This week, the Gaishi Auto Research Institute released a ranking of automotive LiDAR installations from January to August 2025. The report indicates that in August, Hesai's main automotive LiDAR installation volume remained the highest in the industry. Hesai
Hesai's stable growth in main LiDAR installations has made it the industry leader for seven consecutive months. LiDAR is transitioning from a core intelligent hardware to essential safety hardware for cars, gaining a reputation as the "eyes of robots" and an "invisible airbag," making it a standard in new domestic vehicles for intelligence and safety. The Gaishi Auto Research Institute's report shows that in 2024, the domestic LiDAR installation volume is expected to exceed 1.5 million units for the first time, an increase of 179.7% year-on-year. In the first half of 2025 alone, 1.002 million units have been installed, a year-on-year increase of 71%, likely leading to an annual target of 2.5 million units. As of August 2025, the penetration rate of LiDAR in new energy passenger cars has reached 19%, nearing 1/5 of new vehicle configurations.
Hesai is also stepping into a new phase, with plans for annual production capacity exceeding 2 million units in 2025, and expected annual deliveries ranging from 1.2 million to 1.5 million units. By the end of September, Hesai officially rolled out its 1 millionth LiDAR unit of the year, becoming the world's first manufacturer to surpass an annual production of 1 million units, ushering the industry into a new era of large-scale production capabilities. In the same month, Hesai also officially listed on the main board of the Hong Kong Stock Exchange, becoming the first in the industry to achieve a dual primary listing on both the U.S. and HK markets, highlighting the recognition of Chinese LiDAR technology in international capital markets and marking a new chapter in Hesai's global strategic layout.
Since 2017, Hesai has focused on the development of application-specific integrated circuits (ASICs) for LiDAR, significantly enhancing performance, quality, and cost-effectiveness by streamlining product architectures and optimizing designs. The chip products have achieved full-series mass production, forming a strong technological barrier. Hesai's fourth-generation self-developed chip has comprehensively optimized LiDAR functionality and performance, integrating all seven key components, including the laser, detector, laser driver, TIA chip, ADC chip, digital signal processor, and controller. According to Zhaoshang Consulting, Hesai is the only company globally to independently develop all seven critical components for LiDAR and the first to successfully mass-produce chip-level transmission and reception modules.
Leveraging its self-developed chip path, Hesai has created a strong product line including the AT, ET, FT series, as well as the XT, OT, and JT series, which have rapidly gained market recognition and secured mass production points from numerous domestic and international manufacturers. As reported by Yole Group in their "2025 Global Automotive LiDAR Market Report," Hesai leads with three global firsts: the highest global market share in automotive LiDAR, the highest global market share in ADAS LiDAR, and the highest global market share in L4 autonomous driving LiDAR, making it the only company in the industry to achieve multiple global firsts for four consecutive years while leading the global market.
This year, Hesai's LiDAR has facilitated the launch of several popular models, including the Li Auto i6, Xiaomi YU7, and Leap Motor B10. Hesai has obtained mass production points from 24 original equipment manufacturers for over 120 vehicle models, with deliveries planned between 2025 and 2027. Key customers include a top European OEM, a leader in global new energy vehicle sales, as well as prominent brands such as Li Auto, Xiaomi, Changan, Geely, Great Wall Motors, Chery, Zeekr, Leap Motor, SAIC Audi, SAIC General Motors, and Toyota's joint ventures.