The robotaxi market is entering a phase of rapid scale-up, driven by advancements in Level 4 (L4) autonomous driving. Lidar is a critical component in enabling safe and reliable operations, providing both long- and short-range perception capabilities essential for navigating complex urban environments.

According to Yole Group (Lidar for Automotive 2025), Hesai holds 61% market share in the global L4 autonomous driving segment for lidar. With a comprehensive portfolio covering long-range sensors for highway driving and short-range lidars for urban safety and redundancy, Hesai is uniquely positioned to support the commercial rollout of large-scale robotaxi fleets.

"This expanded agreement demonstrates the confidence leading robotaxi companies place in Hesai's technology, combining performance, high reliability, and scalable manufacturing," said David Li, Cofounder and CEO of Hesai. "As the industry moves from pilots to scaled deployments, Hesai is proud to deliver lidar solutions that meet the highest standards of quality while enabling safe and reliable driverless mobility at scale."

The agreement builds on Hesai's growing global footprint and reinforces its commitment to advancing autonomous driving through high-performance, reliable, and scalable lidar systems that meet the industry's most demanding requirements.

Among the highlights is Hesai's automotive-grade ultra-long-range lidar ETX, setting a new industry benchmark with the world's highest channel count and ranging capability (1). Complementing ETX, the fully solid-state FTX fills perception blind spots for L3/L4 vehicles with the world's widest field of view. Hesai will also showcase ATX, its best-selling lidar for L2 assisted driving, which continues to lead the market.

ETX - Redefining High-Performance Lidar's Capability

As the star product of Hesai's IAA Mobility showcase, ETX stands out with its unmatched 800-channel count, 400 m ranging capability at 10% reflectivity, and finest resolution at 0.05° × 0.025°. Designed for L3 and L4 autonomous driving, it is built on the world's first fully developed in-house digital single-photon platform, which integrates three core modules: laser emission, single-photon detection, and signal processing. While strictly adhering to Class 1 eye safety standards, ETX significantly enhances the perception of autonomous vehicles. Despite its industry-leading performance, ETX has a compact 32 mm height that is 35% smaller than comparable products (2), making it ideal for seamless behind-the-windshield integration.

ETX's performance breakthroughs are powered by Hesai's fourth-generation technology platform, featuring three core modules:

• Photon Vector Technology (PVT): Hesai customizes high-power VCSEL laser arrays to dramatically improve photon transmission and reception efficiency, boosting ranging capability by 30% while reducing its size and power consumption.
• Addressable Photon Isolation (API): Hesai's addressable photon isolation, built on independently addressable transceiver components, enables independent driving of laser transmit and receive channels. At the hardware level, this mitigates channel blooming found in traditional SPAD lidars, ensuring high-precision point clouds. In challenging scenarios such as highly reflective objects or rain and fog, ETX achieves a breakthrough with a 95% reduction in false positive rate (3).
• Intelligent Point Cloud Engine (IPE): Built on principals of quantum optics, this engine leverages 24.6 billion samples/sec ultra-fast sampling to remove over 99.9% of environmental noise in challenging conditions such as rain, fog, dust, or vehicle exhaust.

ETX has already been selected by a global OEM for multiple vehicle models. Mass production is expected in 2026, accelerating large-scale deployment of L3 autonomous driving worldwide.

Visitors will have the first opportunity to experience ETX's behind-the-windshield solution and live point cloud demonstration at Hesai's (Hall B3, Booth A10), made possible through collaborations with leading windshield manufacturers AGC Wideye and Saint-Gobain Sekurit.

Wideye® by AGC, AGC's department focusing on ADAS and autonomous vehicles, offers high performance glass solutions that enable reliable, efficient and design-oriented sensor integration. Wideye® by AGC will be showcasing Hesai's ETX live demo at booth B10, hall A1.

Saint-Gobain Sekurit is a global leader in automotive glazing systems, delivering innovative and sustainable solutions for OEMs worldwide. The company designs tailored glazing systems that combine high performance, safety and elegance while focusing on passengers comfort and emotions. As a trusted partner, Saint-Gobain Sekurit makes every drive a great experience.

"Saint-Gobain partnered with Hesai to push the boundaries of lidar integration behind the windshield, combining optical performance with seamless in-cabin design. This solution empowers automakers to deliver safer, smarter, and more elegant ADAS systems at industrial scale," says A. Jaafar, Innovation Manager of Saint-Gobain Sekurit.

FTX – The Final Piece in Completing the Puzzle of L3 Autonomous Driving

At IAA Mobility 2025, Hesai is also showcasing the FTX, a fully solid-state blind-spot lidar that represents the critical missing piece for L3 autonomous driving. Leveraging solid-state electronic scanning, FTX delivers up to 180° x 140° field of view with more than double the resolution of its previous generation. It is 66% lighter than its prior model (4), with an exposed optical window of just 50 × 30 mm, enabling flexible integration for precise detection of low obstacles such as road posts, while supporting autonomous parking and safe lane changes. FTX is slated for mass production in 2026.

As a powerful blind-spot lidar, FTX works in tandem with ETX to form Hesai's Infinity Eye B solution, delivering panoramic perception for L3 and L4 autonomous driving. With its next-generation lidar portfolio, Hesai continues to push the boundaries of lidar technology, empowering automakers to accelerate the safe and scalable adoption of autonomous mobility.

Notes:

1. Refers to long-range automotive lidars at mass or near-mass production stage.
2. Compared with high-performance lidars with over 500 channels.
3. Internal Hesai testing; actual performance may vary depending on environment and configuration.
4. Compared with previous-generation solid-state lidar FT120.

