RoboSense (02498) rose nearly 4%, with the stock up 3.04% to HK$33.2 at the time of writing, recording a turnover of HK$117 million. The increase follows the company's recent 2026 Tech Day event held in Shenzhen, where it systematically unveiled its chip strategy roadmap and technological achievements for the first time. Two flagship SPAD-SoC chips based on the new "Genesis" digital architecture were introduced: the Phoenix series, designed for single-chip native ultra-high line count, and the Peacock series, positioned for all-solid-state high-resolution large-area arrays. Both chips are said to lead the industry by a generation and are scheduled for mass production within 2026. Analysts suggest that SPAD technology enables lidar to push performance boundaries, with cost and capability expected to evolve continuously under Moore's Law. According to the company's official social media, a 4-megapixel lidar solution based on the Phoenix chip has already secured a project with a leading automaker and is set for mass production and vehicle integration in 2026. The Peacock chip, a flagship all-solid-state large-format SPAD-SoC, integrates a high-density 640×480 SPAD array with a field of view of 180°×135°, supporting high frame rates of 10–30 Hz and millimeter-level detection accuracy. The company plans to begin large-scale mass production in the third quarter of 2026, with small batches already delivered to customers. The chip is expected to find applications in areas such as automotive blind-spot detection lidar and robotics.
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