SIASUN(SZ:300024) Hua Er Jie Jian Wen·2026-01-05 23:51Core Insights - Lyte, a company focused on end-to-end integrated perception for robots, has completed a $107 million funding round with investors including Fidelity Management, Atreides Management, and Exor Ventures [1] - The company aims to address the challenges in the robotics industry, particularly in sensor integration, by providing a plug-and-play system that combines various components into a single infrastructure [7] Company Overview - Lyte was founded in 2021 by three former Apple employees who were involved in the development of Face ID technology [3][4] - The founders include Alexander Shpunt, who co-founded 3D sensor technology supplier PrimeSense, which was acquired by Apple for $350 million in 2013 [5] Technology and Product - Lyte's flagship product, LyteVision, integrates three types of sensors: cameras, inertial motion sensors, and 4D sensors, which measure distance and speed [6] - The system consolidates location and visual data on a single platform, aiming to enhance robots' understanding of their environment and ensure safety [6] Market Potential and Expansion Plans - The AI robotics market is projected to reach $125 billion by 2030, but 60% of industrial companies lack the internal capabilities for implementing robotic automation [3] - Lyte plans to use the new funding to invest in core products, hire more employees, and expand its operations, currently employing around 100 staff [8]