RoboSense reported its first-half 2026 results on 26 August: revenue of RMB 1.02 billion, up 30.2 percent year over year. The shape of that growth is more interesting than the figure itself — robotics LiDAR sales jumped 510.4 percent to 282,600 units. The company also announced it is entering three new categories of robot components.
Key takeaways
- H1 2026 revenue: RMB 1.02 billion, up 30.2% year over year
- Total LiDAR volume: 719,200 units, up 169.6% year over year
- Robotics LiDAR: 282,600 units, up 510.4% year over year
- Three new component lines — Eyes, Skin, Muscles — all delivering within 2026
- A new silicon architecture, EOCENE SPAD-SoC, with the Phoenix and Peacock chipsets
Robotics Is Growing Three Times Faster Than the Business
Two numbers side by side say more than the revenue line. Total LiDAR volume grew 169.6 percent to 719,200 units. The robotics segment grew 510.4 percent — roughly three times faster. Robotics is what is pulling volume growth now, not the other way round.
Eyes, Skin, Muscles
The company is not stopping at LiDAR. Three new product lines enter commercialisation this year, each aimed at a different part of the robot.
| Line | What it is | Timeline |
|---|---|---|
| Eyes | Space Camera — head- and wrist-mounted | Customer deliveries by end of Q3 2026, full production in 2027 |
| Skin | Visual-tactile and MEMS tactile sensors | Commercial delivery by end of September, SOP in Q4 2026 |
| Muscles | Joint module | Volume deliveries from Q4 2026 |
| LiDAR | The existing core business | 719,200 units in H1 2026 |
2026 marks a pivotal inflection point for RoboSense — our “eye,” “skin,” and “muscle” product lines are now moving from development into commercialization.
Mark Qiu, chief executive officer of RoboSense.
Its Own Silicon
Underneath sits a new EOCENE SPAD?SPAD: Single Photon Avalanche Diode — an avalanche diode able to detect a single photon. In a LiDAR it allows range measurement even when the signal returning from an object is very weak.-SoC architecture, introduced together with two chipsets. The first mass-production product on in-house silicon is the E2 LiDAR with the Peacock chip.
RoboSense’s new silicon layer:
The company stresses that it does not intend to manufacture every robot component — resources are to go into the most critical upper-body building blocks.
Why It Matters
Component suppliers are a good barometer of Physical AI, because they sell earlier than the makers of finished robots. A volume of 282,600 sensors does not go into slide decks, it goes into designs someone is building right now. Extending the range into touch and joints also means the market is starting to buy subsystems in bundles rather than one at a time — which lowers the barrier for new robot makers.
What’s Next
- Space Camera customer deliveries are due by the end of Q3 2026, with full production only in 2027
- Tactile sensors enter commercial delivery by the end of September, with SOP set for Q4 2026
- All three lines start almost simultaneously — RoboSense gave no revenue contribution target for 2027
