RoboSense: H1 Total Revenue Up 30.2% YoY, Robotics Business Contributes Nearly Half of Revenue
Summary
RoboSense announced that in the first half of 2026, total revenue reached 1.02 billion yuan, up 30.2% year-over-year; total LiDAR sales reached 719,200 units, up 169.6% YoY. Among them, LiDAR sales in the robotics field reached 282,600 units, up 510.4% YoY, with robotics business revenue accounting for nearly half of product revenue and becoming the main source of product gross profit. In the second half of the year, RoboSense's self-developed SPAD-SoC chip will enter the mass delivery stage, and three incremental robotics categories—spatial cameras, tactile sensors, and joint motors—will enter mass production and delivery as scheduled.
Bubble analysis
This news mainly concerns the performance of a single company (RoboSense), showing strong growth in robotics business, but it does not directly involve the core mechanisms of an AI investment bubble, such as massive capital expenditure or valuation inflation. Therefore, its relevance to the bubble question is weak.
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