Core Insights - RoboSense achieved a record monthly delivery of over 120,000 units of LiDAR in October, marking a significant milestone in the industry [2] - The delivery of the 120,000th digital LiDAR unit was made to a leading global new energy vehicle company, coinciding with a critical turning point in China's intelligent driving industry [2] - The penetration rate of new passenger cars equipped with combined driving assistance systems reached 62.6% in the first seven months of 2023, with sales totaling 7.76 million units [2] - The industry has entered a phase of mass production for front-mounted standard configurations, with technological leadership becoming a key factor in defining market dynamics [2] Company Insights - RoboSense is recognized as an industry leader for its early investment in full-stack self-developed chips, which has enabled its large-scale delivery capabilities [2] - The company made significant advancements in SPAD-SoC chip technology in 2022, becoming the only global enterprise to meet AEC-Q series automotive standards across the entire digital LiDAR chip development chain [2] - RoboSense has established the only mass-producible digital LiDAR matrix in the industry, with products like EM4, EMX, and E1 entering large-scale production [3] - High-end intelligent models such as Zeekr 9X and IM LS6 have adopted the EM4 520-line LiDAR, indicating the company's products are becoming the preferred choice for new generation vehicles [3] - The recent delivery milestone not only signifies an increase in the company's production pace but also indicates that digital LiDAR is entering a rapid application phase [3]
再创新纪录！速腾聚创10月交付激光雷达突破12万台