Hesai reports 118,282 Q1 robotics lidar shipments, up 137.8 percent year over year

Evidence notes

• 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 lidar supplier.