Core Insights - RoboSense has achieved a record monthly delivery of over 120,000 LiDAR units in October, marking a significant milestone in the industry [1] - The 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 LiDAR [1] - The digital LiDAR product matrix has entered large-scale production, indicating a strong market position [1] Market Trends - By 2025, the penetration rate of intelligent driving in China is expected to rise rapidly, with L2 level assisted driving penetration already exceeding 50%, the highest globally [1] - LiDAR is transitioning from pilot projects to standard configurations in mass production cycles, highlighting its importance as a core sensor [1] - The launch of high-end models like Zeekr 9X and IM LS6, equipped with RoboSense's EM4 LiDAR, is accelerating the adoption of digital LiDAR as a standard configuration in automotive intelligent solutions [1]
单月12000台！速腾聚创激光雷达交付创纪录 引领行业迈入数字化时代