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

Cumulative lidar deliveries surpassed 3.5 million units as Hesai advances a Bangkok factory expected to begin production in 2027.

Rhea-AI Summary

Hesai Group (HSAI) announced that Yole Group ranked it the largest global robotaxi lidar supplier, with a 62% market share. The share covers 2025, compared with 61% in Yole's previous report. Lidar uses light to measure distances for vehicle perception.

Hesai's upgraded ETX platform is undergoing customer validation and has reached information and quotation discussions with robotaxi operators and global automakers. Cumulative lidar deliveries surpassed 3.5 million units as of June 2026. Hesai is advancing construction of a Bangkok manufacturing facility, with production expected to begin in 2027. Its in-house production lines produce one lidar unit every eight seconds, with 100% automation across core processes.

4 points · 0 major

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0 major · 1 point

Hollow bars mark forward-looking points. How the balance works

Positive

• Moderate pointRobotaxi lidar market share reached 62% in 2025, versus 61% in Yole's previous report.
• Minor pointCumulative lidar deliveries surpassed 3.5 million units as of June 2026.
• Minor point. Forward-looking: it has not happened yet and may not happen.Bangkok manufacturing facility construction is advancing, with production expected to commence in 2027.
• Minor pointIn-house production lines deliver one lidar every eight seconds, with 100% automation across core processes.

Negative

• Minor pointUpgraded ETX remains under customer validation, with information and quotation discussions underway.

Key Figures

Robotaxi lidar market share: 62% Prior robotaxi lidar market share: 61% Global robotaxi fleet projection: Approximately 10,000 to 331,000 vehicles +5 more

Robotaxi lidar market share

62%

Global market in 2025, according to Yole Group

Prior robotaxi lidar market share

61%

Yole Group's previous report

Global robotaxi fleet projection

Approximately 10,000 to 331,000 vehicles

2025 to 2031, Yole Group projection

ETX configurations

Up to 4,320 channels

Upgraded ETX lidar platform

ETX maximum detection range

Up to 600 meters

Upgraded ETX lidar platform

Cumulative lidar deliveries

More than 3.5 million units

As of June 2026

Manufacturing automation

100%

Across core processes on in-house production lines

Production cadence

One lidar unit every 8 seconds

Current in-house production lines

Key Terms

lidar, time-of-flight, point cloud, rfi, +1 more

5 terms

lidar technical

"Hesai held a 62% share of the global robotaxi lidar market in 2025"

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.

time-of-flight technical

"combines RGB sensing and time-of-flight ranging at the chip level"

A time-of-flight measurement records how long particles, molecules, or pulses of energy take to travel from one point to another; the travel time is then used to identify what those particles are or to build an image. Think of it like timing how long different runners take to cross a track to tell them apart. Investors care because faster, more precise time-of-flight technology can improve diagnostic accuracy, lab throughput, product competitiveness, regulatory approval chances, and ultimately device or instrument market value.

point cloud technical

"in a precisely aligned point cloud"

A point cloud is a digital collection of many individual dots in three-dimensional space that together represent the shape and surface of a physical object, area, or scene, typically captured by sensors such as LIDAR or 3D cameras. Investors care because point clouds are the raw material for mapping, inspection, simulation and autonomous navigation; their quality and volume determine how well a company can build products, cut manual work, reduce risk, and monetize location or asset data.

rfi technical

"has progressed to RFI and RFQ discussions with leading robotaxi operators"

An RFI (request for information) is a formal query from a regulator, customer, investor, or potential partner asking a company for facts, documents, or clarifications about its operations, products, or proposals. For investors, an RFI matters because it often signals due diligence, potential regulatory scrutiny, or the start of a deal process—like neighbors asking questions before approving a shared project—and the answers can affect a company's revenue prospects or compliance risk.

rfq technical

"has progressed to RFI and RFQ discussions with leading robotaxi operators"

A request for quote (RFQ) is a formal ask from a buyer to a seller for the current price and terms to buy or sell a specific financial instrument, like bonds, stocks, or derivatives. It matters to investors because RFQs reveal the real-time cost and availability of a trade—similar to asking several stores for the price of the same item—helping investors compare offers, find the best execution, and assess market liquidity and transaction risk.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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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.

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SOURCE Hesai Group

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What was Hesai's share of the global robotaxi lidar market in 2025?

Hesai held 62% of the global robotaxi lidar market in 2025, according to Yole Group's Robotaxi 2026 report. Yole's previous report put its share at 61%.

Which autonomous-vehicle programs have selected Hesai lidar?

Hesai lidar has been selected for programs including Baidu Apollo Go, Pony.ai, WeRide, DiDi, Motional, Aurora and KargoBot. The selections cover Level 4 robotaxis and autonomous-vehicle programs worldwide.