Japan / China / US · Physical AI
Vision, LiDAR & Tactile Sensing
Robots and vehicles see through CMOS sensors and LiDAR. Dexterous manipulation still lacks good, cheap tactile sensing.
Image sensor→LiDAR→Perception→Control
58
Tightness score ⓘ
#36 of 56
■ Stable
Lead time
6–12 mo
Theme 1M
−8.5%% in uptrend
33%Metric to watch
LiDAR unit volumes and ASPs, CMOS sensor share, and tactile-sensor progress.
What would prove us wrong
Weakens if sensor ASPs collapse without volume growth.
Sensing theme performance
Equal-weight · rebased 100 · 1YStocks we track
Who controls this bottleneck
Roles, not recommendations. Delayed prices; local currency.
| Stock | Role | Listing | Last | 1D | 1M | 3M | YTD | Off 52w high | Trend | Next earnings |
|---|---|---|---|---|---|---|---|---|---|---|
| 6758.T Sony Group |
Image sensor leader | TSE Japan |
¥3,958.0 | +0.56% | +5.3% | +8.6% | −0.8% | −15.1% | 2026-11-05 | |
| HSAI Hesai Group |
Largest LiDAR maker by volume | NASDAQ China |
$12.18 | −6.09% | −23.5% | −31.5% | −45.6% | −57.7% | 2026-11-10 | |
| OUST Ouster |
Digital LiDAR for industrial and robotics | NASDAQ US |
$29.74 | −7.47% | −27.2% | −30.0% | +37.4% | −52.4% | 2026-11-03 | |
| 6861.T Keyence |
Machine vision and factory sensors | TSE Japan |
¥78,000 | +2.15% | −3.1% | +10.4% | +38.9% | −10.6% | 2027-01-28 | |
| CGNX Cognex |
Machine vision | NASDAQ US |
$56.15 | −4.78% | −9.8% | −16.6% | +56.7% | −22.4% | 2026-11-04 | |
| TDY Teledyne Technologies |
Imaging sensors and instruments | NYSE US |
$658.2 | −2.84% | +7.4% | −1.8% | +28.9% | −4.8% | 2027-01-20 |