Hesai Becomes the World's First Lidar Company to Produce 1 Million Units in 2025

Rhea-AI Summary

Hesai (NASDAQ: HSAI) announced it produced its 1,000,000th lidar unit in 2025, making it the first lidar company to exceed one million units in annual production. Hesai reported cumulative deliveries of 1.37 million units as of Q2 2025 and a planned 2025 production capacity of 2 million units with annual deliveries projected at 1.2–1.5 million units. The company cites fully automated lines that can produce one lidar every 20 seconds, an in‑house Smart Cloud MES for traceability, independent development of seven key lidar components, and mass‑production contracts across AT/ET/FT/XT/OT/JT series. Hesai also noted JT series deliveries exceeded 100,000 units in five months and 120 vehicle models across 24 OEMs are scheduled for production 2025–2027.

Positive

• Produced 1,000,000 lidar units in 2025
• Cumulative deliveries of 1.37M units as of Q2 2025
• Planned 2025 capacity of 2M units
• Projected annual deliveries of 1.2–1.5M units
• Automated lines produce 1 unit every 20 seconds
• JT series > 100,000 deliveries within five months

Negative

• None.

Insights

Manufacturing and Operations Analyst

Hesai scaled automated production to reach one million lidar units in 2025, validating high-volume manufacturing capability.

What it means: Hesai demonstrates reproducible, high-speed manufacturing with fully automated lines that can produce a unit every 20 seconds and an in‑house Smart Cloud MES for traceability and quality control. This shows the company has moved beyond low-volume prototyping to industrialized output.

Why it matters: Reliable, high-throughput production reduces unit-level execution risk for large contracts and supports the company’s stated 2025 capacity target of 2 million units. Robust traceability and component self-sufficiency (all seven key components developed internally) materially lower supply-chain and quality risks cited in the release.

Monitorable metric: the company’s planned 2025 production capacity of 2 million units and projected annual deliveries of 1.2–1.5 million units.

Market and Commercial Strategy Analyst

Hesai claims market leadership and large OEM and robotics footprints tied to its million‑unit production milestone.

What it means: The release lists multiple mass‑production contracts across ADAS and robotics, cites > 120 vehicle models with production scheduled 2025–2027, and reports cumulative deliveries of 1.37 million units as of Q2 2025. Those items indicate broad commercial traction with automakers and robotaxi providers.

Why it matters: Secured OEM programs and supplier rankings (three No. 1 positions claimed) support sustained demand at scale, which is necessary to absorb the announced capacity. The specific, timebound commitments (model counts and delivery totals) provide concrete evidence of market adoption rather than marketing rhetoric.

Monitorable metric: the company’s projected annual deliveries of 1.2–1.5 million units in 2025.

PALO ALTO, Calif., Oct. 3, 2025 /PRNewswire/ -- Hesai Technology (NASDAQ: HSAI; HKEX: 2525), a global leader in lidar solutions, today announced the production of its 1,000,000th lidar unit in 2025, making it the first lidar company worldwide to exceed one million units in annual production. This achievement underscores Hesai's capability to deliver large-scale, high-quality lidar at unprecedented speed.

This milestone also marks Hesai's achievement of its first corporate vision since founding: "By 2025, enable 1% of vehicles worldwide with 3D perception*."

"The 2025 vision we had set is now within reach, and it is a proud moment for us," said Hesai's Co-Founder and CEO, David Li. "The AI era empowers us to dream big and provides the foundation to realize those dreams. We will continue to make lidar the 'eye' of intelligent vehicles and robots, advancing toward our goal of elevating human lives."

Hesai's success is built on its industry-leading manufacturing system and in-house R&D capabilities, enabling rapid product iteration, strict quality control, and highly scalable production. Its fully automated production lines—capable of producing one lidar every 20 seconds—leverage advanced manufacturing technologies to ensure speed and consistency at scale.

Hesai's proprietary Smart Cloud MES system enables full-chain traceability, real-time quality management, and micro-level line control, preventing defective products from leaving the factory. Hesai is also the only company in the industry to independently develop all seven key lidar components. Its product portfolio—including the AT, ET, FT, XT, OT and JT series—has secured numerous global mass-production contracts.

With explosive demand in ADAS and robotics applications, Hesai currently holds three No. 1 positions in the automotive lidar market worldwide: No. 1 in overall automotive lidar market share, No. 1 in ADAS lidar market share, and No. 1 in Level 4 autonomous driving lidar market share.

In ADAS, Hesai lidar has become a standard safety feature, with over 120 vehicle models across 24 OEMs scheduled for production between 2025 and 2027. Key partners include a top European OEM, a leading global automaker in NEV sales, Li Auto, Xiaomi, Changan, Geely, Great Wall Motor, Chery, Zeekr, Leapmotor, SAIC Audi, SAIC-GM, a Toyota joint venture, among other top automakers.

In robotics, Hesai supplies nine of the world's top ten robotaxi service providers, including Motional, Baidu, Didi, Pony.ai, WeRide, and other leading autonomous driving companies. Hesai's JT series lidar achieved cumulative deliveries of over 100,000 units within five months of product launch, setting an industry record.

As of Q2 2025, Hesai has delivered over 1.37 million lidar units cumulatively across ADAS and robotics markets. The company's planned production capacity for 2025 is 2 million units, with annual deliveries projected between 1.2 and 1.5 million units.

*According to S&P Global Mobility's early 2025 forecast, global new car sales in 2025 are expected to reach 89.6 million units, with production totaling 88.7 million units. Source

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SOURCE Hesai Technology

FAQ

What milestone did Hesai (HSAI) announce on October 3, 2025?

Hesai announced it produced its 1,000,000th lidar unit in 2025, the first lidar company to exceed one million units in annual production.

How many lidar units has Hesai (HSAI) delivered cumulatively as of Q2 2025?

Hesai reported 1.37 million cumulative lidar deliveries as of Q2 2025.

What is Hesai’s (HSAI) planned production capacity for 2025?

Hesai’s planned production capacity for 2025 is 2 million lidar units.

What annual delivery range did Hesai (HSAI) project for 2025?

Hesai projected annual deliveries between 1.2 and 1.5 million units for 2025.

Which Hesai lidar series reached rapid market uptake and how fast?

The JT series achieved cumulative deliveries of over 100,000 units within five months of launch.

How many vehicle models and OEMs will use Hesai lidar between 2025–2027?

Hesai stated over 120 vehicle models across 24 OEMs are scheduled for production from 2025 to 2027.