1. Hesai named to Morgan Stanley's 'Humanoid Tech 25' list. 2. Hesai is the only lidar company on the prestigious shortlist. 3. Projections show 1.4 billion robots annually by 2050 requiring 700 million lidar units. 4. Hesai leads in lidar manufacturing, surpassing 2 million deliveries in 2025. 5. Hesai's robotic lidar solutions validated with over 200,000 cumulative deliveries.
FAQ
Why Very Bullish?
Hesai's recognition by Morgan Stanley underlines its strategic position in a growing market. Historical precedents show that acknowledgments from respected analysts build investor confidence and can spike share prices significantly.
How important is it?
This article highlights market recognition and growth potential, crucial for an emerging tech firm like Hesai. The strong projections for the lidar and robotics market offer a compelling case for future investment in HSAI.
Why Long Term?
The forecasts paint a long-term growth trajectory for robotics, positioning Hesai to benefit greatly as industry demand expands. Examples like NVIDIA show that early leadership in emerging tech can lead to sustained market dominance.
Hesai Technology Makes Morgan Stanley's "Humanoid Tech 25" List
Hesai Technology (NASDAQ: HSAI; HKEX: 2525), a global leader in lidar solutions, has achieved a significant recognition by being named to Morgan Stanley's "Humanoid Tech 25." This list showcases the world's 25 most influential companies in the robotics sector, and Hesai stands out as the only lidar company included. This acknowledgment highlights Hesai's crucial role in delivering advanced 3D perception capabilities essential for real-world robotics applications.
The Robotics Era Has Already Arrived
The "Humanoid Tech 25" shortlist is based on insights from The Robot Almanac — Vol. 1, published by Morgan Stanley's Global Embodied AI team. This comprehensive report, created by a distinguished panel of analysts, looks at the transformative impact of AI as it transitions from the digital landscape to the physical world. Morgan Stanley emphasizes that we are entering the era of embodied AI, with key projections including:
- Global robot hardware revenues projected to reach $25 trillion by 2050
- Annual sales of 1.4 billion robots by 2050
- The emergence of robotics as the next major computing and industrial platform
The report asserts that the robotics era is no longer a distant concept; it is actively in progress. Reliable perception is essential for physical-AI systems, enabling robots to accurately perceive and interact with their environment.
Lidar: A Critical Enabler of Physical AI
Lidar technology is pivotal in facilitating this transformation by providing precise, real-time 3D spatial perception, even under various lighting and weather conditions. According to the report, to meet the perception requirements of 1.4 billion robots by 2050, approximately 700 million lidar units will be necessary—marking a nearly 300-fold increase from 2025 levels.
Hesai Positioned as a Leader in the Robotics Lidar Market
Hesai's inclusion in the list underscores its robust technology leadership, scalable manufacturing capabilities, and extensive market adoption. The report highlights the challenges of scaling production, with the noted statement, “Prototypes are easy. Scaling is hard.” In 2025, Hesai made history as the first automotive lidar company to achieve over 2 million cumulative deliveries, maintaining the top position in market share for ADAS main lidar for nine consecutive months [1].
The company's success stems from its advanced manufacturing processes and in-house research and development. Hesai has engineered four generations of proprietary ASICs that enhance product reliability and support rapid innovation. Its automated production lines can produce a lidar unit every 10 seconds.
The scalability of Hesai's technology is now facilitating expansion into robotics and industrial sectors. The JT-series mini 360° 3D robotics lidars have achieved significant validation with over 200,000 cumulative deliveries, gaining trust among leading companies in robotics, industrial automation, logistics, and autonomous driving.
Commitment to the Future of Robotics
As robotics applications continue to advance towards widespread adoption across various industries, Hesai remains dedicated to providing safe, reliable, and high-performance lidar solutions. With proven technology and scalable manufacturing processes, Hesai is strategically positioned to support the evolution of robotics and facilitate the growth of embodied AI.
For more details on this recognition, visit Morgan Stanley's "Humanoid Tech 25."
[1] Data according to Gasgoo.