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RoboSense Asserts Global Dominance in LiDAR for Robotics with 1,458.8% YoY Shipment Surge in Q1 2026

Business

RoboSense Asserts Global Dominance in LiDAR for Robotics with 1,458.8% YoY Shipment Surge in Q1 2026
Business

Business

RoboSense Asserts Global Dominance in LiDAR for Robotics with 1,458.8% YoY Shipment Surge in Q1 2026

2026-05-27 21:30 Last Updated At:21:45

  • Robotic LiDAR volumes surged 1,458.8% year-on-year to 185,500 units in Q1 2026, accounting for approximately 56% of total shipments.
  • Total LiDAR shipments reached a record 330,300 units, up approximately 204.1% year-on-year.
  • Revenue reached RMB458.8 million, up approximately 39.9% year-on-year.
  • ADAS order backlog exceeded 9 million units.
  • SHENZHEN, China, May 27, 2026 /PRNewswire/ -- RoboSense Technology Co., Ltd. ("RoboSense" or the "Company"; Stock Code: 2498.HK), an AI-driven robotics technology company, today announced its financial results for the first quarter of 2026, delivering a landmark quarter in which the robotics business surpassed 50% of total LiDAR shipments for the first time in the Company's history. Building on the momentum of its first-ever profitable quarter in Q4 2025, RoboSense enters 2026 with strong operational confidence. The Company's dual-engine strategy across ADAS and robotics continues to drive growth, with the robotics segment emerging as the primary growth engine.

    Q1 2026 Financial Highlights

    In the first quarter of 2026, RoboSense delivered strong top-line growth driven by the continued acceleration of its robotics and ADAS businesses.

    • Total LiDAR shipments: 330,300 units, up approximately 204.1% year-on-year.
    • Robotic LiDAR shipments: 185,500 units, up significantly 1,458.8% year-on-year, representing approximately 56% of total shipments.
    • Revenue: RMB458.8 million, up approximately 39.9% year-on-year.
    • Order backlog: Over 9 million units for ADAS.

    SHENZHEN, China, May 27, 2026 /PRNewswire/ -- RoboSense Technology Co., Ltd. ("RoboSense" or the "Company"; Stock Code: 2498.HK), an AI-driven robotics technology company, today announced its financial results for the first quarter of 2026, delivering a landmark quarter in which the robotics business surpassed 50% of total LiDAR shipments for the first time in the Company's history. Building on the momentum of its first-ever profitable quarter in Q4 2025, RoboSense enters 2026 with strong operational confidence. The Company's dual-engine strategy across ADAS and robotics continues to drive growth, with the robotics segment emerging as the primary growth engine.

    Q1 2026 Financial Highlights

    In the first quarter of 2026, RoboSense delivered strong top-line growth driven by the continued acceleration of its robotics and ADAS businesses.

    For the very first time, robotics LiDAR sales surpassed ADAS shipments in a single quarter, marking a structural inflection point in the Company's revenue mix. This shift reflects the accelerating commercial adoption of intelligent robotics across a broad range of sectors and underscores RoboSense's strengthening position as the perception backbone of the global robotics industry.

    Robotics Business: Sustained No. 1 Across Key Segments

    RoboSense maintained its leadership position across five major robotics segments in Q1 2026: robotic lawnmowers, autonomous delivery, humanoid robots, embodied AI, and commercial cleaning robots.

    In May 2026, RoboSense ranked No. 1 in GGII's (Gaogong Robot Industry Research Institute) Q1 2026 global 3D LiDAR shipment ranking for robotics.