A global leader in driverless technology, Motional is developing Level 4 autonomous vehicles (AVs) for on-demand mobility applications. Motional uses advanced AI, including embodied foundation models, to deliver a high-performing and safe autonomous driving system that can effectively scale across cities. The company has long-standing partnerships with the world's leading ride-hail networks, and has introduced hundreds of thousands of consumers to autonomous rides.

Lidar is a core safety component that serves as the eye of autonomous vehicles. Hesai's lidar leads the industry not only in performance, but also in data security, having received top marks in third-party security assessments, including those by TÜV Rheinland and DEKRA. Hesai is the first lidar company in the world to obtain ISO/SAE 21434 certification for cybersecurity, ISO 21448 certification for intended functional safety processes, and ISO 26262 certification for functional safety of products, demonstrating its ongoing commitment to delivering the highest level of safety.

"We are honored to support Motional's mission to scale safe and reliable robotaxis," said Bob in den Bosch, SVP of Global Sales at Hesai. "Our team is committed to providing industry-leading lidar solutions that meet the highest standards of safety and security."

Hesai has already established a strong global business presence in the U.S., Europe, and Asia, with customers spanning over 40 countries. By extending support and engineering resources across the globe, Hesai facilitates close collaboration with customers. The company will continue to collaborate with global OEMs to integrate advanced lidar technology into new vehicles, bringing higher quality and more intelligent driving solutions to consumers around the world.

This Toyota joint venture is accelerating its transition to electrification and intelligence: new-energy models now drive its growth, while its industry-leading advanced driver-assistance systems sets a new pace. Powered by a robust local R&D ecosystem, it seamlessly integrates global engineering standards with Chinese innovation, delivering smarter, greener mobility at scale.

This partnership not only reaffirms Hesai's market leadership in lidar—securing endorsement from a world-renowned automaker—but also inaugurates a new chapter of Hesai's collaboration with Japan's automotive industry.

Hesai's ATX integrates the company's most advanced technology platform, delivering comprehensive upgrades to its optical-mechanical design and laser transceiver modules. It combines a compact form factor with powerful performance, making it a popular choice among leading OEMs. ATX has already secured design wins across multiple models with several OEMs planning to adopt it a standard feature in their 2025–2026 production lineups.

Moving forward, Hesai will leverage its cutting-edge lidar R&D and manufacturing capabilities to empower Toyota in setting a new benchmark for joint venture brands in the new energy vehicle market. Together, the two companies will strive to deliver the best-in-class intelligent driving experience for the mass market, with a shared commitment to making driver-assistance systems safer, more comfortable, and more intelligent.

Lidar: The Eyes of AI "Farming Agents"

As a foundational sector of the global economy, farming sustains not only food systems but entire supply chains and communities—yet it now faces unprecedented challenges. Labor shortages are intensifying, operational costs are climbing, and climate unpredictability is making it harder than ever to ensure consistent yields. Farmers are under pressure to do more with less. The future of farming depends on physical AI—intelligent, connected autonomous farming robots that can work around the clock and adapt to complex environments.

At the heart of this transformation is lidar—a core sensing component that acts as the eyes of AI "farming agents", enabling autonomous farming robots the spatial awareness they need to safely and accurately perform repetitive, labor-intensive tasks such as mowing, spraying, weeding, and hauling.

Hesai's JT series—mini hemispherical 3D lidar sensors are designed with robotics applications in mind. They combine powerful environmental perception with a compact, robust design that's ideal for autonomous farming.

• Powerful perception: With an ultra-wide field of view covering the equivalent of two football fields, JT series sensors capture rich 3D data in real time. This enables AI systems to analyze crop loads, terrain, and surroundings with unmatched perception. The JT series also has a minimum detection range of 0 meters, enabling autonomous farming robots to perform close-range maneuvers with zero blind spots.
• Compact size: Compared to similar products, the JT series is 70% smaller in volume. Its compact design allows for embedded installation on a wide range of autonomous farming robots, with a surface height of less than 30 mm. Whether it's a ground-hugging weeding robot or a high-clearance spraying robot, JT series lidar can fit seamlessly.
• Robust reliability: Because lidar actively emits laser light, it is not affected by ambient lighting conditions. This makes JT series lidar highly reliable across farming applications in challenging environments, at any time of day or night. JT sensors have also passed rigorous reliability tests—including IPX6 waterproofing, vibration and shock resistance, UV aging, and extreme temperature cycling—ensuring they stand up to the harshest farming environments.

What the Leaders Are Saying

Agtonomy, headquartered in California, is a leading agricultural technology company specializing in autonomous farming solutions. Agtonomy's groundbreaking software for autonomous farming robots integrated with Hesai's JT128 lidar enables farmers to easily monitor live progress, automate work, and manage fleets of vehicles.

"The seamless integration of Hesai's lidar into Agtonomy-enabled tractors has significantly enhanced precision automation in agriculture. Hesai's sensors provide reliable navigation, even in the most challenging conditions. Paired with our software, they allow us to automate numerous tasks—delivering an affordable and scalable solution for modern farms," says Tim Bucher, CEO and Co-Founder, Agtonomy.

Alpha Werke, based in Austria, is an innovative agricultural robotics company focused on enabling autonomy in the most challenging off-road environments. Its flagship solution TracPilot is integrated with Hesai's JT16 lidar, able to perceive complex terrain in real time and safely execute tasks like spraying and hauling in rugged conditions.

"Powered by Hesai's lidar, we're bringing autonomy to places GPS can't reach—dense forests, orchards, and solar farms. Its reliability and precision makes Hesai an ideal partner for farming robots where safety, efficiency, and robust performance matter most," says Patrick Neuhauser, CEO of Alpha Werke.

