The brief

Analyst view

• H1 2026: 719k units shipped, 169% YoY. Automotive ADAS: 436.6k units. Guidance: 2–2.7M units full-year.
• Design wins: 177 vehicle models. Backlog: 9M+ units. Key customers: BYD, Xpeng, Roborock, Navimow.
• Robotics grew 1,459% YoY to 185.5k units Q1 2026, exceeding automotive volume for first time.

Technical approach

As reported

Solid-state lidar

Fixed arrays instead of rotating scanners

Fixed photonic arrays eliminate rotating parts that wear out.

Multi-frequency design

Tuned for vehicles and robots

EM and MX series scale across autonomous vehicles and robots.

Mass production

Supply to 177 design-win models

Factories produce millions of units annually, making lidar a commodity.