Hesai Unveils "Infinity Eye" Lidar Solution for L2, L3 and L4 Autonomous Driving Systems

Rhea-AI Summary

Hesai Group (NASDAQ: HSAI) has launched its new 'Infinity Eye' lidar solution for autonomous driving systems, featuring three configurations: A, B, and C. The solution includes three next-generation products: ETX ultra-long-range lidar, AT1440 ultra-high-definition lidar, and FTX fully solid-state blind spot lidar.

Key highlights include:

• Infinity Eye A (L4): Combines four AT1440 and four FTX lidars for 360° coverage
• Infinity Eye B (L3): Features ETX lidar with 400-meter range and two FTX lidars
• Infinity Eye C (L2): Uses ATX lidar with 200-meter range and 256 channels

The company's ATX lidar has already been selected by 11 major OEMs and delivered over 50,000 units. Hesai projects deliveries of 1.2-1.5 million lidar units in 2025, supported by production capacity of 2 million units annually.

Positive

• ATX lidar already adopted by 11 major OEMs including BYD, Chery, Great Wall Motors, and Changan
• 50,000+ ATX units delivered as of mid-April 2025
• Production capacity of 2 million units annually with 85% component commonality
• Projected deliveries of 1.2-1.5 million lidar units in 2025
• ETX secured multi-year nominations from leading European OEM

Negative

• Mass production of AT1440 delayed until second half of 2025
• ETX mass production won't start until end of 2026

Insights

Automotive Technology Expert

Hesai's new Infinity Eye lidar lineup delivers superior specs across all autonomous driving levels with confirmed OEM adoption and production scaling.

Hesai's new Infinity Eye lidar solution marks a significant technological leap in autonomous driving sensors with three specialized configurations targeting different autonomy levels. The AT1440 ultra-high-definition lidar delivers 1,440 channels and an exceptional 34 million points per second - providing 45 times the point cloud density of mainstream automotive lidars. Meanwhile, the ETX achieves an industry-leading 400-meter range at 10% reflectivity with 8x resolution improvements over previous generations.

The FTX stands out with its ultra-wide 180° × 140° field of view, effectively eliminating blind spots while detecting low-profile obstacles like curbs and small animals. This comprehensive sensor suite is built on Hesai's fourth-generation proprietary technology platform featuring an Intelligent Point Cloud Engine that filters 99.9% of environmental noise for reliable all-weather performance.

What's particularly impressive is the commercial traction already achieved. The ATX has secured nominations from 11 major OEMs including BYD, Chery, and Great Wall Motors, with 50,000 units already delivered. The AT1440 will begin mass production in H2 2025, while the ETX will follow in late 2026. With 85% component commonality across product lines and 2 million unit annual production capacity, Hesai is well-positioned to meet their projected 1.2-1.5 million lidar deliveries in 2025.

Financial Analyst

Hesai demonstrates strong market position with new product suite, confirmed OEM adoption, and capacity to deliver 1.2-1.5 million units in 2025.

Hesai's comprehensive Infinity Eye launch strategically targets the entire autonomous driving spectrum from L2 to L4, significantly expanding their total addressable market. The company has demonstrated exceptional commercial momentum with their ATX lidar already selected by 11 major OEMs including BYD, Chery, and Great Wall Motors, while securing multi-year nominations from a leading European manufacturer for their new ETX model.

Production execution appears strong with 50,000 ATX units already delivered by mid-April, and a clear scaling roadmap: AT1440 enters mass production in H2 2025, followed by ETX in late 2026. The company's projection of 1.2-1.5 million lidar deliveries in 2025 signals confidence in near-term revenue growth potential.

Hesai's platform-based approach with 85% component commonality across product lines enables manufacturing efficiency while their 2 million unit annual production capacity positions them to meet surging demand. The diversification beyond automotive into robotics (with 1,700+ partners) provides additional growth channels and reduces sector-specific risk.

With the ATX already becoming a standard safety component on several mass-production vehicles launched this year, Hesai is demonstrating the ability to convert technological innovation into commercial adoption - critical for sustained growth in the competitive lidar market.

SHANGHAI, April 21, 2025 /PRNewswire/ -- Hesai Group (Nasdaq: HSAI), a global leader in lidar technology, officially launched its groundbreaking lidar solution for L2 to L4 autonomous driving - Infinity Eye - along with three next-generation automotive-grade lidar products: the ETX ultra-long-range lidar, the AT1440 ultra-high-definition lidar, and the FTX fully solid-state blind spot lidar.

The solution includes three configurations - Infinity Eye A, Infinity Eye B, and Infinity Eye C - each tailored to meet the specific requirements of L4+ high-level autonomous systems, L3 conditional autonomous driving, and L2 assisted driving, respectively.

Infinity Eye A: Ultra-High Definition, Zero Blind Spot Perception for L4 Autonomous Driving

Infinity Eye A is designed for L4 autonomous driving systems and combines four ultra-high-definition AT1440 lidar with four solid-state FTX lidar, offering full 360° coverage with zero blind spots. This configuration provides both long-range and short-range detection, ensuring comprehensive awareness for autonomous applications like Robotaxis and Robotrucks.

The AT1440 is the world's highest-channel-count automotive-grade ultra-high-definition lidar^[1]. Powered by Hesai's fourth-generation proprietary chip, it features 1,440 channels and a ranging capability of 300 meters @ 10% reflectivity. AT1440 ultilizes cutting-edge high-efficiency photodetection and parallel processing technology, increasing lidar channel count by 10 times compared to similar products on the market. With a point rate exceeding 34 million points per second, the AT1440 delivers over 45 times^[2] the point cloud density of mainstream automotive lidars. This enables highly precise perception of small objects on complex urban roads, as well as subtle surface changes like bumps and dips.

