RoboSense
RoboSense is a Shenzhen LiDAR leader (02498.HK) whose spinning and solid-state sensors equip autonomous vehicles, logistics robots and a growing number of humanoid robots.
Company Overview
- RoboSense scaled from automotive LiDAR into a broad sensing platform company, shipping millions of units into ADAS vehicles and a fast-growing robotics segment.
- Its LiDAR sensors are used in warehouse AMRs, delivery robots, security robots and — increasingly — humanoid robots for 3D environment perception.
- The company pairs hardware with perception SDKs, making integration into robot stacks straightforward.
Key Facts
| Full Name | RoboSense Technology Co., Ltd. |
|---|---|
| Chinese Name | 深圳市速腾聚创科技有限公司 |
| Founded | 2014 |
| Headquarters | Shenzhen, China |
| Stock Code | 02498.HK (Hong Kong) |
| Core Products | Mechanical & solid-state LiDAR, perception software |
| Status | Global top-tier LiDAR supplier |
Data Snapshot
| Founded | 2014, Shenzhen |
|---|---|
| Stock | 02498.HK |
| 2025 Revenue | RMB 1.94B (+17.7%); lidar sales 912K units (+67.6%); gross margin 26.5% |
| Profitability | Q4 2025 first quarterly profit (RMB 104M); FY net loss narrowed 69.9% |
| Robotics No.1 | ~303K robot-lidar units in 2025 — global No.1; 3,400+ robotics customers |
| 2026 H1 | 719K units (+169.6%); robotics segment +510% |
| Mix Shift | Q1 2026: robot lidar 56% of sales, overtaking ADAS for the first time |
Products & Specs
| Product | Type | Status |
|---|---|---|
| M-series (Helios etc.) | ADAS lidar | Mass production |
| Airy / robotics lidar | Compact robot sensors | No.1 in robot lidar 2025 |
| RoboSense robotics kit | Perception platform | 3,400+ robot customers |
Key Customers
- Automotive — ADAS programs across Chinese & global OEMs
- Robotics — mowers, delivery, cleaning, embodied AI (3,400+ clients)
- Robotaxi — urban-scale fleets
Recent Milestones
- 2014 — Founded in Shenzhen
- 2023 — HKEX listing (02498.HK)
- Q4 2025 — First quarterly profit
- Mar 2026 — FY2025: No.1 global robot lidar
- Q1 2026 — Robot lidar sales exceed ADAS
- 2026 H1 — 719K units shipped (+170%)
Actuators & Sensors
- Spinning and solid-state LiDAR lines (RS-LiDAR series).
- Perception SDKs for ROS and embedded platforms.
- High-volume automotive manufacturing drives cost down for robot applications.
Supply-Chain Analysis
- RoboSense leverages its automotive-scale supply chain to deliver automotive-grade LiDAR at robot-friendly prices.
- It competes with Hesai and foreign LiDAR makers in China's robot market.
- Its perception software lowers the barrier for robot makers adopting LiDAR.
Competitor Comparison
Versus Hesai (禾赛): both are China's LiDAR giants; RoboSense has a stronger robotics push, while Hesai is stronger in automotive. In robots, LiDAR competes with vision-only stacks, but RoboSense bets on redundancy.
Frequently Asked Questions
What does RoboSense do?
RoboSense (速腾聚创) is a Chinese robotics company focused on Mechanical & solid-state LiDAR, perception software. It is part of China's fast-growing robotics ecosystem, which spans industrial, service and humanoid robots.
How does RoboSense fit into China's robotics industry?
China's robotics sector is broad and competitive. RoboSense focuses on Mechanical & solid-state LiDAR, perception software, competing with domestic peers and international companies through cost, integration and speed.
Where is RoboSense based?
RoboSense (速腾聚创) is headquartered in Shenzhen, China, China.