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Who makes the lidar?

On this layer
NVIDIA8Tesla6Robosense5Unitree5Hugging Face4Pollen Robotics4Hesai3IDTechEx3LimX3Waymo3Dexory2EngineAI2ETH Zurich2Figure2GENERATIVE Robotics2Ouster Inc2SKYLANDX2Sony2Teradyne2YellowScan2Advanced Micro Devices Inc1Advanced Smart Mobility1Aerosense1Aetina1Aeva Technologies Inc1Agibot1AgileX Robotics1Agility1Amazon1Ambarella Inc1Analog Devices1Anduril1Asmec1Astribot1Bastian Solutions1Beijing Dynamics1Beijing Humanoid Robot Innovation Center1Blue River1Bonsai Robotics1Boston Dynamics1Caterpillar1CATL1CCPA1CGNX1Chestnut1Clearpath1Cognex Corp1Core Matter1CoreWeave1Datwyler1Deep Robotics1DJI1Draper1Drones owned by the Pentagon1Dynamic Map Platform1EOMAP1EU AI Act1Fcc1fda1FIG1Flyability1Formic1Gatik1GDPR1Geek+1GeoCue1hardware design1Harmonic Drive1Honda1Humanoid robots1IEEE1Inspired Flight1Intel1JAKA1KAIST1Kawasaki1KNAPP1Kraken Robotics1LAFCO TECH1Lagodish Tech1Lizheng Tech1LZ Tech1Main Street Autonomy1MassRobotics1Matic1Microduck1Microduck price1Microduck specifications1MicroVision1Mitsubishi Electric1Moving Atoms1MP Materials1NEC1New York State Education Department1Niron Magnetics1Noetra1Novelic1Ondas Inc1ONDS1OUST1Panasonic1perception system1price of Microduck1Pudu Robotics1RAI Institute1REALIZE1Red Cat Holdings1Regal Rexnord1Robinson Unmanned1Rockwell Automation1sales for Microduck1Saronic1Seeed Studio1Shield AI1Siemens1siemens-karlsruhe-site1Skydio1SoftBank1Sona1Space Data1StarBot1STMicroelectronics1Symbotic Inc1Tech Insights1TER1the number of humanoid robots within the next decade1Toyota1UMAC1unified-patent-court1University of Zagreb1VAC1Volkswagen1X-Humanoid1YC1ZenaDrone1ZiNovaLabs1国土交通省1経済産業省1
Who captures
NVIDIA4Tesla4Hugging Face4IDTechEx3@smsehy3YellowScan2@logi_today2SKYLANDX2GENERATIVE Robotics2Dexory2Clearpath1MicroVision1Unitree1ZenaDrone1Bonsai Robotics1Volkswagen1Lagodish Tech1Matic1Hesai1REALIZE1Moving Atoms1IEEE1Robosense1Space Data1LAFCO TECH1Kraken Robotics1Aerosense1Toyota1Flyability1Core Matter1Waymo1KNAPP1Kawasaki1Advanced Smart Mobility1Dynamic Map Platform1@oprydai1Deep Robotics1Caterpillar1@ST_World1Agibot1Boston Dynamics1LZ Tech1Mitsubishi Electric1Inspired Flight1Bastian Solutions1Beijing Humanoid Robot Innovation Center1Sona1EngineAI1Figure1Geek+1ETH Zurich1KAIST1Pudu Robotics1GeoCue1ZiNovaLabs1Teradyne1https://x.com/ChongZzZhang1Paulina Szyzdek / HardTech VC1@continuumlabs_1Pollen Robotics1StarBot1MassRobotics1youtube.com1
Sourced numbers
Robosense450,400 units“450,400 Lidars got delivered for ADAS (up 200% YoY)”@tphuang on X
Robosense145,200 units“145,200 Lidars got delivered for robots (up 309% YoY)”@tphuang on X
Figure5 hrs“Figure says it can walk at 1.2 m/s and run for up to 5 hours with its 2.3 kWh battery.”@techniahqrobot on X
TRON 21 units“TRON 2 serves as a modular and extensible embodied robotic platform for multi-tool, multi-step tasks across large workspaces.”LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X
$TER$1.33B“Q2 2026 revenue reached $1.33B, up 104% YoY.”Value Investing Edge on X: "8. $TER | Major semiconductor-test and industrial robotics play, owning Universal Robots and MiR while supplying testing equipment critical to AI chips and memory. Q2 2026 revenue reached $1.33B, up 104% YoY." / X
$UMAC$16.7M“Q2 2026 revenue reached $16.7M, Show more”Value Investing Edge on X: "8. $TER | Major semiconductor-test and industrial robotics play, owning Universal Robots and MiR while supplying testing equipment critical to AI chips and memory. Q2 2026 revenue reached $1.33B, up 104% YoY." / X
