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

Tightness score ⓘ

#36 of 56

■ Stable

Supply concentration4

Lead time2

Capex intensity3

Geopolitical exposure4

Pricing power3

Lead time

6–12 mo

Theme 1M

+3.0%

% in uptrend

50%

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.

Dependencies

Equal-weight · rebased 100 · 1Y

Stocks we track

Who controls this bottleneck

Roles, not recommendations. Delayed prices; local currency.

Stock	Role	Listing	Last	1D	1M	3M	YTD	Off 52w high	Next earnings
6758.T Sony Group	Image sensor leader	TSE Japan	¥4,281.0	+1.93%	+12.2%	+15.6%	+7.3%	−8.1%	2027-02-04
HSAI Hesai Group	Largest LiDAR maker by volume	NASDAQ China	$14.17	−3.34%	+1.6%	−22.2%	−36.7%	−50.8%	2026-11-10
OUST Ouster	Digital LiDAR for industrial and robotics	NASDAQ US	$36.60	−4.24%	+14.8%	−24.9%	+69.1%	−41.5%	2026-11-03
6861.T Keyence	Machine vision and factory sensors	TSE Japan	¥75,030	−0.91%	−5.9%	−11.5%	+33.6%	−14.0%	2027-01-28
CGNX Cognex	Machine vision	NASDAQ US	$50.77	−1.84%	−11.3%	−22.5%	+41.7%	−29.8%	2026-11-04
TDY Teledyne Technologies	Imaging sensors and instruments	NYSE US	$647.6	−0.55%	+6.3%	−4.7%	+26.8%	−6.3%	2027-01-20

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