The LiDAR company Chinese robot makers use by default.
Hesai is a Chinese LiDAR sensor manufacturer headquartered in Shanghai. The company has become the dominant supplier for autonomous vehicles and is expanding into humanoid robotics perception.
Market Position
- 37% global automotive LiDAR market share
- 74% robotaxi LiDAR share
- Expanding production to >4 million units/year in 2026
- Jiading, Shanghai factory serves automotive OEMs globally
Robotics Relevance
LiDAR gives robots 3D spatial awareness that cameras alone can’t match. Hesai’s volume manufacturing drives costs down, but geopolitical tensions create procurement risk for Western OEMs.