Chinese LiDAR solutions provider Hesai Technology has announced plans to double its production capacity in 2026.
The target annual output is more than four million lidar units, up from two million units.
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The plan was unveiled at Consumer Electronics Show (CES) 2026, with the company pointing to increasing demand from advanced driver assistance systems (ADAS) and robotics applications.
Hesai said it crossed a milestone in 2025 by becoming the “first” automotive LiDAR supplier to deliver more than two million units cumulatively.
It has developed four generations of proprietary application-specific integrated circuits (ASICs) and operates fully automated production lines capable of producing one unit every 10 seconds, the company added.
In parallel, the company is building a new manufacturing facility in Bangkok, Thailand, which is expected to begin operations in early 2027 to support global demand.
Hesai reported that it has secured design wins for mass-production programmes with 24 original equipment manufacturers.
These include Li Auto, Xiaomi, Changan, Geely, Great Wall Motor, Chery, Zeekr, Leapmotor, SAIC Audi, SAIC-GM and a Toyota joint venture.
The company said its ATX LiDAR has received orders exceeding four million units, with mass production and deliveries planned to start in April 2026.
According to Hesai, lidar penetration in China’s electric vehicle market has reached 28%, while forthcoming safety regulations and redundancy requirements for Level 3 vehicles are expected to increase demand to between three and six lidars per vehicle.
At CES, the company is showcasing its next-generation Level 3 automotive LiDAR portfolio, including the long-range ETX and short-range FTX models.
Beyond passenger vehicles, Hesai said its lidar products are being deployed across robotaxi, robotruck and wider robotics applications.
Its OT128 lidar is used in Level 4 robotaxi programmes run by Baidu, Pony.ai, Motional and WeRide, while cumulative deliveries of its JT series of compact 3D lidars have exceeded 200,000 units since launch.
Hesai co-founder and CEO David Li said: “Our customers are scaling faster than ever, and we are scaling with them. By expanding our annual capacity to over 4 million units and adding our new Thailand facility, we’re building a global manufacturing footprint that can reliably support mass production.”
Separately, Hesai announced that it has been selected by NVIDIA as a lidar partner for NVIDIA DRIVE AGX Hyperion 10.
The reference compute and sensor architecture is designed to make vehicles Level 4-ready, supporting the development of scalable, AI-defined fleets.
Hesai said it is among the latest partners to qualify its sensor suites on the open, production-ready DRIVE Hyperion architecture, which brings together cameras, radar, lidar and ultrasonic sensors to help automakers and developers build and validate perception systems for Level 4 autonomous driving.
