Hesai Technology Named to Morgan Stanley's Humanoid Tech 25, Surpassing 200,000 Lidar Deliveries
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 15 2025
0mins
Should l Buy HSAI?
Source: PRnewswire
- Industry Recognition: Hesai Technology has been named to Morgan Stanley's exclusive list of the world's 25 most influential robotics companies, being the only lidar company included, which underscores its leadership in 3D perception capabilities and strengthens its competitive position in the rapidly evolving robotics market.
- Surging Market Demand: By 2050, approximately 700 million lidar units will be needed to support 1.4 billion robots, representing a nearly 300-fold increase from 2025 levels, positioning Hesai's technology as a critical enabler to meet this burgeoning demand.
- Delivery Milestone: In 2025, Hesai became the first automotive lidar company to surpass 2 million cumulative deliveries while maintaining the number one market share in ADAS main lidar for nine consecutive months, showcasing its robust manufacturing capabilities and market acceptance.
- Product Expansion: Hesai's JT-series mini 360° 3D robotics lidars have achieved over 200,000 cumulative deliveries since launch, receiving strong market validation across robotics, industrial, logistics, and autonomous driving systems, indicating its broad applicability and reliability in diverse applications.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy HSAI?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on HSAI
Wall Street analysts forecast HSAI stock price to rise
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 25.090
Low
26.70
Averages
29.90
High
33.00
Current: 25.090
Low
26.70
Averages
29.90
High
33.00
About HSAI
Hesai Group is a holding company primarily engaged in providing three-dimensional light detection and ranging (LiDAR) solutions. The Company’s primary business includes the design, development, manufacturing, and sales of LiDAR products. The Company’s main products include the AT series, ET series, and FT series. The Company’s products are used in passenger and commercial vehicles supporting advanced driver assistance systems (ADAS), autonomous vehicles, and robotics. The Company operates in both the domestic and overseas markets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Roundhill Launches Robotaxi ETF Targeting $11.7 Billion Market by 2030
- Market Size Forecast: Goldman Sachs estimates that the robotaxi market could reach $7.3 billion in North America and $11.7 billion in China by 2030, indicating significant growth potential for the industry over the next decade.
- Surge in Ridership: Alphabet's Waymo reported a tripling of ridership to 15 million in 2025, with projections to hit 20 million by year-end, showcasing the accelerating commercialization of autonomous taxis.
- ETF Investment Strategy: Roundhill's CABZ ETF targets global companies tied to autonomous mobility, including Tesla, Uber, and Baidu, aiming to capture growth across the entire value chain rather than betting on a single winner.
- Technology Supply Chain Integration: The CABZ ETF also includes companies like Aeva and Hesai that provide critical LiDAR systems, reflecting Roundhill's comprehensive approach to the autonomous vehicle technology ecosystem, enhancing diversification for investors.
See More
Hesai Technology Partners with NVIDIA for DRIVE AGX Hyperion 10 Lidar Integration
- Partnership Announcement: Hesai Technology has been selected by NVIDIA as a lidar partner for the DRIVE AGX Hyperion 10, indicating that its lidar technology will be integrated into an open, production-oriented architecture to assist automakers and developers in building autonomous driving systems.
- Technical Advantages: The Hyperion 10 platform combines cameras, radar, lidar, and ultrasonic sensors, delivering over 2,000 FP4 teraflops of real-time 360-degree sensor fusion capability, significantly enhancing safety and perception for autonomous vehicles.
- Market Outlook: NVIDIA's VP Ali Kani stated that the unified open platform for compute, sensors, and safety will accelerate the market introduction of full autonomy across the ecosystem, meeting the reliability and trust demands of mobility at scale.
- Expansion into New Applications: Hesai also announced its expansion into new sensing use cases, including 3D motion capture technology, indicating a broader strategy focused on spatial data and real-time perception beyond the automotive sector.
See More
Hesai Partners with NVIDIA to Propel Level 4 Autonomous Driving
- Partnership Announcement: Hesai Technology has been selected by NVIDIA as a lidar partner for the NVIDIA DRIVE AGX Hyperion 10 architecture, enabling automakers to build safe, scalable AI-defined fleets and facilitating the deployment of Level 4 autonomous driving.
- Technological Edge: The NVIDIA DRIVE Hyperion 10 delivers over 2,000 FP4 teraflops of real-time computing power, and when combined with Hesai's ETX ultra-long-range lidar, enhances the perception capabilities of autonomous driving systems, ensuring higher safety and reliability standards.
- Market Impact: This partnership not only solidifies Hesai's leadership in the high-performance automotive-grade lidar solutions market but also accelerates collaboration with global automakers to bring next-generation autonomous driving technologies to market.
