Setting New Industry Benchmarks

In 2025, Hesai became the world’s first automotive lidar company to achieve over 2 million cumulative deliveries. As the demand for lidar escalates, the company is set to solidify its industry leadership by boosting its production capacity. The new manufacturing framework is supported by Hesai's robust in-house capabilities, including the development of four generations of proprietary ASICs, which facilitate rapid product iterations and guarantee high reliability.

The fully automated production lines boast a remarkable 10-second cycle time, ensuring efficiency in producing new lidar units. Additionally, a new factory in Bangkok, Thailand, is under development and expected to begin operations in early 2027, further enhancing Hesai's scalability.

CEO Statement on Enhanced Production

David Li, Co-founder and CEO of Hesai, remarked, "Our customers are scaling faster than ever, and we are scaling with them. By expanding our annual capacity to over 4 million units and adding our new Thailand facility, we're building a global manufacturing footprint that can reliably support mass production." This commitment reflects the company’s aim to deliver world-class lidar solutions consistently, meeting the automotive industry's high standards.

Impact on the ADAS Market

The ADAS sector is rapidly expanding, making lidar an essential technology for automotive safety. Acting as an “invisible seatbelt,” lidar technology significantly enhances vehicle safety, reportedly reducing fatal highway accidents by 90% and overall traffic accidents by 30% when compared to camera-only systems.

Currently, Hesai has established partnerships with 24 automotive OEMs for mass production programs, including notable names such as Li Auto, Xiaomi, and Toyota joint ventures. The introduction of the new ATX lidar has successfully garnered orders exceeding 4 million units from various leading OEMs, with mass production expected to commence in April 2026.

Increasing Demand for Lidar Technology

As safety regulations evolve, L3 vehicles are anticipated to need 3-6 lidar units, substantially increasing Hesai's addressable market. At the upcoming CES, Hesai will showcase its next-generation L3 automotive lidar suite, which includes the long-range ETX and short-range FTX models designed for ease of integration.

This expansion into lidar technology not only addresses automotive safety but also positions Hesai at the forefront of the robotics industry, as high-precision perception is vital for the success of autonomous vehicles and robots in diverse environments.

Looking Ahead: The Future of Lidar in Robotics

In the increasing scope of the robotics sector, Hesai's lidar is becoming a crucial component. The company plans to demonstrate live point-cloud capabilities from its 360° long-range OT128 model at CES, highlighting its application in large-scale L4 robotaxi deployments.

In addition, Hesai's JT series mini 360° hyper-hemispherical 3D lidars have achieved significant success with over 200,000 cumulative deliveries, indicating strong market demand. These compact units are ideal for integration into various mobile robots, contributing to the rapid development of physical AI across sectors.

CES Participation and Future Innovations

As automotive and robotics technologies advance toward a large-scale rollout, Hesai’s lidar solutions are becoming critical enablers of next-generation intelligent systems. Attendees at CES can visit Hesai's booth (LVCC West Hall #5601) to experience firsthand the innovations shaping the future of autonomy across several industries. For more information, or to arrange interviews, media representatives are encouraged to contact Hesai's PR team.