Hesai Group (HSAI)

Hesai Announced as Strategic Lidar Partner and Confirmed Supplier for Mercedes-Benz L3-Enabled ModelsMay 19, 2026 4:45 AM
PR Newswire (US) STUTTGART, Germany, May 19, 2026 /PRNewswire/ -- As disclosed in its Q1 2026 earnings release, Hesai Group (Nasdaq: HSAI; HKEX: 2525), a global tech company and a leader in 3D perception, announced that the company serves as strategic lidar partner and confirmed supplier for Mercedes-Benz models enabling L3 autonomy. The new supply agreement supports Mercedes-Benz programs in Europe and China, with lidar production supported by Hesai's new Galileo manufacturing center in Thailand.About HesaiHesai Technology (Nasdaq: HSAI; HKEX: 2525) is a global tech company and a leader in 3D perception. Leveraging full-stack proprietary ASIC capabilities and an integrated R&D-testing-manufacturing approach, Hesai has established industry-leading positions across core physical AI domains, including ADAS-equipped passenger vehicles, autonomous mobility, spatial intelligence, embodied AI, as well as industrial, agricultural, and service robots. Hesai has established offices in Shanghai, Palo Alto, and Stuttgart, and operates in-house factories in China and Thailand, with customers spanning more than 40 countries. As the AI-driven Fourth Industrial Revolution accelerates, Hesai is committed to becoming a key enabler of physical AI - digitizing the real world and redefining how humans and robots perceive and act. View original content:https://www.prnewswire.co.uk/news-releases/hesai-announced-as-strategic-lidar-partner-and-confirmed-supplier-for-mercedes-benz-l3-enabled-models-302775765.html Original: Hesai Announced as Strategic Lidar Partner and Confirmed Supplier for Mercedes-Benz L3-Enabled Models

Another great product from Hesai, Kosmo

Hesai Unveils Picasso 6D Full-Color SPAD-SoC, Next-Gen ETX, and Innovations in Spatial Intelligence and Physical AIApril 20, 2026 9:30 AM
PR Newswire (US)

