# Who makes the lidar?

> Markdown twin of https://roboterminal.app/topics/lidar · https://roboterminal.app/topics/lidar.md

## On this layer

- org — Pollen Robotics (3)
- org — [Hugging Face](https://roboterminal.app/companies/hugging-face) (2)
- org — [Tesla](https://roboterminal.app/companies/tesla) (2)
- org — Advanced Micro Devices Inc (1)
- org — Aeva Technologies Inc (1)
- org — Ambarella Inc (1)
- org — Anduril (1)
- org — CATL (1)
- org — CGNX (1)
- org — Cognex Corp (1)
- org — Drones owned by the Pentagon (1)
- regulator — [Fcc](https://roboterminal.app/companies/fcc) (1)
- org — hardware design (1)
- org — Harmonic Drive (1)
- org — Humanoid robots (1)
- org — [Intel](https://roboterminal.app/companies/intel) (1)
- org — LimX Dynamics (1)
- org — Microduck (1)
- org — Microduck price (1)
- org — Microduck specifications (1)
- org — MP Materials (1)
- org — Niron Magnetics (1)
- org — [NVIDIA](https://roboterminal.app/companies/nvidia) (1)
- org — Ondas Inc (1)
- org — ONDS (1)
- org — OUST (1)
- org — Ouster Inc (1)
- org — Panasonic (1)
- org — perception system (1)
- org — price of Microduck (1)
- org — Red Cat Holdings (1)
- org — Regal Rexnord (1)
- org — RoboSense (1)
- org — sales for Microduck (1)
- org — Saronic (1)
- org — Shield AI (1)
- org — Skydio (1)
- org — Sony (1)
- org — Symbotic Inc (1)
- org — technia (1)
- org — TER (1)
- org — Teradyne Inc (1)
- org — the number of humanoid robots within the next decade (1)
- org — TRON 2 (1)
- org — UMAC (1)
- org — VAC (1)
- org — ZiNovaLabs (1)

## Who captures

- Tesla (2)
- Hugging Face (2)
- @smsehy (1)
- ZiNovaLabs (1)
- Teradyne Inc (1)
- https://x.com/ChongZzZhang (1)
- technia (1)
- @continuumlabs_ (1)
- pollen robotics (1)
- youtube.com (1)

## Sourced numbers

- **TRON 2:** 1 units
  - _"TRON 2 serves as a modular and extensible embodied robotic platform for multi-tool, multi-step tasks across large workspaces."_
  - Source: [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](https://x.com/chris_j_paxton/status/2095114381818253768)
- **$TER:** $1.33B
  - _"Q2 2026 revenue reached $1.33B, up 104% YoY."_
  - Source: [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 $1.33B, up 104% YoY." / X](https://x.com/StonkValue/status/2094929035558371450)
- **$UMAC:** $16.7M
  - _"Q2 2026 revenue reached $16.7M, Show more"_
  - Source: [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 $1.33B, up 104% YoY." / X](https://x.com/StonkValue/status/2094929035558371450)
- **$OUST:** $55M
  - _"Q2 2026 revenue reached $55M, up 56% YoY."_
  - Source: [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 $1.33B, up 104% YoY." / X](https://x.com/StonkValue/status/2094929035558371450)
- **$ONDS:** $83.8M
  - _"Q2 2026 revenue reached $83.8M, up more than 1,200% YoY from $6.3M."_
  - Source: [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 $1.33B, up 104% YoY." / X](https://x.com/StonkValue/status/2094929035558371450)
- **$CGNX:** $291M
  - _"Q2 2026 revenue reached a record $291M."_
  - Source: [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](https://x.com/StonkValue/status/2094929035558371450)
- **the number of humanoid robots within the next decade:** 1,000,000,000 units
  - _"Musk also believes robots could eventually help manufacture more robots, creating a self reinforcing production cycle that accelerates after starting slowly."_
  - Source: [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2094805518791631029)
- **hardware design:** 1 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."_
  - Source: [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](https://x.com/chris_j_paxton/status/2094815833516060984)
- **Humanoid robots:** 500,000 units
  - _"industry-wide estimates pointing toward roughly 500,000 units/year by 2027 across Optimus, Figure, 1X, Unitree, and others."_
  - Source: [@davidcao01 on X](https://x.com/davidcao01/status/2093825616478941207)
- **Drones owned by the Pentagon:** 200,000 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."_
  - Source: [@davidcao01 on X](https://x.com/davidcao01/status/2093825616478941207)
- **Microduck price:** $399
  - _"Hugging Face's Pollen Robotics just opened pre-orders for Microduck, a $399 biped."_
  - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2093015638331769030)
- **Microduck specifications:** 15 units
  - _"15 motors, a camera, a small LiDAR, two IMUs, and an articulated beak that picks things up."_
  - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2093015638331769030)
- **price of Microduck:** $399
  - _"Hugging Face's Pollen Robotics just opened pre-orders for Microduck, a $399 biped."_
  - Source: [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](https://x.com/TheHumanoidHub/status/2093033695766868100)
- **sales for Microduck:** 1,000,000 units
  - _"we've just passed $1,000,000 in sales for Microduck"_
  - Source: [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](https://x.com/TheHumanoidHub/status/2093033695766868100)
- **perception system:** 0 units
  - _"For physical AI, intelligence starts with being able to accurately perceive the world."_
  - Source: [@continuumlabs_ on X](https://x.com/continuumlabs_/status/2092952284435005902)
- **Microduck:** $400.
  - _"And all for less than $400."_
  - Source: [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](https://x.com/altantutar/status/2093402533226074501)

