Hesai Technology said it has produced and delivered more than 2 million lidar units, becoming the first automotive lidar manufacturer to reach this scale. The company passed its full-year 2025 target of one million units in September and expects further growth as lidar adoption accelerates.
Hesai said cumulative deliveries have exceeded 2 million units worldwide, with monthly production and shipments now above 200,000 units. The company expects to deliver more than 600,000 units in the fourth quarter of 2025, a more than 600-fold increase from volumes five years ago. It has secured design wins for more than 120 vehicle models across 24 automakers.
The company’s in-house manufacturing lines operate with full automation in core processes, producing one lidar unit approximately every 10 seconds. Quarterly deliveries have risen from around 1,000 units five years ago to an expected 600,000 units in the coming quarter. Hesai said growing demand is being driven by safety-focused redundancy requirements and evolving regulatory standards, with Level 3 autonomous vehicles typically incorporating three to six lidar sensors.
Hesai has mass-production agreements with 24 global OEMs covering models scheduled to launch between 2025 and 2027. Its latest contract combines the ETX long-range lidar with multiple FTX blind-spot units, with series production planned for late 2026 or early 2027.
The company said nine of the world’s ten largest robotaxi operators have selected its lidar systems for their fleets. Recent orders include programs with Motional and other autonomous-driving developers in North America, Asia and Europe.
Hesai added that its automated manufacturing approach allows strict process control and supports the automotive-grade quality standards required by global OEMs, with vertical integration across design, production and final assembly.
