Uber collaborates with Lucid and Nuro to ignite the Robotaxi craze, with the autonomous driving lidar manufacturer ROBOSENSE becoming a core beneficiary
Uber has reached a strategic cooperation with Lucid and Nuro, planning to deploy over 20,000 L4 level autonomous vehicles by 2026 to promote the development of the Robotaxi market. ROBOSENSE, as a leading company in the field of lidar, has become a core beneficiary of the Robotaxi wave due to its technological strength and customer resources. Its products have been tested on new models of several Robotaxi companies, and it is expected that the global Robotaxi market size will reach USD 2.44 trillion by 2030
According to Zhitong Finance APP, against the backdrop of the continued strength of the Robotaxi sector in the US stock market, the industry welcomes another major collaboration! On July 17, Uber announced a strategic partnership with Lucid and Nuro, planning to deploy over 20,000 L4 autonomous vehicles starting in 2026. This collaboration led to a 36% surge in Lucid's stock price in a single day, further confirming the market's strong optimism about the commercialization prospects of Robotaxi.
As a leading company in the field of LiDAR, ROBOSENSE (02498) is becoming a core beneficiary of the Robotaxi wave, thanks to its leading technological strength and high-quality customer resources. ROBOSENSE's products have successfully completed testing and verification on the next-generation models of Robotaxi companies such as Nuro, Baidu, Pony.ai, WeRide, and Momenta. Based on this, and as a long-term LiDAR supplier for Lucid, ROBOSENSE has become the core perception hardware provider for this tripartite collaboration, while the expansion of the Uber alliance will further drive its shipment acceleration in the Robotaxi market.
It is worth noting that, apart from Tesla, all currently testing and operating Robotaxis are equipped with LiDAR, with some models carrying as many as 8-10 units. China International Capital Corporation predicts that by 2030, the global Robotaxi market size will reach USD 2.44 trillion.
As the commercialization process of Robotaxi accelerates, ROBOSENSE, leveraging its first-mover advantage and technological barriers, is expected to continue expanding its market share and consolidating its leading position in the industry