Hesai announces a strategic shift to spatial intelligence, introducing Kosmo, a new spatial intelligence AI hardware platform, alongside robotic actuation modules and innovations for the Physical AI era.PALO ALTO, Calif., April 20, 2026 /PRNewswire/ -- Hesai Technology (Nasdaq: HSAI; HKEX: 2525), a global leader in intelligent technology and 3D perception, hosted its 2026 Technology Open Day on April 17, showcasing its latest generation of lidar technologies spanning full-color perception, ultra-high-resolution imaging, and spatial intelligence applications.A key highlight was Picasso, the world's first 6D full-color ultra-sensitive lidar SPAD-SoC, enabling native fusion of spatial and color perception at the ASIC level. Built on this platform, Hesai's ETX lidar series has been upgraded to support up to 4320 channels and is expected to enter mass production in the second half of 2026. The company also previewed Kosmo, a new spatial intelligence AI hardware product, and outlined a new direction in robotic actuation modules for physical AI systems.Picasso - The World's First 6D Full-Color Ultra-Sensitive Lidar ASIC PlatformAt the core of today's announcement is Picasso, Hesai's fifth-generation 6D full-color ultra-sensitive lidar ASIC platform, designed to enable vehicles to see both geometry and color natively on a single chip.Unlike conventional lidar systems that capture only geometric information such as XYZ, Picasso integrates RGB sensing and time-of-flight (ToF) ranging at the chip-level, enabling the direct generation of colorized point clouds without the need for complex sensor fusion. This 6D full-color capability delivers precise spatial and temporal alignment, resulting in richer environmental understanding and significantly enhancing the perception capabilities of next-generation autonomous systems.With photon detection efficiency (PDE) exceeding 40%, Picasso delivers industry-leading sensitivity, enabling stronger long-range performance, better detection of small objects, and improved performance in low-light environments within the same power envelope.Rather than simply combining camera imagery with lidar point clouds, Picasso enables true ASIC-level fusion, with each point inherently carrying color information. This allows autonomous systems to move from spatial perception to real-time understanding of the driving environment, improving performance in different scenarios such as traffic signals, lane markings, and construction zones.The introduction of Picasso marks a major step in lidar development, moving beyond incremental improvements in resolution toward a new generation of full-color perception. This breakthrough is supported by Hesai's long-term vertical integration strategy and in-house development across core lidar technologies. Following the launch of Fermi C500, a RISC-V-based high-performance lidar controller SoC that integrates MCU, FPGA functions, and ADC into a single chip, the company has established full-stack in-house ASIC development capabilities. This technology foundation has already translated into large-scale commercialization, with Hesai's upgraded ATX lidar achieving full-scale mass production and securing over 6 million units in orders from leading OEMs.Today, Hesai is the only lidar company in the world to develop all seven core components in-house, including its laser transmitter, receiver, driver, TIA, ADC, digital signal processor, and controller. To date, 21 of its in-house designs have achieved AEC-Q automotive-grade certification, with cumulative shipments exceeding 230 million units and expected to surpass 300 million units by the end of 2026.According to global IP consultancy KnowMade, Hesai ranks No.1 worldwide in both patent volume and overall patent strength, with leading positions across key device categories including SPAD/SiPM detectors, VCSEL transmitters, and APD detectors. In the SPAD/SiPM segment, Hesai's patent portfolio is approximately twice that of Bosch, the second-ranked company, and up to forty times larger than that of other industry peers.ETX Platform Upgraded to Full-Color Perception with 1000+ ChannelsAs the flagship lidar platform built on the Picasso architecture, the next-generation ETX represents a major step forward in high-performance perception. Designed for L3 and above autonomous driving, it combines longer range, higher resolution, and full-color perception in a flexible architecture with 1,080, 2,160, and up to 4,320 channels. With ultra-long-range detection and high-resolution perception, ETX enables vehicles to see farther and capture more detail across complex driving environments.With a maximum detection range of up to 600 meters and 400 meters at 10% reflectivity, ETX delivers industry-leading performance in both range and small-object detection. It enables high-confidence identification of critical road elements at long distances, including objects as small as a 15 × 25 cm wooden block at 150 meters, significantly improving safety margins.Built on the Picasso platform, ETX integrates Hesai's latest perception technologies to further enhance performance and reliability. These include upgraded Addressable Photon Isolation technology, advanced signal processing through the Intelligent Point Cloud Engine (IPE), and an enhanced anti-interference design, enabling more accurate signal extraction while suppressing noise and reducing false positives and false negatives compared with conventional SPAD-based approaches, significantly enhancing system safety and reliability.ETX is expected to enter mass production in the second half of 2026, with planned deployment across multiple flagship vehicle models, supporting the large-scale adoption of L3 autonomous driving systems.From Automotive to Robotics: Enabling the Physical AI EraHesai continues to lead the automotive lidar market in China and globally. According to Gasgoo Research Institute, the company held over 40% market share in 2025, ranking first in the industry, and maintained strong momentum into 2026, reaching a 51% share in February, 2.2 times that of the second-ranked player and more than three times that of the third, and extending its market leadership to 13 consecutive months. To date, Hesai has secured production design wins for more than 160 models across 40 automotive brands.Hesai is extending its leadership beyond automotive into robotics and embodied AI, with lidar solutions deployed across applications including delivery robots, cleaning robots, automated guided vehicles (AGVs), and robotaxi platforms. The company ranks No. 1 globally across multiple robotics lidar segments and is the only lidar company named to Morgan Stanley's "Humanoid Tech 25" list.As Physical AI systems scale globally, demand for high-performance perception continues to accelerate. Morgan Stanley estimates that lidar demand could reach 700 million units by 2050, driven by more than 1.4 billion robots, highlighting the growing role of lidar as a core enabling technology for next-generation intelligent systems.Hesai's global capabilities form the foundation for scaling its lidar and Physical AI strategy. The company has been selected by NVIDIA as a key partner for the NVIDIA DRIVE Hyperion 10 platform. By leveraging the standardized sensor architecture of Hyperion 10, OEMs can accelerate the development and deployment of autonomous driving systems in a safer, faster, and more scalable way. Backed by clear structural advantages in scalability, quality management, and cost, Hesai has established a leading global market position. This is supported by robust product development, manufacturing, and supply chain processes, as reflected in its A-grade result in a VDA 6.3 process audit, with a 90+ audit score. Today, its lidar solutions are enabling Physical AI applications across industries in over 40 countries worldwide.Kosmo & Robotic Actuation Modules - From Perception to IntelligenceHesai also previewed Kosmo, a new spatial intelligence AI hardware platform scheduled for release later this year. Designed to capture the 3D world in high fidelity, bringing the physical world into the digital space for immersive and interactive experiences, Kosmo enables scalable spatial data generation and processing. It helps address the shortage of high quality real world data and accelerates the development of world models and embodied AI systems.Kosmo powers applications across home design, robotics training and many more. In home design, it transforms real spaces into fully interactive digital environments with precise spatial measurements, allowing users to explore from any perspective, rearrange furniture, and adjust lighting in real time. In robotics training, it creates a high-fidelity digital environment where robots can explore, interact, and learn through trial and error, simulating real-world physics to accelerate embodied intelligence.In addition, Hesai unveiled a new strategic direction in robotic actuation modules, core infrastructure for the era of Physical AI. The company has moved into the underlying architecture of robotic actuation modules and independently developed key technologies in this domain. As the Physical AI wave accelerates, robotics is entering a critical stage of real-world understanding and interaction. From the "eyes" of robots to their "muscles," Hesai is expanding its capabilities across intelligent robotics, autonomous driving, smart industrial systems, and broader applications, positioning itself as a key enabler of the Physical AI ecosystem.This evolution reflects Hesai's broader strategic expansion from spatial perception to spatial intelligence, moving beyond helping machines sense the world to supporting how they interpret and interact with it, while enabling emerging applications such as world models, embodied intelligence, AI hardware, immersive interaction, AIGC and 4D entertainment. 





