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

−5.2%

% 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.

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	¥4,135.0	−0.05%	+13.4%	+20.6%	+3.6%	−11.3%	2026-11-05
HSAI Hesai Group	Largest LiDAR maker by volume	NASDAQ China	$13.78	+4.91%	−15.2%	−13.4%	−38.5%	−52.1%	2026-11-10
OUST Ouster	Digital LiDAR for industrial and robotics	NASDAQ US	$30.07	+1.28%	−31.2%	−11.3%	+39.0%	−51.9%	2026-11-03
6861.T Keyence	Machine vision and factory sensors	TSE Japan	¥77,270	−1.42%	0.0%	+7.5%	+37.5%	−11.5%	2026-10-29
CGNX Cognex	Machine vision	NASDAQ US	$57.01	+2.63%	−2.8%	−5.4%	+59.1%	−21.2%	2026-11-04
TDY Teledyne Technologies	Imaging sensors and instruments	NYSE US	$641.8	+2.62%	+4.5%	−1.2%	+25.7%	−7.2%	2027-01-20

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