Hesai Announces Partnership with MOVIN, Redefining the Future of 3D Motion Capture

Rhea-AI Summary

Hesai Technology (NASDAQ: HSAI) announced a partnership with MOVIN on January 5, 2026 to supply Hesai's JT128 lidar for MOVIN's TRACIN 3D motion-capture device.

JT128 offers a 360° × 189° field of view, 128 channels, high-resolution low-latency point clouds, up to 12-hour tracking sessions, and a compact form factor that trims setup time from two hours to three minutes. The JT series has surpassed 200,000 cumulative deliveries. Hesai will demo JT128-enabled devices at CES 2026, Booth 5601.

Positive

• JT series >200,000 cumulative deliveries
• Setup time reduced from two hours to three minutes
• Tracking duration up to 12 hours without degradation
• JT128 ultra-wide 360°×189° field of view with 128 channels

Negative

• None.

Key Figures

3D digitalization market 2019 USD $5 billion GlobalData market estimate for 2019

3D digitalization market 2030 USD $154 billion GlobalData forecast for 2030

JT series deliveries 200,000+ units Cumulative JT-series lidar deliveries since launch

Max tracking duration 12 hours JT128 motion capture tracking sessions without drift

Traditional setup time two hours Legacy motion-capture studio setup duration

JT128 setup time three minutes JT128-based motion capture setup duration

Market Reality Check

$26.80 Last Close

Volume Volume 1,637,901 vs 20-day avg 1,604,404 (1.02x) shows only modest pickup. normal

Technical Price $24.08 is trading above the 200-day MA $21.22, reflecting a pre-news upward bias.

Peers on Argus

Peers showed mixed, smaller moves (e.g., DAN +3.96%, VC +1.71%, AAP -1.74%) versus HSAI’s +7.5%, indicating a stock-specific reaction.

Historical Context

Date	Event	Sentiment	Move	Catalyst
2025-12-23	Drone partnership	Positive	-0.8%	Partnership to supply FTX solid-state lidar for Keeta drone delivery fleet.
2025-12-15	Industry recognition	Positive	+2.0%	Named sole lidar firm in Morgan Stanley’s “Humanoid Tech 25” robotics leaders.
2025-12-04	Trade show plans	Positive	+4.6%	Announcement of CES 2026 showcase for ADAS and robotics lidar portfolio.
2025-11-11	Auto OEM win	Positive	-9.9%	Exclusive lidar supplier selection for Li Auto’s next‑generation driving platform.
2025-11-11	Earnings release	Positive	-9.9%	Q3 2025 results with raised net income guidance and strong shipment metrics.

Pattern Detected

Recent news has often been positive, but price reactions were mixed, with several notable selloffs on otherwise constructive updates.

Recent Company History

Over the past six months, Hesai reported strong Q3 2025 financials, major automotive design wins, and expanding robotics and drone partnerships. Earnings and the Li Auto platform win on Nov 11, 2025 coincided with sharp declines, while CES 2026 exhibit news saw a +4.58% move. The Meituan drone and Morgan Stanley recognition releases had modest reactions. Today’s MOVIN partnership extends the JT-series lidar footprint into 3D motion capture and broader physical AI use cases.

Market Pulse Summary

This announcement underscores Hesai’s push to extend its JT128 lidar into 3D motion capture and physical AI, highlighted by the MOVIN partnership and CES 2026 demos. It builds on prior gains in automotive and robotics where JT-series deliveries exceeded 200,000 units. Investors may watch how quickly this new use case scales, how it complements existing ADAS and robotics demand, and whether projected 3D digitalization market growth toward $154 billion translates into sustained orders.

