Gasgoo Munich- RoboSense Technology reported its first-ever quarterly profit as it released fourth-quarter and full-year 2025 results on March 24, signaling a turning point for the LiDAR supplier amid surging demand from robotics applications.
Image source: RoboSense
In the fourth quarter, the company generated revenue of approximately 751 million yuan, alongside operating profit of 130 million yuan and net profit of 104 million yuan. A key driver was its robotics segment, where shipments soared to around 221,000 units—an increase of more than 25-fold year-on-year. The division contributed 347 million yuan in revenue, accounting for nearly half of total product sales.
For the full year, RoboSense posted revenue of 1.941 billion yuan, with a blended gross margin of 26.5%. Gross profit rose 81.3% year-on-year to 514 million yuan, reflecting both scale expansion and improving product mix.
The company’s robotics business emerged as a standout growth engine. Annual shipments reached roughly 303,000 units, up more than elevenfold compared with the previous year. According to company disclosures, RoboSense ranked first by shipment volume across multiple segments, including robotic lawn mowers, last-mile delivery robots, humanoid robots, embodied AI systems, and commercial cleaning robots.
In autonomous mobility, RoboSense has strengthened its position in the Robotaxi ecosystem. Its dual-LiDAR solution—combining the EM4 primary sensor with the E1 blind-spot unit—has been adopted by more than 90% of leading industry customers.
The automotive segment also showed steady traction. Digitalized LiDAR products helped secure a growing number of global design wins, while the company captured more than 70% share among lidar suppliers serving joint-venture vehicle brands in China. Overseas revenue expanded by over 90% during the year, underscoring accelerating international penetration.
On the manufacturing front, RoboSense has built out production capacity capable of delivering up to four million LiDAR units annually. Backed by current demand trends, the company expects total LiDAR shipments to grow by at least two to three times in 2026, pointing to continued momentum across both automotive and robotics applications.
