Hesai Secures Major European Automaker LiDAR Order Exceeding 1 Million Units

Hesai Group has secured another large-scale automotive design win from a major European automaker, with the total order volume exceeding one million LiDAR units. The announcement follows the company’s recently disclosed L3 autonomous driving collaboration with Mercedes-Benz, further strengthening Hesai’s position in the global advanced driver assistance systems market. The Chinese LiDAR supplier stated that the agreement covers more than 10 vehicle models operating under the European automaker’s Chinese joint venture brands, highlighting increasing adoption of LiDAR technologies in mainstream passenger vehicles.

Although the automaker involved in the latest agreement was not identified, Hesai stated that the contract validates its proprietary chip-based LiDAR technology and large-scale manufacturing capabilities. The company emphasized that international automotive manufacturers are increasingly selecting suppliers capable of supporting high-volume production programs while meeting performance and reliability requirements. Hesai noted that its growing international business portfolio reflects stronger acceptance of Chinese-developed sensing technologies within the global automotive ecosystem.

Hesai said its ATX long-range LiDAR system has rapidly gained traction since entering mass production in 2025. The compact sensor has become widely integrated into mass-market vehicle programs focused on advanced safety and assisted driving functions. According to the company, the ATX platform is currently the highest-selling primary LiDAR product in the ADAS sector, supported by cumulative deliveries exceeding one million units and an order backlog surpassing six million units across multiple vehicle programs globally.

Hesai LiDAR Business Expansion Overview

The company stated that it has now secured mass-production design wins covering more than 160 vehicle models across 40 automotive brands. Hesai also reported strong market penetration in China, where its installation share in the passenger vehicle primary LiDAR market reached 55 percent during March 2026. According to the company, this figure exceeded the combined market share of all competing suppliers during the same period, reinforcing its leadership position within the domestic automotive sensing market.

Financially, Hesai reported continued profitability momentum during the first quarter of 2026. The company posted net income of 18.3 million yuan for the three months ended March 31, marking its fourth consecutive quarter of profitability under GAAP reporting standards. First-quarter net revenue increased 29.6 percent year-on-year to 680.6 million yuan, while ADAS LiDAR shipments climbed 141.9 percent year-on-year to 353,441 units. The strong shipment growth reflects accelerating demand from automakers integrating higher levels of driver assistance functionality into production vehicles.

Earlier this week, Hesai confirmed that it had become a strategic LiDAR partner and approved supplier for Mercedes-Benz L3 autonomous driving vehicle programs. The agreement supports autonomous driving projects across both Europe and China. Hesai added that manufacturing support for these future vehicle platforms will come from its newly established Galileo production center located in Thailand, enabling the company to expand supply capabilities for international automotive customers.

Frequently Asked Questions

What is the significance of Hesai’s new European automaker LiDAR order?
The new agreement represents one of Hesai’s largest automotive LiDAR contracts, with volumes exceeding one million units across multiple vehicle models. The order highlights growing adoption of LiDAR technology in advanced driver assistance systems and validates Hesai’s ability to support large-scale global automotive production programs. The deal also strengthens the company’s international presence following its recent partnership expansion with Mercedes-Benz for L3 autonomous driving projects in Europe and China.

How did Hesai perform financially in the first quarter of 2026?
Hesai reported strong financial and operational growth during the first quarter of 2026, supported by rising demand for ADAS LiDAR systems. The company achieved net income of 18.3 million yuan, marking its fourth consecutive quarter of GAAP profitability. Revenue increased 29.6 percent year-on-year to 680.6 million yuan, while ADAS LiDAR shipments surged 141.9 percent compared with the previous year, reaching 353,441 units during the quarter.