Hesai Leads Global Robotaxi Lidar Market with 62% Share as Robotaxi Industry Moves Toward Scale, Yole Group Reports

PALO ALTO, Calif., Oct. 29, 2026 /PRNewswire/ -- Hesai Group (Nasdaq: HSAI; HKEX: 2525) ("Hesai" or the "Company"), a Physical AI infrastructure company, today announced that Yole Group has ranked it the world's leading robotaxi lidar supplier in its Robotaxi 2026 report. Hesai held a 62% share of the global robotaxi lidar market in 2025, more than all other suppliers combined. The finding reinforces Hesai's leading position in a market that is entering a new phase, as robotaxi programs expand toward larger-scale fleet operations. Yole Group's previous report put Hesai's robotaxi lidar market share at 61%.

According to the Yole report, Hesai's lidar has been selected for leading Level 4 robotaxis and autonomous vehicles programs worldwide, including Baidu Apollo Go, Pony.ai, WeRide, DiDi, Motional, Aurora and KargoBot. The breadth of these deployments reflects the growing adoption of lidar across multiple robotaxi platforms and operating environments, rather than reliance on a single customer or program.

This year's report examines robotaxis and their enabling technologies in a dedicated study. Yole Group projects that the global robotaxi fleet will grow from approximately 10,000 vehicles in 2025 to 331,000 in 2031. As operators expand their fleets, they will need lidar that delivers precise perception in complex environments, consistent automotive-grade quality and reliable supply at scale.

"We are proud to be named the Robotaxi lidar leader in Yole Group's Robotaxi 2026 report," said Dr. Yifan "David" Li, Hesai's Co-Founder and CEO. "Robotaxis are moving into an important next phase, with operators increasingly focused on scaling deployment and delivering reliable autonomous mobility in real-world environments, and that raises the bar for every component on the vehicle. Operators need perception they can rely on across more vehicles, more roads and more hours of operation. Our continued market leadership reflects the trust we have earned through years of close collaboration with robotaxi developers, and our ability to deliver at scale."

As the robotaxi market expands, Hesai is also advancing its next-generation lidar platform for the next phase of autonomous driving. At the center of this effort is an upgraded ETX, Hesai's flagship lidar platform for Level 3 and higher autonomous driving. Powered by Hesai's proprietary Picasso SPAD-SoC, the next-generation ETX combines RGB sensing and time-of-flight ranging at the chip level, enabling it to capture both the geometry and color of its surroundings in a precisely aligned point cloud. With configurations of up to 4,320 channels and a maximum detection range of up to 600 meters, ETX is designed to give systems a more detailed view of distant objects and complex driving scenes. The Picasso-equipped ETX is undergoing customer validation and has progressed to RFI and RFQ discussions with leading robotaxi operators and global automakers, providing a pathway toward the next generation of high-performance perception systems.

Hesai is also scaling its manufacturing capabilities to support the anticipated growth in autonomous mobility. As of June 2026, the Company's cumulative lidar deliveries had surpassed 3.5 million units. Hesai is advancing construction of a new manufacturing facility in Bangkok, Thailand, expected to commence production in 2027, while its highly automated in-house production lines — with 100% automation across core processes — now roll out one lidar unit every 8 seconds. Together with its next-generation product development, these manufacturing investments position Hesai to support automakers and autonomous-vehicle customers as their programs move toward larger deployments.

About Hesai

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.

About Yole Group

Yole Group is a leading international market research and strategy consulting firm, delivering in-depth analyses across market trends, technology developments, teardowns, and reverse costing. Leveraging deep semiconductor expertise, its team of analysts also provides custom consulting services, offering strategic, technical, and market insights tailored to address specific business challenges and opportunities. More information on yolegroup.com.

SOURCE Hesai Group