Corporate Profile
Hesai Technology (Nasdaq: HSAI; HKEX: 2525) is a Physical AI infrastructure company. With a product portfolio spanning lidar, Kosmo spatial intelligence platform, and robotic actuation modules, Hesai is the only company in the industry covering the full robotics chain of "see, understand, and act" while achieving commercialization at scale. Leveraging full-stack proprietary ASIC capabilities and an integrated R&D-manufacturing approach, Hesai has established industry-leading positions across core physical AI domains, including autonomous mobility, spatial intelligence, embodied AI, and commercial robots, and holds a leading share of the global lidar market. Hesai has established offices in Shanghai, Palo Alto, and Stuttgart, and operates in-house factories in China and Thailand, with customers spanning more than 40 countries.
Global Leader in 3D Perception Solutions
in global automotive lidar market share (1)
in major robotics lidar submarkets (humanoids, quadrupeds, robotaxis, robovans & robotic lawn mowers) (2)
net revenues in 2025
to achieve full-year GAAP profitability in lidar industry (3)
lidar shipments in 2025
annual production capacity planned for 2026
Note:
(1) Hesai ranked No.1 in 2025 with over 40% share of the long-range automotive lidar market, according to Gasgoo.
(2) According to GGII, Yole Group, and Frost & Sullivan.
(3) Hesai achieved industry-first full-year GAAP net income of US$62 million and non-GAAP net income of US$79 million in 2025. The Company has also delivered GAAP net income for three consecutive quarters and non-GAAP net income for five consecutive quarters.