RoboSense starts commercial delivery of three robot components

One digital lidar comes off the line at the MARS base every eight seconds on average. Now, the system that once served lidar is beginning to take on robot components. In August 2026, RoboSense moved three new product lines toward commercial delivery: the spatial camera has secured volume orders and is scheduled for delivery by the end of the third quarter; visuotactile and MEMS tactile sensors will enter commercial delivery at the end of September; and the joint module has generated initial procurement demand in the tens of thousands, with mass delivery set to begin in the fourth quarter.

These three product categories serve as the robot's "eyes," "skin" and "muscles," respectively. D1EV reported that the spatial camera is expected to generate 100 million in revenue in 2027, while tactile products and joint modules are also part of the same new-product plan. For RoboSense, the challenge is not merely producing prototypes, but bringing complex components from the laboratory into stable, traceable mass production.

The company's approach is to first reduce manufacturing variables through the product architecture. In digital lidar, the SPAD-SoC chip highly integrates light-signal reception and processing, reducing the number of components by approximately 70% and the number of production processes by approximately 75%; SPAD can also be manufactured at wafer level using mature semiconductor processes. In 2025, the company's in-house-developed SPAD-SoC and 2D VCSEL received AEC-Q102 certification, and the related experience in automotive-grade chip manufacturing is being transferred to spatial cameras and other robot components.

Reliability validation is handled by an approximately 2,800-square-meter automotive lidar laboratory. The laboratory has more than 200 sets of testing equipment and can conduct more than 120 types of tests, while a single product can record more than 2,000 process data points. The MARS base has nearly 20 digital production lines, a 100% automation rate for core processes, an average output of one digital lidar every eight seconds and a planned annual capacity of 4 million units. The production process is tracked by an MES system, with more than 100 AOI inspection stations and more than 500 process-control points.

Specifically, the change is that robot components do not have to build a manufacturing foundation from scratch: spatial cameras reuse accumulated expertise in chip design and optical-signal processing; MEMS tactile sensors draw on previous experience in handling zero drift and time drift; and joint modules carry forward the manufacturing requirements for precision and service life developed for miniaturized products. MARS's flexible, modular production lines can also be reconfigured for different products. However, the three new product lines are currently at the stages of launching commercial and mass delivery. The spatial camera's volume orders, the tactile products' commercial deliveries and the joint module's procurement demand in the tens of thousands will still require subsequent mass-production results to demonstrate whether these capabilities can be replicated reliably.