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Sales of lidar sensors for robotic applications saw a remarkable increase last quarter, with two prominent Chinese sensor manufacturers reporting triple-digit growth. The segment has begun to overshadow advanced driver assistance systems as the leading growth engine.
One company experienced a 632% rise in lidar sensor sales used in robots and other sectors, reaching 34,400 units for the quarter ending June 30, compared to the previous year. While sales of ADAS-related products remained substantial at 123,800 units, reflecting only a 4.6% year-over-year gain, the robotics division’s revenue exceeded 147 million yuan (approximately $20.5 million), accounting for over half of the company’s ADAS sales.
The other manufacturer’s deliveries of ADAS lidar units soared 276% to 300,000 units, and its robotics-related shipments jumped 744%, reaching 49,000 units, according to its latest quarterly results.
Experts estimate that the robot lidar market could produce between 300,000 and 400,000 units this year. The shift away from ADAS solutions is partly driven by automakers like Tesla opting for pure vision systems that omit lidar sensors on certain vehicle models. Simultaneously, lidar producers are expanding their focus on the Robotaxi industry while also targeting the rapidly growing robotics sector.
Companies involved in lawn mowing and logistics robots have become key clients, with the global market for lawn-mowing robots valued in the tens of millions of Chinese yuan—equivalent to several million U.S. dollars. These yard robots, which include pool cleaning devices, mainly serve international markets.
Major clients include KUMO Tech, which previously contracted for 1.2 million lidar sensors over three years, and Dreame Technology, which ordered 300,000 units of the JT lidar series earlier this year. The potential for consumer-grade yard robots has been confirmed by industry leaders, who are actively collaborating with innovation partners in California, China, and elsewhere.
In addition to mobile applications, lidar sensors are being integrated into humanoid robots and robotic dogs, although orders in these areas remain modest. Firms specializing in embodied intelligence—such as Unitree Robotics and Dobot Robotics—are partnering with these sensor companies to enhance autonomous capabilities.
Overall, the robotics lidar market continues to grow rapidly, driven by diverse applications across industry sectors and consumer markets.
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