Hesai Achieves Milestone as the World's First Lidar Company to Deliver 100K Units Per Month
Hesai Technology (HSAI) has achieved a significant milestone as the first lidar company globally to deliver over 100,000 lidar units in December 2024, along with a record 20,000 units for the robotics market. The company plans to expand its annual capacity to exceed 2 million units in 2025.
Hesai has secured more than 100 design wins across 21 automotive OEMs, including recent wins from three of China's top five automakers. In the robotics sector, Hesai serves customers across 40+ countries in various applications including delivery robots, autonomous lawn mowers, and cleaning robots. The company maintains operations in Europe, US, and Asia, with over 1,700 patents in its portfolio.
Hesai Technology (HSAI) ha raggiunto un traguardo significativo diventando la prima azienda al mondo nel settore lidar a consegnare oltre 100.000 unità lidar nel dicembre 2024, insieme a un record di 20.000 unità per il mercato della robotica. L'azienda prevede di espandere la propria capacità annuale per superare 2 milioni di unità nel 2025.
Hesai ha ottenuto oltre 100 vittorie di design tra 21 produttori automobilistici OEM, inclusi risultati recenti da tre dei cinque principali produttori di auto della Cina. Nel settore della robotica, Hesai serve clienti in oltre 40 paesi in varie applicazioni, tra cui robot per la consegna, tosaerba autonomi e robot per la pulizia. L'azienda mantiene operazioni in Europa, negli Stati Uniti e in Asia, con oltre 1.700 brevetti nel suo portafoglio.
Hesai Technology (HSAI) ha logrado un hito significativo al convertirse en la primera empresa de lidar en el mundo en entregar más de 100,000 unidades de lidar en diciembre de 2024, junto con un récord de 20,000 unidades para el mercado de la robótica. La compañía planea ampliar su capacidad anual para superar 2 millones de unidades en 2025.
Hesai ha asegurado más de 100 victorias de diseño entre 21 OEMs automotrices, incluidas victorias recientes de tres de los cinco principales fabricantes de automóviles de China. En el sector de la robótica, Hesai atiende a clientes en más de 40 países en diversas aplicaciones, incluyendo robots de entrega, cortadoras de césped autónomas y robots de limpieza. La empresa mantiene operaciones en Europa, EE. UU. y Asia, con más de 1,700 patentes en su cartera.
Hesai Technology (HSAI)는 2024년 12월에 10만 대 이상의 라이다 유닛을 납품한 최초의 글로벌 라이다 기업이라는 중요한 이정표를 달성했으며, 로봇 시장을 위한 20,000 대의 유닛을 기록했습니다. 이 회사는 2025년까지 연간 생산 능력을 200만 대 이상으로 확대할 계획입니다.
Hesai는 21개의 자동차 OEM에서 100개 이상의 디자인 수주를 확보했으며, 최근에는 중국의 5대 자동차 제조업체 중 3개로부터 수주를 받았습니다. 로봇 분야에서 Hesai는 40개 이상의 국가에서 배달 로봇, 자율 잔디 깎기 기계 및 청소 로봇 등 다양한 응용 프로그램에 서비스를 제공합니다. 이 회사는 유럽, 미국 및 아시아에 운영을 두고 있으며, 1,700개 이상의 특허를 보유하고 있습니다.
Hesai Technology (HSAI) a atteint une étape significative en devenant la première entreprise de lidar au monde à livrer plus de 100 000 unités de lidar en décembre 2024, avec un record de 20 000 unités pour le marché de la robotique. L'entreprise prévoit d'augmenter sa capacité annuelle pour dépasser 2 millions d'unités en 2025.
Hesai a sécurisé plus de 100 victoires de design auprès de 21 OEM automobiles, y compris des victoires récentes de trois des cinq principaux constructeurs automobiles de Chine. Dans le secteur de la robotique, Hesai dessert des clients dans plus de 40 pays dans diverses applications, y compris les robots de livraison, les tondeuses à gazon autonomes et les robots de nettoyage. L'entreprise maintient des opérations en Europe, aux États-Unis et en Asie, avec plus de 1 700 brevets dans son portefeuille.
Hesai Technology (HSAI) hat einen bedeutenden Meilenstein erreicht und ist das erste Lidar-Unternehmen weltweit, das über 100.000 Lidar-Einheiten im Dezember 2024 ausgeliefert hat, zusammen mit einem Rekord von 20.000 Einheiten für den Robotikmarkt. Das Unternehmen plant, seine jährliche Kapazität auf über 2 Millionen Einheiten im Jahr 2025 zu erweitern.
Hesai hat mehr als 100 Designgewinne bei 21 Automobil-OEMs gesichert, darunter kürzliche Gewinne von drei der fünf größten Automobilhersteller Chinas. Im Robotiksektor bedient Hesai Kunden in über 40 Ländern in verschiedenen Anwendungen, einschließlich Lieferrobotern, autonomen Rasenmähern und Reinigungsrobotern. Das Unternehmen hat Niederlassungen in Europa, den USA und Asien und besitzt mehr als 1.700 Patente in seinem Portfolio.
- First lidar company to achieve 100,000 monthly unit deliveries
- Record 20,000 unit deliveries in robotics segment
- Planned capacity expansion to 2 million units annually in 2025
- Secured 100+ design wins across 21 automotive OEMs
- Strong patent portfolio with 1,700+ patents
- Global presence across major markets
- None.
Insights
The achievement of 100,000 monthly lidar unit deliveries represents a transformative manufacturing milestone in the automotive sensor industry. The planned 2 million annual capacity for 2025 signals robust scaling capabilities and manufacturing maturity. The production volume demonstrates sophisticated automation and supply chain optimization, particularly noteworthy given the complexity of lidar systems. This positions Hesai with significant economies of scale advantages, potentially enabling more competitive pricing and higher margins.
The diversification into both automotive ADAS and robotics markets, with 20,000 robotics units delivered in December, indicates efficient production line flexibility and strong quality control systems across different product specifications. The 100+ design wins across 21 OEMs suggests strong manufacturing reliability and consistent quality output that meets stringent automotive standards.
The market penetration with three major Chinese automakers marks a pivotal shift in ADAS adoption. The ATX lidar's integration into multiple vehicle models launching in 2025 indicates growing mainstream acceptance of lidar technology in mass-market vehicles, moving beyond luxury segments. The 1,700 patents portfolio provides strong intellectual property protection and technological moat in a highly competitive market.
The geographic expansion across Europe, US and Asia, combined with diversification into robotics applications like autonomous lawn mowers and delivery robots, reduces market concentration risk. The upcoming mini high-performance 3D lidar launch at CES 2025 suggests continued innovation in form factor reduction and cost optimization, critical for mass-market adoption. The achievement in both automotive and robotics segments positions Hesai as a dominant force in the broader autonomous systems market.
In the ADAS market, Hesai has earned more than 100 design wins across 21 automotive OEMs, including recent new design wins for more than 10 series production vehicle models from three of
The three automakers include an industry giant with millions of annual deliveries, a leading automaker with top sales in both
In the robotics market, Hesai has established a wide customer base across more than 40 countries in areas such as delivery robots, autonomous lawn mowers, cleaning robots, AGVs and AMRs, and more. The company will launch its newest model, a mini high-performance 3D lidar, and announce new partnerships in the robotics market at CES Las Vegas 2025.
With an operational footprint in
*Top 5 refers to Chinese brands, excluding joint ventures
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SOURCE Hesai Technology
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