Hesai Technology and BYD to Produce Over 10 Lidar-Equipped Models by 2025

The Future of Lidar in Vehicles: Hesai and BYD's Revolutionary Partnership

Hesai Technology, the leader in automotive lidar technology, has recently announced an exciting partnership with BYD, one of China’s largest car manufacturers. This collaboration aims to produce more than 10 lidar-equipped vehicle models that are set to enter mass production in 2025. This move not only signifies a significant leap forward for both companies but also impacts the broader automotive industry.

In 2024, BYD achieved remarkable sales, delivering over 4 million vehicles equipped with intelligent driving capabilities, outpacing all domestic competitors. The company announced its next-generation advanced driver assistance system (ADAS) dubbed “God's Eye”, which will be standard across its model range. This system aims to enhance safety and convenience by integrating features essential for autonomous navigation, including lidar technology.

Hesai's lidar systems will serve as a fundamental component within the God's Eye system. This technology is pivotal for the new lidar-equipped variants of BYD's driver assistance systems. With the growing popularity of autonomous driving features, integrating lidar will further improve the functionality of navigation on autopilot (NOA) in urban and highway settings.

Recent reports from Gasgoo highlight a promising trajectory for the automotive lidar market in China. The installation of lidar units on the road has exceeded 1.5 million as of 2024, a figure that has more than doubled from the previous year. This accelerated growth indicates that consumer interest in advanced driving assistance systems is at an all-time high.

Hesai further solidified its position as a market leader in December 2024 when it became the first company to deliver over 100,000 lidar units in a single month. According to projections, Hesai anticipates an annual production capacity of more than 2 million units by 2025, bolstered by their cutting-edge manufacturing capabilities and ongoing innovation in research and development.

As of now, Hesai has secured more than 100 design wins across 22 automotive manufacturers, including notable names like Chery, Great Wall Motors, and Changan. Many automakers, especially those focused on new energy vehicles, have chosen Hesai’s ATX lidar for their mass production vehicles since its official launch in April 2024.

The ATX lidar system promises robust performance encased in a compact design, crucial for enabling advanced assisted driving features. It is expected to begin mass production in the first quarter of 2025, with various manufacturers integrating it into standard specifications for their upcoming mass production models.

In summary, the partnership between Hesai and BYD is a strategic alignment aimed at elevating the standard of advanced driving features in the rapidly evolving automotive market. As both companies prepare for mass production in 2025, the deployment of lidar technology is set to transform how vehicles operate, making roads safer and more efficient for everyone. This collaboration is not only a testament to the technological advancements in the automotive industry but also marks a new era of intelligent driving experiences for consumers worldwide.