Database · LiDAR & Sensing
Hesai Technology
Hesai Technology is one of the world's largest LiDAR suppliers, expanding from autonomous vehicles into robotics sensing.
LiDAR Sensing Listed Shanghai
Company Overview
- Hesai is a global LiDAR leader whose sensors equip autonomous vehicles, and increasingly robots.
- Its solid-state and mechanical LiDAR provide high-resolution 3D perception for AMRs, delivery robots and humanoids.
- Automotive-scale manufacturing drives down cost for robot applications.
Key Facts
| Full Name | Hesai Technology Co., Ltd. |
|---|---|
| Chinese Name | 上海禾赛科技有限公司 |
| Founded | 2014 |
| Headquarters | Shanghai, China |
| Stock Code | 688787.SH (STAR Market) |
| Core Products | Mechanical & solid-state LiDAR |
| Status | Global top-tier LiDAR supplier |
Data Snapshot
| Founded | 2014, Shanghai |
|---|---|
| Stock | HSAI (Nasdaq); 02525.HK |
| 2025 Revenue | RMB 3.03B (+45.8%); net income RMB 436M — first GAAP-profitable lidar company globally |
| 2025 Shipments | 1.62M lidar units (~3x YoY); 2026 target 3M+ |
| Market Position | No.1 global automotive lidar; No.1 robot lidar in humanoid/quadruped/Robotaxi/logistics/mower segments |
| 2026 Q2 | Revenue RMB 861M; 628K units shipped (+78% YoY) |
| Order Book | ATX refresh: 4M+ unit orders from automakers (2026 production) |
Products & Specs
| Product | Type | Status |
|---|---|---|
| ATX | Compact ADAS lidar | 4M+ unit orders; mass production from Apr 2026 |
| XT series | Robotics lidar | Leading robot lidar line (humanoids, quadrupeds, mowers) |
| FTX / long-range | Flagship sensors | Robotaxi & high-end ADAS |
Key Customers
- Automotive OEMs — global ADAS programs (40%+ 2025 ADAS lidar share in China)
- Robot makers — humanoid, quadruped, mower & logistics firms
- Robotaxi operators — scale deployments
Recent Milestones
- 2014 — Founded in Shanghai
- 2023 — Nasdaq listing (HSAI)
- 2025 — 1.62M units shipped; first GAAP profit in global lidar
- Feb 2026 — ATX refresh: 4M+ orders
- 2026 — Targeting 3M+ annual shipments; robot lidar No.1
Actuators & Sensors
- Rotating and solid-state LiDAR lines.
- Perception SDKs for robot integration.
- High-volume automotive-grade reliability.
Supply-Chain Analysis
- Hesai leverages automotive-scale supply chains.
- Competes with RoboSense and foreign LiDAR makers.
- Robotics is a fast-growing second market.
Competitor Comparison
Versus RoboSense: Hesai is stronger in automotive while RoboSense pushes robotics more aggressively. Both are world-leading Chinese LiDAR companies.
Frequently Asked Questions
What does Hesai Technology do?
Hesai Technology (禾赛科技) is a Chinese robotics company focused on Mechanical & solid-state LiDAR. It is part of China's fast-growing robotics ecosystem, which spans industrial, service and humanoid robots.
How does Hesai Technology fit into China's robotics industry?
China's robotics sector is broad and competitive. Hesai Technology focuses on Mechanical & solid-state LiDAR, competing with domestic peers and international companies through cost, integration and speed.
Where is Hesai Technology based?
Hesai Technology (禾赛科技) is headquartered in Shanghai, China, China.