    • Robotic Lawnmowers: Emerging as the fastest-growing robotics category entering 2026, the robotic lawnmower segment saw significant expansion. In May, RoboSense deepened its partnership with Roborock to jointly accelerate the large-scale global commercialization of robotic mowers. The Company also reinforced its collaboration with Willand (Segway Navimow), which named RoboSense its 2026–2027 Strategic Partner and honored it with the 2025–2026 Outstanding Supplier Award. RoboSense supplies its fully solid-state digital LiDAR across multiple Navimow product lines, alongside an ongoing strategic partnership with Mammotion Technology.
    • Unmanned Autonomous Delivery: Digital LiDAR solutions from RoboSense have now been adopted by over 90% of leading unmanned delivery vehicle companies, including Neolix, Zelos, Rino.ai, JD.com, Meituan, and Coco Robotics, cementing the Company's role as the de facto perception standard for autonomous logistics.
    • Embodied AI and Humanoid Robotics: RoboSense has partnered with nearly 50 top-tier humanoid and quadruped robot companies. In May, the Company was listed in Morgan Stanley's Humanoid 100 and China humanoid value chain mapping, as the only LiDAR-focused firm appearing in both lists.
    • Commercial Cleaning Robots: RoboSense leads the commercial cleaning robot segment with a 71% market share across more than 60 key customers, according to YanZhi Robot's recent research. In March, Pudu Robotics launched the world's first AI-native large scrubber-dryer robot, equipped with RoboSense's hemispherical digital LiDAR Airy.
    • Active Camera Moves to Mass Production: RoboSense has received a large-scale order from a leading European humanoid robotics company for its new Active Camera solutions, robot vision products built for mobility and dexterous manipulation. Mass production and delivery are set for 2026. The order marks RoboSense's shift from market validation to commercial-scale deployment amid the rising wave of Physical AI.

    ADAS Business: Foundation Solidifies with Industry-Leading Pipeline

    As of the first quarter of 2026, the Company has accumulated design wins for 177 vehicle models across 36 automotive brands and Tier-1 partners, while successfully achieving Start of Production (SOP) for 69 models. Driven by this sustained momentum, RoboSense's automotive ADAS order backlog has exceeded 9 million units, anchoring a highly predictable growth runway with premier domestic and global automotive leaders — including BYD, Geely, IM Motors, and the Chinese joint ventures of Toyota, Nissan, Volkswagen and General Motors. Furthermore, in this quarter, RoboSense officially deepened its industrial ecosystem by being recognized as the 2026 Strategic Partner of Geely Group.

    RoboSense will continue to focus on its "ADAS + Robotics" dual-engine strategy. Powered by its core technologies, including proprietary SPAD-SoC chips, the Company is driving the industry's transition toward next-generation digital LiDAR solutions. By empowering a diverse range of applications across both robotics and intelligent automotive sectors, RoboSense is well-positioned to further solidify its leadership in the era of Physical AI.

    About RoboSense

    RoboSense (02498 HKEX) is an AI-driven robotics company. Leveraging its full-stack, in-house developed digital chips and a robust AI technology system, the company provides core robotic components, perception systems, and manipulation solutions across a wide range of industries, including autonomous passenger and commercial vehicles, Robotaxi, as well as robotics applications in autonomous logistics, robotic lawn mowers, and humanoid robots.

    Founded in 2014 and headquartered in Shenzhen, China, RoboSense has grown to a team of over 1,800 employees. The company maintains a strong global footprint, with offices spanning Shanghai, Suzhou, and Hong Kong in China, as well as Stuttgart, Germany, and Detroit and Silicon Valley in the United States.

    As a global leader in the LiDAR industry, RoboSense has partnered with over 310 automotive brands and Tier-1 suppliers. In the robotics sector, it is the preferred solution provider for autonomous logistics, robotic lawn mowers, humanoid robots, and other pan-robotics applications, serving more than 3,400 clients worldwide. In 2025, the company ranked top 1 in LiDAR market share in the robotics sector. Building on its globally leading perception capabilities, RoboSense has extended its technology into robotic manipulation, launching robotic vision systems, dexterous hands, and hand-eye coordination solutions, driving the large-scale commercialization in the era of Physical AI.

    ** This press release is distributed by PR Newswire through automated distribution system, for which the client assumes full responsibility. **

    RoboSense Asserts Global Dominance in LiDAR for Robotics with 1,458.8% YoY Shipment Surge in Q1 2026

    RoboSense Asserts Global Dominance in LiDAR for Robotics with 1,458.8% YoY Shipment Surge in Q1 2026

Driven by the mission to democratize creativity, the xTool M2 brings flagship-level features, color printing, unprecedented ease of use, and an accessible price tag to everyday creators.

MOUNTAIN VIEW, Calif., May 27, 2026 /PRNewswire/ -- xTool, a global leader in innovative creative tools and laser engravers, today unveiled the xTool M2 Color Craft Laser. Starting at just $599, the xTool M2 is engineered as the easiest craft laser with color printing, designed specifically for everyday makers and home crafters. Driven by its core product philosophy of "Easy, Powerful, and Accessible," xTool has brought flagship-level technologies, previously exclusive to high-end machines costing thousands of dollars, down to a mass-consumer price point. In doing so, xTool fundamentally redefines what an accessible laser can achieve by pairing out-of-the-box simplicity with professional scalability. This leap propels the industry forward, turning pro-grade creation into an everyday reality for everyone.

