Core Insights - RoboSense has launched the AC2, the industry's first integrated super sensor system that enables high-precision, wide-range perception for robots in all scenarios [1] - The company has evolved from a single hardware manufacturer to a comprehensive AI robotics ecosystem provider, showcasing the "Shenzhen speed" in its growth trajectory [1] Company Development - RoboSense was founded in 2014 by Qiu Chunxin, who identified limitations in traditional cameras for outdoor mobile robots and aimed to develop a higher-performance perception system [2] - The company adopted a dual development strategy of "AI software-perception algorithms" and "hardware-sensors," enabling it to provide system-level solutions from its early days [2] - In 2016, RoboSense launched its first 16-line mechanical LiDAR, achieving mass production in 2017, which supported advancements in both autonomous driving and robotics [2] Technological Advancements - RoboSense developed the world's first automotive-grade MEMS solid-state LiDAR, the M1, which achieved mass production in June 2021, filling a significant market gap [3] - The company has a high production capacity, delivering one LiDAR every 12 seconds, which has attracted major automotive clients [4] Market Position - As of January 2024, RoboSense became the first global LiDAR company to be listed on the Hong Kong Stock Exchange, with over 880,000 LiDAR units delivered and partnerships with 28 automotive companies [4] - RoboSense's vision extends beyond automotive applications, aiming to become a leading global robotics technology platform [4] Robotics Applications - Since 2017, RoboSense has provided LiDAR and algorithm support for various robotic applications, including unmanned delivery and inspection [5] - The company has collaborated with Alibaba's Cainiao to launch unmanned logistics vehicles and has served over 3,200 robotic clients across multiple sectors [5] Strategic Shift - On January 5, 2024, RoboSense announced its AI robotics strategy, introducing AI infrastructure and new products, marking a transition from a LiDAR supplier to an AI robotics technology platform [6][7] - The release of the Active Camera and the upgraded AC2 super sensor system signifies the company's commitment to reducing development barriers for robotics and enhancing intelligent capabilities [7]