LiDAR

RoboSense's robotics LiDAR sales reached 185,500 units in the first quarter, accounting for more than half of its total shipments for the first time.

Xpeng CEO acknowledges LiDAR remains a good and necessary component in many other industries, but believes the auto industry no longer needs the sensor.

The new order will cover more than 10 models under the top European automaker's Chinese joint venture brands.

The 2026 BYD Seagull starts at 69,900 yuan ($10,290), while the LiDAR-equipped version starts at 90,900 yuan.

The current BYD Seagull starts at 69,800 yuan ($10,260), and the lineup sold 529,537 units in 2025.

Rivian is considering making its own LiDAR sensors in the US using Chinese technology, rather than buying directly from Chinese suppliers.

RoboSense launched the Eocene architecture and two flagship chips, attempting to consolidate its dominant position through chip-level technological advantages.

Hesai released a new chip named Picasso, which achieves the fusion of color perception and distance measurement at the underlying hardware level.

Seyond's current annual production capacity has reached 1.2 million units, with plans to add another 1 million units of capacity within the year.

Hesai achieved a net income of 435.9 million yuan ($62.3 million) in 2025, marking its first full-year profitability.