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Original: Hesai Unveils Picasso 6D Full-Color SPAD-SoC, Next-Gen ETX, and Innovations in Spatial Intelligence and Physical AI

Hesai posts first annual profit as lidar deliveries surgeMarch 24, 2026 8:47 AM
IH Market News
Hesai (NASDAQ:HSAI) reported a GAAP net profit of 153 million yuan for the fourth quarter, in line with market expectations. The company also delivered its first full-year GAAP profit, totaling 436 million yuan, within its projected range of 350 million to 450 million yuan.The lidar manufacturer shipped 631,000 units during the fourth quarter, a 43% increase compared with the previous quarter. Shipments of ADAS lidar units reached 551,000, rising 45% quarter over quarter, supported by higher production volumes from automakers including Xiaomi and Leapmotor. For the full year, lidar shipments exceeded 1.6 million units, more than triple the level recorded a year earlier and in line with the company’s guidance.Fourth-quarter revenue climbed 26% from the prior quarter to reach 1 billion yuan. The average selling price declined by a low-teens percentage compared with the previous quarter, mainly due to a higher proportion of ATX products in the sales mix. For the full year, revenue increased 46% year over year to 3 billion yuan.Gross margin in the fourth quarter was 41%, down 1.1 percentage points from the preceding quarter but still remaining above the 40% mark.Operating expenses increased 17% quarter over quarter in the fourth quarter. However, for the full year operating costs declined by 88 million yuan compared with the prior year, indicating improved operating leverage.Looking ahead to the first quarter, Hesai expects revenue between 650 million and 700 million yuan, representing a quarter-over-quarter decline of 30% to 35%, as domestic automotive demand remains subdued. The company also raised its full-year 2026 lidar shipment forecast to between 3 million and 3.5 million units, up from its previous target range of 2 million to 3 million units.Hesai Group stock price

Original: Hesai posts first annual profit as lidar deliveries surge

Hesai Joins NVIDIA Halos AI Systems Inspection Lab to Advance Safety in Autonomous Vehicles and RoboticsMarch 16, 2026 5:00 PM
PR Newswire (US)