The AT1440 will enter mass production in the second half of 2025, debuting on Kargobot's first-ever future transport robot, and will also be deployed in Kargobot's mass-produced L4 autonomous truck platooning solution, supporting the large-scale commercialization.

The FTX is the world's widest field-of-view fully solid-state lidar, featuring an ultra-wide 180° × 140° field of view^[3]. It delivers over twice the resolution of the previous generation while reducing the exposed window area by 40%. FTX effectively covers blind spots around the vehicle and accurately detects low-profile obstacles such as curbs, pets, and other small objects—enabling precise automated parking. Additionally, it can monitor fast-approaching vehicles from the rear and sides in real time, providing critical support for safe lane change decisions.

Infinity Eye B: Extended Range and Comprehensive Perception for L3 Autonomous Driving

Infinity Eye B is tailored for L3 conditional autonomous driving systems, featuring a forward-facing, long-range ETX lidar in combination with two FTX lidar for blind-spot detection. This multi-lidar configuration balances extended ranging capability with wide-angle field-of-view perception, essential for L3 driving tasks, where the vehicle must take over in certain situations while allowing for human intervention.

The ETX is an automotive lidar with the world's longest ranging capability, designed for L3. It can be mounted behind the cabin's windshield and, with a compact 32 mm sensor window, achieves an impressive 400-meter range at 10% reflectivity. Powered by Hesai's proprietary Photon Vector Technology, ETX extends ranging capabilities by 30% all while maintaining Class 1 eye safety compliance and reducing size and power consumption. With an angular resolution of 0.05° (H) × 0.05° (V), the ETX offers eight times the resolution of the AT128 lidar. It has already secured multi-year nominations from a leading European OEM, with mass production set to begin by the end of 2026.

Infinity Eye C: Compact and Powerful Lidar for L2 ADAS

Infinity Eye C is optimized for L2 advanced driver assistance systems (ADAS), featuring the compact yet powerful ATX lidar. With a 200-meter ranging capability at 10% reflectivity, up to 256 channels, and an angular resolution of 0.1° × 0.1°, enabling accurate detection of distant obstacles. Equipped with Hesai's proprietary Intelligent Point Cloud Engine (IPE), the ATX can filter out over 99.9% of environmental noise, ensuring stable, all-weather perception. Its ultra-compact design and ultra-low power consumption allow for flexible integration into the vehicle body or behind the windshield, offering automakers greater flexibility in installation.

ATX has already been selected by 11 major OEMs, including BYD, Chery, Great Wall Motors, and Changan. Since entering mass production in the first quarter of 2025, over 50,000 units have been delivered as of mid-April, with the ground-breaking sensor already becoming a standard feature as safety component on several mass-production models that launched this year.

Next-Generation Technology Platform Redefine Lidar Performance

Hesai's fourth-generation proprietary technology platform represents a major enhancement in lidar performance, size, and manufacturability. By integrating advanced capabilities such as advanced photonic sensing and signal processing into a high-efficiency module, the new platform can deliver greater point cloud density with lower power consumption requirements, transforming the way lidar sensors are produced and delivered at scale.

The platform's proprietary Intelligent Point Cloud Engine (IPE) decodes laser return waveforms with nanosecond-level precision, processing 24.6 billion samples per second. In adverse conditions such as rain, fog, dust, or exhaust, the IPE intelligently filters out over 99.9% of environmental noise, enabling all-weather perception with enhanced accuracy - providing reliable perception for autonomous driving systems.

A Scalable Portfolio for Automotive, Robotics, and Industrial Markets

Hesai's platform-based approach supports a diverse product range across automotive, robotics, and industrial applications. The AT Series (ultra-high resolution), FT Series (fully solid-state), ET Series (ultra-long-range), and JT Series (mini 3D) all leverage the same core technology platform, ensuring efficient scalability.

With over 85% component commonality across product lines, and fully automated production lines capable of producing 2 million units annually, Hesai is well-positioned to meet surging demand across the ADAS and robotics markets. The Company projects deliveries of between 1.2 and 1.5 million lidar in 2025.

In Robotics, Hesai's expansive sensor portfolio including Pandar, QT, OT, XT, and JT series lidar have been widely adopted for autonomous delivery, cleaning, lawn care, and logistics robots. The Company collaborates with over 1,700 robotics partners globally, including Dreame, Zelos, VitaDynamics, and Unitree Robotics, accelerating innovation in the billion-dollar robotics market.

[1] Among products that have reached mass production level maturity.

[2] Compared to long-range automotive lidars operating at a point frequency of 750,000 points per second.

[3] FTX offers three horizontal field-of-view (FOV) options: 120°, 140°, and 180°.

 

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SOURCE Hesai Technology

FAQ

What are the three configurations of Hesai's Infinity Eye lidar solution?

Infinity Eye A for L4+ autonomous systems, Infinity Eye B for L3 conditional autonomous driving, and Infinity Eye C for L2 assisted driving.

How many ATX lidar units has HSAI delivered and which manufacturers use them?

Over 50,000 ATX units delivered as of mid-April 2025, with 11 major OEMs including BYD, Chery, Great Wall Motors, and Changan adopting the technology.

What is the projected lidar delivery volume for HSAI in 2025?

Hesai projects deliveries between 1.2 and 1.5 million lidar units in 2025.

What is the range capability of HSAI's ETX lidar for L3 autonomous driving?

The ETX lidar achieves a 400-meter range at 10% reflectivity and can be mounted behind the windshield.

How does HSAI's AT1440 lidar compare to existing market solutions?

AT1440 increases lidar channel count by 10 times and delivers over 45 times the point cloud density compared to mainstream automotive lidars.