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Hesai Technology
Leading LiDAR maker for autonomous vehicles and robotics; added to US DoD Section 1260H list.
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Automotive LiDAR (ADAS/AV)
Robotaxi / AV LiDAR
Robotics & industrial LiDAR
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Did you know2024
LiDAR is inherently dual-use: the same 3D laser sensing that guides a car is used in drones, robotics, mapping, security and military situational-awareness and targeting systems. That, plus its centrality to autonomous vehicles, has made Hesai a national-security flashpoint — the US Department of Defense added Hesai to its list of "Chinese military companies," a designation Hesai has contested in court. So an automotive-sensor company sits squarely inside the US-China technology contest: its product is at once a consumer-car safety feature, a robotics enabler, and a sensing technology with defense relevance, and which country's LiDAR ends up in cars and infrastructure has become a strategic question. It is the radar's recurring theme — a critical perception/sensing component concentrated in China and entangled in security policy — appearing here at automotive scale, where the stakes (and the regulatory crossfire) are highest.
Hesai Group ↗Concentration2024
Hesai is the world's largest automotive LiDAR maker — the high-resolution laser sensors that let cars and robotaxis "see" in 3D for advanced driver assistance and autonomous driving. As Chinese EVs increasingly ship LiDAR as a standard feature (a sensor arms-race in the Chinese auto market), Hesai's units are designed into a large and growing share of the world's LiDAR-equipped vehicles. So the perception hardware of the autonomous-driving transition — at least the LiDAR portion of it — is significantly concentrated in Chinese suppliers, with Hesai the leader. The "eyes" of self-driving, like the eyes of robot vacuums (Slamtec) one tier down, are increasingly a Chinese-supplied component — splitting the AV sensor supply chain along the same geopolitical fault line that runs through chips and other strategic electronics.
Hesai Group ↗