PALO ALTO, Calif., March 16, 2026 /PRNewswire/ -- Hesai Technology (NASDAQ: HSAI; HKEX: 2525), a global leader in automotive lidar solutions, today announced it has joined the NVIDIA Halos AI Systems Inspection Lab, the first ANSI National Accreditation Board (ANAB) accredited inspection lab for AI-driven physical systems. As a member, Hesai will evaluate and validate its lidar platforms within this unified framework for functional safety, cybersecurity, and AI compliance.NVIDIA Halos is a comprehensive full-stack safety system for physical AI that unifies safety elements across vehicle and robotics architectures and their underlying AI models. It combines hardware and software components, tools, models, and design principles to safeguard AI-based, end-to-end AV and robotics stacks."Autonomous systems will only achieve broad adoption if they meet the highest standards of safety and reliability," said David Li, Co-Founder and CEO of Hesai Technology. "As autonomous vehicles and intelligent machines move toward large-scale deployment, safety becomes the defining requirement for the entire system."Li continued: "Our work with NVIDIA began several years ago with the integration of Hesai lidar on NVIDIA autonomous computing platforms. Lidar is often the primary sensor responsible for detecting hazards in the most critical situations on the road. Joining the NVIDIA Halos ecosystem allows us to further strengthen the safety architecture required to bring trusted autonomous technology into everyday use."Hesai has cumulatively delivered more than 2 million lidar units globally, empowering advanced driver assistance systems, autonomous vehicles, and robotics applications across a growing number of commercial platforms. With the largest number of lidar units deployed in the industry, Hesai is helping define the safety architecture for next-generation autonomous systems and supporting some of the world's most advanced autonomous vehicle development programs.Lidar is a foundational sensing technology in the safety architecture of autonomous systems. By delivering precise 3D perception of the surrounding environment, lidar enables autonomous systems to detect objects, understand road conditions, and respond to potential hazards in real time.From its founding, Hesai has developed lidar systems with the understanding that these sensors operate in safety-critical situations where reliability and accuracy directly impact human safety. Safety has therefore been embedded in the company's engineering philosophy from the very beginning.Hesai introduced the world's first lidar to obtain ISO 26262 ASIL B Functional Safety Product Certification, accredited by Germany's SGS TÜV. Today the company holds the largest portfolio of ISO 26262 certified lidar products globally. Hesai also contributes to the development of global lidar safety standards through ISO TC22 SC32 AHG1, alongside industry leaders including Bosch, Denso, Sony, Nissan, and ZF.At the core of Hesai's engineering approach is the company's "Safety Triad", which integrates functional safety, Safety of the Intended Functionality (SOTIF), and cybersecurity across all lidar system designs to ensure safe deployment in complex real-world environments.Hesai's work with NVIDIA dates back to 2019, when Hesai lidar technology was first integrated with NVIDIA autonomous computing platforms to deliver high-precision ground truth data for use in advanced driver assistance and autonomous driving systems.In addition, Hesai was recently selected by NVIDIA as a lidar partner for NVIDIA DRIVE AGX Hyperion 10, a reference compute and sensor architecture that makes any vehicle level 4-ready, enabling automakers and developers to build safe, scalable, AI-defined fleets.As autonomous technologies move from development programs to real-world deployment, collaboration across the industry will be essential to establish trusted safety frameworks. Through its work with NVIDIA and continued engagement in global safety standards, Hesai aims to help define the sensing technologies that will support the next generation of autonomous mobility.



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Original: Hesai Joins NVIDIA Halos AI Systems Inspection Lab to Advance Safety in Autonomous Vehicles and Robotics

Running hard!!

"Hesai Recognized as the Only Lidar Company on Morgan Stanley's "Humanoid Tech 25" of Global Robotics Leaders
09:00:00 AM ET, 12/15/2025 - PR Newswire
PALO ALTO, Calif., Dec. 15, 2025 /PRNewswire/ -- Hesai Technology (NASDAQ: HSAI; HKEX: 2525), a global leader in lidar solutions, has been named to Morgan Stanley's "Humanoid Tech 25", an exclusive list of the world's 25 most influential robotics companies. Hesai is the only lidar company included on the shortlist, recognized for delivering critical 3D perception capabilities that enable real-world robotics applications. Other companies featured on the Humanoid Tech 25 list include industry leaders such as NVIDIA, AMD, Sony, Samsung, Onsemi, Horizon Robotics, and Baidu."

HSAI reports Monday May 26

Investigated - "Nasdaq-listed Chinese scam actively lying to investors, the Department of Defense, and a United States federal court." 
"Margins defy the laws of financial physics"
"Laid off 30% of workforce"

$24 +'50%

Another China monster and the clowns missed it as always

HSAI THE NEXT CHINA BEAST IS READY TO BEAST THROUGH BEASTVILLE

HSAI CHINA MONSTER

HSAI 10 day hourly chart

HSAI..................................https://stockcharts.com/h-sc/ui?s=HSAI&p=W&b=5&g=0&id=p86431144783

the volume is so consistent...

Monday evening will be be show and tell.

I'm going to try to make the conference call.

Ok Monk... I'm in.

HSAI still in an uptrend

HSAI still in an uptrend