Hesai Surpasses 2 Million Lidar Deliveries—Expanding Reach Ahead of CES 2026 Showcase

Record Lidar Milestone: Over 2 Million Units Delivered, Paving the Way for Widespread Adoption

Hesai Technology (NASDAQ:HSAI, HKEX: 2525) has hit a significant milestone, surpassing 2 million cumulative lidar units delivered as of 2025. This record-setting achievement places Hesai at the forefront of global lidar deployment, particularly as advanced driver assistance systems (ADAS) and robotics continue to scale rapidly.

Looking ahead, Hesai is set to take center stage at CES 2026 in Las Vegas, where the company will unveil next-generation solutions in the LVCC West Hall (Booth #5601) from January 6-9. This move underlines not only the technological progress but also the broadening relevance of lidar in both automotive safety and next-gen robotics.

Automotive Design Wins Point to Multi-Year Growth Pipeline

One standout from the announcement: Hesai has now secured design wins from 24 automotive OEMs for mass-production programs across more than 120 vehicle models, with delivery timelines extending from 2026 to 2030. As ADAS technology and new safety regulations push toward higher autonomy levels (L3+), vehicles are expected to adopt between three and six lidars each. This requirement could dramatically boost Hesai's total addressable market in the coming years.

Next-Gen Automotive and Robotics Offerings to Be Featured at CES 2026

Hesai's CES 2026 exhibit will showcase the company's ETX long-range and FTX short-range lidar platforms for L3 autonomy, giving industry professionals a first-hand look at advancements that are making lidar a standard automotive safety feature. On the robotics front, Hesai's technology is powering a range of AI-driven applications, with live demonstrations highlighting partnerships with MOVA (autonomous lawn mowing), Roboterra (humanoid robots), Vbot (companion robots), and Realsee (3D digitalization).

Market Outlook: Regulatory Trends and Rising Demand Fuel Hesai’s Growth Trajectory

With regulatory standards mandating greater safety redundancy and autonomy, Hesai is well-positioned to benefit from broader adoption of lidar technology in both the automotive and robotics sectors. The company’s expanding list of OEM collaborations and live demos at CES 2026 point toward a robust demand pipeline and suggest that lidar may soon become as integral as cameras or radar in the vehicles and robots of tomorrow.

For investors and industry watchers, the next several years will be crucial in tracking how regulatory trends, new model launches, and ongoing CES momentum translate into continued revenue and shipment milestones for Hesai.

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