RoboSense said its LiDAR sensor deliveries climbed to more than 150,000 units in November, marking a sharp increase from October and underscoring accelerating demand from both the global automotive sector and the fast-growing robotics industry.
The company said shipments had previously reached 120,000 units in October, making November the second consecutive month of record volume as it expands production to serve applications ranging from advanced driver-assistance systems to robotaxis and commercial robotics.
RoboSense attributes its scale-up to its vertically integrated semiconductor strategy, under which the company develops its own LiDAR transmitter, receiver and processing chips in-house. The company said all of its core chips meet automotive-grade AEC-Q certification standards. Its proprietary sensor architecture, combining a SPAD-based system-on-chip with a two-dimensional addressable VCSEL laser design, is intended to improve manufacturing efficiency while reducing system complexity.
The company’s EM-series LiDAR products have gained traction among global automakers. As of late November, RoboSense said it had secured nomination programs from 13 automakers, covering 56 vehicle models. Customers include SAIC Audi, IM Motors, a North American electric vehicle manufacturer and a major European joint-venture brand. In the robotaxi segment, its EM4-plus-E1 sensor suite has also been selected for deployment in DiDi Autonomous Driving’s next-generation fleet.
Beyond passenger vehicles, robotics has become a second major growth engine. In the third quarter, LiDAR shipments to robotics customers rose to 35,500 units, nearly four times the level recorded a year earlier. The company said its E1 solid-state LiDAR family is now being deployed at scale in autonomous delivery vehicles, commercial lawn-care robots and other service-robot applications.
With smart-vehicle adoption continuing to expand globally and service robotics entering a rapid growth phase, industry analysts expect LiDAR demand to remain robust. RoboSense’s rising shipment volumes and growing list of original equipment manufacturer nominations are strengthening its position in an increasingly competitive sensor market.