Gasgoo Daily: RoboSense reports 1,141.8% YoY growth in robot LiDAR sales

With Gasgoo Daily, we will offer daily important automotive news in China. For those we have reported, the title of the piece will include a hyperlink, which will provide detailed information.

RoboSense reports 1,141.8% YoY growth in robot LiDAR sales
Who: RoboSense, a LiDAR and robotic perception solutions provider.

What: RoboSense announced its 2025 performance highlights in the robotics sector, reporting industry-leading LiDAR sales growth.

When: Results were disclosed on January 13.

How Much / Scale: Total robot-focused LiDAR product sales reached 303,000 units in 2025; Year-on-year growth surged by 1141.8%, ranking first in the industry.

Products / How: RoboSense has launched and scaled multiple flagship products for robotic applications, including: Second-generation full solid-state LiDAR E1 Gen2; Safety Airy 3D safety LiDAR; Ultra-mini LiDAR Airy Lite

At CES 2026, RoboSense and smart lawn-mowing robot brand Navimow jointly unveiled the Navimow i2 LiDAR, integrating E1R and other advanced hardware to fully upgrade navigation and obstacle-avoidance systems.

Customers / Adoption: Leading robotics companies including AgiBot, ENGINEAI, NEURA, and Mammotion have adopted RoboSense LiDAR as core perception components.

Technology Expansion / Why: Beyond hardware, RoboSense is building a "hand–eye–brain" collaborative robotic system. At CES 2026, it debuted an embodied intelligence solution robot, "Delivery Assistant", which: Completed unpacking, handling, elevator use, and delivery tasks autonomously; Operated for approximately 20 consecutive hours; Executed over 4,000 steps with a near-100% success rate 

Underlying Capability: The performance is powered by RoboSense's fully self-developed VTLA-3D end-to-end operational large model and embodied intelligence solution. The solution integrates end-to-end operation, end-to-end mobility, and the RoboSense AI platform, covering core components, model training, data collection systems, and data flywheel capabilities.

Strategic Context: Since establishing its "AI + Robotics" strategy in early 2025, RoboSense has built a full-stack AI technology system spanning chips, hardware, and algorithms. The company has formed extensive partnerships in lawn-mowing robots, autonomous delivery, and humanoid robotics. 

Outlook: With global robotics markets accelerating toward large-scale deployment, RoboSense expects to further unlock growth momentum in 2026.  

SERES Pays RMB 20 Billion to Huawei for Automotive Procurement in H1 2025
Who: SERES Group; Huawei

What: SERES disclosed the scale of procurement payments made to Huawei as part of their smart vehicle collaboration.

When: Information was revealed in SERES' recently published prospectus; data covers the first half of 2025.

How Much / Figures: SERES paid RMB 20 billion to Huawei in procurement fees in H1 2025. Based on AITO vehicle sales, this equates to approximately RMB 141,000 per vehicle flowing to Huawei.

What the Fees Cover / How: Payments include Huawei's intelligent vehicle solutions, key components, and related technology licensing and services.

Historical Context: Since the strategic partnership began in 2021, cooperation has continued to deepen. From 2022 to H1 2025, SERES' cumulative procurement payments to Huawei exceeded RMB 75 billion.

Business Model / Why: The partnership established the "Huawei Smart Selection Vehicle" model, integrating Huawei's capabilities in: Intelligent cockpit systems; Intelligent driving; Retail and distribution channels

This collaboration enabled the successful launch and rapid growth of the AITO brand.

Market Outcome: AITO reached 1 million vehicle deliveries within 46 months, setting an industry record and driving procurement growth.

Management Perspective: SERES Chairman Zhang Xinghai described the cooperation as an "innovative cross-industry integration model," emphasizing Huawei's technology and brand empowerment as key to AITO's success.

Balancing Measures: To enhance strategic autonomy, SERES: Fully acquired the AITO trademark; Took equity stakes in jointly established sales and service companies

Forward-Looking Challenge: SERES aims to achieve a second million vehicle deliveries within two years. Industry observers note that optimizing the cost structure of Huawei cooperation while improving profitability will be a key challenge.  

iMotion Wins First Mass-Production Program with Korean Automotive Group
Who: iMotion Automotive Technology, an unnamed Korean automotive group.

What: iMotion received its first-ever mass-production nomination from a Korean automotive group.

When: The nomination was announced recently

Scope / How Much: iMotion will supply integrated driving-and-parking ADAS solutions for four vehicle models; Total expected lifecycle volume (2026–2033) is nearly 1 million units; Nearly 50% of the products will be sold in overseas markets.

Technology / How: The solution is based on Horizon Journey^® series computing platforms; It must comply with Australia–New Zealand regulations and NCAP certification requirements.

Track Record: iMotion's Journey-based ADAS solutions have already entered mass production on seven vehicle models; Two models have passed EU GSR (General Safety Regulation) requirements and achieved 5-star Euro NCAP ratings.

Engineering Capability: Under its "Four Modernizations" framework—system agility, algorithm lightweighting, hardware modularization, and software platformization—iMotion has built platform-based development capabilities across: Low-level software; Hardware; Manufacturing

Globalization Experience: iMotion is among the first suppliers to support the overseas deployment of Journey 3 solutions in the EU; It has mass-production experience across more than 30 overseas vehicle models; The company has established comprehensive overseas compliance, localization, R&D service centers, and data systems.

Strategic Significance / Why: This project marks a breakthrough into the Korean automotive market. It also serves as strong validation of Chinese-developed ADAS solutions by mainstream global automakers.