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D-Robotics

Category: AI Chips / Semiconductors

Chinese robotics development infrastructure company (spun off from Horizon Robotics) building Sunrise computing chips and RDK developer kits plus a full-stack software platform for embodied AI and humanoid robots. D-Robotics was founded in 2024. The company is led by Wang Cong (王丛). Based in Shenzhen, China. Team size: 101-500. Total funding raised: $770M. Latest round: Series C. Key investors include Mirae Asset, Meituan, Hillhouse Capital (高瓴), 5Y Capital (五源), Linear Capital (线性), Dunhong Asset (敦鸿), Plum Ventures (梅花创投), Synstellation Capital, Didi, Meituan Longzhu, Hefei Guotou.

Founded
2024
Headquarters
Shenzhen, China
Team size
101-500
Total funding
$770M

Value proposition

Provides the integrated hardware-software "brain" infrastructure for AI robots — proprietary Sunrise chips (5-128 TOPS BPU AI acceleration), RDK developer kits, operating systems and open-source algorithms — so robotics makers can build everything from humanoids to logistics AMRs without building compute from scratch.

Products and solutions

Sunrise chip series (S600 embodied-AI chip launched Nov 2025, X3/X5/S100 computing platforms), RDK robotics developer kits (RDK X3, X5, S100), DGP (D-Robotics Gravity Program) end-to-end support program, open-source algorithm library (200+ algorithms), RDK Studio software.

Unique value

Full-stack, hardware-software integrated robotics compute infrastructure with a proprietary BPU AI acceleration engine (5-128 TOPS), 8M+ cumulative Sunrise chip shipments, and a large developer ecosystem (100,000+ developers, 500+ universities, 20+ countries).

Target customer

Robotics developers, makers, universities (500+), and embodied-AI companies building humanoid, quadruped, home-service, companion, and logistics AMR robots; enterprise robotics OEMs.

Industries served

Embodied AI / humanoid robotics, industrial wheeled robots, consumer electronics manufacturing, logistics AMR, home/companion robots, education & research.

Technology advantage

Proprietary Sunrise BPU (Brain Processing Unit) AI acceleration engine spanning 5-128 TOPS; "类人" (human-like) big-brain/small-brain heterogeneous architecture integrating CPU+BPU+MCU; 8M+ chip shipments; large open-source developer ecosystem and 200+ pre-built algorithms.

How they differentiate

Unlike robot makers (Unitree, Deep Robotics), D-Robotics sells the compute infrastructure itself — chips + dev kits + software — positioning as the "brain for every robot" and the "Wintel of the robotics era," with a massive open-source developer community and a cost-effective domestic chip alternative to NVIDIA Jetson.

Main competitors

Rockchip (瑞芯微), Allwinner (全志科技), Black Sesame Technologies (黑芝麻智能), Horizon Robotics (parent, autonomous-driving chips), NVIDIA Jetson ecosystem

Key partnerships

Horizon Robotics (parent/spin-off origin), Meituan (investor & strategic partner), Guanghetong / Fibocom (co-development of robot solutions), UBTECH, FOURIER, Astribot, TARS, Spirit AI, X Square Robot, PaXini Tech, Booster Robotics (embodied-AI customers).

Notable customers

UBTECH (优必选), FOURIER (傅利叶), Astribot (星尘), TARS, Spirit AI, X Square Robot, PaXini Tech, Booster Robotics

Major milestones

Founded early 2024 as spin-off of Horizon Robotics AIoT division, Sunrise S600 embodied-AI chip launched Nov 2025, 8M+ chip shipments, $400M Series C (Sep 2026) — largest China robotics round in four years.

Growth metrics

8M+ cumulative Sunrise chip shipments; 20+ embodied-AI customers for Sunrise S600 within 6 months; 100,000+ developers, 500+ universities, 20+ countries; revenue grew several times YoY in H1 2026; DGP program backed 500+ robotics innovators.

Market positioning

Leading Chinese provider of robotics development infrastructure and embodied-AI computing chips; one of the most heavily funded Chinese robotics startups of 2026, with the largest China robotics funding round in four years.

Geographic focus

China (Shenzhen HQ) with global reach — 100,000+ developers across 20+ countries; expanding internationally via RDK developer ecosystem.

Patents and IP

Proprietary Sunrise chip architecture and BPU AI acceleration engine; RDK developer kit platform; open-source robotics algorithms.

About Wang Cong (王丛)

Ex-Horizon Robotics (地平线) — led the AIoT & robotics business unit (product R&D, marketing, sales) from 2018 until it was spun off as D-Robotics in early 2024; B.S. Computer Science, Beijing University of Technology; Ph.D., Wright State University (USA).

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