- Strategic Importance: The deepening collaboration with NVIDIA since 2019 underscores Hesai's critical role in the autonomous driving ecosystem, aiming to achieve safer and smarter mobility solutions.
See More
Hesai Technology Partners with MOVIN to Launch Advanced Lidar Solutions
- Strategic Partnership: Hesai Technology has partnered with South Korean startup MOVIN to provide advanced lidar solutions, aiming to extend 3D motion capture technology from professional studios to homes and outdoor environments, significantly lowering the technological barrier.
- Product Innovation: The JT128 lidar from Hesai features 128 channels and a 360° field of view, enabling high-resolution, low-latency data capture in complex environments while reducing setup time to just three minutes, greatly enhancing user experience and data quality.
- Market Potential: According to GlobalData, the 3D digitalization market is projected to grow from $5 billion in 2019 to $154 billion by 2030, with Hesai's technology enabling more creators to produce high-quality content at lower costs.
- Industry Impact: Hesai's lidar solutions are already deployed across various sectors including robotics and autonomous driving, and as the technology becomes more widespread, lidar is set to become a core infrastructure for physical AI, facilitating the application of robots in real-world environments.
See More
Hesai Technology Partners with MOVIN to Supply Advanced Lidar Solutions
- Strategic Partnership: Hesai Technology has formed a strategic alliance with South Korean startup MOVIN to provide advanced lidar solutions for its 3D motion capture systems, which is expected to democratize motion capture technology and lower accessibility barriers for everyday users.
- Product Innovation: The JT128 lidar from Hesai features 128 channels and an ultra-wide field of view, enabling high-resolution, low-latency real-time data capture that significantly enhances accuracy and reliability while reducing setup time from two hours to just three minutes.
- Market Potential: According to GlobalData, the 3D digitalization market is projected to grow from $5 billion in 2019 to $154 billion by 2030, and Hesai's partnership will allow more creators to leverage high-quality motion capture technology, driving growth in the creative industry.
- Wide Applications: Hesai's lidar solutions have been deployed across various sectors, including autonomous vehicles and delivery robots, showcasing their critical role in robotics and further solidifying the company's leadership position in the lidar market.
See More
Hesai Group Partners with Meituan's Keeta Drone to Supply Lidar Sensors for Urban Delivery
- Partnership Agreement: Hesai Group has signed a supply agreement with Meituan's Keeta Drone to provide its second-generation solid-state FTX lidar sensors, aiming to accelerate the commercialization of drone delivery in dense urban environments.
- Delivery Network Expansion: Keeta Drone has established 65 delivery routes across cities like Beijing, Shanghai, Shenzhen, and Guangzhou, expanding its services beyond food to include pharmaceuticals and emergency supplies, having completed over 740,000 deliveries, showcasing its strong market penetration.
- Technological Innovation: Keeta's fourth-generation long-range drone, the M-Drone 4L, incorporates lidar as a standard component, utilizing sensor fusion of lidar, vision, and GNSS to enhance precision and safety in low-altitude logistics.
- Performance Enhancements: Hesai's FTX lidar sensor maintains stable performance at night and in adverse weather, doubles the resolution of its predecessor, and reduces weight by 66%, with large-scale production expected to begin in 2026, thereby lowering integration work and manufacturing costs.
See More
Roundhill Launches Robotaxi ETF Targeting $11.7 Billion Market by 2030
- Market Size Forecast: Goldman Sachs estimates that the robotaxi market could reach $7.3 billion in North America and $11.7 billion in China by 2030, indicating significant growth potential for the industry over the next decade.
- Surge in Ridership: Alphabet's Waymo reported a tripling of ridership to 15 million in 2025, with projections to hit 20 million by year-end, showcasing the accelerating commercialization of autonomous taxis.
- ETF Investment Strategy: Roundhill's CABZ ETF targets global companies tied to autonomous mobility, including Tesla, Uber, and Baidu, aiming to capture growth across the entire value chain rather than betting on a single winner.
- Technology Supply Chain Integration: The CABZ ETF also includes companies like Aeva and Hesai that provide critical LiDAR systems, reflecting Roundhill's comprehensive approach to the autonomous vehicle technology ecosystem, enhancing diversification for investors.
See More
Hesai Technology Partners with NVIDIA for DRIVE AGX Hyperion 10 Lidar Integration
- Partnership Announcement: Hesai Technology has been selected by NVIDIA as a lidar partner for the DRIVE AGX Hyperion 10, indicating that its lidar technology will be integrated into an open, production-oriented architecture to assist automakers and developers in building autonomous driving systems.
