Hesai Secures New Lidar Design Win from Toyota
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.
Hesai Technology (Nasdaq: HSAI) ha ottenuto un importante ordine di progettazione da parte di Toyota per il suo lidar automotive a lunga portata ATX. Il sistema sarà integrato nel nuovo modello di veicolo elettrico di Toyota, prodotto dalla joint venture di Toyota in Cina, con produzione di massa prevista per il 2026.
Il lidar ATX incorpora la piattaforma tecnologica più avanzata di Hesai, con un design ottico-meccanico migliorato e moduli trasmittenti laser aggiornati. Il sistema ha già raccolto diversi contratti di progettazione da vari OEM per le loro linee di produzione 2025-2026. Questa collaborazione rappresenta la prima grande partnership di Hesai con l’industria automobilistica giapponese.
Hesai Technology (Nasdaq: HSAI) ha conseguido una importante adjudicación de diseño por parte de Toyota para su lidar automotriz de largo alcance ATX. El sistema se integrará en el nuevo modelo de vehículo de energía de Toyota, fabricado por la joint venture de Toyota en China, con producción en serie prevista para 2026.
El lidar ATX cuenta con la plataforma tecnológica más avanzada de Hesai, con un diseño óptico-mecánico mejorado y módulos transmisores láser. El sistema ya ha logrado múltiples adjudicaciones de diseño por parte de varios OEM para sus gamas de producción 2025-2026. Esta asociación marca la primera colaboración importante de Hesai con la industria automotriz japonesa.
Hesai Technology (Nasdaq: HSAI)가 Toyota로부터 자사의 장거리 자동차 라이다 ATX에 대한 중요한 설계 수주를 확보했습니다. 이 시스템은 토요타의 중국 합작법인이 생산하는 새로운 에너지 차량 모델에 통합될 예정이며, 양산은 2026년으로 예정되어 있습니다.
ATX 라이다 시스템은 향상된 광학-기계 설계와 레이저 송수신 모듈을 포함한 Hesai의 가장 진보된 기술 플랫폼을 특징으로 합니다. 이 시스템은 이미 2025–2026년 생산 라인업을 위한 여러 OEM으로부터 다수의 설계 수주를 받았습니다. 이번 파트너십은 일본 자동차 업계와의 Hesai의 첫 주요 협력입니다.
Hesai Technology (Nasdaq: HSAI) a obtenu une importante commande de conception de la part de Toyota pour son lidar automobile longue portée ATX. Le système sera intégré au nouveau modèle de véhicule à énergie de Toyota, fabriqué par la coentreprise de Toyota en Chine, avec une production de série prévue pour 2026.
Le lidar ATX repose sur la plateforme technologique la plus avancée de Hesai, avec une conception opto-mécanique améliorée et des modules émetteurs-récepteurs laser. Le système a déjà remporté plusieurs contrats de conception auprès de divers constructeurs OEM pour leurs gammes de production 2025-2026. Ce partenariat marque la première grande collaboration de Hesai avec l’industrie automobile japonaise.
Hesai Technology (Nasdaq: HSAI) hat einen bedeutenden Designauftrag von Toyota für sein langreichweitiges Automotive-Lidar ATX erhalten. Das System wird in Toyotas neues NEV-Modell integriert, das von Toyotas Joint Venture in China gefertigt wird, wobei Massenproduktion für 2026 geplant ist.
Das ATX-Lidar basiert auf Hesais fortschrittlichster Technologieplattform, mit verbesserter optisch-mechanischer Konstruktion und Laser-Transceiver-Modulen. Das System hat bereits mehrere Designaufträge von verschiedenen OEMs für deren Produktionsprogramme 2025–2026 gewonnen. Diese Partnerschaft ist Hesais erste große Zusammenarbeit mit der japanischen Automobilindustrie.
- 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
- Production timeline extends to 2026, indicating delayed revenue impact
- Specific contract value and volume details not disclosed
Insights
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.
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
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.
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SOURCE Hesai Technology