Chinese LiDAR Supplier Seyond Ships 270K Units in Q2, Up 385% YoY

Seyond, NIO’s LiDAR supplier, nearly quintupled shipments in the second quarter, driven by rapid growth of its Robin product line aimed at a broader range of vehicle segments.

According to the company’s 2026 second-quarter filing with the Hong Kong Stock Exchange, total LiDAR shipments reached approximately 271.1K units, up about 385% year-on-year, up 49% from the first quarter.

The Robin series accounted for the bulk of the growth. Shipments surged to about 191.6K units, soaring 3,209% year-on-year, up 66% quarter-on-quarter. The lineup represented roughly 71% of total quarterly shipments, becoming Seyond’s largest shipment source for the first time.

Meanwhile, shipments of the flagship Falcon long-range LiDAR reached approximately 77.8K units, up 55% year-on-year, up 19% from the previous quarter.

Combined with first-quarter shipments of roughly 181.4K units, Seyond shipped more than 450K LiDAR units during the first half of 2026.

Although the Robin series has become the company’s primary growth engine, the Falcon lineup continued posting annual growth above 50%. The performance coincided with NIO’s recent sales recovery.

NIO delivered 40,597 vehicles in June, up 62.9% year-on-year, up 7.7% from May, marking its highest monthly total of the year. First-half deliveries reached 191,123 vehicles, up 67.4% year-on-year, setting a new record for the period.

By brand, the NIO marque delivered 21,908 vehicles in June, up 50.1% year-on-year. Onvo delivered 11,743 units, rising 83.5%. Firefly contributed 6,946 vehicles, up 76.7%. All three brands maintained double-digit growth.

The Falcon series is currently deployed primarily on NIO-branded vehicles. The Robin series targets Onvo models and mainstream vehicles in similar price segments. Customers include SAIC Volkswagen, GAC Group, and multiple brands under leading automotive groups.