{"slug":"ouster","name":"Ouster","name_en":"Ouster","ticker":"OUST","updated_at":"2026-07-12T04:06:47.55+00:00","canonical":"https://valuechain.wiki/ouster","same_as":["https://finance.yahoo.com/quote/OUST","https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1816581"],"citable":"밸류체인 그래프 기준 Ouster의 직접 연결 기업은 2곳(관계 기준 공급 1·매출 1)이고, 사슬을 2차까지 넓히면 2곳에 닿는다. 링크의 근거 출처는 14건이며 그중 1차공시가 3건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Ouster is directly linked to 2 companies (1 supply, 1 revenue relationships) and reaches 2 companies within two hops; the links are backed by 14 dated sources, 3 of them primary filings (as of 2026-07-12).","kicker":"디지털 라이다 · 산업·로보틱스","kicker_en":"Digital lidar · industrial & robotics","lead":"디지털 라이다 기업(벨로다인 합병). 2025년 매출 $1.69억(+52%), 3분기 센서 출하 7,200대로 사상 최대다. 창고 자동화·야드 물류·로보택시·스마트인프라·로보틱스로 수요가 넓어졌다. 허사이와 함께 라이다 축을 이루며, 자동차에 국한되지 않는 산업·로보틱스 확장이 특징이다.","lead_en":"A digital-lidar firm (merged with Velodyne). 2025 revenue $169M (+52%), with a record 7,200 sensors shipped in Q3. Demand broadened across warehouse automation, yard logistics, robotaxis, smart infrastructure and robotics. It forms a lidar axis with Hesai, distinguished by expansion beyond automotive into industrial and robotics.","segments":{"fy":2025,"parts":[{"desc":"창고자동화·로보틱스·스마트인프라용 디지털 라이다. 출하량의 중심으로, 자동차 편중을 줄이는 성장 저변.","name":"산업·자동화 라이다"},{"desc":"로보택시·자율주행. 모셔널·국방(포테라) 등 프로그램 채택으로 도는, 물량은 크지만 시차가 긴 축.","name":"자동차·로보택시"},{"desc":"스마트인프라(교통·보안). 도시 인프라 센싱 수요로, 산업과 함께 비자동차 확장의 한 축.","name":"스마트인프라"}],"total":"2025 매출 $169M (+52%)","concentration":"3Q 출하 7,200대. 산업·로보틱스."},"segments_en":{"fy":2025,"parts":[{"desc":"Digital lidar for warehouse automation, robotics and smart infrastructure — the center of shipments and the growth base reducing auto concentration.","name":"Industrial/automation lidar"},{"desc":"Robotaxi and autonomous driving — driven by program wins (Motional, defense via Forterra), high-volume but long-lead.","name":"Automotive/robotaxi"},{"desc":"Smart infrastructure (traffic, security) — urban infrastructure sensing demand, part of the non-auto expansion alongside industry.","name":"Smart infrastructure"}],"total":"2025 revenue $169M (+52%)","concentration":"7,200 sensors in Q3; industrial, robotics."},"returns_yearly":{"2021":-61.5,"2022":-83.4,"2023":-11.1,"2024":59.3,"2025":77.1,"2026":100},"return_asof":"2026-07-10","value_chain":{"leading":[{"slug":"komatsu","name":"고마쓰","name_en":"Komatsu","tier":1,"returns_yearly":{"2021":0.5,"2022":17.4,"2023":40.1,"2024":16.4,"2025":30.5,"2026":9.5}}],"benefiting":[{"slug":"fabrinet","name":"Fabrinet","name_en":"Fabrinet","tier":1,"returns_yearly":{"2021":52.7,"2022":8.2,"2023":48.4,"2024":15.5,"2025":107.1,"2026":3.5}}],"analysis":"투자 논점은 라이다 수요가 자동차를 넘어 산업·로보틱스로 넓어지는 국면에서 디지털 라이다 원가곡선을 선점하느냐다. 2025년 매출 $1.69억(+52%)·3분기 출하 사상 최대(7,200대)는 창고자동화·로보택시(모셔널)·배달로봇(서브로보틱스)·광산장비(고마쓰)·국방(포테라)으로 수요처가 분산된 결과로, 단일 자동차 프로그램 리스크를 낮추는 구조다. 벨로다인 합병으로 규모를, REV8 양산(연 10만대+ 캐파)으로 원가를 확보한다. 생산을 위탁제조(패브리넷·벤치마크, 태국)에 의존해, 캐파 램프와 수율이 흑자 전환 속도를 좌우한다.","analysis_en":"The thesis is whether Ouster pre-empts the digital-lidar cost curve as demand broadens beyond autos into industry and robotics. 