sector

RoboSense Emerges as a Key Player in the $7.5 Trillion Humanoid Robotics Sector

RoboSense has been highlighted in Morgan Stanley's recent report, 'Humanoid Horizons,' as a key player in the global humanoid robotics sector. The company has distinguished itself as a leading robotics perception platform, demonstrating notable advancements in both LiDAR and visual sensor technologies. This recognition comes on the heels of RoboSense's impressive sales growth and profitability, underscoring its strong position in an increasingly competitive market. The report reflects the growing importance of advanced robotics solutions and RoboSense's pivotal role in shaping the future of humanoid robotics.

Humanoid Robots LiDAR Technology Robotics Perception AI Sensor Technology
RoboSense Achieves Global Recognition, Secures Dual Rankings in Morgan Stanley's Humanoid Robotics Report

RoboSense Achieves Global Recognition, Secures Dual Rankings in Morgan Stanley's Humanoid Robotics Report

RoboSense has garnered recognition in a recent report by Morgan Stanley for its outstanding achievements in the global robotics sector. The company has reported the highest sales of 3D LiDAR technology, reflecting its significant growth across various robotics markets. This acknowledgment highlights RoboSense's role as a leading player in the AI and robotics industry, showcasing its commitment to technological innovation and market leadership.

3D LiDAR Humanoid Robotics AI Technology Robotics Market Sensor Technology
RoboSense posts first quarterly profit as robotics business leads 2025 growth

RoboSense posts first quarterly profit as robotics business leads 2025 growth

RoboSense has announced its first quarterly profit since its establishment, achieving a net profit of RMB104 million ($14.5 million) in the fourth quarter of 2025. This milestone comes as the company reported a significant revenue increase of 46.1% year-over-year, totaling RMB751 million. The surge in profitability is attributed primarily to the robust growth of its robotics sector, signaling a pivotal moment in the company's operational trajectory.

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RoboSense delivers one millionth LiDAR sensor for humanoid robot Qinglong

RoboSense delivers one millionth LiDAR sensor for humanoid robot Qinglong

RoboSense, a leading Chinese robotics company, celebrated a significant milestone on Monday in Shenzhen by producing its one millionth LiDAR (Light Detection and Ranging) unit, becoming the first company globally to achieve this feat. The milestone was marked by the delivery of the one millionth E1R LiDAR to Humanoid Robots (Shanghai) Limited. This achievement underscores RoboSense's commitment to advancing technology in the robotics sector and highlights the growing demand for LiDAR systems in various applications, including autonomous vehicles and robotics. The production of one million units reflects the company's innovative capabilities and its pivotal role in shaping the future of intelligent machines.

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RoboSense joins Morgan Stanley’s global top 100 in humanoid robotics

RoboSense joins Morgan Stanley’s global top 100 in humanoid robotics

Shenzhen-based RoboSense has been recognized in the recently published "The Humanoid 100: Mapping the Humanoid Robot Value Chain," a prestigious global ranking by Morgan Stanley that highlights the top 100 companies in the humanoid robotics sector. This acknowledgment places RoboSense alongside prominent industry giants such as NVIDIA, Microsoft, Google, and Tesla. The inclusion underscores RoboSense's significant contributions to the evolving field of robotics, reflecting the company's commitment to innovation and its growing influence in the global market.

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