Core Viewpoint - Robosense has signaled a strong turnaround since its IPO, aiming for profitability in Q4 2023, as stated by CEO Qiu Chunchao during the Q3 earnings call [1]. Financial Performance - In Q3 2023, Robosense reported total revenue of approximately 407 million RMB, a slight decrease of 0.2% compared to 408 million RMB in the same period of 2024 [1]. - The company is focusing on improving its performance in Q4, with a goal of achieving profitability [1]. Product Development and Market Strategy - Robosense has been preparing for mass production of digital lidar, having launched five products this year and receiving numerous orders [1]. - In October, the company achieved a record shipment of 120,000 lidar units, with expectations for higher shipment levels in the remaining months of Q4 [1]. Strategic Partnerships - On November 24, Robosense announced a significant partnership with Didi Autonomous Driving for a new generation of Robotaxi models, indicating a trend towards using 8 to 10 digital lidar units per vehicle [2]. - The company also secured lidar contracts with Leap Motor and Great Wall Motors, previously clients of competitor Hesai Technology, marking a significant competitive breakthrough [2]. Technological Advancements - Robosense is positioned as a leader in digital lidar technology, utilizing single-photon avalanche diode (SPAD) technology for direct digital signal output, which is seen as superior to traditional analog lidar systems [4]. - The company emphasizes the efficiency of digital lidar compared to analog systems, likening the former to "climbing a mountain by helicopter" versus "taking a cable car" for the latter [7]. Future Growth Potential - The company anticipates continued growth driven by the expanding global Robotaxi market, projected to reach hundreds of billions of dollars [7]. - Robosense is exploring additional growth avenues, including partnerships with overseas and joint venture brands, as well as potential in logistics and robotic applications [7].
“月销12万台仅是起点”，速腾聚创业绩会释放扭亏反转信号