RoboSense secures new FAW Toyota LiDAR program as order pipeline continues to expand

Gasgoo Munich- On June 3, RoboSense announced that its digital LiDAR solution has been selected for another new mass-production vehicle program from FAW Toyota, with the project expected to generate orders exceeding 500,000 units.

The latest nomination further strengthens the partnership between the two companies. It follows a series of programs awarded to RoboSense by FAW Toyota in late 2025, including applications on a bestselling vehicle line and an electric vehicle model, which together represented more than one million units in cumulative orders.

RoboSense said it plans to further expand its collaboration with FAW Toyota, leveraging the performance advantages and large-scale manufacturing capabilities of its digital LiDAR products to support the broader adoption of advanced driver-assistance and intelligent driving technologies.

The new project highlights the growing role of LiDAR sensors in next-generation vehicle architectures, particularly as automakers seek to deploy higher-level driver assistance functions across larger volumes of mainstream models.

Image source: RoboSense

The announcement comes shortly after RoboSense reported strong first-quarter 2026 financial and operating results. Revenue reached approximately 459 million yuan during the quarter, representing year-on-year growth of 39.9%. Total LiDAR shipments climbed to 330,300 units, posting a 204.1% year-on-year surge.

The company's business mix continued to evolve beyond automotive applications. LiDAR shipments for advanced driver-assistance systems (ADAS) totaled 144,800 units in the first quarter, up 49.7% year-on-year.

Meanwhile, LiDAR products supplied to robotics and related industries reached 185,500 units, surging 1,458.8% compared with the previous year and accounting for more than 56% of RoboSense's total LiDAR shipments, underscoring the rapid emergence of robotics as a major growth engine.

Despite the strong volume growth, profitability faced short-term pressure. RoboSense reported a gross margin of 21.7% in the first quarter, compared with 23.5% a year earlier.

The company attributed the decline primarily to the early-stage ramp-up of its next-generation EMX LiDAR platform, which is currently incurring relatively high manufacturing costs. Management nevertheless expressed confidence in future margin expansion, citing upcoming vehicle launches in the second half of the year, accelerating demand from robotics customers, and expected cost reductions driven by internally developed chips and improved factory utilization rates.

As of March 31, 2026, RoboSense had secured mass-production nominations covering 177 vehicle models from 36 automakers and Tier 1 suppliers.

The company has already achieved start-of-production (SOP) milestones for 69 models across 17 customers, demonstrating its ability to convert design wins into commercial vehicle programs. In the ADAS segment alone, RoboSense reported an order backlog exceeding nine million units, providing significant visibility into future revenue growth.