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禾赛已连续7个月车载主激光雷达市占率第一
Zheng Quan Ri Bao Zhi Sheng·2025-10-23 11:11

Core Insights - The report from Gaishi Automotive Research Institute indicates that Hesai Technology has maintained its position as the leading supplier of automotive LiDAR systems, achieving a market share of 46% as of August 2025, which is 1.5 times that of the second place and 2.4 times that of the third place [1][2] Group 1: Market Performance - In the period from January to August 2025, the cumulative installation of main LiDAR systems in China's front-mounted production reached 1.31 million units, with Hesai's contribution being 510,000 units [1] - Hesai's monthly installation volume of LiDAR systems has surged from 33,485 units to 97,583 units, nearly tripling [1] - The penetration rate of LiDAR in new energy passenger vehicles reached 19% by August 2025, indicating that nearly one in five new cars is equipped with this technology [1] Group 2: Production and Strategic Developments - Hesai plans to achieve an annual production capacity exceeding 2 million units in 2025, with expected deliveries ranging from 1.2 million to 1.5 million units [2] - As of the end of September 2025, Hesai became the first company globally to produce over 1 million LiDAR units in a year, marking the entry into a "million-unit" mass production era [2] - Hesai has officially listed on the Hong Kong Stock Exchange, becoming the first company in the industry to achieve dual listing on both US and Hong Kong markets, reflecting international market recognition of Chinese LiDAR technology [2] Group 3: Client Base and Product Applications - This year, Hesai's LiDAR technology has supported the launch of several popular vehicle models, including Li Auto's i6, Xiaomi's YU7, and Leap Motor's B10 [2] - Hesai has secured mass production contracts with over 24 OEMs for more than 120 vehicle models, with planned deliveries from 2025 to 2027 [2] - Key clients include top-tier automotive manufacturers such as a leading European OEM, a global champion in new energy vehicle sales, and major Chinese brands like Geely, Great Wall, and Changan [2]