Hesai(US:HSAI) 智通财经网·2026-01-15 15:07Core Viewpoint - The article highlights the significant growth potential in the autonomous driving industry, particularly focusing on the increasing demand for lidar technology and computational power, which are essential for the advancement of self-driving vehicles [1] Industry Summary - The autonomous driving industry has been experiencing high growth rates, driven by advancements in technology and increasing vehicle capabilities [1] - Lidar, a key hardware component for distance measurement, has seen a rise in shipment volumes, with entry-level lidar prices dropping to around 1,000 to 3,000 yuan [1] - The demand for computational power is also critical, with expectations that the rollout of Level 3 (L3) autonomous driving will significantly boost market growth, potentially expanding the scale of demand by over ten times [1] - The year 2026 is anticipated to be a pivotal point for the transition of autonomous driving from the "technology validation phase" to broader commercial applications, presenting growth opportunities for component manufacturers in the related supply chain [1] - Analysts from Deutsche Bank predict that autonomous vehicles will move beyond pilot phases into full commercial deployment [1]