Hesai Tops Long-Range ADAS Lidar Shipments in 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy HSAI?
Source: PRnewswire
- Market Leadership: According to Yole Group's latest report, Hesai secured a 43% market share in long-range ADAS lidar shipments in 2025, demonstrating its strong presence in high-volume passenger car programs and reinforcing its leadership in automotive applications.
- Shipment Growth: The global automotive lidar market surpassed $1 billion for the first time, with Hesai achieving a 60% year-on-year growth driven primarily by rapid collaborations with leading Chinese automakers like Li Auto and Xiaomi, accelerating large-scale lidar deployment.
- Technological Edge: Hesai's product portfolio, including the AT Series and ETX, is positioned at the forefront of the high-performance lidar market, showcasing leading capabilities in long-range detection and high-resolution perception, reflecting ongoing investments in next-generation sensing architectures.
- Global Impact: By November 2025, Hesai's cumulative deliveries exceeded 2 million units, making it the first automotive lidar company to reach this milestone, securing design wins with over 40 automotive brands globally and supporting mass production plans for the coming years.
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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: 21.600
Low
26.70
Averages
29.90
High
33.00
Current: 21.600
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 and gas sensor. The Company’s main products include Advanced Driver Assistance Systems (ADAS) products such as the AT series, ET series and FT series, as well as robot products such as the Pandar series, OT series, XT series and QT series, used for long-distance detection and blind spot detection. The products are used in passenger and commercial vehicles supporting ADAS, autonomous vehicles and robotics. The Company operates its businesses in the domestic market 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.
Hesai Tops Long-Range ADAS Lidar Shipments in 2025
- Market Leadership: According to Yole Group's latest report, Hesai secured a 43% market share in long-range ADAS lidar shipments in 2025, demonstrating its strong presence in high-volume passenger car programs and reinforcing its leadership in automotive applications.
- Shipment Growth: The global automotive lidar market surpassed $1 billion for the first time, with Hesai achieving a 60% year-on-year growth driven primarily by rapid collaborations with leading Chinese automakers like Li Auto and Xiaomi, accelerating large-scale lidar deployment.
- Technological Edge: Hesai's product portfolio, including the AT Series and ETX, is positioned at the forefront of the high-performance lidar market, showcasing leading capabilities in long-range detection and high-resolution perception, reflecting ongoing investments in next-generation sensing architectures.
- Global Impact: By November 2025, Hesai's cumulative deliveries exceeded 2 million units, making it the first automotive lidar company to reach this milestone, securing design wins with over 40 automotive brands globally and supporting mass production plans for the coming years.
See More
Hesai Ranked No.1 in Long-Range ADAS Lidar Shipments for Five Consecutive Years
- Market Leadership: According to the latest report from Yole Group, Hesai holds a 43% market share in the long-range ADAS lidar market for passenger cars, ranking No.1 for five consecutive years, demonstrating its strong capabilities in high-volume ADAS deployment and reinforcing its leadership in automotive applications.
- Shipment Growth: The global automotive lidar market surpassed $1 billion for the first time, with Hesai's shipments growing by 60% year-on-year, primarily driven by rapid collaborations with leading Chinese automakers, accelerating the large-scale adoption of lidar technology.
- Technological Innovation: Hesai's product portfolio, including the AT Series and ETX, showcases leading capabilities in long-range detection and high-resolution perception, reflecting the company's ongoing investment in next-generation sensing architectures, which enhances ADAS perception capabilities towards richer environmental understanding.
- Global Collaboration Expansion: By November 2025, Hesai's cumulative deliveries exceeded 2 million units, making it the first automotive lidar company to reach this milestone, and securing design wins with 40 automotive brands globally, supporting multiple mass production projects scheduled between 2025 and 2027.
See More
SPDR S&P Semiconductor ETF Underperforms
- ETF Decline: The SPDR S&P Semiconductor ETF fell approximately 3.6% in Monday afternoon trading, indicating market concerns regarding the semiconductor sector, which could negatively impact investor confidence and lead to capital outflows.
- Weak Individual Stocks: Within the ETF, Maxlinear shares dropped about 13.9%, while Credo Technology Group Holding shares fell approximately 8.7%, suggesting potential pressures on these companies' fundamentals, further exacerbating negative sentiment towards the semiconductor industry.
- Increased Market Volatility: The overall poor performance of the semiconductor sector may prompt investors to reassess their portfolios, leading to impacts on other related ETFs and triggering broader market volatility.
- Shift in Investor Sentiment: As the semiconductor ETF declines, investors might pivot towards other sectors or asset classes in search of more stable returns, potentially affecting future capital flows and market dynamics.
