Workflow
ROBOSENSE(02498)
icon
Search documents
速腾聚创全栈自研芯片通过AEC-Q车规认证,目标识别率提升至99%
Ju Chao Zi Xun· 2025-10-15 03:31
Core Insights - RoboSense has achieved a significant milestone by having its fully self-developed chip pass the AEC-Q automotive certification, making it the only company globally to reach this achievement, which enhances its competitive edge in the lidar technology sector [2][7] Group 1: SPAD-SoC Chip - RoboSense's SPAD-SoC chip is the world's first lidar receiving processing SoC chip and the only one to pass the AEC-Q102 certification, featuring high performance, high integration, and high reliability [3] - The chip improves target recognition rate to 99% and has a sampling capability of 44 billion samples per second, effectively preventing missed detections [3] - It includes a 384-Core signal processing capability for high dynamic response and can detect low-reflectivity objects, while also being resistant to rain, fog, and dust interference [3] Group 2: Proprietary Technologies - The chip incorporates three proprietary technologies that enhance performance and reliability, including Crosstalk Immunity Encoding (ClE), which improves sunlight noise resistance by 95% and cross-talk resistance by 90% [4] - PicoSecond Timing Technology (PTT) enhances distance measurement accuracy by 15 times to 3 cm while reducing power consumption [4] - The Adaptive Fusion Algorithm (AFA) optimizes signal extraction, reducing blind spots by 70 times [4] Group 3: 3D Stacking and Bonding Technology - RoboSense has achieved a global first by integrating SPAD and SoC through 3D stacking, resulting in over 50% reduction in size and high integration [5] - Copper-copper bonding technology provides each SPAD with an independent processing circuit, ensuring low-loss and low-latency signal transmission [5] Group 4: 2D VCSEL Chip - RoboSense's 2D VCSEL chip is the only mass-producible two-dimensional addressable VCSEL chip in the industry, utilizing two-dimensional addressable scanning to suppress high reflectivity expansion [6] - The chip supports flexible matrix scanning, significantly enhancing laser emission efficiency, and features a combined SiP technology that improves accuracy while reducing parasitic parameters [6] Group 5: E Platform - The E platform, equipped with the AEC-Q certified SPAD-SOC and 2D VCSEL chips, is the first mass-producible all-solid-state digital lidar platform in the industry [7] - This platform not only showcases RoboSense's leading position in lidar technology but also provides robust technical support for the development of autonomous driving and intelligent transportation [7]
速腾聚创全栈自研数字激光雷达芯片通过AEC-Q认证
Core Insights - RoboSense has achieved AEC-Q102 automotive-grade reliability certification for its two core digital lidar chips, making it the only technology company globally to have self-developed chips for the entire lidar link that meet automotive standards [1] - The SPAD-SoC chip is the world's first integrated chip that combines SPAD receiving arrays with data processing SoC, meeting AEC-Q certification and ready for mass production [2] - RoboSense's E and EM platform digital lidar matrices have entered automotive-grade mass production, covering various applications such as Robotaxi, ADAS, and service robots [3] Group 1 - The AEC-Q certification involves rigorous testing under extreme conditions, ensuring long-term stability of the chips in harsh environments [1] - The digital architecture developed by RoboSense requires only two core chips to achieve the same functionality as traditional analog lidar, with performance capabilities exceeding those of analog systems by over ten times [1] - The SPAD-SoC chip features a high sampling rate of 44 billion samples per second, improving target recognition rates by 99% and enabling effective detection of low-reflectivity objects [2] Group 2 - The EM platform series has secured contracts with eight major manufacturers for 45 vehicle models, including a significant partnership with a leading global electric vehicle company for 32 models [3] - The integration of SPAD and SoC through 3D stacking technology allows for a 50% reduction in the size of the lidar system, enhancing its compactness and efficiency [2] - Current models equipped with RoboSense's EM platform include the Zeekr 9X and the IM LS6, which have been launched and delivered to the market [3]
全球首家!速腾聚创(02498)全栈自研数字激光雷达芯片通过AEC-Q认证,技术断代领先
Zhi Tong Cai Jing· 2025-10-14 03:25