Empowering the Future of Farming, One Sensor at a Time

As the global agriculture industry faces increasing pressure such as labor shortages and rising costs, AI automation is poised to play a critical role. As of June 2025, Hesai has already delivered over 100,000 JT lidar units. Through its cutting-edge lidar sensors designed for autonomous farming robots, Hesai is committed to working hand-in-hand with agricultural innovators to enable the next revolution in autonomous farming, meeting the evolving demands of this multi-billion-dollar market.

The industry-first behind the windshield lidar solution, co-developed by Hesai and Cadillac, integrates the AT series long range lidar within the VISTIQ's cabin, enabling precise environmental sensing even in challenging conditions such as rain, snow, or dust, all while preserving the vehicle's sleek exterior design. The in-cabin placement also reduces the risk of damage to high-value components during minor collisions, offering both functional and aesthetic advantages. The VISTIQ is part of Cadillac's recently unveiled all-electric SUV family and introduces the automaker's next generation L2 full-scenario driver system, powered in part by Hesai's cutting-edge lidar solution.

"We are proud to support Cadillac in pioneering this innovative lidar integration," said David Li, Co-Founder and CEO of Hesai. "The in-cabin deployment of our AT series sensor represents a significant leap forward in both automotive design and autonomous sensing capability. We look forward to further collaborations with SAIC-GM and to accelerating the future of smart, safe electric vehicles."

Hesai established a designated supplier partnership with SAIC-GM. As a key digital ecosystem partner to SAIC-GM, Hesai will continue to deliver high-performance, reliable, and cost-effective lidar solutions to support the next generation of intelligent, electric mobility.

The announcement was made at the Shanghai International Automobile Industry Exhibition (the "Shanghai Auto Show"), where Pony.ai unveiled the seventh-generation automotive-grade L4 autonomous driving hardware and software platform. The platform will be used across three new Robotaxi models, which are now undergoing road-testing across multiple regions, marking the beginning of scaled production for Pony.ai's next-generation autonomous fleet.

"The integration of Hesai's AT128 lidar sensor across Pony.ai's next-generation Robotaxi lineup marks a significant milestone in our partnership." said David Li, Co-Founder and CEO of Hesai. "We are proud to provide the core lidar technology powering one of the world's most advanced autonomous driving platforms, and we remain committed to delivering cutting-edge lidar solutions that empower our partners to scale safe and intelligent mobility."

Pony.ai's latest system features a 100% automotive-grade autonomous driving ("ADK"), a 70% reduction in bill-of-materials ("BOM") costs compared to the previous generation, and a modular platform architecture that allows seamless adaptation across multiple vehicle models. The system is also the world's first to deliver full-scenario, fully driverless L4 autonomy powered by automotive-grade chips and Pony.ai's proprietary "PonyWorld" technology. To date, the Robotaxi fleet has logged over 500,000 hours of real-world, fully autonomous operation, demonstrating a tenfold improvement in safety compared to human drivers.

Central to this breakthrough is Hesai's AT128 lidar, a benchmark-setting long-range sensor with a 120° ultra-high-resolution field of view, a 200-meter detection range, and an industry-leading 1.53 million points of data per second. The advanced sensing capability enables comprehensive 360° obstacle detection and ranging, ensuring safe navigation in the most complex traffic environments. It is uniquely designed for scaled deployment of driverless vehicles.

This deepened collaboration further strengthens Hesai's position at the forefront of the global autonomous driving industry and reflects the Company's continued investment in R&D for next-generation lidar technologies.

The solution includes three configurations - Infinity Eye A, Infinity Eye B, and Infinity Eye C - each tailored to meet the specific requirements of L4+ high-level autonomous systems, L3 conditional autonomous driving, and L2 assisted driving, respectively.

Infinity Eye A: Ultra-High Definition, Zero Blind Spot Perception for L4 Autonomous Driving

Infinity Eye A is designed for L4 autonomous driving systems and combines four ultra-high-definition AT1440 lidar with four solid-state FTX lidar, offering full 360° coverage with zero blind spots. This configuration provides both long-range and short-range detection, ensuring comprehensive awareness for autonomous applications like Robotaxis and Robotrucks.

The AT1440 is the world's highest-channel-count automotive-grade ultra-high-definition lidar^[1]. Powered by Hesai's fourth-generation proprietary chip, it features 1,440 channels and a ranging capability of 300 meters @ 10% reflectivity. AT1440 ultilizes cutting-edge high-efficiency photodetection and parallel processing technology, increasing lidar channel count by 10 times compared to similar products on the market. With a point rate exceeding 34 million points per second, the AT1440 delivers over 45 times^[2] the point cloud density of mainstream automotive lidars. This enables highly precise perception of small objects on complex urban roads, as well as subtle surface changes like bumps and dips.

The AT1440 will enter mass production in the second half of 2025, debuting on Kargobot's first-ever future transport robot, and will also be deployed in Kargobot's mass-produced L4 autonomous truck platooning solution, supporting the large-scale commercialization.

The FTX is the world's widest field-of-view fully solid-state lidar, featuring an ultra-wide 180° × 140° field of view^[3]. It delivers over twice the resolution of the previous generation while reducing the exposed window area by 40%. FTX effectively covers blind spots around the vehicle and accurately detects low-profile obstacles such as curbs, pets, and other small objects—enabling precise automated parking. Additionally, it can monitor fast-approaching vehicles from the rear and sides in real time, providing critical support for safe lane change decisions.

Infinity Eye B: Extended Range and Comprehensive Perception for L3 Autonomous Driving

Infinity Eye B is tailored for L3 conditional autonomous driving systems, featuring a forward-facing, long-range ETX lidar in combination with two FTX lidar for blind-spot detection. This multi-lidar configuration balances extended ranging capability with wide-angle field-of-view perception, essential for L3 driving tasks, where the vehicle must take over in certain situations while allowing for human intervention.

