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MARS基地平均每8秒下线一台数字化激光雷达；如今，这套曾经服务激光雷达的体系，开始承接机器人部件。2026年8月，速腾聚创推进三类新品商业化交付：空间相机已获规模化订单，计划三季度末交付；视触觉与MEMS触觉传感器9月底开始商业交付；关节模组已有首批万级采购需求，四季度启动批量交付。
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.
这三类产品分别承担机器人的“眼睛”“皮肤”和“肌肉”。第一电动网报道，空间相机预计在2027年贡献1亿收入，触觉产品和关节模组也在同一批新品规划之中。对速腾聚创而言，难点不只是做出样品，而是让复杂部件从实验室走进稳定、可追踪的批量生产。
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.
公司的做法，是先在产品架构上减少制造变量。数字化激光雷达通过SPAD-SoC芯片，把光信号接收和处理功能高度集成，使元器件数量减少约70%、生产工序减少约75%；SPAD还可利用成熟半导体工艺进行晶圆级制造。2025年，公司自研SPAD-SoC和2D VCSEL通过AEC-Q102认证，相关车规级芯片制造经验被迁移到空间相机和其他机器人部件。
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.
可靠性验证则由一座约2800平方米的车载激光雷达实验室承担。实验室拥有超200套测试设备，可开展超120项测试，单台产品能记录超2000项过程数据；MARS基地近20条数字化产线的核心工序自动化率为100%，平均每8秒下线一台数字化激光雷达，规划年产能400万台。生产过程由MES系统追踪，并设置超100道AOI检测工站和超500项过程控制点。
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.
具体来说，变化在于机器人部件不必从零搭建制造基础：空间相机复用芯片设计和光信号处理积累，MEMS触觉传感器承接此前处理零漂、时漂的经验，关节模组则沿用小型化产品对精度和寿命的制造要求。MARS的柔性、模块化产线还能换型适配不同产品。不过，三类新品目前处在启动商业交付和批量交付阶段，空间相机的规模订单、触觉产品的商业交付以及关节模组的万级采购需求，仍需要后续量产结果来证明这套能力能否稳定复制。
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.