Interim Results Overview

RoboSense Technology Co., Ltd. (HKEX: 02498) announced its first‑half 2026 financial and operational results on 27 August 2026. Revenue for the period reached approximately RMB 1.02 billion, representing a 30.2% increase year‑over‑year. The growth was primarily powered by the robotics segment.

LiDAR Shipment Performance

Total LiDAR sales volume surged 169.6% YoY to 719,200 units. Within this, LiDAR shipments dedicated to robotics and related applications climbed 510.4% YoY, reaching 282,600 units, underscoring LiDAR’s role as the core growth engine for the company’s Physical AI platform.

Product Portfolio Expansion

During H1 2026 the company unveiled its EOCENE SPAD‑SoC architecture together with two new chipsets, Phoenix and Peacock. The Peacock‑based E2 model entered full‑scale volume production and began customer deliveries. RoboSense also broadened its offering beyond LiDAR into three new robotics component categories—"Eyes," "Skin," and "Muscles"—with commercial deliveries commencing in the second half of 2026.

  • Eyes: The Space Camera, showcased at ICRA and WAIC in head‑mounted and wrist‑mounted forms, is being deployed in data‑collection systems. Customer deliveries are scheduled by the end of Q3 2026, with full‑scale production targeted for 2027.
  • Skin: Visual‑tactile and MEMS tactile sensors have completed development. The first enterprise‑scale program will enter commercial delivery by the end of September 2026, reaching start‑of‑production (SOP) in Q4 2026.
  • Muscles: The inaugural joint module has finished development, with volume deliveries planned for Q4 2026.

Business Outlook for H2 2026 and Beyond

The company will continue iterating its SPAD‑SoC chips built on the EOCENE architecture and launch additional digital LiDAR products to meet rising market demand. For the "Eyes" line, further customer testing and project conversions will be pursued. "Skin" deliveries are set to begin in Q3 2026, while "Muscles" volume deliveries will start in Q4 2026. Management expects the expanding suite of robotic components to drive additional customer wins and broader growth throughout 2027, enhancing overall profitability.

Management Commentary

CEO Mark Qiu stated that 2026 represents a pivotal inflection point, noting that after articulating a new vision in 2024 to become a leading robotics‑technology platform, the company is now moving its "eye," "skin," and "muscle" product lines from development into commercialization. He emphasized the shift from a LiDAR‑centric identity to a broader robotics focus, aiming to enable robots to see clearly, sense precisely, and execute real‑world tasks.

Financial and Trading Position

Since 30 June 2026, there has been no material adverse change in RoboSense’s financial or trading position, nor any event that would materially affect the information presented in the consolidated financial statements.

Company Profile

RoboSense serves more than 3,400 robotics clients worldwide and held the No. 1 global market share in robotics LiDAR in 2025. Its offerings span smart vehicles, robotaxi, robotic lawn mowers, autonomous logistics, embodied intelligence, and commercial cleaning robots.