Quick Takeaways
  • Hesai is scaling lidar output to industrial levels to meet surging ADAS and robotics demand worldwide.
  • The expansion underlines lidar’s transition from niche sensing hardware to a core safety and autonomy enabler.
On January 5, 2026, at CES in Las Vegas, Hesai Technology announced a major scale-up of its global manufacturing operations, confirming plans to double annual lidar production capacity to more than 4 million units in 2026. The expansion reflects accelerating demand across advanced driver-assistance systems and robotics applications.
The Hesai Technology lidar production capacity expansion builds on a strong manufacturing foundation. In 2025, the company became the first automotive lidar supplier to exceed 2 million cumulative deliveries worldwide. Rising OEM demand is now driving the next phase of growth, positioning Hesai to set a new industry benchmark for volume and consistency.
Scaling Hesai Technology Lidar Production Capacity With In-House Manufacturing
Hesai’s move to more than 4 million units per year is supported by its fully integrated R&D and production model. The company has developed an end-to-end manufacturing ecosystem designed specifically for high-volume automotive-grade lidar production.
Key elements enabling scale include:
  • Four generations of proprietary ASICs supporting fast product iteration
  • Highly automated production lines with a 10-second cycle time per unit
  • Globally replicable manufacturing processes ensuring consistent quality
To further strengthen supply resilience, Hesai is developing a new factory in Bangkok, Thailand. The site is expected to begin operations in early 2027 and will support growing demand from global automotive and robotics customers.
Expanding Addressable Market With L3 Automotive Lidar Systems
The rapid growth of ADAS adoption is making lidar a core safety technology. Often described as an invisible seatbelt, lidar enables vehicles to detect hazards beyond the capabilities of camera-only systems. As regulatory requirements evolve, each Level 3 vehicle is expected to integrate three to six lidar sensors, significantly expanding market demand.
Hesai has secured mass-production design wins from 24 automotive OEMs worldwide. Its latest ATX lidar has already received orders exceeding 4 million units, with series production scheduled to begin in April 2026.
At CES, Hesai is showcasing its next-generation L3 automotive lidar suite, including:
  • ETX long-range lidar optimized for behind-the-windshield installation
  • FTX short-range lidar designed for blind-spot detection
These compact designs simplify vehicle integration while meeting redundancy and safety requirements.
Robotics Growth Accelerates Demand for Hesai Lidar Solutions
Beyond automotive applications, the robotics sector is entering a high-growth phase driven by advances in physical AI. Reliable, high-precision perception is essential as robots move into complex real-world environments, making lidar a critical enabling technology.
In robotaxi and robotruck deployments, Hesai lidar systems are being integrated into large autonomous fleets where safety and performance are non-negotiable. Some vehicles deploy up to eight Hesai lidars to ensure comprehensive environmental perception.
Hesai’s JT series mini 360-degree 3D lidars are also gaining traction across industrial and service robotics. With compact dimensions, ultra-low power consumption, and wide fields of view, the JT series has surpassed 200,000 cumulative deliveries and is being adopted in:
  • Autonomous mobile robots and industrial automation
  • Lawn-mowing and companion robots
  • Humanoid robotics and 3D digitalization platforms
As autonomous technologies move closer to large-scale deployment, the Hesai Technology lidar production capacity expansion positions the company as a key supplier supporting both automotive safety systems and next-generation robotics worldwide.
Company Press Release

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