Chinese LiDAR manufacturer RoboSense has secured a new production order from FAW Toyota for more than 500,000 digital LiDAR units, further strengthening its position in the rapidly growing market for advanced driver assistance technologies.
The company said the sensors will be integrated into upcoming factory-installed mass-production vehicle models, marking another milestone in its partnership with the joint venture automaker.
Partnership With FAW Toyota Expands
The latest agreement builds on a previous collaboration announced in December 2025, when RoboSense received a design win from FAW Toyota that resulted in an order exceeding one million LiDAR units.
The company said its digital LiDAR technology continues to support the adoption of advanced intelligent driving systems across a growing number of vehicle platforms.
As competition intensifies in China’s electric vehicle market, international automakers and joint-venture brands have increasingly turned to local technology suppliers to enhance the capabilities of their vehicles.
Japanese Automakers Increase Adoption of Chinese Technologies
Japanese automotive brands operating in China have accelerated efforts to improve their competitiveness in the country’s fast-evolving EV sector.
Industry trends have seen automakers adopt locally developed technologies, including sensors, software and intelligent driving systems, as consumers place greater emphasis on advanced safety and autonomous driving features.
In December 2025, RoboSense also announced a separate order for nearly one million LiDAR units from Dongfeng Nissan, highlighting growing demand from joint-venture manufacturers.
Automotive Business Continues to Drive Growth
RoboSense reported first-quarter revenue of 458.8 million yuan ($67.8 million) in 2026, representing a 39.9% increase from the same period a year earlier.
The company also reduced its net loss by 36% year-on-year to 64 million yuan, according to its latest earnings report.
While shipments of robotics-related LiDAR products surpassed automotive deliveries for the first time during the quarter, the automotive sector remains the company’s largest business segment.
Order Backlog Exceeds Nine Million Units
According to RoboSense, its advanced driver assistance systems (ADAS) business currently has an order backlog exceeding nine million LiDAR units.
The backlog covers 177 vehicle programs awarded by multiple automakers around the world, providing long-term visibility for future deliveries.
The company expects total LiDAR shipments in 2026 to reach between two million and 2.7 million units, representing a significant increase compared with 2025 volumes.
Focus on Cost Reduction and Technology Development
To improve competitiveness and profitability, RoboSense introduced a proprietary chip architecture developed in-house earlier this year.
The company said the new technology is expected to reduce production costs while strengthening its technological capabilities in an increasingly competitive LiDAR market.
With intelligent driving features becoming more common in both electric and conventional vehicles in China, RoboSense is positioning itself to benefit from rising demand for high-performance sensing systems that support advanced driver assistance and autonomous driving functions.