
In 2025, China’s intelligent driving industry has reached a critical turning point. According to the latest data from the Ministry of Industry and Information Technology, from January to July, 7.76 million new passenger vehicles equipped with combination advanced driver-assistance systems (ADAS) were sold in China, representing a penetration rate of 62.6%. During the same period, LiDAR installation volume and penetration increased significantly, entering the era of mass production with LiDAR as a factory-installed standard feature. In this phase, technological leadership has become the key factor defining the market landscape for the second half of the year.
As an industry leader that first to deploy full-chain self-developed chips, RoboSense formed its chip R&D team in 2017 and achieved a breakthrough in SPAD-SoC chip technology in 2022. It is now the only company in the world capable of independently developing the full-chain LiDAR chips for transmission, reception, and processing, all meeting AEC-Q automotive-grade standards. Based on the SPAD-SoC and advanced VCSEL digital architecture, RoboSense is the only company able to mass-produce digital LiDAR arrays, including the EM4, EMX, and E1, which have now entered large-scale production and delivery, becoming the preferred configuration for next-generation vehicles. Since late September, high-end smart vehicles such as the Zeekr 9X, IM LS6, and IM LS9 equipped with the EM4 520-beam LiDAR have been successively launched.