Core Insights - RoboSense has achieved AEC-Q102 automotive-grade reliability certification for its two core digital lidar chips, making it the only technology company globally to have self-developed chips for the entire lidar link that meet automotive standards [1] - The SPAD-SoC chip is the world's first integrated chip that combines SPAD receiving arrays with data processing SoC, meeting AEC-Q certification and ready for mass production [2] - RoboSense's E and EM platform digital lidar matrices have entered automotive-grade mass production, covering various applications such as Robotaxi, ADAS, and service robots [3] Group 1 - The AEC-Q certification involves rigorous testing under extreme conditions, ensuring long-term stability of the chips in harsh environments [1] - The digital architecture developed by RoboSense requires only two core chips to achieve the same functionality as traditional analog lidar, with performance capabilities exceeding those of analog systems by over ten times [1] - The SPAD-SoC chip features a high sampling rate of 44 billion samples per second, improving target recognition rates by 99% and enabling effective detection of low-reflectivity objects [2] Group 2 - The EM platform series has secured contracts with eight major manufacturers for 45 vehicle models, including a significant partnership with a leading global electric vehicle company for 32 models [3] - The integration of SPAD and SoC through 3D stacking technology allows for a 50% reduction in the size of the lidar system, enhancing its compactness and efficiency [2] - Current models equipped with RoboSense's EM platform include the Zeekr 9X and the IM LS6, which have been launched and delivered to the market [3]

Core Insights - RoboSense has achieved AEC-Q102 automotive-grade reliability certification for its two core digital lidar chips, making it the only company globally to have self-developed chips for the entire lidar link that meet automotive standards [1][4] - The SPAD-SoC chip and 2D VCSEL chip represent a significant technological advancement in lidar, with the SPAD-SoC integrating reception and processing capabilities, and the 2D VCSEL chip utilizing a unique 2D addressable scanning technology [6][9] Group 1: Certification and Technology - The AEC-Q certification is a global standard for automotive electronics, established by the Automotive Electronics Council (AEC) to ensure product reliability through rigorous testing under extreme conditions [4] - The SPAD-SoC chip features a high sampling rate of 440 billion samples per second and a 99% effective target recognition rate, significantly enhancing signal collection and processing capabilities [6] - The 2D VCSEL chip achieves an energy utilization rate of up to 70%, reducing power consumption and improving heat dissipation [9] Group 2: Competitive Advantages - RoboSense's digital lidar technology offers advantages over traditional analog systems, including higher resolution, stronger anti-interference capabilities, and a reduction in system size by over 50% [6][13] - The company has developed three proprietary technologies that enhance the performance of its chips, including Crosstalk Immunity Encoding, PicoSecond Timing Technology, and Adaptive Fusion Algorithm, which collectively improve measurement accuracy and reduce blind spots [11][13] Group 3: Market Position and Applications - RoboSense's EM4 and E1 lidar products have been selected by multiple leading Robotaxi clients in North America and China, establishing a strong market presence [15] - The EM platform has secured 45 model designations from eight major automotive manufacturers, indicating robust demand for its lidar solutions across various driving assistance and autonomous driving applications [17]