RoboSense's 2026 Q1 breakout: robot sales surge 1458.8%, business structure reaches a key turning point

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RoboSense reported a strong first quarter in 2026, with total revenue up about 40% year over year and robot LiDAR sales surging 1458.8%. Robot business sales overtook ADAS by volume for the first time, marking a major shift in the company’s growth mix. The company also expanded its customer base across robotics, automotive, humanoid robots, industrial robots, delivery robots, mining, and Robotaxi applications. RoboSense highlighted its self-developed SPAD-SoC chip and new digital LiDAR products as key enablers of higher performance, lower cost, and broader commercialization.

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