The ETX is an automotive lidar with the world's longest ranging capability, designed for L3. It can be mounted behind the cabin's windshield and, with a compact 32 mm sensor window, achieves an impressive 400-meter range at 10% reflectivity. Powered by Hesai's proprietary Photon Vector Technology, ETX extends ranging capabilities by 30% all while maintaining Class 1 eye safety compliance and reducing size and power consumption. With an angular resolution of 0.05° (H) × 0.05° (V), the ETX offers eight times the resolution of the AT128 lidar. It has already secured multi-year nominations from a leading European OEM, with mass production set to begin by the end of 2026.

Infinity Eye C: Compact and Powerful Lidar for L2 ADAS

Infinity Eye C is optimized for L2 advanced driver assistance systems (ADAS), featuring the compact yet powerful ATX lidar. With a 200-meter ranging capability at 10% reflectivity, up to 256 channels, and an angular resolution of 0.1° × 0.1°, enabling accurate detection of distant obstacles. Equipped with Hesai's proprietary Intelligent Point Cloud Engine (IPE), the ATX can filter out over 99.9% of environmental noise, ensuring stable, all-weather perception. Its ultra-compact design and ultra-low power consumption allow for flexible integration into the vehicle body or behind the windshield, offering automakers greater flexibility in installation.

ATX has already been selected by 11 major OEMs, including BYD, Chery, Great Wall Motors, and Changan. Since entering mass production in the first quarter of 2025, over 50,000 units have been delivered as of mid-April, with the ground-breaking sensor already becoming a standard feature as safety component on several mass-production models that launched this year.

Next-Generation Technology Platform Redefine Lidar Performance

Hesai's fourth-generation proprietary technology platform represents a major enhancement in lidar performance, size, and manufacturability. By integrating advanced capabilities such as advanced photonic sensing and signal processing into a high-efficiency module, the new platform can deliver greater point cloud density with lower power consumption requirements, transforming the way lidar sensors are produced and delivered at scale.

The platform's proprietary Intelligent Point Cloud Engine (IPE) decodes laser return waveforms with nanosecond-level precision, processing 24.6 billion samples per second. In adverse conditions such as rain, fog, dust, or exhaust, the IPE intelligently filters out over 99.9% of environmental noise, enabling all-weather perception with enhanced accuracy - providing reliable perception for autonomous driving systems.

A Scalable Portfolio for Automotive, Robotics, and Industrial Markets

Hesai's platform-based approach supports a diverse product range across automotive, robotics, and industrial applications. The AT Series (ultra-high resolution), FT Series (fully solid-state), ET Series (ultra-long-range), and JT Series (mini 3D) all leverage the same core technology platform, ensuring efficient scalability.

With over 85% component commonality across product lines, and fully automated production lines capable of producing 2 million units annually, Hesai is well-positioned to meet surging demand across the ADAS and robotics markets. The Company projects deliveries of between 1.2 and 1.5 million lidar in 2025.

In Robotics, Hesai's expansive sensor portfolio including Pandar, QT, OT, XT, and JT series lidar have been widely adopted for autonomous delivery, cleaning, lawn care, and logistics robots. The Company collaborates with over 1,700 robotics partners globally, including Dreame, Zelos, VitaDynamics, and Unitree Robotics, accelerating innovation in the billion-dollar robotics market.

The Hesai ATX that powers the Zeekr 007GT intelligent driving system, is a small, ultra-high-definition, long-range lidar leveraging Hesai's fourth-generation proprietary architecture. Featuring an upgraded optical and mechanical design along with laser transmission and reception module, the ATX lidar combines a compact size with industry-leading performance.

"Our partnership with Zeekr marks another important milestone in our mission to drive the mass adoption of lidar technology for intelligent driving," said David Li, CEO & Co-Founder of Hesai. "As the automotive industry continues to innovate, we are proud to equip Zeekr with our cutting-edge ATX lidar technology, enabling them to offer a safer and more reliable driving experience for consumers. As a leader in lidar technology, we are committed to working with industry leaders to shape the future of mobility."

The 007GT comes equipped with NVIDIA DRIVE dual Orin-X chips, delivering up to 508 TOPS of computing power. It features a total of 31 high-performance perception sensors, including lidar as standard across all models. This sensor suite enhances detection accuracy in challenging scenarios such as extreme weather, sudden lighting changes, and irregular obstacles, enabling early identification of stationary vehicle accidents up to 100 meters ahead. The vehicle's safety redundancy is among the strongest in its class.

Zeekr recognizes the importance of lidar as an essential safety technology. As of March 2025, Zeekr's AEB function has intervened to mitigate collision risks more than 3.61 million times.

Hesai's ATX has been widely favored by automakers, with 11 leading domestic and international OEMs already selecting it for dozens of models. Large-scale production and deliveries began in the first quarter of 2025. More collaborative projects are now steadily advancing toward mass production, and Hesai will continue to provide industry-leading lidar technology to support Zeekr's advanced intelligent driving systems.

The new Robotaxi model features four Hesai AT128 lidar sensors, playing a central role in the vehicle's 360° blind-spot-free perception system. With an industry-leading 1200×128 resolution, the AT128 captures 1.53 million points of data per second, offering detailed and reliable perception in complex and dynamic driving environments. Its long detection range of up to 200 meters, and 120° field of view enable early detection of obstacles, significantly enhancing safety in urban and highway scenarios. The Robotaxi integrates 33 sensors in total, using a heterogeneous sensor fusion architecture to deliver real-time, 360° situational awareness. The deployment of four AT128 lidar sensors enhances depth perception, ensuring safe navigation through complex traffic environments.

