割草机器人订单爆发 激光雷达“探出”新空间

Core Insights - The laser radar industry is experiencing a significant growth spurt, particularly in the robotics sector, with companies like Hesai Technology and RoboSense reporting substantial increases in sales of laser radar products for robots [1][2][3] - The surge in demand for robotic applications, especially lawn mowing robots, is attributed to technological advancements and the release of market demand, creating a new incremental market [1][3] Group 1: Market Performance - Hesai Technology reported a 743.6% year-on-year increase in laser radar product deliveries for the robotics sector in Q2, while RoboSense saw a 631.9% increase [1][2] - The lawn mowing robot segment has emerged as a leading area for laser radar applications, with Hesai achieving over 100,000 units delivered in less than five months for its JT series laser radar [2][3] - RoboSense has secured a partnership with Kuka Technology to supply 1.2 million laser radars for lawn mowing robots over the next three years, indicating strong order growth [2][3] Group 2: Technological Advancements - The growth of lawn mowing robots is driven by the dual factors of technological iteration and demand release, with laser radar addressing key needs such as positioning, navigation, and obstacle avoidance [3][4] - The current laser radar products meet the specific performance requirements for outdoor use, which include high precision in positioning and obstacle avoidance while maintaining moderate distance measurement needs [3][4] Group 3: Future Opportunities - The demand for lawn mowing robots is expected to grow significantly, with an estimated 2.5 billion households globally having lawn care needs, and only about one million currently using fully automated lawn mowing robots [4][5] - Companies are expanding their focus beyond lawn mowing robots to other robotic applications, including pool cleaning, snow removal, and delivery robots, indicating a broader market potential for laser radar technology [6][7] - The strategic focus on robotics is seen as having greater long-term potential compared to the automotive sector, as all robots requiring navigation and interaction with the physical world will rely on laser radar technology [7]