Company · Hesai 4 items
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One-line positioning
Hesai is a Shanghai-based global volume leader in automotive LiDAR, turning the sensor from a luxury component into standard equipment for both cars and robots.
Key facts
Founded 2014; founders Li Yifan, Sun Kai, Xiang Shaoqing (Tsinghua/Stanford/UIUC). Listed on NASDAQ in 2023 (HSAI) with a HKEX secondary listing in 2025 (per public reports), the most complete public-capital position among Chinese LiDAR firms. Among the top global automotive-LiDAR shippers alongside RoboSense (per public financials).
Products & tech
AT-series semi-solid automotive LiDAR, FT solid-state, XT/QT short-range, plus the JT series for robots (lightweight robot-grade LiDAR). In-house fabs for automotive-grade yield and cost.
Market position
First tier globally in automotive LiDAR; robots (AGV, humanoids, logistics) as the second growth curve. Investor logic: the story has shifted from technology to scale and cost, moats are volume, certification and global delivery.
Products
1/2 items