Core Insights - Hesai Group reported strong financial results for Q3 2025, achieving net revenues of RMB795.4 million (US$111.7 million), a 47.5% increase year-over-year, and net income of RMB256.2 million (US$36.0 million), marking a significant turnaround from a net loss in the same period last year [2][3][11]. Financial Performance - Quarterly net revenues reached RMB795.4 million (US$111.7 million), up from RMB539.4 million in Q3 2024, reflecting a 47.5% increase [11]. - Gross margin for Q3 2025 was 42.1%, down from 47.7% in Q3 2024, attributed to a decrease in high-margin service revenues [11][12]. - Net income for Q3 2025 was RMB256.2 million (US$36.0 million), compared to a net loss of RMB70.4 million in Q3 2024 [11][12]. - The company achieved a nine-month total net income of RMB283 million (US$40 million), surpassing its full-year target a quarter early [3][11]. Operational Highlights - Total lidar shipments for Q3 2025 were 441,398 units, a 228.9% increase from 134,208 units in Q3 2024 [10]. - ADAS lidar shipments were 380,759 units, up 193.1% from 129,913 units in the same period last year [10]. - Robotics lidar shipments reached 60,639 units, representing a 1311.9% increase from 4,295 units in Q3 2024 [10]. Business Developments - The company secured design wins from its top two ADAS customers, achieving 100% lidar adoption across all their 2026 models [3][6]. - New lidar supply agreements were signed with leading global autonomous driving companies, indicating strong demand and potential for future growth [4][6]. - The successful completion of the Hong Kong IPO raised US$614 million, enhancing the company's financial position [3][11]. Market Position - Hesai maintained a leading position in the long-range automotive lidar market with a 46% market share as of August 2025, significantly ahead of its competitors [3][6]. - The shift towards multi-lidar setups for Level 3 autonomous vehicles is expected to expand the company's addressable market significantly, with potential revenues of US$500–1,000 per vehicle [3][6].

Core Viewpoint - Kyocera Corporation will showcase its innovative technologies at CES 2026, focusing on underwater IoT, AI imaging technology, and autonomous driving sensors, highlighting advancements in connected mobility and marine communication [1][2][3]. Group 1: Underwater Wireless Optical Communication (UWOC) - Kyocera's UWOC technology enables high-speed, high-capacity data transmission underwater, minimizing optical attenuation and enhancing marine surveys with Autonomous Underwater Vehicles (AUVs) [3][4]. - The technology supports real-time transmission of high-definition video and sensor data, improving structural inspections and scientific research [3]. - Kyocera will demonstrate a transmission capacity of 5Gbps, positioning itself as a leader in underwater IoT solutions [4]. Group 2: AI Imaging Technology - The company has developed a Triple Lens AI-Based High-Resolution Depth Sensor that accurately measures distances for small objects (as small as 0.30mm) and challenging targets [5]. - This technology enhances applications in factory measurements and medical environments, improving operational efficiency and addressing labor shortages [5]. - The AI imaging system allows for better recognition accuracy compared to conventional products, showcasing its advanced capabilities at CES [5]. Group 3: Autonomous Driving Sensors - Kyocera's high-resolution millimeter-wave sensor detects minute object vibrations, enabling 4D sensing for autonomous driving applications [5]. - The sensor utilizes proprietary substrate material technology and unique algorithms to provide precise spatial information, balancing privacy and safety [5]. - Anticipated applications include healthcare monitoring and structural surveillance, demonstrating the versatility of the technology [5]. Group 4: Additional Innovations - The OPTINITY module integrates electrical and optical technologies, doubling the bandwidth for AI and autonomous driving applications, allowing for faster and more energy-efficient data exchange [6]. - Kyocera's Phased Array Antenna Module (PAAM) enhances security applications by generating multiple simultaneous beams for improved situational awareness [6]. - The Cotopat system, a real-time speech recognition tool, facilitates communication and eliminates language barriers, marking its first exhibition in the US [6]. Group 5: Company Overview - Kyocera Corporation, founded in 1959, has evolved into a leading supplier of industrial and automotive components, with consolidated sales revenue of approximately US$13.5 billion for the year ended March 31, 2025 [8]. - The company is recognized on Forbes' 2025 "Global 2000" list and has been named among "The World's 100 Most Sustainably Managed Companies" by The Wall Street Journal [8].

消息面上，据上证报报道，11月10日，萝卜快跑宣布获得由阿布扎比综合交通中心（ITC）颁发的首批 全无人商业化运营许可。这标志着萝卜快跑首次在中国以外地区启动面向公众的规模化全无人运营，是 其全球化战略的关键进展。 据悉，自今年3月进入阿布扎比市场以来，萝卜快跑与阿联酋自动驾驶出行公司AutoGo达成战略合作， 计划在特定区域部署第六代无人车，并于2026年实现全无人运营。双方将共同打造阿布扎比地区规模最 大的无人车队，进一步提升阿布扎比城市交通效率并减少碳排放，助力阿布扎比智慧城市目标的实现。 数据显示，截至10月31日，萝卜快跑每周订单量超25万单，且100%为全无人订单。从累计服务单量来 看，萝卜快跑全球订单超过1700万单。 智通财经APP获悉，百度集团-SW(09888)现涨超4%，截至发稿，涨3.66%，报130.4港元，成交额2.45亿 港元。 ...

