Panoramic camera brand Insta360 has officially announced its entry into robotics. Meanwhile, LiDAR leader Robosense disclosed its robot business surged 510% year-on-year in the first half. The convergence of imaging and perception technologies is injecting new variables into China's robotics industry.

Two Crossover Signals Converge

This week, two seemingly independent but intrinsically connected events occurred in China's tech sector:

• Insta360 — a leading global panoramic camera brand, officially announced its entry into robotics

• Robosense — China's LiDAR leader, robot business surged 510% year-on-year in H1

One company enters from the imaging side, the other from the perception hardware side, yet both converge on the same track: robotics.

Insta360: Imaging DNA Extends to Robotics

Insta360 is globally renowned for panoramic and action cameras. Its core technologies — high-resolution panoramic imaging, real-time stitching algorithms, and stabilization — have natural migration value in robotics:

• Visual navigation: Panoramic cameras provide 360-degree environmental perception for robots

• SLAM mapping: Real-time stitching technology directly enables robot localization and mapping

• Remote monitoring: Stabilization and HD quality make robots mobile eyes

Insta360's advantages in entering robotics:

1. Mature visual algorithms: Years of accumulated image processing and real-time stitching technology

2. Global brand: Products already cover 170+ countries and regions

3. Supply chain experience: From consumer electronics to professional imaging supply chain management

Robosense: LiDAR's Robot Explosion

If Insta360 represents the "visual" crossover, Robosense represents the "perception" explosion.

Key Data Points:

• Robosense robot business surged 510% year-on-year in H1

• This growth rate far exceeds its automotive LiDAR business

• Robotics has become Robosense's second growth curve

Robosense robot business growth drivers:

China's Robotics Industry Variables

The convergence of these two crossover events reveals deep trends in China's robotics industry:

Accelerating Technology Fusion:

• Visual + LiDAR fusion perception is becoming the standard for robots

• Boundaries between consumer electronics, autonomous driving, and robotics are blurring

• Modular combinations of algorithms, sensors, and actuators lower entry barriers

Application Scenario Explosion:

1. Industrial: Factory automation, warehouse logistics, quality inspection

2. Service: Hospitality, food service, healthcare, education

3. Consumer: Home cleaning, companionship, entertainment

4. Specialized: Inspection, rescue, agriculture

Competitive Landscape Reshaping:

• Traditional robotics companies face competition from tech giants crossing over

• Technology companies with visual or perception advantages are rapidly entering

• Robotics is evolving from "specialized equipment" to "general-purpose platform"

Radiation Effects on the Automotive Industry

Insta360 and Robosense's robotics moves also have profound implications for the automotive industry:

• Autonomous driving technology spillover: Perception, decision-making, and control technologies accumulated in autonomous driving directly migrate to robotics

• Supply chain synergy: Automotive-grade sensors, motors, and controllers spill over to the robotics market, reducing costs

• Talent flow: Talent from autonomous driving is migrating to robotics, accelerating technology iteration

Key Data Points:

• Robosense robot business growth rate reached 510%, far exceeding industry average

• Insta360's global user base covers 170+ countries and regions

• China's robotics market is expected to exceed $20 billion in 2026

For buyers tracking China's tech industry globalization, EX1000.COM believes robotics is becoming the next major growth engine after NEVs. The entry of Insta360 and Robosense signals that Chinese tech companies' role in the global robotics industry is shifting from "follower" to "definer."