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Hesai Technology: A Pioneer in Lidar Solutions and Robotics

Introduction

Hesai Technology has recently made headlines by being recognized as the only lidar company on Morgan Stanley's prestigious "Humanoid Tech 25" list, showcasing the top 25 influential players in the global robotics scene. This acknowledgment not only highlights the significance of lidar technology in modern robotics, but also reinforces Hesai's leading position in this evolving market.

The Humanoid Tech 25 List

Morgan Stanley's "Humanoid Tech 25" includes an array of industry giants such as NVIDIA, Sony, and Baidu, marking it as a selective gathering of the most impactful companies shaping the future of robotics. The inclusion of Hesai emphasizes its vital contribution through advanced lidar solutions that provide high-precision 3D perception essential for effective robotic applications.

The Era of Embodied AI

As detailed in the report The Robot Almanac - Vol. 1, prepared by Morgan Stanley's Global Embodied AI team, the robotics revolution is already unfolding. Key projections from the report forecast that by 2050, global robot hardware revenues may reach an astonishing $25 trillion and approximately 1.4 billion robots could be sold annually. These forecasts underscore that robotics is becoming a prominent industrial platform that blends seamlessly with advanced computing technologies.

Lidar’s Role in Robotics

Lidar technology is increasingly recognized as a fundamental enabler within the realm of embodied AI. Its ability to deliver accurate, real-time 3D spatial data, even under adverse conditions such as poor lighting or inclement weather, positions it as a critical tool for robotic perception. Unlike conventional camera systems that often struggle in variable environments, lidar offers reliability that is crucial for safe and effective robotic operation.

The report also projects a soaring demand for lidar units, estimating that around 700 million lidar devices will be necessary to meet the perception needs of 1.4 billion robots by 2050. This indicates a dramatic increase of nearly 300 times from current levels, marking a pivotal shift in the technology landscape.

Hesai’s Leadership in Lidar Technology

Hesai’s recognition on the Humanoid Tech 25 list is a testament to its innovative spirit and commitment to excellence in lidar technology. In 2025, Hesai became the first automotive lidar company to achieve over 2 million cumulative deliveries, solidifying its position as the leader in the automated driving assistance system (ADAS) market. For nine consecutive months, the company has ranked first in market share for key lidar solutions, signifying robust adoption and market trust.

Hesai's success can largely be attributed to its advanced manufacturing capabilities and in-house research and development. The company has developed four generations of proprietary ASICs designed for rapid product iteration and high reliability. Its fully automated production lines are capable of producing a lidar unit every 10 seconds, ensuring that Hesai can meet rising market demands efficiently.

Furthermore, Hesai's JT-series mini 360° 3D robotics lidars have surpassed 200,000 deliveries, further validating its strong market presence. These products are gaining traction with major players across various sectors, including logistics and autonomous driving, reinforcing Hesai's reputation as a go-to partner in the robotics industry.

Conclusion

As the world witnesses the expansion of robotics across numerous sectors, Hesai Technology is poised to maintain its foundational role in empowering the next generation of robotics and embodied AI. With its proven technology, scalable production, and market loyalty, Hesai is set to lead the charge into a future where advanced robotics play an integral part in our daily lives. The recognition from Morgan Stanley is not just an accolade; it is a clear indicator of the monumental shifts occurring in the robotics landscape, with Hesai at the helm leading the way forward.

Discover More

For more details on this achievement and insights on robotics, refer to Morgan Stanley's full report on the "Humanoid Tech 25".

Data according to Gasgoo.