$OUST$55M“Q2 2026 revenue reached $55M, up 56% YoY.”Value Investing Edge on X: "8. $TER | Major semiconductor-test and industrial robotics play, owning Universal Robots and MiR while supplying testing equipment critical to AI chips and memory. Q2 2026 revenue reached $1.33B, up 104% YoY." / X
$ONDS$83.8M“Q2 2026 revenue reached $83.8M, up more than 1,200% YoY from $6.3M.”Value Investing Edge on X: "8. $TER | Major semiconductor-test and industrial robotics play, owning Universal Robots and MiR while supplying testing equipment critical to AI chips and memory. Q2 2026 revenue reached $1.33B, up 104% YoY." / X
$CGNX$291M“Q2 2026 revenue reached a record $291M.”Value Investing Edge on X: "8. $TER | Major semiconductor-test and industrial robotics play, owning Universal Robots and MiR while supplying testing equipment critical to AI chips and memory. Q2 2026 revenue reached $1.33B, up 104% YoY." / X
the number of humanoid robots within the next decade1,000,000,000 units“Musk also believes robots could eventually help manufacture more robots, creating a self reinforcing production cycle that accelerates after starting slowly.”@MilkRoadAI on X
hardware design1 units“The work demonstrates 1) hardware design, with a passive hook and a head-mounted solid-state lidar; 2) learning pipeline with teacher student learning; 3) sim2real designs for perception and actuation, including lidar noise patterns, temperature modelling and voltage modelling.”C. Zhang on X: "New paper release: Learning Agile Perceptive Traversal of Sparse 3D Structures for Humanoids Paper https://t.co/LlrDsajHqx Videos https://t.co/jXLtG68oUg We study how to do learning and sim2real for 3d traversal, such as monkey bars and overhanging obstacles." / X
Humanoid robots500,000 units“industry-wide estimates pointing toward roughly 500,000 units/year by 2027 across Optimus, Figure, 1X, Unitree, and others.”@davidcao01 on X
Drones owned by the Pentagon200,000 units“The Pentagon's Drone Dominance Program has committed $1 billion to purchasing more than 200,000 drones by 2027, scaling to 340,000 by 2028.”@davidcao01 on X
Microduck price$399“Hugging Face's Pollen Robotics just opened pre-orders for Microduck, a $399 biped.”@TheHumanoidHub on X
Microduck specifications15 units“15 motors, a camera, a small LiDAR, two IMUs, and an articulated beak that picks things up.”@TheHumanoidHub on X
price of Microduck$399“Hugging Face's Pollen Robotics just opened pre-orders for Microduck, a $399 biped.”The Humanoid Hub on X: "Home robots are coming. The first ones in will be the small ones that are safe around kids and pets. Hugging Face's Pollen Robotics just opened pre-orders for Microduck, a $399 biped. 25cm, under 800g, 15 motors, a camera, a small LiDAR, two IMUs, and an articulated beak t… / X
sales for Microduck1,000,000 units“we've just passed $1,000,000 in sales for Microduck”The Humanoid Hub on X: "Home robots are coming. The first ones in will be the small ones that are safe around kids and pets. Hugging Face's Pollen Robotics just opened pre-orders for Microduck, a $399 biped. 25cm, under 800g, 15 motors, a camera, a small LiDAR, two IMUs, and an articulated beak t… / X
perception system0 units“For physical AI, intelligence starts with being able to accurately perceive the world.”@continuumlabs_ on X
Microduck$400.“And all for less than $400.”Thomas Wolf on X: "We have a huge news to share today! Today we are unveiling the first truly accessible RL robot - welcome Microduck A 25 cm tiny open-source biped with 15 actuators and packed with sensors (camera, speaker, LiDAR, NFC, bluetooth, wifi, etc) that you train yourself with reinforce… / X
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