Hesai Signs New $40 Million Lidar Contract with Leading U.S. Robotaxi Company
Hesai Technology (NASDAQ: HSAI), a global leader in lidar solutions, has secured a significant $40 million contract expansion with a major U.S. robotaxi company for lidar system deliveries through 2026. The company has been selected as the exclusive supplier for both long-range and short-range lidars.
Hesai currently commands a 61% market share in the global L4 autonomous driving lidar segment, according to Yole Group. The agreement comes as the robotaxi market enters a rapid scale-up phase, with Hesai's comprehensive portfolio supporting both highway driving and urban safety applications.
Hesai Technology (NASDAQ: HSAI), leader globale nelle soluzioni lidar, ha assicurato un significativo ampliamento di contratto da 40 milioni di dollari con una nota società statunitense di robotaxi per le consegne dei sistemi lidar fino al 2026. L’azienda è stata scelta come fornitore esclusivo sia dei lidar a lungo raggio sia di quelli a corto raggio.
Hesai detiene attualmente una quota di mercato del 61% nel segmento globale lidar per la guida autonoma di livello L4, secondo Yole Group. L’accordo arriva in un momento in cui il mercato dei robotaxi entra in una rapida fase di crescita, con il portafoglio completo di Hesai a sostegno sia della guida su autostrade sia delle applicazioni di sicurezza urbana.
Hesai Technology (NASDAQ: HSAI), líder mundial en soluciones LIDAR, ha asegurado una importante ampliación de contrato por 40 millones de dólares con una importante empresa estadounidense de robotaxi para entregas de sistemas LIDAR hasta 2026. La compañía ha sido seleccionada como proveedor exclusivo tanto de lidars de largo alcance como de corto alcance.
Hesai actualmente ostenta una cuota de mercado del 61% en el segmento global de lidar para conducción autónoma L4, según Yole Group. El acuerdo llega en un momento en que el mercado de robotaxi entra en una fase rápida de escalamiento, con la cartera integral de Hesai que respalda tanto la conducción por autopistas como las aplicaciones de seguridad urbana.
Hesai Technology (NASDAQ: HSAI), 라이다 솔루션의 글로벌 리더가 미국 주요 로봇택시 회사와 4천만 달러 규모의 계약 확장을 확보하여 2026년까지 라이다 시스템을 공급합니다. 이 회사는 장거리 및 단거리 라이다의 독점 공급자로 선정되었습니다.
Yole Group에 따르면 Hesai는 현재 글로벌 L4 자율주행 라이다 부문에서 시장 점유율 61%를 차지하고 있습니다. 이번 계약은 로봇택시 시장이 빠르게 확장하는 시기에 체결되었으며, Hesai의 포트폴리오는 고속도로 주행과 도시 안전 응용을 모두 지원합니다.
Hesai Technology (NASDAQ: HSAI), leader mondial des solutions lidar, a assuré une extension de contrat significative de 40 millions de dollars avec une grande société américaine de robotaxi pour les livraisons de systèmes lidar jusqu’en 2026. L’entreprise a été sélectionnée comme fournisseur exclusif pour les lidars à longue et à courte portée.
Hesai détient actuellement une part de marché de 61% dans le segment mondial des lidars pour la conduite autonome L4, selon Yole Group. L’accord arrive à un moment où le marché des robotaxis entre dans une phase rapide de montée en puissance, le portfolio complet de Hesai soutenant à la fois la conduite sur autoroute et les applications de sécurité urbaine.
Hesai Technology (NASDAQ: HSAI), globaler Marktführer bei Lidar-Lösungen, hat eine bedeutende Auftragserweiterung in Höhe von 40 Millionen USD mit einem führenden US-amerikanischen Robotaxi-Unternehmen für Lidar-Systemlieferungen bis 2026 gesichert. Das Unternehmen wurde zum exklusiven Lieferanten sowohl für Langstrecken- als auch Kurzstreckenlidare gewählt.
Hesai hält derzeit laut Yole Group einen Marktanteil von 61% im globalen L4-Autonomes-Fahren-Lidar-Segment. Die Vereinbarung kommt zu einem Zeitpunkt, da der Robotaxi-Markt in eine schnelle Skalierungsphase eintritt, wobei Hesais umfassendes Portfolio sowohl das Highway-Fahren als auch Anwendungen der urbanen Sicherheit unterstützt.
Hesai Technology (NASDAQ: HSAI)، الرائدة عالميًا في حلول LiDAR، أمنت تمديد عقد مهم بقيمة 40 مليون دولار مع شركة روبوتاكي أمريكية كبرى لتسليم أنظمة LiDAR حتى 2026. تم اختيار الشركة كمزوّد حصري لكل من LiDAR طويل المدى وقصير المدى.
تمتلك Hesai حاليًا حصة سوقية تبلغ 61٪ في قطاع LiDAR للقيادة الذاتية من المستوى L4 عالميًا، وفقًا لـ Yole Group. تأتي هذه الاتفاقية في وقت يدخل فيه سوق روبوتاكي في مرحلة توسع سريعة، مع محفظة Hesai الشاملة التي تدعم كل من القيادة على الطرق السريعة وتطبيقات السلامة الحضرية.
Hesai Technology（NASDAQ: HSAI），全球激光雷达解决方案的领导者之一，已与一家美国大型机器人出租车公司达成重要的<-b>4000万美元合同扩展，向公司提供直至2026年的雷达系统交付。该公司已被选为长距离和短距离雷达的独家供应商。
据Yole Group数据显示，Hesai在全球L4自动驾驶雷达市场占有率为61%。本次协议恰逢机器人出租车市场进入快速扩张阶段，Hesai的全面产品组合同时支持高速公路驾驶和城市安全应用。
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Insights
Hesai's $40M lidar contract strengthens its dominant 61% market share in L4 autonomous driving, signaling acceleration in commercial robotaxi deployments.
Hesai Technology's newly expanded
The contract's timing aligns with the robotaxi industry's transition from testing to commercial scale-up. According to Yole Group data, Hesai already commands a dominant
This agreement demonstrates that leading autonomous vehicle companies are now making substantial supply chain commitments, indicating growing confidence in near-term commercial robotaxi deployments. The dual-sourcing of both long-range highway sensors and short-range urban safety systems from a single supplier suggests a strategic consolidation of the supply chain to ensure consistency in sensor performance and simplified integration.
For Hesai, securing this expanded contract validates not only their sensor technology but also their manufacturing capabilities, which must meet the stringent quality and reliability requirements for safety-critical automotive components. This positions the company favorably against competitors as the autonomous driving market continues its progression from pilot programs to commercial operations at scale.
The robotaxi market is entering a phase of rapid scale-up, driven by advancements in Level 4 (L4) autonomous driving. Lidar is a critical component in enabling safe and reliable operations, providing both long- and short-range perception capabilities essential for navigating complex urban environments.
According to Yole Group (Lidar for Automotive 2025), Hesai holds
"This expanded agreement demonstrates the confidence leading robotaxi companies place in Hesai's technology, combining performance, high reliability, and scalable manufacturing," said David Li, Cofounder and CEO of Hesai. "As the industry moves from pilots to scaled deployments, Hesai is proud to deliver lidar solutions that meet the highest standards of quality while enabling safe and reliable driverless mobility at scale."
The agreement builds on Hesai's growing global footprint and reinforces its commitment to advancing autonomous driving through high-performance, reliable, and scalable lidar systems that meet the industry's most demanding requirements.
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SOURCE Hesai Technology
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