## Pulse

- [@smsehy on X](https://x.com/smsehy/status/2095441273394233579)
  Relying strictly on passive optical sensors leaves perception vulnerable to low-angle sun glare and heavy precipitation. True Level 4 reliability requires diverse physical sensing principles where rad…
- [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](https://x.com/chris_j_paxton/status/2095114381818253768)
  Post Log in Sign up Post 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 innovati…
- [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](https://x.com/StonkValue/status/2094929035558371450)
  Post Log in Sign up Post 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 …
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2094805518791631029)
  Elon Musk thinks humanoid robots could become a bigger industry than almost anyone expects (Save this). @elonmusk said the usefulness of a humanoid robot depends on three factors, the quality of its a…
- [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](https://x.com/chris_j_paxton/status/2094815833516060984)
  Post Log in Sign up Post 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 st…
- [@techniahqrobot on X](https://x.com/techniahqrobot/status/2094465636265087097)
  Humanoid robotics has its own language. Here are 30 acronyms you will see constantly API = Application Programming Interface BC = Behavior Cloning CoM = Center of Mass CoP = Center of Pressure DoF = D…
- [@davidcao01 on X](https://x.com/davidcao01/status/2093825616478941207)
  The Supply Chain Shortage for UxV and Robots: Who Is Filling the Gap? Top 20 Components to Watch | New suppliers from Mexico, Taiwan, Japan, Korean | The VC and Entrepreneurs Angle Two weeks apart, tw…
- [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2093015638331769030)
  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…
- [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](https://x.com/TheHumanoidHub/status/2093033695766868100)
  Post Log in Sign up Post 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-ord…
- [@continuumlabs_ on X](https://x.com/continuumlabs_/status/2092952284435005902)
  How does a robot actually “see” the world? It doesn’t see in the human sense. A robot builds its understanding of the environment by combining signals from multiple sensors. 📷 Cameras capture visual …
- [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](https://x.com/altantutar/status/2093402533226074501)
  Post Log in Sign up Post 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 ac…
- [[音楽] 中国の代表的なヒューマノイドロボット UNIT3G1 おな んだ これもすごよくできてますね。 信じられない。 その構造を探るべく日経クロステックは分解を試みました。 [音楽] 複数のベアリングを使用し、ロッドの動き に合わせて…](https://www.youtube.com/watch?v=YiHeUckng90)
  [音楽] 中国の代表的なヒューマノイドロボット UNIT3G1 おな んだ これもすごよくできてますね。 信じられない。 その構造を探るべく日経クロステックは分解を試みました。 [音楽] 複数のベアリングを使用し、ロッドの動き に合わせて足首の角度を変える仕組みと なっています。すでに中国のロボット開発 は、え、見せるだけという段階を、え、 超えてき[音楽]ているようです。部品の 1つ1つを見てい…

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Source: Roboterminal · https://roboterminal.app/topics/lidar.md