Core Viewpoint - RoboSense has achieved a significant milestone by having its two core chips for digital lidar pass the AEC-Q102 automotive reliability certification, making it the only company globally to have self-developed chips for the entire digital lidar link that meet automotive standards [1][4] Group 1: Certification and Technology - RoboSense's self-developed SPAD-SoC and 2D VCSEL chips have successfully passed the AEC-Q certification, marking a breakthrough in the global certification of digital lidar core chips [1][4] - The AEC-Q certification involves rigorous testing under extreme conditions, ensuring the reliability of automotive electronic components [4] Group 2: Performance and Innovation - The digital architecture established by RoboSense requires only two core chips to achieve the same functionality as traditional analog lidar, which typically needs seven key components [6] - The SPAD-SoC chip integrates SPAD receiving arrays with data processing SoC, enhancing target recognition rates by 99% and achieving a high sampling rate of 440 billion samples per second [6] - The 2D VCSEL chip is the world's only mass-produced two-dimensional addressable VCSEL emitting chip, which significantly improves laser emission efficiency and energy utilization [8] Group 3: Proprietary Technologies - RoboSense's proprietary technologies include Crosstalk Immunity Encoding, PicoSecond Timing Technology, and Adaptive Fusion Algorithm, which enhance signal processing and measurement accuracy while reducing power consumption [10][11] Group 4: Market Applications and Partnerships - RoboSense's digital lidar platforms have entered mass production, covering applications in Robotaxi, ADAS, and service robots [11] - The EM platform has secured contracts with eight major manufacturers for 45 vehicle models, including a significant partnership with a leading new energy vehicle company [13][14] - The combination of EM4 and E1 products is becoming the preferred choice for L3 and L4 autonomous driving applications, with multiple contracts from top Robotaxi clients [14][16]
全球首家!速腾聚创全栈自研数字激光雷达芯片通过AEC-Q认证,技术断代领先
Zhi Tong Cai Jing· 2025-10-14 03:21
Core Insights - RoboSense has achieved AEC-Q102 automotive-grade reliability certification for its two core digital lidar chips, making it the only company globally to have self-developed chips for the entire lidar link that meet automotive standards [1][4] - The SPAD-SoC chip and 2D VCSEL chip represent a significant technological advancement in lidar, with the SPAD-SoC integrating reception and processing capabilities, and the 2D VCSEL chip utilizing a unique 2D addressable scanning technology [6][9] Group 1: Certification and Technology - The AEC-Q certification is a global standard for automotive electronics, established by the Automotive Electronics Council (AEC) to ensure product reliability through rigorous testing under extreme conditions [4] - The SPAD-SoC chip features a high sampling rate of 440 billion samples per second and a 99% effective target recognition rate, significantly enhancing signal collection and processing capabilities [6] - The 2D VCSEL chip achieves an energy utilization rate of up to 70%, reducing power consumption and improving heat dissipation [9] Group 2: Competitive Advantages - RoboSense's digital lidar technology offers advantages over traditional analog systems, including higher resolution, stronger anti-interference capabilities, and a reduction in system size by over 50% [6][13] - The company has developed three proprietary technologies that enhance the performance of its chips, including Crosstalk Immunity Encoding, PicoSecond Timing Technology, and Adaptive Fusion Algorithm, which collectively improve measurement accuracy and reduce blind spots [11][13] Group 3: Market Position and Applications - RoboSense's EM4 and E1 lidar products have been selected by multiple leading Robotaxi clients in North America and China, establishing a strong market presence [15] - The EM platform has secured 45 model designations from eight major automotive manufacturers, indicating robust demand for its lidar solutions across various driving assistance and autonomous driving applications [17]
西牛证券:重申速腾聚创“买入”评级 目标价48.50港元
Zhi Tong Cai Jing· 2025-10-09 08:53
西牛证券发布研报称,重申速腾聚创(02498)"买入"评级,目标价为每股48.50港元。调整财务预测,将 2025财年的估算下调,但对2026财年和2027财年的预期则进行了上调,预计机器人应用激光雷达的贡献 将更为显著,为集团在2026财年带来盈利。公司应用于ADAS激光雷达的销售预计在今年可能持续疲 弱,因此该行将销售预测下调至约60万台。然而,随着EM系列产品的推出,明年有望出现强劲反弹。 此外,受益于大规模订单的推动,预计第四季度应用于机器人激光雷达的销售将显著增长。 西牛证券主要观点如下: 速腾聚创于2025年上半年录得收入7.8亿元人民币,同比增长7.7% 增长主要来自于应用于机器人激光雷达的销售,该业务收入同比激增184.8%。集团毛利率进一步提升 至25.9%,反映规模经济效益及自主技术推进带来的持续改善。 第四季度具有更大的市场潜力 2025年上半年应用于ADAS激光雷达的销售同比减少18.8%,出货量降至220,500台。主要由于两名主要 客户的订单减少,其中一家采用战略一级供应商开发的激光雷达产品,另一家则退出激光雷达应用。随 着高性价比的EMX及符合L3/L4标准的数字化激光雷达EM4 ...
