Hesai(US:HSAI) Ju Chao Zi Xun·2025-09-15 08:25Core Insights - Hesai Technology has signed a laser radar order worth over $40 million with a leading US Robotaxi company, further deepening their collaboration [2] - Hesai will serve as the sole supplier of both long-range and short-range laser radar products, with delivery planned by the end of 2026 [2] - The CEO of Hesai, Li Yifan, emphasized that this partnership reflects the recognition of Hesai's technological strength, product reliability, and mass production capabilities by top global Robotaxi companies [2] Market Position - According to the Yole Group's "2025 Global Automotive LiDAR Market Report," Hesai holds a 61% market share in the global L4 autonomous driving LiDAR market in 2024, maintaining the top position for four consecutive years [2] - Hesai is recognized as the preferred core sensor supplier for leading autonomous driving companies [2]