Key Terms

lidar technical

"Hesai Technology ... a global leader in lidar solutions, announced today it has entered"

Lidar, which stands for Light Detection and Ranging, is a technology that uses laser beams to create detailed, three-dimensional maps of the environment. It works like a sophisticated eye that measures distances by bouncing light off objects, helping machines see and understand their surroundings. For investors, lidar is important because it enables advancements in autonomous vehicles, robotics, and mapping, which can drive innovation and growth in related industries.

motion-capture technical

"Traditional motion-capture systems are expensive and complex, requiring a full studio"

Motion-capture is technology that records the movements of people or objects and converts them into digital data so those motions can be replicated by computers — like tracking a dancer’s steps and translating them into a virtual character’s movements. Investors care because it underpins products and services in entertainment, gaming, virtual reality, sports analytics and robotics, creating revenue from software, hardware, content improvements and licensing; it can boost efficiency and competitive edge in those markets.

point clouds technical

"128 channels, JT128 generates high-resolution, low-latency point clouds that support"

A point cloud is a digital collection of millions of tiny dots that represent the surface of objects or environments in three dimensions, created by scanners or sensors like lidar. Investors care because companies that produce or use point clouds enable detailed mapping, inspection, or automation — think of turning a room into a highly accurate 3D snapshot — which can unlock new products, efficiency gains, and revenue streams in industries such as construction, autonomous vehicles, and surveying.

robotaxis technical

"across a broad spectrum of robotics applications, including robotaxis, robotrucks"

Robotaxis are passenger vehicles that drive themselves using sensors and software, operating like a taxi without a human driver. For investors, they matter because they promise a new, potentially large revenue stream from automated ride-hailing and logistics while also carrying high costs, safety and regulatory risks, and heavy competition—similar to betting on a new public transit system that must prove it can run safely and profitably at scale.

robotrucks technical

"across a broad spectrum of robotics applications, including robotaxis, robotrucks"

Robotrucks are large freight trucks that drive themselves using sensors, software and artificial intelligence instead of a human driver. For investors, they matter because they promise lower long‑haul labor and fuel costs, higher uptime and faster deliveries—like swapping a human driver for an always‑on machine—but also bring regulatory, safety and capital‑expense risks that can affect profits and adoption timing.

agvs technical

"cleaning robots, AGVs, AMRs, and many more. At CES 2026, visitors can experience"

Automated guided vehicles (AGVs) are driverless robots used to move goods inside warehouses, factories or distribution centers, following preset paths or navigation systems. For investors, AGVs matter because they can cut labor costs, speed up operations and reduce errors much like replacing a fleet of delivery vans with a self-driving system, which can affect a company’s margins, capital spending and competitive edge.

amrs technical

"cleaning robots, AGVs, AMRs, and many more. At CES 2026, visitors can experience"

AMRS is a stock ticker symbol — a short code used by exchanges and investors to identify a specific publicly traded company’s shares, similar to a car’s license plate that uniquely identifies a vehicle. For investors, the ticker matters because it’s how you look up prices, trade shares, track performance, and compare the company to peers; using the wrong ticker can lead to tracking or trading the wrong investment.

AI-generated analysis. Not financial advice.

LAS VEGAS, Jan. 5, 2026 /PRNewswire/ -- Hesai Technology (NASDAQ: HSAI; HKEX: 2525), a global leader in lidar solutions, announced today it has entered into a partnership with MOVIN to supply advanced lidar solutions for the company's 3D motion-capture systems.

Traditional motion-capture systems are expensive and complex, requiring a full studio, marker suits, skilled actors, and engineering support. They're also fragile and highly sensitive to lighting while generating noisy data from marker occlusion, mislabeling, complex movements, or environmental interference. Even newer AI-based, markerless approaches still need multiple cameras, heavy calibration, and long setup times, keeping accessible motion capture out of reach for most consumers.

MOVIN, the world's first Motion-AI startup built on lidar, set out to change this. The South Korea-based company delivers real-time, free-body motion capture that produces studio-grade data anywhere — not only in professional studios, but also in homes, offices, outdoor environments, and live venues. By combining lidar with on-device AI, MOVIN is making high-quality, real-time motion capture far more practical and accessible.