西牛证券:重申速腾聚创(02498)“买入”评级 目标价48.50港元
智通财经网· 2025-10-09 08:42
智通财经APP获悉,西牛证券发布研报称,重申速腾聚创(02498)"买入"评级,目标价为每股48.50港 元。调整财务预测,将2025财年的估算下调,但对2026财年和2027财年的预期则进行了上调,预计机器 人应用激光雷达的贡献将更为显著,为集团在2026财年带来盈利。公司应用于ADAS激光雷达的销售预 计在今年可能持续疲弱,因此该行将销售预测下调至约60万台。然而,随着EM系列产品的推出,明年 有望出现强劲反弹。此外,受益于大规模订单的推动,预计第四季度应用于机器人激光雷达的销售将显 著增长。 西牛证券主要观点如下: 速腾聚创于2025年上半年录得收入7.8亿元人民币,同比增长7.7% 增长主要来自于应用于机器人激光雷达的销售,该业务收入同比激增184.8%。集团毛利率进一步提升 至25.9%,反映规模经济效益及自主技术推进带来的持续改善。 第四季度具有更大的市场潜力 2025年上半年应用于ADAS激光雷达的销售同比减少18.8%,出货量降至220,500台。主要由于两名主要 客户的订单减少,其中一家采用战略一级供应商开发的激光雷达产品,另一家则退出激光雷达应用。随 着高性价比的EMX及符合L3/L4标准 ...
速腾聚创(02498) - 截至二零二五年九月三十日止月份之股份发行人的证券变动月报表
2025-10-08 08:32
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 速騰聚創科技有限公司 呈交日期: 2025年10月8日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02498 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 800,000,000 | USD | | 0.0001 | USD | | 80,000 | | 增加 / 減少 (-) | | | 0 | | | | USD | | | | 本月底結存 | | | 800,000,000 | USD | | 0.0001 | USD | | 80,000 | 本月底法定/註冊股本總額: U ...
港股机器人概念股走强 三花智控涨超7%
Xin Lang Cai Jing· 2025-09-29 02:37
截至发稿,三花智控(02050.HK)涨7.29%、优必选(09880.HK)涨4.49%、金力永磁(06680.HK)涨2.67%、 速腾聚创(02498.HK)涨2.35%。 ...
速腾聚创上半年营收达7.83亿元,已取得119款车型量产定点订单
Ju Chao Zi Xun· 2025-09-27 03:53
9月26日,速腾聚创科技有限公司(以下简称"速腾聚创")发布了截至2025年6月30日止六个月的中期报告。报告显示,速腾聚创在报告期内实现了显 著的业务增长与技术创新,展现了公司在智能驾驶和机器人领域的强大竞争力。 报告期内,速腾聚创的总收入达到人民币7.83亿元,较2024年同期的人民币7.27亿元增长了7.7%。其中,激光雷达产品销售表现尤为突出,总销量达 到约26.68万台,同比增长24.3%。特别是机器人及其他领域的激光雷达销量增长迅猛,达到约4.63万台,同比增长184.8%。此外,公司毛利率也持续 提升,达到25.9%,较2024年同期的13.6%有显著提高。净利润方面,公司亏损有所收窄,2025年上半年净亏损为人民币1.49亿元,较2024年同期的人 民币2.68亿元减少了44.5%。 速腾聚创在技术创新方面持续投入,报告期内研发开支为人民币3.09亿元,虽较2024年同期略有减少,但公司依然保持了在研发方面的高度专注。公 司基于自研SPAD-SoC芯片和VCSEL架构,构建了行业最全的数字化产品矩阵,包括E平台和EM平台。这些平台不仅在性能上具有显著优势,还能够 满足不同应用场景的需求。公司预 ...
速腾聚创(02498) - 2025 - 中期财报
2025-09-26 08:40
INTERIM REPORT 2025 中 期 報 告 RoboSense Technology Co., Ltd 速 騰 RoboSense Technology Co., Ltd 速騰聚創科技有限公司 股份代號 : 2498 ( 於 開 曼 群 島 註 冊 成 立 的 有 限 公 司 ) 2025 中期報告 INTERIM REPORT RoboSense Technology Co., Ltd 聚 創 科 技 有 限 公 司 2025 速騰聚創科技有限公司 Stock code : 2498 (Incorporated in the Cayman Islands with limited liability) 目錄 公司資料 2 首席執行官致辭 4 關鍵財務及運營亮點 7 管理層討論及分析 9 其他資料 31 中期財務資料的審閱報告 43 中期簡明合併全面收益表 45 中期簡明合併資產負債表 47 中期簡明合併權益變動表 49 中期簡明合併現金流量表 51 中期簡明合併財務資料附註 53 釋義及詞彙 94 公司資料 2025 中期報告 2 董事 執行董事 邱純鑫博士 (董事會主席兼首席科學家) 劉樂天先 ...