Core Insights - The World Robot Conference (WRC) showcased major manufacturers and suppliers in the robotics industry, with a significant focus on LiDAR technology as a standard for embodied intelligence [1] - Hesai Technology anticipates that its LiDAR shipments in the robotics sector will exceed 200,000 units by 2025, surpassing the total historical deliveries of robotic LiDAR [1][6] Industry Trends - The demand for robotic lawn mowers is surging, with a notable increase in orders outside of automotive applications, indicating a rapid growth in this segment [3] - Over the past five years, 32 companies have entered the lawn mower robotics market in China, reflecting a significant rise in industry penetration [5] - Current global sales of lawn mowers are approximately 1.8 million units, with a penetration rate of less than 10%, indicating that the industry is still in its early stages [5] Technological Developments - The integration of hardware and software is crucial for the development of lawn mowers, with a focus on optimizing hardware performance to meet the demands of different grass types and growth rates [5] - Hesai's JT series LiDAR is being widely adopted across various robotic applications, including service robots and lawn mowers, highlighting the growing demand for LiDAR technology [5][8] Strategic Partnerships - Hesai Technology signed a strategic cooperation agreement with Keting Technology to provide 300,000 JT series LiDAR units for their lawn mowers over the next year [6] - The company has already achieved mass production and delivery of 100,000 units of the JT series LiDAR within five months of its launch, primarily for the lawn mower sector [6] Market Outlook - The robotics industry is expected to see a significant increase in the deployment of humanoid robots, with several manufacturers planning to launch their products by the end of 2024 [10] - The market for service robots, including lawn mowers, is projected to exceed that of the automotive sector, with potential applications reaching into the millions [10]
割草机器人,突然火了