Hesai's mini hyper-hemispherical 3D lidar solution, JT128, is perfectly designed to overcome the fragility and limitations of traditional motion-capture setups. MOVIN's AI-powered motion capture device, TRACIN, features JT128 with an AI engine to deliver highly reliable full-body tracking. JT128's ultra-wide 360° × 189° field of view significantly reduces blind spots, even in tight indoor spaces. With its 128 channels, JT128 generates high-resolution, low-latency point clouds that support seamless real-time motion AI. Its lightweight, compact design enables studio-quality capture anywhere a carry-on suitcase can go — basements, malls, or even outdoor parks — reducing setup time from two hours to just three minutes.

Furthermore, because lidar actively emits laser pulses, it is not affected by ambient lighting conditions. The consistent performance under all lighting conditions combined with JT128's low power consumption enables long tracking sessions up to 12 hours without drift or degradation, ensuring more accurate, usable data and real-time motion capture.

"Motion capture is no longer just a tool for animation or VFX," said Byeoli Choi, CEO of MOVIN. "With lidar as the foundation, we see motion data becoming core infrastructure for physical AI — from live performance to humanoid robotics. Partnering with Hesai accelerates that future."

According to GlobalData, the 3D digitalization market is expected to expand from USD $5 billion in 2019 to USD $154 billion by 2030. Through Hesai's strategic partnership with MOVIN, 3D motion capture technology is no longer limited to specialized studios or high-budget productions — it is now within reach of everyday creators. Cinematographers, game developers, AR/VR studios, VFX studios, VTubers, live streamers, exhibition designers, independent artists, and countless other creators can harness JT128's capabilities to bring their visions to life with unprecedented speed and precision.

Motion capture represents just one facet of JT128's potential, reflecting a broader transformation in robotics driven by advances in AI. As this shift accelerates and robots transition from controlled laboratory settings into real-world environments, high-precision perception has become foundational, with lidar emerging as the "eyes" of physical AI. Since its launch, the JT series has surpassed 200,000 cumulative deliveries, underscoring both accelerating demand and the expanding range of robotics applications it now enables. As lidar increasingly serves as a critical bridge between the physical and digital worlds, JT128 is positioned at the heart of how next-generation robots perceive and interact with their surroundings.

Hesai has already deployed its advanced lidar solution across a broad spectrum of robotics applications, including robotaxis, robotrucks, last-mile delivery robots, lawnmower robots, cleaning robots, AGVs, AMRs, and many more. At CES 2026, visitors can experience JT128's performance and capabilities firsthand through leading innovators such as DREAME (lawn-mowing robot), Vbot (intelligent companion robot), Realsee (3D spatial digitalization device), and MOVIN (3D motion-capture device). These solutions will be showcased at Hesai's booth in the Las Vegas Convention Center West Hall, Booth 5601.

View original content to download multimedia:https://www.prnewswire.com/news-releases/hesai-announces-partnership-with-movin-redefining-the-future-of-3d-motion-capture-302652274.html

SOURCE Hesai Technology

FAQ

What did Hesai (HSAI) announce on January 5, 2026 regarding MOVIN?

Hesai announced a partnership to supply its JT128 lidar for MOVIN's TRACIN real-time 3D motion-capture devices.

How does JT128 improve motion capture for MOVIN's TRACIN device?

JT128 provides a 360°×189° field of view, 128-channel high-resolution point clouds and low latency for real-time full-body tracking.

What operational benefits did Hesai cite for JT128 in MOVIN applications?

Hesai cited reduced blind spots, setup time cut from two hours to three minutes, and up to 12 hours of drift-free tracking.

Will Hesai demonstrate JT128 and MOVIN at CES 2026?

Yes — JT128-enabled solutions, including MOVIN TRACIN, will be shown at Hesai's CES 2026 booth in West Hall, Booth 5601.

How widely deployed is Hesai's JT series as of this announcement?

Hesai reported the JT series has exceeded 200,000 cumulative deliveries since launch.