See More
Hesai Group to Report Q1 2026 Financial Results
- Earnings Report Schedule: Hesai Group will announce its unaudited Q1 2026 financial results on May 19, 2026, before the U.S. market opens, demonstrating the company's commitment to transparency and information disclosure to enhance investor confidence.
- Conference Call Timing: Management will host an earnings conference call at 8:00 AM U.S. Eastern Time on May 19, 2026, providing an interactive opportunity for investors to better understand financial performance and future outlook.
- Participation Details: Participants are required to pre-register and dial in 5 minutes before the call starts, ensuring a smooth meeting process and reflecting the company's emphasis on investor relations and participant experience.
- Replay Information: A replay will be available approximately one hour after the call concludes until May 26, 2026, allowing investors who could not attend live to access key information, further enhancing accessibility and transparency of information.
See More
Hesai Unveils Kosmo, a New Spatial Intelligence AI Hardware Platform
- Technological Innovation: Hesai introduced Picasso, the world's first 6D full-color ultra-sensitive lidar ASIC platform, boasting over 40% photon detection efficiency, significantly enhancing long-range performance and small object detection in low-light environments, marking a major advancement in lidar technology.
- Market Leadership: According to Gasgoo Research Institute, Hesai held over 40% market share in 2025 and further increased to 51% in February 2026, maintaining industry leadership for 13 consecutive months, demonstrating strong market momentum.
- New Product Launch: Hesai previewed Kosmo, a new spatial intelligence AI hardware platform designed to capture the 3D world in high fidelity, facilitating advancements in applications such as robotics training and home design, thereby supporting the development of Physical AI systems.
- Strategic Expansion: Hesai's leadership in the robotics sector continues to strengthen, ranking first globally across multiple robotics lidar segments, showcasing its critical role in the Physical AI ecosystem and promoting widespread applications in intelligent robotics and autonomous driving.
See More
Hesai Technology Launches Kosmo Spatial Intelligence Hardware Platform
- Strategic Shift: Hesai Technology announces a strategic pivot towards spatial intelligence with the introduction of the Kosmo hardware platform, designed to capture the 3D world in high fidelity, thereby enhancing the company's competitive edge in the intelligent technology market.
- Picasso Platform Innovation: The launch of Picasso, the world's first 6D full-color ultra-sensitive lidar ASIC platform, boasts over 40% photon detection efficiency, significantly enhancing long-range detection capabilities and small object performance in low-light conditions, which is expected to elevate the perception capabilities of next-generation autonomous systems.
- Market Leadership: According to Gasgoo Research, Hesai held over 40% market share in 2025, increasing to 51% in February 2026, demonstrating robust growth momentum and solidifying its leadership position in the lidar market.
- Kosmo Application Prospects: The Kosmo platform is set to be utilized across various fields such as home design and robotics training, creating high-fidelity digital environments that allow users to adjust spatial layouts in real-time and enhance robot learning capabilities, thereby driving widespread adoption of Physical AI.
See More
Hesai Tops Long-Range ADAS Lidar Shipments in 2025
- Market Leadership: According to Yole Group's latest report, Hesai secured a 43% market share in long-range ADAS lidar shipments in 2025, demonstrating its strong presence in high-volume passenger car programs and reinforcing its leadership in automotive applications.
- Shipment Growth: The global automotive lidar market surpassed $1 billion for the first time, with Hesai achieving a 60% year-on-year growth driven primarily by rapid collaborations with leading Chinese automakers like Li Auto and Xiaomi, accelerating large-scale lidar deployment.
- Technological Edge: Hesai's product portfolio, including the AT Series and ETX, is positioned at the forefront of the high-performance lidar market, showcasing leading capabilities in long-range detection and high-resolution perception, reflecting ongoing investments in next-generation sensing architectures.
- Global Impact: By November 2025, Hesai's cumulative deliveries exceeded 2 million units, making it the first automotive lidar company to reach this milestone, securing design wins with over 40 automotive brands globally and supporting mass production plans for the coming years.
See More
Hesai Ranked No.1 in Long-Range ADAS Lidar Shipments for Five Consecutive Years
- Market Leadership: According to the latest report from Yole Group, Hesai holds a 43% market share in the long-range ADAS lidar market for passenger cars, ranking No.1 for five consecutive years, demonstrating its strong capabilities in high-volume ADAS deployment and reinforcing its leadership in automotive applications.
- Shipment Growth: The global automotive lidar market surpassed $1 billion for the first time, with Hesai's shipments growing by 60% year-on-year, primarily driven by rapid collaborations with leading Chinese automakers, accelerating the large-scale adoption of lidar technology.
- Technological Innovation: Hesai's product portfolio, including the AT Series and ETX, showcases leading capabilities in long-range detection and high-resolution perception, reflecting the company's ongoing investment in next-generation sensing architectures, which enhances ADAS perception capabilities towards richer environmental understanding.
- Global Collaboration Expansion: By November 2025, Hesai's cumulative deliveries exceeded 2 million units, making it the first automotive lidar company to reach this milestone, and securing design wins with 40 automotive brands globally, supporting multiple mass production projects scheduled between 2025 and 2027.
See More
SPDR S&P Semiconductor ETF Underperforms
- ETF Decline: The SPDR S&P Semiconductor ETF fell approximately 3.6% in Monday afternoon trading, indicating market concerns regarding the semiconductor sector, which could negatively impact investor confidence and lead to capital outflows.
- Weak Individual Stocks: Within the ETF, Maxlinear shares dropped about 13.9%, while Credo Technology Group Holding shares fell approximately 8.7%, suggesting potential pressures on these companies' fundamentals, further exacerbating negative sentiment towards the semiconductor industry.
- Increased Market Volatility: The overall poor performance of the semiconductor sector may prompt investors to reassess their portfolios, leading to impacts on other related ETFs and triggering broader market volatility.
- Shift in Investor Sentiment: As the semiconductor ETF declines, investors might pivot towards other sectors or asset classes in search of more stable returns, potentially affecting future capital flows and market dynamics.
See More
Hesai Group to Report Q1 2026 Financial Results
- Earnings Report Schedule: Hesai Group will announce its unaudited Q1 2026 financial results on May 19, 2026, before the U.S. market opens, demonstrating the company's commitment to transparency and information disclosure to enhance investor confidence.
- Conference Call Timing: Management will host an earnings conference call at 8:00 AM U.S. Eastern Time on May 19, 2026, providing an interactive opportunity for investors to better understand financial performance and future outlook.
- Participation Details: Participants are required to pre-register and dial in 5 minutes before the call starts, ensuring a smooth meeting process and reflecting the company's emphasis on investor relations and participant experience.
- Replay Information: A replay will be available approximately one hour after the call concludes until May 26, 2026, allowing investors who could not attend live to access key information, further enhancing accessibility and transparency of information.
See More
Hesai Unveils Kosmo, a New Spatial Intelligence AI Hardware Platform
- Technological Innovation: Hesai introduced Picasso, the world's first 6D full-color ultra-sensitive lidar ASIC platform, boasting over 40% photon detection efficiency, significantly enhancing long-range performance and small object detection in low-light environments, marking a major advancement in lidar technology.
- Market Leadership: According to Gasgoo Research Institute, Hesai held over 40% market share in 2025 and further increased to 51% in February 2026, maintaining industry leadership for 13 consecutive months, demonstrating strong market momentum.
- New Product Launch: Hesai previewed Kosmo, a new spatial intelligence AI hardware platform designed to capture the 3D world in high fidelity, facilitating advancements in applications such as robotics training and home design, thereby supporting the development of Physical AI systems.
- Strategic Expansion: Hesai's leadership in the robotics sector continues to strengthen, ranking first globally across multiple robotics lidar segments, showcasing its critical role in the Physical AI ecosystem and promoting widespread applications in intelligent robotics and autonomous driving.
See More
Hesai Technology Launches Kosmo Spatial Intelligence Hardware Platform
- Strategic Shift: Hesai Technology announces a strategic pivot towards spatial intelligence with the introduction of the Kosmo hardware platform, designed to capture the 3D world in high fidelity, thereby enhancing the company's competitive edge in the intelligent technology market.
- Picasso Platform Innovation: The launch of Picasso, the world's first 6D full-color ultra-sensitive lidar ASIC platform, boasts over 40% photon detection efficiency, significantly enhancing long-range detection capabilities and small object performance in low-light conditions, which is expected to elevate the perception capabilities of next-generation autonomous systems.
- Market Leadership: According to Gasgoo Research, Hesai held over 40% market share in 2025, increasing to 51% in February 2026, demonstrating robust growth momentum and solidifying its leadership position in the lidar market.
- Kosmo Application Prospects: The Kosmo platform is set to be utilized across various fields such as home design and robotics training, creating high-fidelity digital environments that allow users to adjust spatial layouts in real-time and enhance robot learning capabilities, thereby driving widespread adoption of Physical AI.
See More
