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RoboSense速腾聚创

2498Reviewed 2026-08-30

RoboSense designs, manufactures, and sells LiDAR sensor hardware and perception solutions for automotive advanced driver-assistance systems (ADAS), autonomous vehicles, and increasingly for robotics applications. Revenue comes from lidar unit sales and related software, with AI robotics positioned as a strategic growth frontier.

Scale

~$270.1Mrevenue FY2025 · CNY 1.9B
~$950.4Mmarket cap · 2026-10-04

Gap vs frontier

Leadingsector position

Sector-level position; no priceable accelerator silicon to compare chip-by-chip.

RoboSense: leading tier in Lidar / radar chips, ~$270.1M FY2025 revenue.

The chip stackEach layer depends on the layers below it
1 · ChipsWhat the stack produces
Lidar / radar · Leading
2 · Design toolsSoftware and IP to design them
3 · ManufacturingPlants that turn designs into silicon
4 · EquipmentMachines inside the plants
5 · MaterialsWhat the plants consume

Company at a glance

Scale

Revenue up 73% since FY2023

Growth prospects

Revenue trajectory FY2023–2025

China competition

Competes with Hesai ecosystem, Calterah, Seyond ecosystem in Lidar / radar — peers listed at sector level.

Leading

Global comparables

Global reference set: Mobileye, Infineon, NXP.

Technical gap

Sector rated leading vs the frontier.

Obstacles

Sector bottleneck applies

Automotive-grade reliability, RF/analog integration, cost-down, and sensor fusion validation.

Official filings: www1.hkexnews.hk ↗

All sourced facts (1)
  • Listing status: HKEX · 2498 · ordinary shares

Why it matters

RoboSense is China's highest-volume lidar sensor maker, listed in Hong Kong (2498.HK), reporting a 1,458.8% year-over-year shipment surge in Q1 2026 robotics lidar units and claiming global leadership in lidar market share. The test that matters is whether that volume rests on proprietary in-house perception ASICs that matter to the semiconductor stack, or on merchant-component assembly that leaves it a sensor integrator buying chips rather than making them. Confirmation would come from signals of owned silicon design and named OEM design wins at production scale; breakdown would show margin compression without chip-level differentiation.

Where it sits in the stack

Sensing

Lidar / radar chips

Leading

Automotive-grade reliability, RF/analog integration, cost-down, and sensor fusion validation.

RoboticsEV / autoIndustrial

Key semiconductor products

  • LiDAR sensors for automotive and ADAS
  • LiDAR sensors for robotics
  • AI robotics perception solutions

Financials

2498.HK · Hong Kong Stock Exchange 2498.HK · via Yahoo Finance ↗

Financial trajectory via annual filings via Yahoo Finance

RMB billions
RMB 1.12BRMB -4.34B
2023
RMB 1.65BRMB -0.48B
2024
RMB 1.94BRMB -0.15B
2025

Market data refreshed daily; annual figures from exchange filings. Figures in the reporting currency shown on the chart.

Ecosystem

Ecosystem links

  • Hong Kong Stock Exchange

Customers / end markets

  • Automotive ADAS and autonomous vehicles
  • Robotics and AI robotics

Competitive position

  • China position: Leading.
  • Without confirmation of in-house silicon, it sits at the sensor-system layer rather than inside the core semiconductor stack.
  • The key bottleneck for mass-market lidar adoption is cost reduction and chip-level integration; RoboSense's relevance to the semiconductor tracker depends on whether it controls critical signal-processing silicon or integrates merchant components from upstream chip suppliers.

Milestones and signals

  • 2026-10-04—Market cap: HKD 7.4B
  • FY2025—Revenue: RMB 1.9B
  • FY2025—Net Profit: RMB -146M
  • Listing—HKEX · 2498 · ordinary shares
  • Q1 2026—Shipments: 1,458.8% YoY growth in robotics lidar shipments

What to watch

  • New product releases with disclosed specifications.
  • Customer qualification, design-win, or volume-use signals.
  • Revenue, capacity, shipment, market-share, or valuation updates.
  • Export-control, supply-chain, or tooling constraints.

Questions

Last reviewed 2026-07-11

Answered questions

Which customers, fabs, or end markets show real adoption rather than policy interest?

Named exposure so far: Automotive ADAS and autonomous vehicles and Robotics and AI robotics.

What is the measurable gap versus global reference companies?

Without confirmation of in-house silicon, it sits at the sensor-system layer rather than inside the core semiconductor stack.

Open questions

  • Which products are qualified beyond pilots in other?