Hesai Ranks No.1 in the World for Lidar Patents by KnowMade

Rhea-AI Summary

Hesai (HSAI) was ranked No.1 among lidar pure players for total patent holdings and patent families in KnowMade's LiDAR for Automotive Patent Landscape Analysis 2025. As of November 2025, the company reported 2,071 granted patents and pending applications and led in key segments including SPAD/SiPM, VCSEL, APD, anti-interference, MEMS, and 1550nm technologies. Hesai cited 33 anti-interference patent families, an IPE engine sampling at 24.6 billion times per second that removes over 99.9% environmental noise, and a patent strength index of 2,549 (ranking third globally). In 2025 Hesai delivered >1.6 million lidar units and plans to double capacity to 4 million units with a new Thailand factory.

Positive

• Total of 2,071 granted patents and pending applications
• 33 anti-interference patent families
• IPE sampling at 24.6 billion times per second with >99.9% noise removal
• Delivered >1.6 million lidar units in 2025; cumulative >2 million
• 16 in-house ASICs AEC-Q qualified; 185 million units delivered

Negative

• Patent strength index 2,549 ranks Hesai third globally behind Bosch and Waymo

News Market Reaction – HSAI

-10.06%

51 alerts

-10.06% News Effect

+3.3% Peak Tracked

-2.7% Trough Tracked

-$461M Valuation Impact

$4.12B Market Cap

1.3x Rel. Volume

On the day this news was published, HSAI declined 10.06%, reflecting a significant negative market reaction. Argus tracked a peak move of +3.3% during that session. Argus tracked a trough of -2.7% from its starting point during tracking. Our momentum scanner triggered 51 alerts that day, indicating high trading interest and price volatility. This price movement removed approximately $461M from the company's valuation, bringing the market cap to $4.12B at that time.

Data tracked by StockTitan Argus on the day of publication.

PALO ALTO, Calif., Jan. 26, 2026 /PRNewswire/ -- In December 2025, KnowMade, a globally renowned intellectual property (IP) research firm under Yole Group, released its LiDAR for Automotive Patent Landscape Analysis 2025, recognizing Hesai as a leader in the global lidar industry. In the report, Hesai ranks first among lidar companies in both total patent holdings and overall patent strength, and third globally behind Bosch and Waymo, underscoring the company's sustained technological innovation and established leadership in the lidar market.

From 2021 to 2025, Hesai has been leading the industry in total patent holdings, building a multi-country, multi-tiered patent network across key technologies, including lidar ASICs, optical systems, signal processing, and functional safety. As of November 2025, the company had accumulated a total of 2,071 granted patents and pending applications, maintaining the highest number lidar-related patents across key automotive and robotics markets worldwide.

Lidar IP Leadership 2021–2025: Hesai Ranks No.1 Among LiDAR Pure Players

Hesai's Extensive Patent Portfolio Set Global Trends in the Lidar Technology

Since July 2021, Hesai has filed over 920 patent applications, forming 558 patent families, including 400 new invention patents. This portfolio is underpinned by a clear vision built on two pillars. First, the company is establishing a global patent protection network across all major markets, leveraging multiple international mechanisms, including the Patent Cooperation Treaty (PCT), the U.S. patent system, and the European patent framework. Second, the company's patents cover the entire lidar value chain, from emission (VCSEL) and reception (SPAD/SiPM, APD) to system integration, while securing leading positions in segments such as anti-interference, 1550nm technology, MEMS, metasurfaces, and AI. This leadership is not merely quantitative but reflects a systematic, forward-looking technological approach that provides critical IP support for continuous product iteration and reinforces its competitiveness on a global scale.