作者 | candywisdom 编辑 | 自动驾驶之心 原文链接： https://zhuanlan.zhihu.com/p/1970953355355469364 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 本文只做学术分享，如有侵权，联系删文 从自动驾驶转到具身智能已经有一年的时间了，之前在自动驾驶上一系列工作和一些个人思考还一直没有好好的做个总结。（Ps: 虽然广义来说，自动驾驶属于具身智 能的子领域，但是现阶段二者所面临的问题和解决问题的具体方式还是存在较大差异，所以还是算是进入了一个转向了一个新的方向。） 可预期的短时间内，主要精力投入应该不会放在自动驾驶上了，但总觉得该给自动驾驶的这段经历留个记录。倒不是说这些工作多"惊天动地"，反而有些是"关注度不 高但挺实在"的探索，它们可能没上过热搜，但个人认为其确确实实解决过实际问题，希望可以给做相关方向的朋友提供点参考。 在做自动驾驶期间，我主导过研究方向主要包括3D融合感知（Sparse4D系列）、轨迹预测（EDA）、端到端运动规划（Spar ...

Core Insights - Tesla shareholders have approved CEO Elon Musk's unprecedented pay package, potentially worth $1 trillion over a decade, amidst significant departures of key engineers from the company [1][14]. Group 1: Executive Departures - Emmanuel Lamacchia and Siddhant Awasthi, both eight-year veterans, announced their departures from Tesla, with no specific reasons provided [2]. - The trend of high-profile engineer exits continues, with Musk prioritizing AI-driven projects over traditional vehicle sales, leading to dissatisfaction among automotive engineers [3][4]. - The lack of new models and a focus on cost reduction is making Tesla less appealing to top talent in the automotive industry [5]. Group 2: Sales and Market Performance - Despite a spike in deliveries in Q3 due to customers rushing to buy before tax credits expired, Tesla's EV sales are down approximately 6% year-to-date [6]. - The Cybertruck, which has faced criticism and recalls, has seen sales drop by 38% in its second year, totaling just 16,097 units [10]. - Tesla's annual production capacity is at least 2 million vehicles, but sales are projected to be between 1.5 million and 1.6 million for the year, indicating a surplus [12]. Group 3: Future Product Plans - Musk has indicated that the two-door Cybercab is expected to launch by Q2 2026, designed to operate without a steering wheel, which poses significant risks given the challenges in achieving autonomous driving [7]. - Tesla is preparing to sell its electric semi truck in 2026, but this is expected to contribute only tens of thousands of sales, a small addition compared to the passenger vehicle market [11]. Group 4: Corporate Governance and Strategy - The lack of a strong executive team and succession plan post-Musk is a concern, with Tesla's C-suite lacking key positions beyond the CFO [14]. - The board's heavy promotion of Musk's compensation package reflects a reliance on his leadership, raising concerns about the company's future valuation without him [15].

A Waymo autonomous self-driving Jaguar electric vehicle sits parked at an EVgo charging station in Los Angeles, California, on May 15, 2024.Waymo has tapped Google executive Steve Fieler as its new chief financial officer, the self-driving company announced on Monday.The new CFO comes as the Alphabet-owned company has been bringing its robotaxi service to more markets in the past year, with plans for further expansion in 2026. Fieler's appointment also comes as Waymo looks toward its next phase, which could ...

Autonomous vehicles are having a moment, and it’s making it a lot easier for smaller companies to raise money. Vay, a German startup offering remote-controlled rental cars, will get $60 million in cash from Singaporean tech heavyweight Grab, the company announced on Monday. The deal, which is subject to regulatory approval and expected to close by the end of the year, may be followed by “an additional $350M as joint milestones are achieved within the first year,” Vay CEO Thomas von der Ohe wrote on Linke ...

Upcoming Tesla AGM the key focus: China's auto and AI-related ecosystem spans autonomous driving (AD), robotaxis, and robotics. Each is at a different stage of development, but collectively we think they represent one of the largest structural growth opportunities in the next decade. With Tesla's AGM on 6 November likely to feature updates on the company's FSD V14 system, robotaxis, and Optimus, we expect this to trigger renewed market interest. These developments could have material implications across Chi ...

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While Tesla Inc.'s (NASDAQ:TSLA) Full Self-Driving (FSD) system has been under the spotlight for the ongoing NHTSA probe into the technology — affecting 2.88 million vehicles — following reports of multiple accidents and several traffic violations, the company now faces a different challenge in its newest market, India.Check out the current price of TSLA here.Tesla's Autopilot Driving Visualization Fails To Recognize Tuk-TukIn a video posted on YouTube by the channel PowerDrift in August, the driver can be ...