2025 revenue of $169M (+52%) and record Q3 shipments (7,200 units) reflect diversified demand — warehouse automation, robotaxis (Motional), delivery robots (Serve Robotics), mining equipment (Komatsu) and defense (Forterra) — a structure that lowers single-auto-program risk. The Velodyne merger provides scale and REV8 mass production (100k+/yr capacity) secures cost. It relies on contract manufacturers (Fabrinet, Benchmark, Thailand), so the capacity ramp and yield govern the pace to profitability.","analysis_asof":"2026-07-10"},"edges":[{"direction":"revenue","counterparty":"산업·로보틱스·인프라 (라이다)","counterparty_slug":null,"confidence":"high","metric":null,"note":"창고자동화·로보틱스·스마트인프라에 디지털 라이다(3Q 7,200대).","note_en":"Digital lidar to warehouse automation, robotics and smart infrastructure (7,200 in Q3).","sources":[{"stance":"confirms","publisher":"Business Wire","publisher_en":null,"kind":"news","lang":"en","published_at":"2026-05-12","url":"https://www.businesswire.com/news/home/20260512349586/en/Ouster-Brings-REV8-Native-Color-Lidar-to-the-NVIDIA-DRIVE-Hyperion-Platform-for-Autonomous-Vehicle-Development","title":"Ouster Brings REV8 Native Color Lidar to the NVIDIA DRIVE Hyperion Platform","title_en":null,"excerpt":"Ouster Brings REV8 Native Color Lidar to the NVIDIA DRIVE Hyperion Platform","excerpt_en":""},{"stance":"confirms","publisher":"Investing.com 코리아","publisher_en":"Investing.com Korea","kind":"news","lang":"ko","published_at":"2026-05-06","url":"https://kr.investing.com/news/company-news/article-93CH-1928657","title":"오스터 2026년 1분기, 매출 49% 급증","title_en":"Ouster Q1 2026 revenue jumps 49%","excerpt":"오스터 2026년 1분기, 매출 49% 급증","excerpt_en":""},{"stance":"confirms","publisher":"StockTitan","publisher_en":null,"kind":"news","lang":"en","published_at":"2026-03-02","url":"https://www.stocktitan.net/sec-filings/OUST/8-k-ouster-inc-reports-material-event-e2d1567ac718.html","title":"Ouster posts record 2025 revenue and Q4 profit","title_en":null,"excerpt":"Ouster posts record 2025 revenue and Q4 profit","excerpt_en":""},{"stance":"confirms","publisher":"SEC EDGAR (Ouster 10-K)","publisher_en":null,"kind":"filing","lang":"en","published_at":"2026-03-02","url":"https://www.sec.gov/Archives/edgar/data/1816581/000162828026013313/oust-20251231.htm","title":"Ouster, Inc. Form 10-K FY2025","title_en":null,"excerpt":"Ouster, Inc. Form 10-K FY2025","excerpt_en":""},{"stance":"confirms","publisher":"글로벌이코노믹","publisher_en":"Global Economic","kind":"news","lang":"ko","published_at":"2026-02-11","url":"https://www.g-enews.com/article/Global-Biz/2026/02/2026021023050059992bd56fbc3c_1","title":"미 오스터, 스테레오랩스 4800만달러에 인수…'물리적 AI'","title_en":"US-based Ouster acquires Stereolabs for $48M, betting on 'physical AI'","excerpt":"미 오스터, 스테레오랩스 4800만달러에 인수…'물리적 AI'","excerpt_en":""},{"stance":"confirms","publisher":"Yahoo Finance","publisher_en":"Yahoo Finance","kind":"news","lang":"en","published_at":"2025-11-01","url":"https://finance.yahoo.com/news/ouster-announces-results-third-quarter-211000946.html","title":"Ouster 3Q25 실적($169M·+52%)","title_en":"Ouster Q3 2025 results ($169M, +52%)","excerpt":"창고자동화·로보틱스·스마트인프라에 디지털 라이다(3Q 7,200대).","excerpt_en":"Digital lidar to warehouse automation, robotics and smart infrastructure (7,200 in Q3)."