Core Viewpoint - RoboSense has achieved a significant milestone by having its two core chips for digital lidar pass the AEC-Q102 automotive reliability certification, making it the only company globally to have self-developed chips for the entire digital lidar link that meet automotive standards [1][4] Group 1: Certification and Technology - RoboSense's self-developed SPAD-SoC and 2D VCSEL chips have successfully passed the AEC-Q certification, marking a breakthrough in the global certification of digital lidar core chips [1][4] - The AEC-Q certification involves rigorous testing under extreme conditions, ensuring the reliability of automotive electronic components [4] Group 2: Performance and Innovation - The digital architecture established by RoboSense requires only two core chips to achieve the same functionality as traditional analog lidar, which typically needs seven key components [6] - The SPAD-SoC chip integrates SPAD receiving arrays with data processing SoC, enhancing target recognition rates by 99% and achieving a high sampling rate of 440 billion samples per second [6] - The 2D VCSEL chip is the world's only mass-produced two-dimensional addressable VCSEL emitting chip, which significantly improves laser emission efficiency and energy utilization [8] Group 3: Proprietary Technologies - RoboSense's proprietary technologies include Crosstalk Immunity Encoding, PicoSecond Timing Technology, and Adaptive Fusion Algorithm, which enhance signal processing and measurement accuracy while reducing power consumption [10][11] Group 4: Market Applications and Partnerships - RoboSense's digital lidar platforms have entered mass production, covering applications in Robotaxi, ADAS, and service robots [11] - The EM platform has secured contracts with eight major manufacturers for 45 vehicle models, including a significant partnership with a leading new energy vehicle company [13][14] - The combination of EM4 and E1 products is becoming the preferred choice for L3 and L4 autonomous driving applications, with multiple contracts from top Robotaxi clients [14][16]

过去一个世纪里，全球制造业经历了一轮从欧美、到日韩，再到中国的迁徙。中国制造业强势崛起背后的底气， 当然不局限于最后一道组装环节，更藏在无数产业链中游之间。就拿对于智能汽车与机器人都有着至关重要作用 的激光雷达来说，10月3日，禾赛（02525,HSAI.US）宣布今年度公司的第100万台激光雷达已于9月底正式生产下 线。作为全球首个年产量突破百万台的激光雷达企业，这一里程碑也为禾赛代表中国先进制造业在全球范围内继 续高歌猛进添上了新的注脚。 产能和技术的沉淀，转化为业务上的领先自然也是水到渠成的结果。根据盖世汽车研究院的数据，今年前7月禾赛 的激光雷达装机量为41.66万辆，对应市占率为32.2%，在所有激光雷达上市企业中稳居第一。目前在ADAS领域， 禾赛激光雷达已成为辅助驾驶的安全标配。据统计，禾赛已获得来自24家主机厂超过120个车型的量产定点，核心 客户包括某欧洲顶级主机厂、某全球新能源销量冠军车企、理想、小米等头部车企。尤其值得称道的是，禾赛的 市场表现还在持续走高，公司作为核心战略供应商长期合作的小米、理想、零跑等车企的多款车型延续着强劲的 销量表现，这预计将有效带动禾赛激光雷达出货量持续增长； ...