"We are honored to support the L4 Robotaxi with our AT128 lidar," said David Li, Co-Founder and CEO of Hesai. "Our collaboration with Didi Autonomous Driving and GAC Aion exemplifies the powerful synergy between advanced lidar innovation and full-stack autonomous driving systems and demonstrates what's possible when cutting-edge lidar technology meets sophisticated autonomous driving systems to transform how people move through the world."

The L4 Robotaxi production model is the result of a multi-year strategic collaboration between Didi Autonomous Driving and GAC Aion. The vehicle combines GAC Aion's globally adaptable safety redundancy platform for L4 autonomous driving with Didi's upgraded hardware platform, multi-layered safety redundancy, and full-stack autonomous driving software.

Hesai remains committed to pushing the boundaries of lidar technology and supporting its partners in achieving safe, scalable, and cost-effective autonomous driving.

About Hesai

Hesai Group (Nasdaq: HSAI) is a global leader in LIDAR solutions. The company's LIDAR products enable a broad spectrum of applications including passenger and commercial vehicles ("ADAS"), as well as autonomous driving vehicles and robotics and other non-automotive applications such as last-mile delivery robots and AGVs ("Robotics"). Hesai seamlessly integrates its in-house manufacturing process with LIDAR R&D and design, enabling rapid product iteration while ensuring high performance, high quality and affordability. The company's commercially validated solutions are backed by superior R&D capabilities across optics, mechanics, and electronics. Hesai has established offices in Shanghai, Palo Alto and Stuttgart, with customers spanning more than 40 countries.

About DiDi Autonomous Driving

DiDi's autonomous driving unit was set up in 2016 and was committed to delivering world's leading Level 4 autonomous driving ("AD") technologies, aiming to make transportation safer and more efficient. In August 2019, this unit was upgraded to an independent company, DiDi Autonomous Driving, focusing on advanced AD technology research and development, product application and other expanded businesses. Up to now, DiDi Autonomous Driving have acquired public road testing licences in Beijing, Shanghai, Suzhou and California, along with one of the first Intelligent Connected Vehicle Demostration Application License in China that issued by Shanghai.

Yole Group's "" report, which ranks lidar companies by several key indicators of success, noted that Hesai captured 33% of the global market by revenue in 2024. The market has witnessed enormous growth of 60% year-on-year to reach a value of $859 million.

Hesai's leadership is particularly evident in the rapidly expanding ADAS-enabled passenger vehicle market, which is experiencing explosive growth, particularly in China. Yole Group reports that around 120 vehicle models have adopted lidar since 2018, with adoption accelerating. Nearly 40 new lidar-equipped models have launched in the last two years alone. As the technology continues to grow in popularity, Chinese automakers are now implementing lidar beyond luxury vehicles, into more affordable, mass-market models, including C-segment cars priced around $25,000. This democratization drove the ADAS passenger car lidar market to grow by 68% year-on-year in 2024. This marks a major turning point for the industry as it enters a true mass adoption phase.

Hesai's scalability, vertical integration, and strategic design wins with 22 OEMs across over 120 models have made it a top supplier in this segment. According to the report, industry leaders, including BYD and Li Auto, are driving this momentum. BYD's "God's Eye" intelligent driving system is now available in mass-market models, and Li Auto plans to standardize lidar across its entire 2025 lineup.

In the robotaxi market specifically, Hesai dominates with a commanding 61% market share, supplying industry leaders such as Zoox, Aurora, Apollo, Didi, Pony, and WeRide.

Looking toward 2025, Yole Group expects the adoption of lidar-based ADAS systems, particularly driven by recent commitments from Chinese players, will push lidar installations beyond three million units. Hesai's growth in tandem with the industry will enable it to remain a leader in the market.

"We are proud to be recognized by Yole Group as the leader in the global lidar market for the fourth year in a row," said David Li, CEO & Co-Founder of Hesai. "Lidar is experiencing transformative growth as automakers increasingly rely on the technology to drastically increase safety and reliability across both manned and autonomous vehicles. Our advantage lies in the speed and scale at which we innovate and manufacture, driven by our initiative of delivering ultimate performance and ultimate value-to-cost."

"Hesai's continued market leadership reflects their sound business model and innovation capabilities across the sector," said Pierrick Boulay, Senior Analyst at Yole Group. "The Company is uniquely positioned to capitalize on new opportunities as the industry continues to grow."

 Hesai continues to report the strongest revenue amongst its competitors and is the only company in the industry to have achieved full-year non-GAAP1 profitability. To date, Hesai has secured design wins with 22 automotive OEMs for over 120 vehicle models globally. In December 2024, Hesai became the first lidar company in the world to deliver more than 100,000 units in a single month.

Note: The data in this article represents third party estimates and are not official operational figures of the company. Please refer to the company's financial report for specific information.

About Hesai

Hesai Group (Nasdaq: HSAI) is a global leader in LIDAR solutions. The company's LIDAR products enable a broad spectrum of applications including passenger and commercial vehicles ("ADAS"), as well as autonomous driving vehicles and robotics and other non-automotive applications such as last-mile delivery robots and AGVs ("Robotics"). Hesai seamlessly integrates its in-house manufacturing process with LIDAR R&D and design, enabling rapid product iteration while ensuring high performance, high quality and affordability. The company's commercially validated solutions are backed by superior R&D capabilities across optics, mechanics, and electronics. Hesai has established offices in Shanghai, Palo Alto and Stuttgart, with customers spanning more than 40 countries.

