Hesai Secures New Lidar Design Win from Toyota

Rhea-AI Summary

Hesai Technology (Nasdaq: HSAI) has secured a significant design win from Toyota for its long-range automotive lidar ATX. The system will be integrated into Toyota's new energy vehicle model, manufactured by Toyota's joint venture in China, with mass production scheduled for 2026.

The ATX lidar system features Hesai's most advanced technology platform, with enhanced optical-mechanical design and laser transceiver modules. The system has already gained multiple design wins from various OEMs for their 2025-2026 production lineups. This partnership marks Hesai's first major collaboration with Japan's automotive industry.

Positive

• Secured major design win from Toyota, a leading global automaker
• ATX lidar system already selected by multiple OEMs for 2025-2026 production
• Entry into Japanese automotive market, expanding geographical presence
• Mass production scheduled for 2026, indicating long-term revenue potential

Negative

• Production timeline extends to 2026, indicating delayed revenue impact
• Specific contract value and volume details not disclosed

Insights

Automotive Technology Analyst

Hesai's Toyota partnership validates its lidar technology leadership, expanding market reach into Japanese automotive industry with mass production slated for 2026.

This partnership with Toyota represents a significant commercial validation for Hesai's lidar technology. The selection of Hesai's ATX long-range automotive lidar by one of the world's largest automakers strengthens Hesai's market position in the highly competitive automotive lidar space.

The design win specifically targets a new energy vehicle model from Toyota's Chinese joint venture, with mass production scheduled for 2026. This timeline aligns with the broader industry shift toward more advanced driver-assistance systems (ADAS) in electric vehicles, where lidar serves as a critical sensor for enhanced safety and autonomous capabilities.

Notably, this deal marks Hesai's entry into the Japanese automotive ecosystem—a traditionally difficult market for foreign technology suppliers to penetrate. Toyota's selection suggests Hesai's technology has met the rigorous quality and performance standards Japanese OEMs are known for.

The ATX lidar's appeal appears to be its balance of performance and form factor. Hesai mentions the ATX has already secured multiple design wins with various OEMs planning to implement it as a standard feature in 2025-2026 production vehicles, indicating growing market traction.

For Hesai, this partnership represents both immediate validation and potential for expanded business across Toyota's extensive vehicle lineup if the initial implementation proves successful. The Chinese joint venture angle also positions Hesai to benefit from China's rapidly growing electric vehicle market while establishing credentials with global automakers.

PALO ALTO, Calif., Aug. 14, 2025 /PRNewswire/ -- Today, Hesai Technology (Nasdaq: HSAI), a global leader in lidar solutions, announced a new design win from Toyota, one of the world's largest automakers. The new energy model, to be manufactured by a joint venture of Toyota based in China, will feature Hesai's long-range automotive lidar ATX, and is scheduled to enter mass production in 2026.

This Toyota joint venture is accelerating its transition to electrification and intelligence: new-energy models now drive its growth, while its industry-leading advanced driver-assistance systems sets a new pace. Powered by a robust local R&D ecosystem, it seamlessly integrates global engineering standards with Chinese innovation, delivering smarter, greener mobility at scale.

This partnership not only reaffirms Hesai's market leadership in lidar—securing endorsement from a world-renowned automaker—but also inaugurates a new chapter of Hesai's collaboration with Japan's automotive industry.

Hesai's ATX integrates the company's most advanced technology platform, delivering comprehensive upgrades to its optical-mechanical design and laser transceiver modules. It combines a compact form factor with powerful performance, making it a popular choice among leading OEMs. ATX has already secured design wins across multiple models with several OEMs planning to adopt it a standard feature in their 2025–2026 production lineups.

Moving forward, Hesai will leverage its cutting-edge lidar R&D and manufacturing capabilities to empower Toyota in setting a new benchmark for joint venture brands in the new energy vehicle market. Together, the two companies will strive to deliver the best-in-class intelligent driving experience for the mass market, with a shared commitment to making driver-assistance systems safer, more comfortable, and more intelligent.

 

View original content:https://www.prnewswire.com/news-releases/hesai-secures-new-lidar-design-win-from-toyota-302530251.html

SOURCE Hesai Technology

FAQ

What is the new partnership between Hesai Technology (HSAI) and Toyota?

Hesai Technology has secured a design win from Toyota to provide its ATX long-range automotive lidar for Toyota's new energy vehicle model in China, with mass production starting in 2026.

What is the significance of Hesai's (HSAI) Toyota design win?

The partnership represents Hesai's first major collaboration with Japan's automotive industry and validates their technology through endorsement from a world-renowned automaker.

When will Toyota start mass production of vehicles with Hesai's (HSAI) lidar?

Mass production of Toyota's new energy vehicles featuring Hesai's ATX lidar is scheduled to begin in 2026.

What are the key features of Hesai's (HSAI) ATX lidar system?

The ATX lidar system features advanced optical-mechanical design, enhanced laser transceiver modules, and combines compact form factor with powerful performance.

Which other companies are using Hesai's (HSAI) ATX lidar system?

While specific companies weren't named, Hesai's ATX has secured multiple design wins from various OEMs for their 2025-2026 production lineups.