Facts

• Segment: Perception
• Country: China
• Founded: 2014
• Website: https://www.hesaitech.com/

Profile sections

• Summary
• Market context
• Products
• Facts
• Commercial
• Context / Market Position
• Events
• Operations / Deployments
• Team
• Supply chain relationships
• Relationships
• Context tags
• Customers and deployments
• Sources

Summary

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. **OWNERSHIP** Hesai develops and manufactures its own lidar hardware and related ASICs, selling perception systems into automotive OEM programs, robotics platforms, and industrial deployments rather than acting solely as a distributor. **CAPABILITY EXPOSURE** Long-range automotive lidar, 3D perception stacks, lidar ASIC and sensor design, autonomous driving sensing integration, robotics and industrial lidar adoption, and high-volume manufacturing of lidar units for mobility and automation customers. **STRATEGIC POSITION** Core lidar and 3D perception supplier in the autonomous vehicle supply chain and broader robotics sensing infrastructure, with vertically integrated hardware and chip deve…

Products

• Hesai ATX
• JT16 Mini 3D LiDAR

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.
• 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…
• 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…
• 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 distribu…
• 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.
• 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.

Operations / Deployments

• 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.

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.
• Ursa Dynamics - perception - Hesai supplies FTX solid-state LiDAR used in Ursa Dynamics LiCAM 3D perception devices.
• Thoro - 3D lidar supplier - Hesai 3D lidar supports Thoro's CoreFlex autonomy stack for smart-logistics applications.

Relationships

• technology_partner - Strategic cooperation naming Grab as Hesai's exclusive lidar distributor in Southeast Asia.
• Dreame - customer - Exclusive lidar supply relationship for Dreame ecosystem robotic lawn mower programs.
• customer - Named counterparty in the same Dreame ecosystem lawn-mower lidar supply expansion.
• customer - Hesai 10 million-unit lidar order tied to Dreame 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…