Autonomous Driving Concept Stocks Watch | RoboSense(02498.HK) Edges Lower in Early Trading, LiDAR Shipments Surge 204.1% YoY in Q1 2026

NewTimeSpace News: At 10:59 on June 8, 2026, RoboSense(02498.HK) dipped modestly in the morning session to HK$31.20, representing a 3.17% decline. The company shipped 330,300 LiDAR units in Q1 2026, a year-on-year increase of 204.1%. Shipments of LiDAR for ADAS reached approximately 144,800 units, rising 49.7% year on year.

On the news front, China Post Securities commented that the company held around a 10% market share during the era of analog architecture. In the digital era, over 90% of the world's leading Robotaxi and Robotruck operators have established partnerships with RoboSense, including Baidu Apollo Go, DiDi Autonomous Driving, WeRide, Pony.ai and top L4 autonomous driving players in North America.

Cinda Securities pointed out that the installation volume of SoC for intelligent driving domain controllers maintains robust growth, with domestic independent automakers taking the lead in the industry. China's passenger vehicle market for intelligent driving domain controller SoCs enjoyed strong growth in 2025, registering solid figures in both annual and monthly installation volumes.

RoboSense(02498.HK) Focuses on the scaled mass production and delivery of LiDAR and core perception solutions for the autonomous driving perception layer. As a leading tier-1 supplier in the intelligent driving hardware supply chain, it has secured massive design wins across a wide range of models from global mainstream automakers and new energy vehicle (NEV) startups. The company maintains industry-leading growth in single-quarter automotive LiDAR shipments. Through process optimization and economies of scale, it continuously drives down per-unit hardware costs, solidifying its market share in the core perception infrastructure for autonomous driving.

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