****Hesai/RoboSense LiDAR Q1 Surge & Chip Open Days** [developing]
Key Questions
What were RoboSense's Q1 LiDAR sales?
RoboSense sold 330k units in Q1, with 145k for ADAS and 185k for robots; stock up 4.5%.
What events are Hesai and RoboSense hosting?
Both hold chip open days on April 21; RoboSense previews chips, 2160-line tech, 35 OEMs.
What is the market share of top LiDAR players?
Hesai, RoboSense, and Huawei hold 92% oligopoly in car LiDAR amid NEV/robot boom.
What are RoboSense's production capabilities?
Annual capacity of 4 million units; 71% market share with 167 models from 35 carmakers.
What innovations from Hesai and RoboSense?
Hesai focuses on dual-wheel tech; RoboSense on chip breakthroughs for high-line LiDAR.
RoboSense Q1 330k units (ADAS 145k/robots 185k)/+4.5% stock/Apr21 open day chips/2160-line/35 OEMs/71% share/4M cap; Hesai Apr21 chips/dual-wheel; Hesai/Robo/Huawei 92% oligopoly amid NEV/robot boom.
Sources (4)
Updated Apr 8, 2026