Innovusion's cumulative LiDAR deliveries have surpassed 1 million units!

Recently, RoboSense (02665.HK), a global provider of image-grade LiDAR and solutions, reached a historic milestone –cumulative LiDAR deliveries exceeded one million units. This milestone demonstrates RoboSense’s globally leading smart manufacturing system and strong independent R&D capabilities, laying a solid foundation for continuously expanding market share and promoting multi-scenario commercialization.

Behind the million-unit delivery is RoboSensehundreds of technical iterations, tens of thousands of scenario validations, and collaboration across the entire industrial chainthe result of long-term accumulation and breakthrough.

Relying on its two core product platforms,Falcon and Albatross,Innovusion has built a full-dimensional perception solution, achievingcomprehensive coverage and deep penetration of different market segments.。

Among them, the Falcon platform is the core force in Innovusion's high-performance application scenarios. With automotive-grade reliability and high-performance sensing advantages, it has gained widespread market recognition, with cumulative deliveries reaching 750,000 units, making it the largest scale shipment of high-performance LiDAR in the industry to date. The Albatross platform includes the long-range main-view LiDAR Albatross E and the medium-range wide-angle LiDAR Albatross W. The former precisely meets the forward-sensing needs of mainstream models, while the latter effectively fills perception blind spots with its wide-angle coverage and flexible deployment features. Combined deliveries have exceeded 250,000 units.

In the ADAS market, as the demand for system redundancy safety and full-domain perception continues to escalate in advanced intelligent driving, the number of LiDARs installed per vehicle has increased from one toone main radar plus two to three blind-spot radars.Innovusion’s 'front-view plus blind-spot' combination solution has become an important tool for expanding its market share, thanks to its strong sensing reliability and advantages in cost control at scale.

As of December 31, 2025, Innovusion has cumulatively secured project orders from companies including Nio, SAIC Volkswagen, GAC Group, Shaanxi Heavy Duty Truck, Foton Motor, Plus AI, DeepWay, Inceptio Technology, and Pony AI18 companiesOriginal equipment manufacturers (OEMs) and ADAS/ADS companies.covering over 60 models.According to the latest data from Gasgoo Automotive Research Institute, in January-February 2026, Innovusion ranked third in the domestic passenger car LiDAR market with a 16.4% market share, further solidifying its position among the industry leaders.

Meanwhile, Innovusion is actively exploring diversified application scenarios to fully unlock the value of LiDAR technology. The Falcon platform deeply empowerssmart transportation, unmanned mining trucks, bridge collision prevention, and smart locks for waterways,laying a strong perception foundation for new infrastructure construction; while the Robin W penetrates intounmanned delivery, smart sanitation, industrial logistics, and other broad robotic fields,driving robots from pilot validation towards large-scale commercialization.

To meet the continuously surging market demand, Innovusion is accelerating its production capacity layout, strengthening its intelligent manufacturing capabilities, and ensuring stable delivery of large-scale products.

As of March 31, 2026, the company's annual delivery capacity has reached 1.2 million units, with plans to expand further within the year.Add production capacity of 1 million units, andSet up a dedicated production line for the large-scale manufacturing of the Hummingbird platform, a pure solid-state LiDAR, comprehensively enhancing market responsiveness in emerging fields such as robotics. Based on the current robust order backlog, stable customer partnerships, and an efficient delivery system, Innovusion forecasts that its total LiDAR shipments for 2026 will achieveapproximately 200% growthcompared to 2025, supporting steady business expansion. In the first quarter of 2026, Innovusion maintained strong growth momentum, achievingapproximately 181,400 units shipped, representing a year-over-year increase of about 340%. Among this, the Falcon platform shipped around 65,500 units, up 90% year-over-year; the Robin platform shipped approximately 115,600 units, reflecting a staggering 1,594% year-over-year growth.

Building on the foundation of producing millions of units, Innovusion will continue to deepen technological innovation, optimize its product portfolio, and expand into global markets with more reliable sensing solutions, more efficient delivery capabilities, and more open ecosystem cooperation to empower global intelligent driving and smart industry development,with ubiquitous 3D sensing technology, benefiting every intelligent vehicle, every smart device, and every intelligent scenario, while joining hands with industry partners to advance towards the future of physical AI.

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