Nio supplier Seyond's Q2 LiDAR shipments surge 385% as Robin series takes off

CnEVPost

07/07

The Onvo L80 is equipped with a Seyond LiDAR unit mounted in the center of its roof. Credit: Onvo Seyond's total second-quarter LiDAR shipments reached about 271,100 units, up about 49% from the ...

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Credit: Onvo\n\n\nSeyond's total second-quarter LiDAR shipments reached about 271,100 units, up about 49% from the ...</p>\n\n<a href=\"https://cnevpost.com/2026/07/07/seyond-q2-lidar-shipments-surge/\">网页链接</a>\n\n</div>\n","source":"cnevpost_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio supplier Seyond's Q2 LiDAR shipments surge 385% as Robin series takes off</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio supplier Seyond's Q2 LiDAR shipments surge 385% as Robin series takes off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-07 11:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2026/07/07/seyond-q2-lidar-shipments-surge/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Onvo L80 is equipped with a Seyond LiDAR unit mounted in the center of its roof. Credit: Onvo\n\n\nSeyond's total second-quarter LiDAR shipments reached about 271,100 units, up about 49% from the ...</p>\n\n<a href=\"https://cnevpost.com/2026/07/07/seyond-q2-lidar-shipments-surge/\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4531","symbol_name":"中概回港概念","start_time":0,"source_url":"https://cnevpost.com/2026/07/07/seyond-q2-lidar-shipments-surge/","article_id":"2649605154","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20480%20270'%3E%3C/svg%3E?op=imageView2&mode=2&width=256&height=256&quality=70&format=png"],"rights":{"source":"cnevpost_highlight","url":"https://cnevpost.com/2026/07/07/seyond-q2-lidar-shipments-surge/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2649605154","pubTimestamp":1783394536,"columns":[],"sourceInfo":{"source_id":"cnevpost_highlight","name":"CnEVPost"},"weMediaInfo":null,"summary":"Seyond's total second-quarter LiDAR shipments reached about 271,100 units, up about 49% from the previous quarter.","collect":0,"end_time":0,"defaultTopTitle":"cnevpost.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4531":"中概回港概念","BK4099":"汽车制造商","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","09866":"蔚来-SW","NIO":"蔚来","BK4555":"新能源车","02665":"图达通","BK4505":"高瓴资本持仓","BK1144":"机动车零配件与设备","BK4588":"碎股","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","NIOG":"2倍做多NIO ETF-Leverage Shares","BK4574":"无人驾驶","NIO.SI":"蔚来","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4509":"腾讯概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM"},"translate_title":"Robin系列起飞，蔚来供应商Seyond Q2激光雷达出货量激增385%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NIO.SI":1.85,"02665":1.98,"09866":1.85,"NIO":1.85,"NIOG":0.6,"EVS.SI":0.6},"content_text":"The Onvo L80 is equipped with a Seyond LiDAR unit mounted in the center of its roof. Credit: Onvo\n\n\nSeyond's total second-quarter LiDAR shipments reached about 271,100 units, up about 49% from the previous quarter.\nRobin series shipments came in at about 191,600 units, a surge of about 3,209% from a year earlier.\n\n\nSeyond (HKEX: 2665), the LiDAR supplier to Nio Inc (NYSE: NIO), saw its second-quarter shipments climb to nearly five times the level of a year earlier, with its Robin series aimed at a broader range of vehicle models becoming the biggest growth engine.\nSeyond said in a filing to the Hong Kong Stock Exchange on Monday that total shipments of its LiDAR products in the second quarter came in at about 271,100 units, up about 385% year-on-year and about 49% from the previous quarter.\nOf that total, shipments of the Falcon series, its ultra-long-range main forward-facing LiDAR, reached about 77,800 units, up about 55% year-on-year and about 19% quarter-on-quarter.\n\n\nJoin us on \nTelegram\n or \nGoogle News\n\n\nShipments of the Robin series came in at about 191,600 units, a surge of about 3,209% year-on-year and up about 66% from the previous quarter, accounting for about 71% of total shipments for the quarter.\nCombined with first-quarter shipments of about 181,400 units, Seyond's cumulative shipments in the first half of this year have topped 450,000 units.\nThe company said in the filing that alongside its rapid shipment growth, the applications of its LiDAR products are quickly expanding into diverse scenarios such as robotics and physical artificial intelligence.\nSeyond announced in April this year that cumulative LiDAR deliveries had surpassed 1 million units. At the time, the company said its annual production capacity had reached 1.2 million units, with plans to add another 1 million units of capacity within the year, and it expected full-year shipments in 2026 to grow about 200%.\nFounded in 2016, Seyond listed in Hong Kong in December 2025 through a merger with a special purpose acquisition company.\nThe company is the third LiDAR maker to list in Hong Kong, following RoboSense Technology (HKEX: 2498) and Hesai Group (HKEX: 2525).\nSeyond's revenue has long relied primarily on Nio, with its Falcon LiDAR used across all models of the Nio main brand, while the Robin series is used in models of Onvo, Nio's mass-market sub-brand.\nThe company has made breakthroughs in diversifying its customer base, having secured mass-production project orders from 18 automakers and autonomous driving companies, including SAIC Volkswagen, GAC Group and Leapmotor (HKEX: 9863), as of April.\nThe explosive growth of the Robin series reflects, in part, the ramp-up of these new projects. In May 2025, Seyond announced a partnership with a leading Chinese automotive group to exclusively supply its 905 nm Robin series E1X product to multiple brands under the group.\nSeyond's strong performance has also benefited from robust overall growth in China's ADAS (Advanced Driver Assistance System) LiDAR industry.\nCiting NE Times data, a Deutsche Bank team led by analyst Wang Bin said in a research note on Tuesday that China's ADAS LiDAR industry shipments rose 87% year-on-year to about 447,000 units in May.\nIn the first five months of this year, cumulative shipments in China's ADAS LiDAR industry reached about 1.8 million units, up 130% year-on-year, according to Deutsche Bank.\nOf that, Seyond delivered 259,964 units, up 291% year-on-year, ranking fourth behind Hesai, Huawei and RoboSense.\nDeutsche Bank said falling LiDAR prices have driven adoption in lower-priced vehicle models. For example, RoboSense's blended average selling price for LiDAR fell 52% year-on-year in the first quarter to 1,336 yuan ($197), the lowest level since the company's founding.\nThe price of some front-facing main LiDAR had fallen to as low as the 800 yuan level in 2026, according to the team.\nIn May, the penetration rate of front-facing main LiDAR in China's passenger vehicle retail sales rose 9.5 percentage points year-on-year to 21.4%, according to Deutsche Bank.\nDeutsche Bank also noted a reshuffling of share among top players, with Hesai and Seyond taking share from RoboSense and Huawei. In May, Seyond's share of the front-facing main LiDAR market rose 1.1 percentage points year-on-year to 8.9%.\n\n\n\n\n\n\n\n\n\nRoboSense robotics LiDAR shipments surpass automotive for first time - CnEVPost\nRoboSense's robotics LiDAR sales reached 185,500 units in the first quarter, accounting for more than half of its total shipments for the first time.\n\n\nSupply Chain\nMay 28, 2026\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n($1 = 6.7805 yuan)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}