About Yole Group

Yole Group offers a comprehensive range of reports, covering market trends, technology insights, teardowns, and reverse costing analyses. For tailored strategic, technical, or market analysis, as well as answers to specific questions, Yole Group also provides custom consulting services.

More information on -

Each of the autonomous vehicles will be equipped with four Hesai automotive-grade long-range lidars. As Dubai aims to transform 25% of all journeys in the city into autonomous trips across various transport modes by 2030, the market represents a significant opportunity for the expansion of autonomous vehicle services and plays a key role in shaping the future of mobility.

Renowned for its safe and reliable performance, WeRide made history in July 2023 by securing the UAE's first national license for self-driving vehicles on public roads—the first national-level driverless license in the Middle East and even globally, covering all types of autonomous vehicles (AVs). WeRide's latest launch in Dubai follows its successful robotaxi launch in Abu Dhabi in 2021.

Jennifer Li, Chief Financial Officer and Head of International Business at WeRide, stated: "Dubai marks a natural step forward in our commitment to advancing mobility in the Middle East as well as our continued global expansion. We believe our advanced autonomous driving technology and operational experience combined with Uber's powerful global mobility platform will help us serve millions of consumers in cities around the world."

"We are thrilled to be a part of the accelerated deployment of L4 autonomous driving technologies worldwide, leveraging our technology to help unlock new possibilities for transportation," said Hesai CEO and Co-Founder David Li. "Our lidar solution was chosen for its ability to deliver exceptional safety and performance in autonomous driving applications, making it an ideal solution to support operations at scale. Our cutting-edge technologies are a key enabler of innovation in autonomous mobility and are directly contributing to Dubai's vision of becoming a global leader in smart transportation."

Hesai and WeRide have been collaborating since 2019, when Hesai's lidars were integrated into the first batch of WeRide's autonomous driving fleets for road testing and operations. In April 2022, Hesai and WeRide entered a new strategic cooperation agreement to promote the application of automotive grade, hybrid solid-state lidar on L4 autonomous vehicles. Together, Hesai and WeRide have achieved significant milestones, including powering China's first commercialized robotaxi service in Guangzhou.

About Hesai

Hesai Technology (Nasdaq: HSAI) is a global leader in lidar solutions. The company's lidar products enable a broad spectrum of applications including passenger and commercial vehicles ("ADAS"), as well as autonomous driving vehicles and robotics and other non-automotive applications such as last-mile delivery robots and AGVs ("Robotics"). Hesai seamlessly integrates its in-house manufacturing process with lidar R&D and design, enabling rapid product iteration while ensuring high performance, high quality and affordability. The company's commercially validated solutions are backed by superior R&D capabilities across optics, mechanics, and electronics. Hesai has established offices in Shanghai, Palo Alto and Stuttgart, with customers spanning more than 40 countries.

About WeRide

WeRide is a global leader and a first mover in the autonomous driving industry, as well as the first publicly traded Robotaxi company. The company operates in over 30 cities across 10 countries, holding driverless permits in China, the UAE, Singapore, France and the US. Empowered by the smart, versatile, cost-effective, and highly adaptable WeRide One platform, WeRide provides autonomous driving products and services from L2 to L4, addressing transportation needs in the mobility, logistics, and sanitation industries. WeRide was named to Fortune Magazine's 2024 "The Future 50" list.

The announcement follows the exclusive agreement signed between Hesai and Baidu Apollo in July 2024. The fleet is expected to scale to 1,000 vehicles, demonstrating the reliability and performance of Hesai's lidar technology in enabling L4 autonomous driving in complex environments. Apollo Go's RT6 robotaxis have already achieved impressive operational efficiency in China with a 60% cost reduction compared to previous generations.

"This historic deployment underscores Hesai's pivotal role in driving the global expansion of autonomous mobility, coming at a moment when L4 autonomous driving is turning into a commercial reality," said Hesai CEO and Co-Founder David Li. "Our lidar solution continues to be the go-to-choice for leading autonomous vehicle platforms worldwide, demonstrating exceptional range, resolution, and reliability, all of which are vital components for safe autonomous operations in complex urban environments. As Apollo Go brings this breakthrough technology to Dubai, we are proud to support the next chapter of autonomous mobility on a global scale."

Apollo Go has commenced 100% fully driverless operations across multiple cities in China and continues to expand. Apollo Go has achieved over 150 million kilometers of safe driving and provided more than 10 million rides to the public.

Hesai's ATX lidar, a compact, ultra-high-definition, long-range sensor, is set to enhance iCAR vehicles' perception capabilities in complex scenarios including active braking, adaptive cruise control, urban navigation, and smart parking. The partnership is part of Chery's comprehensive intelligent mobility strategy which is designed to make it a leader in smart mobility ecosystems.

"We are glad to have been selected as the exclusive lidar provider for iCAR's new models. Our partnership with Chery represents a significant milestone in our endeavor to make intelligent driving technology accessible to the mass market," said Yifan "David" Li, Hesai's Co-Founder and CEO.

To date, Hesai has secured design wins with 22 automotive OEMs for over 120 vehicle models globally. In December 2024, Hesai became the first lidar company in the world to deliver more than 100,000 units in a single month.

The Company is aware of the report published by short-seller Blue Orca Capital. The Company strongly disagrees with the allegations in the report and believes that the report is without merit.

The Company reiterates its continued and unwavering commitment to stringent standards of business ethics and regulatory compliance.

