Overview
- Hesai plans to more than double annual lidar capacity to over four million units in 2026, with a new Bangkok factory targeted to start operations in early 2027.
- Nvidia selected Hesai as a lidar partner for its DRIVE AGX Hyperion 10 platform designed for Level 4 fleet deployment, integrating Hesai’s ETX long‑range sensor.
- The company says ATX lidar orders exceed four million units from multiple automakers, with mass production scheduled to begin in April 2026.
- Hesai reports 24 automaker design wins and highlights growth in robotics, noting its JT series has surpassed 200,000 cumulative deliveries.
- The push to scale follows broader lidar sector consolidation, including Luminar’s Chapter 11 filing, and Hesai’s U.S.-listed shares rose more than 11% after the Nvidia news.