Hesai(US:HSAI) 自动驾驶之心·2025-10-30 03:31Core Viewpoint - Hesai Technology has officially filed a lawsuit against Tudatong for patent infringement related to the newly showcased Lingque E1X at CES 2025, which bears a striking resemblance to Hesai's AT series products [3][4]. Group 1: Patent Infringement Case - The lawsuit involves similarities in appearance and interface between Tudatong's Lingque E1X and Hesai's ATX, as well as the adoption of the same "905nm wavelength + one-dimensional scanning" technology [3][4]. - Hesai has reported that several of its North American employees have joined Tudatong, including a senior director [3]. - The case arises as Tudatong transitions from a focus on 1550nm technology to a dual strategy involving both 1550nm and 905nm products, which has led to a critical phase for its IPO [4]. Group 2: Market Dynamics and Competition - The laser radar industry has seen intense price competition, particularly affecting new entrants, which is detrimental to the industry's overall development [5]. - Hesai's ATX, launched in April 2024, has secured partnerships with over ten leading domestic automakers and has commenced large-scale production [5]. - Hesai has achieved a significant milestone by producing its one-millionth laser radar unit by the end of September 2025, becoming the first company to reach this annual production volume [5].