For years, laser fabrication was confined to hardcore makers and small businesses, hindered by steep learning curves, high costs, safety concerns, and color limitations. xTool has systematically dismantled these barriers by building a comprehensive creative ecosystem—spanning advanced smart hardware, intuitive software, versatile accessories, a vibrant community, and consumables. The new xTool M2 seamlessly integrates this entire ecosystem. Operating as simply as a daily household appliance, it completely eliminates the friction between a user's idea and the final result.

"Our vision at xTool has always been to continuously lower the barriers to creation, allowing more people to experience the pure joy of making," said xTool CEO Jasen Wang. "With the xTool M2, we've integrated our most advanced technologies into an accessible platform to do exactly that. We are bringing laser crafting to the masses, empowering everyday creators to bring their imaginations to life and enjoy the creative journey together, without being held back by technical complexity."

Simple to Start, Powerful to Scale

The xTool M2 is built upon three core pillars: effortless operation, professional capability, and uncompromising safety. It is simple enough for a beginner's first beautiful craft, yet powerful enough to support a pro-user's wildest technical ideas.

  • Smart Crafting Made Easy: Built-in Dual Cameras provide WYSIWYG (What You See Is What You Get) real-time visual positioning, ensuring even first-time users never have to guess manually. Meanwhile, the exclusive ACS™ Lite automates the entire workflow—from auto-positioning to material settings. With all complex calculations and positioning handled entirely in the background, users simply enjoy a true "place and go" experience. It's so advanced, it feels effortless.
  • Pro-Grade Power: An accessible price doesn't mean compromised performance. The xTool M2 delivers flagship capabilities:
    • Color Print-Then-Cut for Creative Freedom: The CMYK inkjet module unlocks high-precision, full-color printing on wood, paper, felt, and more. Supported by built-in generators for keychains, name tags, and cake toppers, alongside 60,000+ ready-to-make files in the Atomm community, creating vibrant stickers and merch is instant out of the box.
    • Switchable Modules for More Possibilities: Easily swap between a 10W diode for detailed engraving, a 20W diode for faster processing, a 3W IR module for metals, and the CMYK print head. From common soft materials like leather to hard metals, the creative possibilities are endless.
    • From 2D to 3D Creations: The machine is compatible with the RA3 Lite Rotary accessory for effortless engraving on cylindrical items like tumblers and mugs.

  • Safe for Home Studios: Designed specifically for everyday home creation, the xTool M2 features a fully enclosed design, Class 1 Safety certification, real-time safety monitoring, and an optional desktop air purifier, ensuring a safe and worry-free creative experience for home studios.

Ultimately, as the first product to truly break the long-standing compromise between price, ease of use, and safety, the xTool M2 establishes a new benchmark for what an accessible laser should be. While an attractive price is essential, a true standard must also deliver on performance, usability, scalability, and safety. At the same time, the M2 brings mass-consumer attributes to the laser industry, ensuring that laser technology is no longer an advanced feature reserved for professional makers, but a basic right for every creator. By transforming the laser into an accessible creative tool for anyone who loves to make, the M2 allows more people to experience the pure joy of laser crafting.

Pricing and Availability

The xTool M2 officially launches on May 27 with an MSRP starting at $599. To celebrate the release, xTool is offering a 7-day limited-time discount. From May 27 to June 2, early buyers can get the M2 starting at just $549 ($50 off), available exclusively through the xTool official website.

About xTool

xTool is a global premium consumer-tech brand dedicated to empowering digital-to-physical creation. As the world's largest and fastest-growing laser engraver innovator, xTool provides a comprehensive ecosystem of laser-based personal creative tools, material printers, user-friendly software, accessories, and consumables. Through these innovations, xTool empowers creators to turn imagination into meaningful creations that deliver emotional fulfillment, commercial success, and personal achievement. Discover more at xtool.com.

** This press release is distributed by PR Newswire through automated distribution system, for which the client assumes full responsibility. **

xTool Unveils the M2: Redefining Everyday Laser Crafting with Color Printing and Premium Tech at an Accessible $599

xTool Unveils the M2: Redefining Everyday Laser Crafting with Color Printing and Premium Tech at an Accessible $599

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