ShanghaiHesai shipped 142,400 robot lidars in the second quarter, up 193.4%.
Its quarterly figures show cars still supply over 75% of its 628,300 lidars.
Hesai says its Kosmo camera scans 100 square metres in 15 minutes, producing 3D scenes for robot training.
Nvidia’s NuRec and AgiBot’s Genie Sim 3.0 already rebuild real scenes for robot training.
Hesai targets about $100 million in new-business revenue and breakeven in 2027.
How each outlet framed it
- TMTPost
- argues Hesai's lidar moat is weaker than Bosch's, questioning whether a multi-sector spread builds the depth that Bosch's auto-parts franchise did
Sources: TMTPost