RoboSense Reports 2026 Interim Results, with Robotics LiDAR Sales Volume Up 510.4% Year over Year

Key Financial & Operational Highlights

• H1 2026 revenue increased 30.2% year over year to RMB 1.02 billion.
• Total LiDAR sales volume rose 169.6% year over year to 719,200 units.
• LiDAR sales volume for robotics and other applications increased 510.4% year over year to 282,600 units.
• RoboSense expanded its product matrix beyond LiDAR into three robotics component categories — "Eyes," "Skin," and "Muscles" — with the first commercial deliveries of new products beginning in Q3 2026.

Three New Robotics Component Categories Enter Commercialization

The Company's H1 2026 results also marked commercialization progress across three new component categories for embodied robots — "eyes," "skin," and "muscles" — extending the Company's reach beyond LiDAR.

• Eyes. The Space Camera, publicly demonstrated at ICRA and WAIC in both head-mounted and wrist-mounted configurations, is also deployed in data-collection systems. Customer deliveries begin by the end of Q3 2026, ahead of full-scale production in 2027.
• Skin. Visual-tactile and MEMS tactile sensors have completed development, with the first enterprise-scale program entering commercial delivery by the end of September and reaching SOP in Q4 2026.
• Muscles. The Company's first joint module has likewise completed development, with volume deliveries set to begin in Q4 2026.

Business Outlook

In the second half of 2026, the Company will continue to iterate and improve its SPAD-SoC chips built on the EOCENE architecture. Drawing on these, and ongoing chip-level upgrades, the Company will keep launching industry-leading digital LiDAR products to satisfy the market's rapidly rising demand for LiDAR solutions.

Across its robotics portfolio, the Company will build on this momentum across its "eye," "skin," and "muscle" product lines, completing additional customer testing and driving further project conversions. As this growing suite of robotic products drives further customer wins and expanded deliveries next year, it will fuel broader growth across the robotics business and serve as an ongoing driver of the Company's profitability.

Historically, RoboSense has been defined by its LiDAR offerings. Today, the Company is re-defining itself around robotics. While computing power and models enable robots to think, it is robotic eyes and hands that determine real-world task execution. RoboSense will not manufacture every single robot component. Instead, the Company will focus its resources on developing the most critical upper-body robotic building blocks: "eyes" and critical components of hands ("skin" and "muscles"). Its goal is to enable robots to see clearly, sense precisely, grip firmly, and complete real-world tasks.

About RoboSense

RoboSense (HKEX: 02498) is a pioneering robotics platform company for Physical AI. Based on its in-house optoelectronic chips and perception algorithms, and supported by its scaled mass production capabilities, RoboSense provides robots with core components and infrastructure, including LiDAR and Space Camera. Its products have been deployed at scale across more than ten application areas, including smart vehicles, Robotaxi, robotic lawn mowers, autonomous logistics, embodied intelligence, and commercial cleaning robots. RoboSense serves more than 3,400 robotics clients worldwide and is ranked No. 1 globally in robotics LiDAR market share in 2025.