About Hesai

Hesai Technology (Nasdaq: HSAI) is a global leader in lidar solutions. The company's lidar products enable a broad spectrum of applications including passenger and commercial vehicles ("ADAS"), as well as autonomous driving vehicles and robotics and other non-automotive applications such as last-mile delivery robots and AGVs ("Robotics"). Hesai seamlessly integrates its in-house manufacturing process with lidar R&D and design, enabling rapid product iteration while ensuring high performance, high quality and affordability. The company's commercially validated solutions are backed by superior R&D capabilities across optics, mechanics, and electronics. Hesai has established offices in Shanghai, Palo Alto and Stuttgart, with customers spanning more than 40 countries.

Safe Harbor Statement

This announcement contains forward-looking statements. These statements are made under the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as "will," "expects," "anticipates," "aims," "future," "intends," "plans," "believes," "estimates," "confident," "potential," "continue" or other similar expressions. The Company may also make written or oral forward-looking statements in its periodic reports to the U.S. Securities and Exchange Commission (the "SEC"), in its annual report to shareholders, in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including but not limited to statements about the Company's beliefs and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. Further information regarding these and other risks is included in the Company's filings with the SEC. All information provided in this press release is as of the date of this press release, and the Company undertakes no obligation to update any forward-looking statement, except as required under applicable law.

The lidar market is experiencing rapid growth, with automotive lidar installations surpassing 1.5 million units in 2024, doubling the previous year's figure. Gasgoo Automotive Research Institute's data reveals a 29% penetration rate of lidar in China's EV market priced above $20,000 as of December 2024, highlighting its role as a crucial safety feature.

Hesai's ATX, powered by its cutting-edge fourth-generation technology platform, features a redesigned opto-mechanical structure and upgraded laser transceiver modules. This achieves a compact form factor without compromising performance. With mass production underway and an annual capacity of 2 million units planned, Hesai is well-prepared to meet the growing demand from automakers in 2025.

"This long-term partnership is a resounding endorsement of our unrivaled performance and quality. Meeting the rigorous standards of a market leader, our quality has become our namecard—a powerful symbol of excellence and a vote of confidence in our visionary future. We are immensely proud to empower the future of mobility, with our state-of-the-art lidar technology playing a pivotal role in conventional and electric vehicle platforms," said Hesai CEO and Co-Founder David Li. "This design win illustrates the importance of lidar technology for the future of advanced intelligent driving systems, helping to enhance safety, prevent accidents, and save lives."

As of February 2025, Hesai has earned 120 design wins across 22 automotive OEMs. In December 2024, Hesai became the first lidar company in the world to deliver more than 100,000 units in a single month.

About Hesai Technology

Hesai Technology (Nasdaq: HSAI) is a global leader in lidar solutions. The company's lidar products enable a broad spectrum of applications including passenger and commercial vehicles ("ADAS"), as well as autonomous driving vehicles and robotics and other non-automotive applications such as last-mile delivery robots and AGVs ("Robotics"). Hesai seamlessly integrates its in-house manufacturing process with lidar R&D and design, enabling rapid product iteration while ensuring high performance, high quality and affordability. The company's commercially validated solutions are backed by superior R&D capabilities across optics, mechanics, and electronics. Hesai has established offices in Shanghai, Palo Alto and Stuttgart, with customers spanning more than 40 countries.

Patent volume is an important indicator to measure a high-tech company's innovation capabilities. As of December 2024, Hesai has accumulated nearly 1,800 patents and patent applications worldwide. According to the global patent database Patsnap, the total number of Hesai's published patent applications for the lidar industry exceeds 1,500, and the number of granted global patents exceeds 600, covering multiple countries and regions worldwide. Through a comprehensive patent application strategy, Hesai has secured its long-term position as an innovation powerhouse in the global lidar market.

As a core component of digital lidar, SPAD (Single Photon Avalanche Diode) plays a crucial role in advancing the lidar industry. Hesai recognized the potential of SPAD technology early on, beginning its research in this field as far back as 2016—making it one of the first lidar companies to do so. In late 2023, Hesai acquired Fastree3D, a Swiss pioneer in SPAD technology with deep roots in EPFL (École Polytechnique Fédérale de Lausanne), one of Switzerland's top universities. With over 20 years of academic research in CMOS image sensors and single-photon detectors, Fastree3D was the first company in the world to develop SPAD digital lidar technology and held numerous SPAD-related patents. These patents serve as the foundation for digital lidar innovation, encompassing critical advancements in digital signal processing and high-resolution point cloud generation.

With this strategic acquisition, Hesai has deeply embedded its SPAD core patented technology into its proprietary fourth-generation platform, which will enter production in 2025. The new platform will create a new generation of high-quality, high-performance, and affordable lidar products, accelerating the lidar industry's large-scale development.

Hesai's next-generation solid-state FTX, built on the company's fourth-generation technology platform, features an industry-leading field of view (FOV) of 180° x 140° — the widest among automotive-grade solid-state lidars. FTX's range can reach 30 m @10% reflectivity with outstanding resolution, achieving a point rate of 492,000 points per second, 2.5 times higher than its previous generation. The FTX has a compact design while maintaining its powerful performance, weighing 66% less than before. Its embedded installation further enhances its sleek form factor, reducing the exposed window area by 40% to just 50 x 30 mm.

Hesai's fully solid-state FTX lidar, as well as mini JT128 and JT16 domed lidars, can be easily integrated in various intelligent robots, including humanoid robots, AGVs/AMRs, delivery robots, robotic lawn mowers, cleaning robots, agricultural vehicles and more. With an ultra-wide field of view and real-time 3D perception, Hesai's lidars provide a cost-effective alternative to the multiple 2D lidars or cameras commonly used in robotic applications.

During the month of December 2024, Hesai delivered over 20,000 lidar units to robotics customers. Hesai expects to ship over 1 million lidar units in 2025, which is supported by the company's in-house mass production capabilities and innovation in research and development.

