Hesai and BYD Supercharge Partnership: 10+ Lidar-Equipped Models to Enter Mass Production in 2025
Hesai Technology (HSAI) announced an expanded partnership with BYD to provide automotive lidar for over 10 BYD models entering mass production in 2025. BYD, which sold more than 4 million intelligent driving-equipped vehicles in 2024, will integrate Hesai's lidar technology into its next-generation 'God's Eye' advanced driver assistance system (ADAS).
The Chinese automotive lidar market showed remarkable growth, with installations exceeding 1.5 million units in 2024, doubling 2023 figures. Hesai achieved a milestone in December 2024 as the first lidar company to deliver over 100,000 units in a single month. The company expects its annual production capacity to exceed 2 million units in 2025.
Hesai has secured more than 100 design wins across 22 automotive OEMs, including partnerships with Chery, Great Wall Motors, and Changan. Their ATX lidar, launched in April 2024, has been selected by various automakers and will enter mass production in Q1 2025.
Hesai Technology (HSAI) ha annunciato un ampliamento della partnership con BYD per fornire lidar automobilistici per oltre 10 modelli BYD che entreranno in produzione di massa nel 2025. BYD, che ha venduto più di 4 milioni di veicoli dotati di guida intelligente nel 2024, integrerà la tecnologia lidar di Hesai nel suo sistema avanzato di assistenza alla guida (ADAS) 'God's Eye' di nuova generazione.
Il mercato cinese del lidar automobilistico ha mostrato una crescita straordinaria, con installazioni che hanno superato 1,5 milioni di unità nel 2024, raddoppiando i dati del 2023. Hesai ha raggiunto un traguardo nel dicembre 2024 come prima azienda di lidar a consegnare oltre 100.000 unità in un mese. L'azienda prevede che la sua capacità di produzione annuale supererà i 2 milioni di unità nel 2025.
Hesai ha ottenuto oltre 100 successi di design con 22 OEM automobilistici, comprese le partnership con Chery, Great Wall Motors e Changan. Il loro lidar ATX, lanciato nell'aprile 2024, è stato selezionato da vari costruttori automobilistici e entrerà in produzione di massa nel primo trimestre del 2025.
Hesai Technology (HSAI) anunció una asociación ampliada con BYD para proporcionar lidar automotriz para más de 10 modelos de BYD que entrarán en producción masiva en 2025. BYD, que vendió más de 4 millones de vehículos equipados con conducción inteligente en 2024, integrará la tecnología lidar de Hesai en su sistema avanzado de asistencia al conductor (ADAS) de nueva generación 'God's Eye'.
El mercado chino de lidar automotriz mostró un crecimiento notable, con instalaciones que superaron 1,5 millones de unidades en 2024, duplicando las cifras de 2023. Hesai alcanzó un hito en diciembre de 2024 como la primera empresa de lidar en entregar más de 100,000 unidades en un solo mes. La compañía espera que su capacidad de producción anual supere los 2 millones de unidades en 2025.
Hesai ha asegurado más de 100 victorias de diseño en 22 fabricantes de equipos originales (OEM) automotrices, incluidas asociaciones con Chery, Great Wall Motors y Changan. Su lidar ATX, lanzado en abril de 2024, ha sido seleccionado por varios fabricantes de automóviles y entrará en producción masiva en el primer trimestre de 2025.
Hesai Technology (HSAI)는 2025년 대량 생산에 들어가는 10개 이상의 BYD 모델에 자동차 라이더를 제공하기 위해 BYD와의 파트너십을 확대한다고 발표했습니다. 2024년 400만 대 이상의 지능형 주행 장비가 장착된 차량을 판매한 BYD는 Hesai의 라이더 기술을 차세대 '신의 눈' 고급 운전 보조 시스템(ADAS)에 통합할 예정입니다.
중국의 자동차 라이더 시장은 2024년에 150만 대 이상의 설치를 기록하며 놀라운 성장을 보였고, 이는 2023년 수치의 두 배에 해당합니다. Hesai는 2024년 12월 한 달에 10만 대 이상의 라이더 장비를 공급하는 최초의 회사라는 이정표를 세웠습니다. 이 회사는 2025년에 연간 생산 능력이 200만 대를 초과할 것으로 예상하고 있습니다.
Hesai는 체리, 골든 월 모터스 및 창안과 같은 22개 자동차 OEM에 걸쳐 100개 이상의 디자인 승인을 확보했습니다. 2024년 4월에 출시된 그들의 ATX 라이더는 여러 자동차 제조업체에 의해 선택되었으며, 2025년 1분기 중 대량 생산에 들어갈 예정입니다.
Hesai Technology (HSAI) a annoncé un partenariat élargi avec BYD pour fournir des lidar automobiles pour plus de 10 modèles BYD qui entreront en production de masse en 2025. BYD, qui a vendu plus de 4 millions de véhicules équipés de conduite intelligente en 2024, intégrera la technologie lidar de Hesai dans son système avancé d'assistance à la conduite (ADAS) de nouvelle génération 'God's Eye'.
