Hesai Technology
Hesai develops lidar sensors for autonomous vehicles, advanced driver-assistance systems, robotics and industrial applications. Its products provide 3D perception for detection, mapping and navigation, with deployments across robotaxis, passenger vehicles, delivery robots, industrial automation and other autonomy platforms.
Market context
Lidar remains a core perception layer for robots and vehicles that need long-range spatial awareness, and Hesai is one of the larger dedicated suppliers in that stack.
Facts
- Website: https://www.hesaitech.com/
- HQ: Shanghai, China
- Founded: 2014
- Ticker: HSAI / NASDAQ
- Segment: Perception
Commercial
1 commercial event; 1 commercial order; latest event 2026-03-26
- 2026-03-26 - Commercial order - Hesai secures 10 million-unit lidar order from Dreame ecosystem robotic lawn mower programs - source: hesaitech.com
LiDAR sensor supplier for robotics and autonomy
Hesai Technology supplies LiDAR sensors for automotive, robotics, industrial and service-robot perception applications.
- Target environment: Autonomous vehicles, service robots, delivery robots, cleaning robots, agricultural vehicles and industrial perception systems.
- Deployment model: LiDAR component supply through automotive-grade and robotics-oriented sensor product families.
- Customer context: Automotive OEMs, robot builders, industrial automation companies, service robot developers and perception-system integrators.
- Workflow context: 3D perception, obstacle avoidance, navigation, environmental sensing, mapping and autonomy support.
- Commercial maturity: Commercially mature LiDAR supplier with product families for automotive, robotics and industrial markets.
- Market position: Perception component supplier focused on LiDAR sensing for robots and autonomous systems.
- Adoption constraints: Adoption depends on sensor cost, reliability, software integration, supply availability, customer design wins and regulatory or safety requirements.
- Adjacent context: Adjacent context includes LiDAR suppliers, service robot sensing, autonomous vehicle perception and industrial 3D sensing.
- Source confidence: high
Events
- 2026-05-19 - Market Signal - Hesai reports 118,282 Q1 robotics lidar shipments, up 137.8 percent year over year - Hesai reported 118,282 robotics lidar shipments for Q1 2026. The robotics lidar figure was up 137.8 percent year over year from 49,731 units in Q1 2025. The shipment growth is a supply-side scale signal for robotics perception hardware from an established lid…
- 2026-03-26 - Commercial Order - Hesai secures 10 million-unit lidar order from Dreame ecosystem robotic lawn mower programs - Hesai said it secured a 10 million-unit order as the exclusive lidar supplier to Dreame's and MOVA's robotic lawn mowers within the Dreame ecosystem. The company described this as a record-setting lidar order tied to lidar becoming standard across Dreame's ro…
- 2026-03-24 - Market Signal - Hesai reports record 2025 results with profitability and strong robotics lidar growth - Full-year 2025 revenue reached RMB 3,027.6 million alongside 1,620,406 lidar units shipped and RMB 435.9 million net income. The company said it became the first lidar company to achieve full-year GAAP profitability. Robotics lidar shipments for full-year 202…
- 2026-02-04 - Partnership - Hesai and Grab form strategic partnership for lidar distribution in Southeast Asia - Hesai announced a strategic cooperation with Grab under which Grab will serve as Hesai's exclusive distributor in Southeast Asia. The partnership covers sales, customer support, and marketing of Hesai lidar products across the region. Hesai framed the deal ar…
- 2025-01-08 - Product Launch - Hesai launches JT Series mini hyper-hemispherical 3D lidar for robotics at CES 2025 - Hesai launched the JT Series for robotics at CES 2025, including the JT16 and JT128 models. The company positioned the product line for robotics applications including humanoids, delivery robots, cleaning robots, AGVs, and industrial platforms. Hesai said the…
- 2023-02-09 - Market Signal - Hesai debuts on Nasdaq after USD 190M IPO - Hesai became one of the first Chinese lidar companies to list on a U.S. exchange. The IPO gave the lidar supplier public-market capital before later robotics lidar growth milestones. The transaction strengthens Hesai debuts on Nasdaq after USD 190M IPO's owne…
Team
- David Li Yifan - Co-founder and CEO
Supply chain relationships
- Innok Robotics - Perception - Hesai supplies XT32 LiDAR used in Innok Robotics outdoor autonomous mobile robots.
Relationships
- Dreame - Customer - Exclusive lidar supply relationship for Dreame ecosystem robotic lawn mower programs.
Context tags
- Sensing payload supplier - Peer Group - Supplies LiDAR sensing hardware for robotics and autonomous systems
- LiDAR sensor hardware - Stack Layer - LiDAR sensor hardware for robot and vehicle perception
- Perception hardware - Stack Layer - Sensing hardware for robot perception
- LiDAR perception - Capability - Core product: LiDAR sensors for perception and mapping
- Component supply - Commercial Stage - Core business: LiDAR sensor components
- Farms and orchards - Customer Environment - Agricultural environments
- Factories - Customer Environment - Industrial and manufacturing environments
Customers and deployments
- Ordered LIDAR Unit Count - 10 million lidars - 2026-03-26 - Dreame robotic lawn mower ecosystem - robotic mower sensing - Hesai said it secured a 10 million-unit lidar order from Dreame ecosystem robotic lawn mower prog…
Hesai Technology canonical Korthos profile