Hesai Showcases Next-Gen High-Performance Lidars at IAA Mobility 2025, Mass Production Expected in 2026
Rhea-AI Summary
Hesai Technology (NASDAQ: HSAI), a global lidar solutions leader, is unveiling its next-generation lidar portfolio at IAA Mobility 2025 in Munich. The showcase features three key products: the ETX, an ultra-long-range lidar with industry-leading 800-channel count and 400m range; the FTX, a fully solid-state blind-spot lidar; and the ATX for L2 assisted driving.
The flagship ETX, built on Hesai's fourth-generation technology platform, features breakthrough innovations including Photon Vector Technology (PVT), Addressable Photon Isolation (API), and Intelligent Point Cloud Engine (IPE). The FTX complements ETX with a 180° x 140° field of view and 66% weight reduction from its predecessor. Both products are scheduled for mass production in 2026, with ETX already selected by a global OEM for multiple vehicle models.
Positive
- ETX achieves industry-leading 800-channel count and 400m ranging capability
- ETX's compact design is 35% smaller than comparable products
- FTX delivers 180° x 140° field of view with doubled resolution
- ETX already secured contract with global OEM for multiple vehicle models
- 95% reduction in false positive rate achieved by ETX in challenging conditions
Negative
- Mass production timeline extends to 2026, indicating lengthy time to market
- Products still in development phase, pending real-world validation
News Market Reaction 40 Alerts
On the day this news was published, HSAI gained 7.63%, reflecting a notable positive market reaction. Argus tracked a peak move of +9.0% during that session. Our momentum scanner triggered 40 alerts that day, indicating elevated trading interest and price volatility. This price movement added approximately $287M to the company's valuation, bringing the market cap to $4.04B at that time.
Data tracked by StockTitan Argus on the day of publication.
Among the highlights is Hesai's automotive-grade ultra-long-range lidar ETX, setting a new industry benchmark with the world's highest channel count and ranging capability (1). Complementing ETX, the fully solid-state FTX fills perception blind spots for L3/L4 vehicles with the world's widest field of view. Hesai will also showcase ATX, its best-selling lidar for L2 assisted driving, which continues to lead the market.
ETX - Redefining High-Performance Lidar's Capability
As the star product of Hesai's IAA Mobility showcase, ETX stands out with its unmatched 800-channel count, 400 m ranging capability at
ETX's performance breakthroughs are powered by Hesai's fourth-generation technology platform, featuring three core modules:
- Photon Vector Technology (PVT): Hesai customizes high-power VCSEL laser arrays to dramatically improve photon transmission and reception efficiency, boosting ranging capability by
30% while reducing its size and power consumption. - Addressable Photon Isolation (API): Hesai's addressable photon isolation, built on independently addressable transceiver components, enables independent driving of laser transmit and receive channels. At the hardware level, this mitigates channel blooming found in traditional SPAD lidars, ensuring high-precision point clouds. In challenging scenarios such as highly reflective objects or rain and fog, ETX achieves a breakthrough with a
95% reduction in false positive rate (3). - Intelligent Point Cloud Engine (IPE): Built on principals of quantum optics, this engine leverages 24.6 billion samples/sec ultra-fast sampling to remove over
99.9% of environmental noise in challenging conditions such as rain, fog, dust, or vehicle exhaust.
ETX has already been selected by a global OEM for multiple vehicle models. Mass production is expected in 2026, accelerating large-scale deployment of L3 autonomous driving worldwide.
Visitors will have the first opportunity to experience ETX's behind-the-windshield solution and live point cloud demonstration at Hesai's (Hall B3, Booth A10), made possible through collaborations with leading windshield manufacturers AGC Wideye and Saint-Gobain Sekurit.
Wideye® by AGC, AGC's department focusing on ADAS and autonomous vehicles, offers high performance glass solutions that enable reliable, efficient and design-oriented sensor integration. Wideye® by AGC will be showcasing Hesai's ETX live demo at booth B10, hall A1.
Saint-Gobain Sekurit is a global leader in automotive glazing systems, delivering innovative and sustainable solutions for OEMs worldwide. The company designs tailored glazing systems that combine high performance, safety and elegance while focusing on passengers comfort and emotions. As a trusted partner, Saint-Gobain Sekurit makes every drive a great experience.
"Saint-Gobain partnered with Hesai to push the boundaries of lidar integration behind the windshield, combining optical performance with seamless in-cabin design. This solution empowers automakers to deliver safer, smarter, and more elegant ADAS systems at industrial scale," says A. Jaafar, Innovation Manager of Saint-Gobain Sekurit.
FTX – The Final Piece in Completing the Puzzle of L3 Autonomous Driving
At IAA Mobility 2025, Hesai is also showcasing the FTX, a fully solid-state blind-spot lidar that represents the critical missing piece for L3 autonomous driving. Leveraging solid-state electronic scanning, FTX delivers up to 180° x 140° field of view with more than double the resolution of its previous generation. It is
As a powerful blind-spot lidar, FTX works in tandem with ETX to form Hesai's Infinity Eye B solution, delivering panoramic perception for L3 and L4 autonomous driving. With its next-generation lidar portfolio, Hesai continues to push the boundaries of lidar technology, empowering automakers to accelerate the safe and scalable adoption of autonomous mobility.
Notes:
- Refers to long-range automotive lidars at mass or near-mass production stage.
- Compared with high-performance lidars with over 500 channels.
- Internal Hesai testing; actual performance may vary depending on environment and configuration.
- Compared with previous-generation solid-state lidar FT120.
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SOURCE Hesai Technology