Global Leader in Anti-Interference Patents

Driven by a strong focus on safety, anti-interference has become a core pillar of lidar reliability. KnowMade's report recognizes Hesai as the industry leader in this area, holding 33 anti-interference patent families that ensure dependable performance in complex real-world environments. The company's proprietary Intelligent Processing Engine (IPE) combines ultra-high-speed sampling at 24.6 billion times per second with intelligent filtering that removes over 99.9% of environmental noise. This significantly enhances perception accuracy under challenging conditions and enables reliable all-weather sensing regardless of lighting.

To further strengthen safety and detection reliability, Hesai has developed Addressable Photon Isolation (API) technology that enables independent control of each laser transmit and receive channel, mitigating blooming and ensuring high-precision point clouds even in challenging weather scenarios such as rain or fog.

Core Components Developed 100% In-House, Leading the Industry with Total SPAD/SiPM Patents

Additionally, Hesai also ranks first globally in patent holdings across three core lidar components: SPAD/SiPM detectors, VCSEL emitters, and APD detectors. In the SPAD/SiPM segment, the company's patent portfolio is twice as much of the second-ranked company, Bosch, and up to forty times larger than those of other industry peers.

After four generations of ASIC platform development, Hesai is the only lidar company in the world to develop all seven core components in-house, including its laser transmitter, receiver, driver, TIA, ADC, digital signal processor, and controller. Sixteen of Hesai's in-house developed ASICs have received AEC-Q automotive qualification, with total deliveries reaching 185 million units, ranking no.1 in the lidar industry globally.

Leading the World in Lidar Patent Strength

"Patent strength" reflects a combination of factors, including the number of granted patents, forward citations, geographic coverage, and active patent families. The report names Hesai a world leader not only in patent quantity but also in overall patent strength. The company's patent portfolio features a strength index of 2,549, an average family strength of 4.57, and a technological impact factor of 0.20, ranking third globally behind Bosch and Waymo.

In 2025, Hesai achieved a landmark year, delivering over 1.6 million lidar units, including 1.4 million lidars for ADAS and over 200,000 units for the robotics market. The company's cumulative deliveries surpassed 2 million units in November, making Hesai the first lidar company worldwide to reach this achievement.

At CES 2026, Hesai announced plans to double its annual production capacity to 4 million units and the construction of a new factory in Thailand. The company also established a strategic partnership with Nvidia to advance large-scale deployment of L4 autonomous driving, marking a major step forward in the company's global expansion.

Looking ahead to 2026, Hesai will maintain its focus on the automotive and robotics markets, advancing global smart mobility and embodied intelligence through continuous innovation and reliable large-scale production. As a critical "eye" for AI infrastructure, Hesai is dedicated to making safer, smarter perception capabilities a standard in the era of connected intelligence.

Read the full report here: https://www.knowmade.com/patent-analytics-services/patent-report/semiconductor-patent-landscape/sensing-imaging-patent-landscape/lidar-for-automotive-patent-landscape-analysis-2025/

 

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SOURCE Hesai Technology

FAQ

What did KnowMade rank Hesai (HSAI) for in the LiDAR Patent Landscape Analysis 2025?

KnowMade ranked Hesai No.1 among lidar pure players for total patent holdings and patent families in the 2025 analysis.

How many patents did Hesai report as of November 2025 for HSAI?

Hesai reported a total of 2,071 granted patents and pending applications as of November 2025.

What anti-interference IP does Hesai claim for HSAI products?

Hesai holds 33 anti-interference patent families and describes an IPE engine that samples at 24.6 billion times per second, removing over 99.9% of environmental noise.

How many lidar units did Hesai (HSAI) deliver in 2025 and cumulatively?

Hesai delivered over 1.6 million lidar units in 2025 and surpassed 2 million cumulative deliveries in November 2025.

What production expansion did Hesai announce at CES 2026 for HSAI?

Hesai announced plans to double annual production capacity to 4 million units and build a new factory in Thailand.

How does Hesai rank in patent strength compared with Bosch and Waymo for HSAI?

Hesai's patent strength index is 2,549, which ranks it third globally behind Bosch and Waymo.