In 2024, BYD sold over 4 million intelligent driving-equipped vehicles, surpassing all domestic competitors. This week, BYD announced that all its models will be equipped with "God's Eye", BYD's next-generation advanced driver assistance system (ADAS), ensuring that ADAS features are accessible to everyone. As an integral component in vehicles featuring navigation on autopilot (NOA) for cities and highways, lidar will empower two variants of "God's Eye" systems.

According to Gasgoo, the automotive lidar market in China continues to see strong growth, with the (on-the-road) lidar installation volume exceeding 1.5 million units for the first time in 2024, more than double the volume in 2023.

In December 2024, Hesai became the first lidar company in the world to deliver more than 100,000 units in a single month. Hesai's planned annual production capacity is expected to exceed 2 million units in 2025, supported by the company's mass production capabilities and research and development innovation.

As of February 2025, Hesai has earned more than 100 design wins across 22 automotive OEMs including Chery, Great Wall Motors, and Changan. Numerous automakers, including top new energy vehicle companies and leading European and American OEMs' joint ventures in China, have selected Hesai's ATX lidar for mass production vehicles since its release in April 2024.

Hesai's ATX lidar offers powerful performance in a compact form, empowering advanced assisted driving functions. The ATX will enter mass production in the first quarter of 2025, with multiple companies incorporating it into standard configuration for mass production models in 2025.

Embotech is the system provider for BMW's recently announced Automated Driving In-Plant series operation and global rollout. For the AVM solution, Outsight plays a key role with its advanced lidar software platform that tracks the ego-vehicle and the surrounding obstacles within BMW's production facilities, while Hesai supplies its industry-leading lidar sensors, renowned for their accuracy and reliability, which act as the "eyes" of the AVM system.

This AVM technology, initially implemented for the BMW 5 Series and 7 Series in Dingolfing, is now also in use for the MINI Countryman and other BMW models in Leipzig. At the Dingolfing plant, new vehicles are driven fully autonomously—without a driver—over a route exceeding one kilometer, from the assembly halls, through the "short test course," to the finishing area. Once the cars leave the production line, the factory establishes a secure connection to the vehicles, controlling their movement through the quality assurance test drive. This approach eliminates the need to transport human workers back to the production line after each car has reached its final parking destination.

Embotech, Outsight and Hesai have successfully collaborated for several years, jointly advancing lidar and perception solutions for autonomous driving. The companies are global leaders in their respective fields, driving innovation in lidar as well as perception technology. This latest strategic collaboration builds upon a strong foundation, enabling the companies to provide best-in-class technology for AVM, which is safety rated, fulfilling the highest performance and availability requirements.

"Hesai is proud to partner with Embotech and Outsight to deliver cutting-edge lidar technology for BMW's Automated Vehicle Marshalling (AVM) system," says Dr. David Li, CEO and Co-founder of Hesai Technology. "This state-of-the-art technology demonstrates the high level of precision and safety offered by our lidar and Outsight's perception software for Embotech's autonomous driving solutions. We look forward to continuing our collaboration and bringing this technology to more factories around the world."

"The combination of Outsight's sophisticated lidar software platform and Hesai's reliable lidar sensors perfectly complements Embotech's autonomous driving expertise," says Dr. Alexander Domahidi, CTO and Founder of Embotech. "This collaboration ensures the highest standards of safety and efficiency in BMW's automated vehicle operations."

According to Raul Bravo, President and co-founder at Outsight, "Our collaboration with Embotech, Hesai, and BMW highlights the increasing maturity of LiDAR technology, particularly the software underpinning it. Its application to real-world factory conditions demonstrates its ability to enhance industrial safety and efficiency, while underlining the importance of a comprehensive framework to realise the potential of autonomous driving."

The integrated solution is now actively supporting the marshalling of newly manufactured vehicles through various stages of the production and logistics process in three BMW facilities. This deployment marks the initial phase in a global rollout to multiple plants across Europe and North America.

This collaboration represents a significant step forward in industrial automation. It combines Embotech's proven autonomous driving capabilities with best-in-class perception technology from Outsight and Hesai.

About Hesai

Hesai Technology (Nasdaq: HSAI) is the global leader in lidar technology for automotive and robotics applications. The company supplies ADAS lidar to 6 of the top 10 global OEMs by revenue and is ranked No. 1 in the ADAS lidar market globally, with a 26% market share. Hesai has established a strong presence in Europe, the US and Asia, with customers located in over 40 countries. The company will continue to invest in its resources and technical advancements, leveraging cutting-edge technology to shape the future of mobility.

As Hesai celebrates a decade of innovation, the company continues to expand its global reach, serving customers in over 40 countries across Asia, the US and Europe. Through its continued advancements in lidar technology, including the deployment of over 1,700 patents globally, Hesai is pushing the boundaries of mobility and shaping the future of industries around the world.

For more information:

About Embotech

Embotech is an award-winning provider of cutting-edge autonomous driving solutions for logistics, with a focus on Automated Vehicle Marshalling (AVM) in passenger car factories and Automated Terminal Trucks (ATT) at port terminals and logistic centers. The company delivers safe and reliable autonomous transportation by leveraging the real-time optimization technology that it has been developing since 2013.

For more information:

About Outsight

Outsight's software solutions track and digitizes the motion of People and Vehicles using 3D LiDAR data.

Operators of transportation hubs like airports, train stations but also sport venues, road infrastructures and industrial sites get access to accurate and anonymous Spatial Intelligence data, in order to improve operations and increase security.

We believe that accelerating 3D perception technology adoption through robust and scalable Spatial AI solutions will significantly contribute to a smarter, safer, and more sustainable world.

For more information: