Operational Presence
China's largest lidar manufacturer shipping high-performance sensors to robotaxi operators and automakers worldwide. Supplies lidar units to major Chinese AV companies including Baidu Apollo, Li Auto, and Zeekr, as well as global robotaxi fleets. Leads the market in lidar unit shipments with its AT128 and FT120 product lines.
Value Chain Position
Chip DesignSensorsSoftware / AIVehicle IntegrationFleet OperationsRide-hail / Logistics
Chip Design
- •Custom Lidar ASICs: In-house transceiver and signal processing chips that enable Hesai to vertically integrate lidar production and reduce costs.
Sensors
- •AT128: 128-channel automotive-grade lidar with industry-leading shipment volumes. Used by Li Auto, Zeekr, and major robotaxi fleets.
- •ATX / FT120: Next-gen lidar sensors targeting ADAS and robotaxi markets with improved performance and lower cost per unit.
Technology Milestones
Key Milestones
Feb 2021
Launch
Launched AT128 automotive-grade lidar — became China's top-shipping lidar
Feb 2023
Milestone
Nasdaq IPO; became highest-volume automotive lidar company globally