Le marché chinois des lidar automobiles a montré une croissance remarquable, avec des installations dépassant 1,5 million d'unités en 2024, doublant ainsi les chiffres de 2023. Hesai a atteint un jalon en décembre 2024 en tant que première entreprise de lidar à livrer plus de 100 000 unités en un mois. L'entreprise s'attend à ce que sa capacité de production annuelle dépasse 2 millions d'unités en 2025.
Hesai a sécurisé plus de 100 succès de conception auprès de 22 OEM automobiles, y compris des partenariats avec Chery, Great Wall Motors et Changan. Leur lidar ATX, lancé en avril 2024, a été sélectionné par divers fabricants automobiles et entrera en production de masse au premier trimestre de 2025.
Hesai Technology (HSAI) hat eine erweiterte Partnerschaft mit BYD angekündigt, um Automotive-Lidar für über 10 BYD-Modelle bereitzustellen, die 2025 in die Großproduktion gehen. BYD, das 2024 mehr als 4 Millionen Fahrzeuge mit intelligenter Fahrtechnik verkauft hat, wird die Lidar-Technologie von Hesai in sein fortschrittliches Fahrerassistenzsystem (ADAS) der nächsten Generation 'God's Eye' integrieren.
Der chinesische Markt für Automotive-Lidar zeigt bemerkenswertes Wachstum, mit Installationen, die 2024 1,5 Millionen Einheiten überstiegen und damit die Zahlen von 2023 verdoppeln. Hesai erreichte im Dezember 2024 einen Meilenstein als erstes Lidar-Unternehmen, das mehr als 100.000 Einheiten in einem einzigen Monat lieferte. Das Unternehmen erwartet, dass seine jährliche Produktionskapazität 2025 2 Millionen Einheiten übersteigen wird.
Hesai hat mehr als 100 Designgewinne bei 22 Automobil-OEMs gesichert, darunter Partnerschaften mit Chery, Great Wall Motors und Changan. Ihr ATX-Lidar, das im April 2024 auf den Markt kam, wurde von verschiedenen Automobilherstellern ausgewählt und wird im ersten Quartal 2025 in die Großproduktion gehen.
- Partnership with BYD for 10+ new models in 2025
- First lidar company to deliver 100,000+ units in a single month (Dec 2024)
- Planned production capacity of 2+ million units in 2025
- 100+ design wins across 22 automotive OEMs
- ATX lidar entering mass production in Q1 2025
- None.
Insights
This landmark partnership with BYD marks a transformative moment for Hesai's market position and future growth trajectory. BYD's selection of Hesai for 10+ models validates the superior performance and cost-effectiveness of Hesai's ATX lidar technology. With BYD's impressive sales of 4 million intelligent driving-equipped vehicles in 2024, this partnership could translate to substantial revenue growth for Hesai.
The integration into BYD's 'God's Eye' ADAS system is particularly strategic, as it positions Hesai at the forefront of the mass-market ADAS revolution. Hesai's planned production capacity of 2 million units in 2025 demonstrates exceptional operational scaling, while their 100+ design wins across 22 OEMs reflects strong market penetration.
The Chinese automotive lidar market's 100% year-over-year growth to 1.5 million units indicates accelerating adoption of advanced driver assistance technologies. Hesai's first-mover advantage in high-volume production, evidenced by their 100,000 monthly delivery milestone, positions them to capture a significant share of this expanding market.
Key competitive advantages include:
- Proven mass production capabilities
- Strong OEM relationships across traditional and EV manufacturers
- Technical validation from industry leaders
- Scalable production infrastructure
The partnership's timing aligns perfectly with the industry's shift toward standardizing advanced ADAS features, potentially accelerating Hesai's path to profitability and market leadership in the automotive lidar sector.
In 2024, BYD sold over 4 million intelligent driving-equipped vehicles, surpassing all domestic competitors. This week, BYD announced that all its models will be equipped with "God's Eye", BYD's next-generation advanced driver assistance system (ADAS), ensuring that ADAS features are accessible to everyone. As an integral component in vehicles featuring navigation on autopilot (NOA) for cities and highways, lidar will empower two variants of "God's Eye" systems.
According to Gasgoo, the automotive lidar market in
In December 2024, Hesai became the first lidar company in the world to deliver more than 100,000 units in a single month. Hesai's planned annual production capacity is expected to exceed 2 million units in 2025, supported by the company's mass production capabilities and research and development innovation.
As of February 2025, Hesai has earned more than 100 design wins across 22 automotive OEMs including Chery, Great Wall Motors, and Changan. Numerous automakers, including top new energy vehicle companies and leading European and American OEMs' joint ventures in
Hesai's ATX lidar offers powerful performance in a compact form, empowering advanced assisted driving functions. The ATX will enter mass production in the first quarter of 2025, with multiple companies incorporating it into standard configuration for mass production models in 2025.
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SOURCE Hesai Technology
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