Core Viewpoint - RoboSense has demonstrated strong revenue growth in its Robotics segment and moderate growth in the ADAS segment, leading to an adjustment in revenue forecasts for 2025-2027 [1] Group 1: Robotics Segment Performance - The revenue from the robotics segment tripled year-over-year, driven by advancements in the E1R and Airy products across various markets, including robot lawn mowers, food delivery, and humanoid robotics [2] - The company has established partnerships with several top global lawn mower manufacturers, achieving order volumes in the seven-digit unit range [2] - Collaborations in unmanned delivery include partnerships with Meituan, Neolix, White Rhino, COCO Robotics, and two leading delivery platforms in North America [2] - In humanoid robotics, the company has partnered with 20 leading firms, including Unitree and Dobot, indicating strong market potential and purchasing power [2] Group 2: ADAS Segment Performance - The ADAS segment revenue showed significant recovery, although it fell short of expectations due to delays in mass production of the EMX LiDAR, which is now expected in 2025Q3 [3] - Total revenue for 2025Q2 was RMB271 million, reflecting a 10.5% year-over-year decline but an 18.6% sequential increase [3] - LiDAR product sales volume reached 123.8k units, up 4.6% year-over-year, while the average selling price (ASP) for ADAS LiDAR decreased to RMB2,193, down 14.4% year-over-year and 7.3% sequentially [3] - The gross margin for the ADAS segment increased by 4.4 percentage points sequentially to 19.4%, attributed to a favorable product mix and cost reductions from integrating core technologies into a single chip [3] Group 3: Future Outlook - The company anticipates a significant revenue increase in the second half of 2025 due to the mass production and delivery of EMX LiDAR [3] - The earnings reports are expected to validate the delivery volumes of the company's robotics LiDAR products, serving as a potential catalyst for growth [4]