RoboSense third-quarter lidar sales rise 220.9% to record 595,600 units
In short
Lidar maker RoboSense (速腾聚创) said on October 9 that it sold 595,600 lidar units in the third quarter of 2026, up 220.9% year on year and a single-quarter record. Sales for ADAS rose 200.1% to 450,400 units, and sales for robotics rose 309.0% to 145,200 units.
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RoboSense (速腾聚创) announced on October 9 that its lidar sales in the third quarter of 2026 were 595,600 units, up 220.9% from a year earlier and a record for a single quarter. Of the total, 450,400 units went to the ADAS sector, up 200.1%, and 145,200 units went to robotics, up 309.0%. IT Home, Jiemian and 36Kr all reported the same figures. [ 1 , 2 , 3 ]
IT Home reported that the company sold 1,314,800 lidar units in the first three quarters of 2026: 887,000 for ADAS and 427,800 for robotics. That nine-month total already exceeds the 912,000 units sold in all of 2025. IT Home said third-quarter sales were about 53.1% higher than in the second quarter. [ 1 ]
IT Home cited RoboSense's interim results announcement from August 2026. It showed first-half revenue of 1.020 billion yuan, up 30.2%, and lidar sales of 719,200 units, up 169.6%. Robotics lidar sales in that period rose 510.4% to 282,600 units. The robotics business made up nearly half of product revenue and was the main source of product gross profit. For 2025, the company reported revenue of 1.941 billion yuan, up 17.7%, and lidar sales up 67.6%. In the fourth quarter of 2025 it had revenue of 750 million yuan and net profit of 104 million yuan, its first quarterly profit since it was founded in 2014. [ 1 ]
According to IT Home, the company says it covers more than 90% of leading unmanned delivery customers, with its products fitted to delivery vehicles from companies including JD.com. It also works with more than 20 robot companies, including Unitree (宇树). In automotive ADAS, by December 31, 2025 it had won designs for 163 vehicle models from 34 carmakers and tier-one suppliers, and 57 models from 16 of those customers had started production. RoboSense, based in Shenzhen and listed on the Hong Kong stock exchange, says it has put in place annual production capacity of 4 million units for 2026 to meet demand from both businesses. [ 1 ]
Why it matters
IT Home reported that RoboSense's sales for the first three quarters of 2026 already exceed its total for 2025. Robotics sales grew faster than ADAS sales in the quarter, and IT Home noted that the robotics business made up nearly half of product revenue in the first half of 2026.
Key facts
- RoboSense sold 595,600 lidar units in the third quarter of 2026, up 220.9% year on year and a single-quarter record. [ 1 , 2 , 3 ]
- ADAS lidar sales were 450,400 units, up 200.1% year on year. [ 1 , 2 , 3 ]
- Robotics lidar sales were 145,200 units, up 309.0% year on year. [ 1 , 2 , 3 ]
- Lidar sales for the first three quarters of 2026 totalled 1,314,800 units: 887,000 for ADAS and 427,800 for robotics. [ 1 ]
- According to IT Home, third-quarter sales were about 53.1% higher than in the second quarter, and the nine-month total exceeds the 912,000 units sold in all of 2025. [ 1 ]
- RoboSense says it has put in place annual production capacity of 4 million units for 2026. [ 1 ]
Confirmed by several sources
- Nothing is confirmed by two independent outlets yet.
Still unclear
- Revenue and profit for the third quarter of 2026. The documents give only unit sales for the quarter, not revenue or profit.
- The nine-month totals, the quarter-on-quarter growth and the earlier financial results. Only IT Home reports these figures; the other outlets report only the third-quarter sales numbers.
- RoboSense's third-quarter 2026 lidar sales were 595,600 units, up 220.9% year on year, a single-quarter record. Reported by a single source so far
- ADAS lidar sales were 450,400 units (up 200.1%) and robotics lidar sales were 145,200 units (up 309.0%). Reported by a single source so far