RoboSense, the Chinese LiDAR maker that EV has confirmed to be Rivian‘s undisclosed sensor supplier for the upcoming R2 SUV, said on Thursday its full-year 2025 net loss narrowed significantly.
According to a filing with the Hong Kong Stock Exchange, the Shenzhen-based company expects to have posted its first quarterly profit in the final three months of 2025.
RoboSense expects its net loss attributable to shareholders for the year ended December 31 to come in at no more than 180 million yuan ($24.7 million), compared with 481.8 million yuan in 2024 — a reduction of at least 62.6%.
The improvement was driven by rising LiDAR sales throughout the year, net fair value gains on financial assets, and a quarterly net profit of at least 60 million yuan in the fourth quarter — marking the first ever profitable quarter.
The figures remain preliminary and unaudited. RoboSense said its full-year results will be published by the end of March.
The Hong kong-listed company is the world’s largest automotive LiDAR supplier by installations and held a 33.5% global market share in 2024, according to the Gasgoo Research Institute.
The company shipped more than 120,000 LiDAR units in October 2025, exceeded 150,000 in November and 180,000 in December.
When considering only robotics-focused LiDAR sensors, it delivered 303,000 units during the year, a 1,141.8% increase from 2024.
Rivian Connection
Rivian has not officially named its LiDAR supplier for the R2, describing the partner only as “undisclosed” when it announced the sensor integration in December.
However, multiple indicators point to RoboSense — as reported by EV last month.
In April 2025, RoboSense said it had partnered with “a leading emerging automaker in North America” and a “North American new energy vehicle brand.”
Four months later, an infographic shared by the company listed among its top OEM clients a “global top-tier EV pickup brand vehicle OEM.”
The timing aligned directly with Rivian’s autonomy roadmap. In December, at its inaugural AI and Autonomy Day, the company confirmed it would integrate a front-facing long-range LiDAR into the R2 starting in late 2026 as part of a sensor fusion approach combining cameras, radars, and LiDAR.
The R2’s sensor stack will include a LiDAR unit at the top of the windshield, 11 cameras, and five radars. Every LiDAR-equipped R2 sold will serve as a “ground-truthing vehicle,” providing continuous training data for the company’s self-driving system, according to Philbin.
RoboSense’s Customer Base
RoboSense’s automotive clients include Chinese automakers Geely, SAIC’s IM Motors, and FAW Hongqi, but also the German giant Volkswagen.
The company also said in December it had been selected as a LiDAR supplier for Dongfeng Nissan — the joint venture between Nissan Motor and China’s Dongfeng Motor — in an order totaling nearly one million units.
The company listed in 2024 among its partnerships “all three of Japan’s top automakers” and a “top-tier Sino-American joint venture automaker,” covering major markets in Europe, North America, and Asia-Pacific.
In 2024, RoboSense reported revenue of approximately 1.65 billion yuan ($227 million), a 47.2% year-on-year increase.
Total LiDAR sales reached 544,200 units, more than doubling from the prior year. The company’s gross margin improved to 17.2% from 8.4% in 2023.
