What applications does this partnership target for LiDAR?

  • Innovusion and Galbot have entered a strategic partnership to jointly develop intelligent perception systems for embodied robots, targeting power infrastructure inspection, urban security, last-mile delivery and emergency rescue. The initiative is at the joint development stage and aims to help robots move from laboratories into large-scale use.
  • These applications share a need for three-dimensional information about real environments. The material argues that demand for three-dimensional perception data will continue to grow as robots and automation equipment develop, and that acquiring high-precision three-dimensional data is a core LiDAR capability.

How do robots’ LiDAR requirements differ from those of vehicles?

  • Robots place greater emphasis on a wide field of view and high resolution, and less emphasis on long-range detection; products accordingly need to combine low power consumption, compact size and a high degree of integration. The opportunity therefore lies in perception solutions suited to robots’ needs, while product capabilities developed for vehicles still require adaptation to the application.
  • Applications extend beyond humanoid robots to service robots, industrial robots and robot dogs. On that basis, Changjiang Securities identifies robotics and intelligent driving as parallel growth engines for LiDAR demand and believes more affordable products have created conditions for faster adoption.

What is the main quantitative basis for estimating the demand opportunity?

  • Citing Changjiang Securities data, the material states that LiDAR penetration in domestic passenger vehicles was only 11% in 2025; the firm expects the domestic passenger-vehicle LiDAR market opportunity to exceed 30 billion yuan by 2030. This estimate relates to the passenger-vehicle market, while the assessment of robotics is based primarily on expanding applications and adoption of solutions by leading manufacturers.
  • In the automotive market, LiDAR units per vehicle also vary: Robotaxis and RoboVans generally carry several times as many as ordinary passenger vehicles. Demand growth therefore depends both on an increase in equipped vehicles and on the configuration per vehicle across different models.

How are the businesses of the two relevant companies connected to this opportunity?

  • Orbbec offers humanoid robots 3D visual sensor solutions including structured light, binocular vision, iToF and LiDAR. Its connection is robots’ need for three-dimensional perception, with LiDAR being just one of its multiple technology routes.
  • Hirain Automotive Electronics has established a presence in humanoid, service and mobile robotics, with products spanning ultrasound, vision, LiDAR, domain controllers and tactile sensing. The material cites the two companies on the basis of their solution supply capabilities and business positioning, respectively; turning these capabilities into incremental business requires the development of specific solutions and deployment in real-world applications.