RoboSense said its robotics and non-automotive LiDAR shipments surged 1,458.8% year over year to about 185,500 units in the first quarter of 2026.
The company said robotics shipments outnumbered automotive shipments in a quarter for the first time.
Total LiDAR shipments reached about 330,300 units, up 204.1% year over year. Robotics and other non-automotive uses accounted for 56% of total LiDAR shipments during the quarter. RoboSense reported first-quarter revenue of RMB 458.8 million, a 39.9% year-over-year increase.
The company said its net loss narrowed 35.9% to RMB 63.3 million. Its adjusted net loss fell to RMB 43.9 million, excluding share-based compensation.
RoboSense said it holds a 71% share of the commercial cleaning robot market. It also said more than 90% of leading unmanned delivery firms use its products, including JD.com and Meituan.
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The company said a leading European humanoid robotics maker placed a large order for its new vision products, with mass production planned in 2026.
RoboSense said its in-house Eocene SPAD-SoC architecture and Phoenix and Peacock chips will enable it to move more products onto its owned silicon.
Management expects those chips to enter mass production in the second half of 2026 and help cut manufacturing costs.
The company said its ADAS business remains supported by an intelligent-driving order backlog of more than 9 million units.
