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Hesai Announces Partnership with MOVIN, Redefining the Future of 3D Motion Capture

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LAS VEGAS, Jan. 5, 2026 /PRNewswire/ -- Hesai Technology (NASDAQ: HSAI; HKEX: 2525), a global leader...

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Hesai Technology has announced a strategic partnership with MOVIN to provide advanced lidar solutions, enhancing motion capture systems. The JT128 lidar facilitates practical, real-time 3D motion capture technology, making it accessible to a wide range of creators as the 3D digitalization market is forecasted to grow significantly in the coming years.

Trading Thesis

Hesai's partnership with MOVIN enhances its market position and growth potential in the lidar space.

Market-Moving

  • Hesai's stock is expected to see increased investor interest post-partnership.
  • Accelerating demand in the 3D digitalization market could boost Hesai's sales.
  • Enhanced accessibility of motion capture may widen Hesai's customer base significantly.
  • Partnerships in robotics can establish Hesai as a leading tech supplier.
  • Positive market trends forecasted for lidar applications will likely benefit Hesai.

Key Facts

  • Hesai's JT128 lidar solution features ultra-wide 360° × 189° field of view.
  • The 3D digitalization market was valued at $5 billion in 2019.
  • The expected growth of the digitalization market is to $154 billion by 2030.
  • JT series has surpassed 200,000 cumulative deliveries since launch.
  • Hesai solutions are already utilized in diverse robotics applications.

Companies Mentioned

  • MOVIN (N/A): Partnership with Hesai enhances MOVIN's lidar-based motion capture technology.

Corporate Developments

The partnership between Hesai and MOVIN highlights a significant trend towards accessibility in technology. The dynamic growth in 3D digitalization signals robust investment opportunities in lidar and robotics, emphasizing the potential for widespread application across various industries.

FAQ

Why Bullish?

Collaborations like this boost confidence in lidar technologies. Historically, partnerships enhancing product capabilities have driven stock prices up, as seen with leading tech firms.

How important is it?

The article discusses a strategic partnership that significantly enhances Hesai's product offerings and market presence, influencing investor sentiments positively and indicating future revenue potential.

Why Long Term?

The expansion of the 3D digitalization market will support consistent growth for Hesai over the long term, much like how other successful tech adaptations have unfolded.

Related Companies

Hesai Partners with MOVIN to Revolutionize 3D Motion Capture Technology

Hesai Technology (NASDAQ: HSAI; HKEX: 2525), a global leader in lidar solutions, has announced a strategic partnership with MOVIN, aimed at supplying advanced lidar solutions for the company's innovative 3D motion-capture systems. This collaboration promises to redefine the accessibility and practicality of motion capture technology.

Transforming Traditional Motion Capture Systems

Traditional motion-capture systems have established themselves as complex and costly, requiring extensive setups including full studios, marker suits, skilled personnel, and engineering resources. These systems are often sensitive to various lighting conditions and can produce unreliable data due to issues such as marker occlusion and environmental interference. Even newer AI-driven, markerless systems struggle with lengthy calibration processes and setup times, making them less accessible for everyday users.

MOVIN's Innovative Approach with Lidar Technology

MOVIN, recognized as the world's first Motion-AI startup built on lidar technology, is set to disrupt this landscape. The South Korea-based company provides real-time, free-body motion capture that generates studio-quality data in diverse environments, including homes, offices, outdoor areas, and live venues. By integrating lidar technology with on-device AI, MOVIN aims to deliver high-quality, practical motion capture solutions.

JT128: Pioneering Lidar Solution

Central to this partnership is Hesai's advanced lidar solution, the JT128, which is specifically designed to overcome the limitations associated with traditional motion-capture setups. Key features of the JT128 include:

  • Ultra-wide field of view: 360° × 189° to minimize blind spots, even in confined spaces.
  • High-resolution data: 128 channels producing low-latency point clouds for seamless real-time motion AI.
  • Compact design: Lightweight and portable, making studio-quality capture feasible in locations accessible by carry-on luggage.
  • Quick setup: Reduces preparation time from two hours to just three minutes.
  • Low power consumption: Enables long tracking sessions of up to 12 hours without performance degradation.

Shifting the Paradigm in Motion Capture

Byeoli Choi, CEO of MOVIN, stated, "Motion capture is no longer just a tool for animation or VFX. With lidar as the foundation, we see motion data becoming core infrastructure for physical AI — from live performances to humanoid robotics. Partnering with Hesai accelerates that future."

According to GlobalData, the 3D digitalization market is projected to grow from USD $5 billion in 2019 to USD $154 billion by 2030. The collaboration between Hesai and MOVIN is expected to make 3D motion capture technology more accessible to a wider range of creators, including cinematographers, game developers, AR/VR studios, and independent artists.

The Future of Robotics and Lidar Technology

Hesai's commitment to advancing lidar technology is evident, as the JT series has achieved over 200,000 cumulative deliveries, reflecting increasing demand and a broadening scope of application in robotics. Lidar technology is crucial for high-precision perception, vital for the evolution of robots from controlled environments into real-world applications.

Experience JT128 at CES 2026

Visitors to CES 2026 will have the opportunity to experience the capabilities of the JT128 firsthand. Prominent innovators featuring the JT128 include DREAME, Vbot, Realsee, and MOVIN, with these cutting-edge solutions showcased at Hesai's booth located in the Las Vegas Convention Center West Hall, Booth 5601.

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