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-11-01","url":"https://www.sec.gov/Archives/edgar/data/0001816581/000119312525264756/d44003dex991.htm","title":"Ouster FY2025 실적(8-K)","title_en":"Ouster FY2025 results (8-K)","excerpt":"창고자동화·로보틱스·스마트인프라에 디지털 라이다(3Q 7,200대).","excerpt_en":"Digital lidar to warehouse automation, robotics and smart infrastructure (7,200 in Q3)."},{"stance":"confirms","publisher":"Business Wire","publisher_en":null,"kind":"news","lang":"en","published_at":"2025-05-08","url":"https://www.businesswire.com/news/home/20250508206993/en/Ouster-to-Supply-Lidar-Sensors-for-Komatsus-Suite-of-Autonomous-Offerings","title":"Ouster to Supply Lidar Sensors for Komatsu's Autonomous Offerings","title_en":null,"excerpt":"Ouster to Supply Lidar Sensors for Komatsu's Autonomous Offerings","excerpt_en":""}]},{"direction":"revenue","counterparty":"Komatsu (자율주행 광산장비)","counterparty_slug":"komatsu","confidence":"high","metric":null,"note":"Komatsu 자율주행 광산장비에 OS-시리즈(REV7) 디지털 라이다 공급 — 수백만 달러 규모 계약(2025-05).","note_en":"Supplies OS-series (REV7) digital lidar for Komatsu's autonomous mining equipment — multimillion-dollar agreement (May 2025).","sources":[{"stance":"confirms","publisher":"Business Wire","publisher_en":null,"kind":"news","lang":"en","published_at":"2025-05-08","url":"https://www.businesswire.com/news/home/20250508206993/en/Ouster-to-Supply-Lidar-Sensors-for-Komatsus-Suite-of-Autonomous-Offerings","title":"Ouster to Supply Lidar Sensors for Komatsu's Autonomous Offerings","title_en":null,"excerpt":"Ouster, Komatsu 자율주행 라이다 공급 계약","excerpt_en":"Ouster to supply lidar for Komatsu autonomous offerings"},{"stance":"confirms","publisher":"Mining.com","publisher_en":"Mining.com","kind":"news","lang":"en","published_at":"2025-05-08","url":"https://www.mining.com/web/ouster-to-supply-lidar-sensors-for-komatsus-suite-of-autonomous-offerings/","title":"Ouster to supply lidar sensors for Komatsu's autonomous offerings","title_en":"Ouster to supply lidar sensors for Komatsu's autonomous offerings","excerpt":"Ouster will supply lidar sensors for Komatsu's autonomous mining equipment through a multimillion-dollar agreement... REV7 series sensors to replace older 2D lidar systems. (수백만달러 규모 공급 계약, REV7 채택)","excerpt_en":"Ouster will supply lidar for Komatsu's autonomous mining equipment through a multimillion-dollar agreement; REV7 sensors replace older 2D lidar."}]},{"direction":"cost","counterparty":"Fabrinet","counterparty_slug":"fabrinet","confidence":"high","metric":null,"note":"Benchmark Electronics와 함께 주력 위탁제조사 — 태국 공장에서 Ouster 라이다 대부분 생산(10-K).","note_en":"Named (with Benchmark) as a main contract manufacturer producing the majority of Ouster's lidar in Thailand (10-K).","sources":[{"stance":"confirms","publisher":"SEC EDGAR (Ouster 10-K)","publisher_en":null,"kind":"filing","lang":"en","published_at":"2026-03-02","url":"https://www.sec.gov/Archives/edgar/data/1816581/000162828026013313/oust-20251231.htm","title":"Ouster, Inc. Form 10-K FY2025","title_en":null,"excerpt":"Ouster, Inc. Form 10-K FY2025","excerpt_en":""},{"stance":"confirms","publisher":"StockTitan","publisher_en":null,"kind":"news","lang":"en","published_at":"2026-03-02","url":"https://www.stocktitan.net/sec-filings/OUST/8-k-ouster-inc-reports-material-event-e2d1567ac718.html","title":"Ouster posts record 2025 revenue and Q4 profit","title_en":null,"excerpt":"Ouster posts record 2025 revenue and Q4 profit","excerpt_en":""},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-03-01","url":"https://www.sec.gov/Archives/edgar/data/1816581/000162828025014318/oust-20241231.htm","title":"Ouster 10-K FY2024","title_en":"Ouster 10-K FY2024","excerpt":"Our main manufacturing partners are Benchmark Electronics, Inc. and Fabrinet. Benchmark and Fabrinet manufacture the majority of our products. (10-K: 두 CM이 제품 대부분 생산)","excerpt_en":"Our main manufacturing partners are Benchmark Electronics, Inc. and Fabrinet. Benchmark and Fabrinet manufacture the majority of our products."}]},{"direction":"revenue","counterparty":"Motional","counterparty_slug":null,"confidence":"high","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"IONIQ 5 기반 로보택시용 장거리 라이다 독점 공급사로 선정(현대차·앱티브 JV). Alpha Prime VLS-128을 2026년까지 양산 공급하는 계약.","note_en":"Selected as exclusive long-range lidar supplier for Motional's IONIQ 5 robotaxis (Hyundai-Aptiv JV); Alpha Prime VLS-128 serial production through 2026.","sources":[{"stance":"confirms","publisher":"Ouster IR","publisher_en":"Ouster IR","kind":"ir","lang":"en","published_at":"2023-05-11","url":"https://investors.ouster.com/news-releases/news-release-details/ouster-awarded-production-win-motional-be-exclusive-supplier","title":"Ouster Awarded Production Win by Motional (exclusive long-range lidar)","title_en":"Ouster Awarded Production Win by Motional (exclusive long-range lidar)","excerpt":"Motional selected Ouster as the exclusive provider of long-range lidar sensors for its all-electric IONIQ 5-based robotaxis... supply through 2026. (독점 장거리 라이다 공급)","excerpt_en":"Motional selected Ouster as the exclusive provider of long-range lidar for its IONIQ 5-based robotaxis; supply through 2026."}]},{"direction":"revenue","counterparty":"Serve Robotics","counterparty_slug":null,"confidence":"high","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"우버이츠 배달로봇용 라이다 다년 공급 계약(2022 체결, 2024-07 연장). OS1·REV7 센서 탑재, 목표 2,000대 규모.","note_en":"Multi-year lidar supply for Uber Eats delivery robots (signed 2022, extended Jul 2024); OS1/REV7 sensors, targeting a 2,000-robot fleet.","sources":[{"stance":"confirms","publisher":"The Robot Report","publisher_en":"The Robot Report","kind":"news","lang":"en","published_at":"2024-07-02","url":"https://www.therobotreport.com/serve-robots-expands-koreatown-ouster-agreement/","title":"Serve Robotics extends Ouster lidar pact","title_en":"Serve Robotics extends Ouster lidar pact","excerpt":"The company will outfit its delivery robots with Ouster's REV7 sensors as part of the expanded lidar supply arrangement. (연장된 공급 계약으로 REV7 탑재)","excerpt_en":"Serve will outfit its delivery robots with Ouster's REV7 sensors under the expanded lidar supply arrangement."}]},{"direction":"revenue","counterparty":"Forterra (미 국방 자율주행)","counterparty_slug":null,"confidence":"high","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"미 국방부 지상 자율주행 4개 프로그램(RCV·ATV-S·ROGUE Fires·SMET)에 들어가는 Forterra AutoDrive 플랫폼에 OS 라이다 다수 탑재. 누적 100대+ 출고.","note_en":"Forterra's AutoDrive platform, feeding four active US DoD ground-vehicle programs (RCV, ATV-S, ROGUE Fires, SMET), carries multiple Ouster OS lidars; 100+ vehicles shipped.","sources":[{"stance":"confirms","publisher":"Ouster","publisher_en":"Ouster","kind":"ir","lang":"en","published_at":"2024-06-01","url":"https://ouster.com/insights/case-studies/forterra","title":"Forterra: autonomy for the US DoD (Ouster case study)","title_en":"Forterra: autonomy for the US DoD (Ouster case study)","excerpt":"Forterra's AutoDrive platform is equipped with multiple OS digital lidar sensors from Ouster... selected to develop systems for four active DoD programs. (국방 4개 프로그램용 플랫폼에 탑재)","excerpt_en":"Forterra's AutoDrive platform is equipped with multiple Ouster OS lidars; selected for four active DoD programs."}]},{"direction":"cost","counterparty":"Benchmark Electronics","counterparty_slug":null,"confidence":"high","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"주계약 제조사(태국). 10-K에 패브리넷과 함께 제품 대부분을 생산한다고 명시. 2026년 REV8 양산 확대(연 10만대+ 캐파, 10년 생산 수명 계획).","note_en":"Primary contract manufacturer (Thailand); the 10-K states Benchmark and Fabrinet make the majority of products. 2026 expansion for REV8 volume production (100k+ units/yr, 10-year production life).","sources":[{"stance":"confirms","publisher":"Business Wire","publisher_en":"Business Wire","kind":"news","lang":"en","published_at":"2026-06-15","url":"https://www.stocktitan.net/news/BHE/ouster-and-benchmark-expand-partnership-to-scale-volume-production-emz1ftarmvxk.html","title":"Ouster and Benchmark Expand Partnership for REV8 Volume Production","title_en":"Ouster and Benchmark Expand Partnership for REV8 Volume Production","excerpt":"The expansion supports high-volume production of Ouster's new Rev8 OS sensor family with manufacturing capacity exceeding 100,000 units annually. (REV8 연 10만대+ 양산 확대)","excerpt_en":"The expansion supports high-volume production of the Rev8 OS family with capacity exceeding 100,000 units annually."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-03-01","url":"https://www.sec.gov/Archives/edgar/data/1816581/000162828025014318/oust-20241231.htm","title":"Ouster 10-K FY2024","title_en":"Ouster 10-K FY2024","excerpt":"Our main manufacturing partners are Benchmark Electronics, Inc. and Fabrinet. Benchmark and Fabrinet manufacture the majority of our products.","excerpt_en":"Our main manufacturing partners are Benchmark Electronics, Inc. and Fabrinet; they manufacture the majority of our products."}]},{"direction":"cost","counterparty":"생산·R&D (비공개)","counterparty_slug":null,"confidence":"low","metric":null,"note":"생산·R&D.","note_en":"Production and R&D.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-11-01","url":"https://www.sec.gov/Archives/edgar/data/0001816581/000119312525264756/d44003dex991.htm","title":"Ouster FY2025 실적(8-K)","title_en":"Ouster FY2025 results (8-K)","excerpt":"생산·R&D.","excerpt_en":"Production and R&D."}]},{"direction":"cost","counterparty":"수신칩·부품 (비공개)","counterparty_slug":null,"confidence":"low","metric":null,"note":"디지털 라이다 수신칩·부품.","note_en":"Digital-lidar receiver chips and parts.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-11-01","url":"https://www.sec.gov/Archives/edgar/data/0001816581/000119312525264756/d44003dex991.htm","title":"Ouster FY2025 실적(8-K)","title_en":"Ouster FY2025 results (8-K)","excerpt":"디지털 라이다 수신칩·부품.","excerpt_en":"Digital-lidar receiver chips and parts."}]}]}