- Technical Advantages: The Hyperion 10 platform combines cameras, radar, lidar, and ultrasonic sensors, delivering over 2,000 FP4 teraflops of real-time 360-degree sensor fusion capability, significantly enhancing safety and perception for autonomous vehicles.
- Market Outlook: NVIDIA's VP Ali Kani stated that the unified open platform for compute, sensors, and safety will accelerate the market introduction of full autonomy across the ecosystem, meeting the reliability and trust demands of mobility at scale.
- Expansion into New Applications: Hesai also announced its expansion into new sensing use cases, including 3D motion capture technology, indicating a broader strategy focused on spatial data and real-time perception beyond the automotive sector.
See More
Hesai Partners with NVIDIA to Propel Level 4 Autonomous Driving
- Partnership Announcement: Hesai Technology has been selected by NVIDIA as a lidar partner for the NVIDIA DRIVE AGX Hyperion 10 architecture, enabling automakers to build safe, scalable AI-defined fleets and facilitating the deployment of Level 4 autonomous driving.
- Technological Edge: The NVIDIA DRIVE Hyperion 10 delivers over 2,000 FP4 teraflops of real-time computing power, and when combined with Hesai's ETX ultra-long-range lidar, enhances the perception capabilities of autonomous driving systems, ensuring higher safety and reliability standards.
- Market Impact: This partnership not only solidifies Hesai's leadership in the high-performance automotive-grade lidar solutions market but also accelerates collaboration with global automakers to bring next-generation autonomous driving technologies to market.
- Strategic Importance: The deepening collaboration with NVIDIA since 2019 underscores Hesai's critical role in the autonomous driving ecosystem, aiming to achieve safer and smarter mobility solutions.
See More
Hesai Technology Partners with MOVIN to Launch Advanced Lidar Solutions
- Strategic Partnership: Hesai Technology has partnered with South Korean startup MOVIN to provide advanced lidar solutions, aiming to extend 3D motion capture technology from professional studios to homes and outdoor environments, significantly lowering the technological barrier.
- Product Innovation: The JT128 lidar from Hesai features 128 channels and a 360° field of view, enabling high-resolution, low-latency data capture in complex environments while reducing setup time to just three minutes, greatly enhancing user experience and data quality.
- Market Potential: According to GlobalData, the 3D digitalization market is projected to grow from $5 billion in 2019 to $154 billion by 2030, with Hesai's technology enabling more creators to produce high-quality content at lower costs.
- Industry Impact: Hesai's lidar solutions are already deployed across various sectors including robotics and autonomous driving, and as the technology becomes more widespread, lidar is set to become a core infrastructure for physical AI, facilitating the application of robots in real-world environments.
See More
Hesai Technology Partners with MOVIN to Supply Advanced Lidar Solutions
- Strategic Partnership: Hesai Technology has formed a strategic alliance with South Korean startup MOVIN to provide advanced lidar solutions for its 3D motion capture systems, which is expected to democratize motion capture technology and lower accessibility barriers for everyday users.
- Product Innovation: The JT128 lidar from Hesai features 128 channels and an ultra-wide field of view, enabling high-resolution, low-latency real-time data capture that significantly enhances accuracy and reliability while reducing setup time from two hours to just three minutes.
- Market Potential: According to GlobalData, the 3D digitalization market is projected to grow from $5 billion in 2019 to $154 billion by 2030, and Hesai's partnership will allow more creators to leverage high-quality motion capture technology, driving growth in the creative industry.
- Wide Applications: Hesai's lidar solutions have been deployed across various sectors, including autonomous vehicles and delivery robots, showcasing their critical role in robotics and further solidifying the company's leadership position in the lidar market.
See More
Hesai Group Partners with Meituan's Keeta Drone to Supply Lidar Sensors for Urban Delivery
- Partnership Agreement: Hesai Group has signed a supply agreement with Meituan's Keeta Drone to provide its second-generation solid-state FTX lidar sensors, aiming to accelerate the commercialization of drone delivery in dense urban environments.
- Delivery Network Expansion: Keeta Drone has established 65 delivery routes across cities like Beijing, Shanghai, Shenzhen, and Guangzhou, expanding its services beyond food to include pharmaceuticals and emergency supplies, having completed over 740,000 deliveries, showcasing its strong market penetration.
- Technological Innovation: Keeta's fourth-generation long-range drone, the M-Drone 4L, incorporates lidar as a standard component, utilizing sensor fusion of lidar, vision, and GNSS to enhance precision and safety in low-altitude logistics.
- Performance Enhancements: Hesai's FTX lidar sensor maintains stable performance at night and in adverse weather, doubles the resolution of its predecessor, and reduces weight by 66%, with large-scale production expected to begin in 2026, thereby lowering integration work and manufacturing costs.
See More
