Core Insights - RoboSense has achieved a record monthly delivery of over 120,000 units of laser radar in October, marking a significant milestone in the industry [1] - The delivery success is attributed to the company's self-developed SPAD-SoC chip capabilities and digital architecture, making it the only global company to have self-researched the entire chip chain for digital laser radar [1] - The digital laser radar product matrix has entered a phase of large-scale production [1] Market Trends - By 2025, the penetration rate of intelligent driving in China is expected to rise rapidly, with L2-level assisted driving penetration exceeding 50%, the highest globally [1] - Laser radar is transitioning from pilot projects to standard mass production cycles, indicating its growing importance in the automotive sector [1] - High-end models such as Zeekr 9X and IM LS6, equipped with RoboSense's EM4 laser radar, are set to accelerate the adoption of digital laser radar as a standard configuration in intelligent vehicle solutions [1]
单月12000台！速腾聚创(02498)激光雷达交付创纪录 引领行业迈入数字化时代