中国汽车-2025 年 11 月激光雷达芯片市场份额如何洗牌-China Autos & Shared Mobility-How did LiDARAD chip market share reshuffle in 11M25

January 16, 2026 09:55 AM GMT China Autos & Shared Mobility | Asia Pacific How did LiDAR/AD chip market share reshuffle in 11M25? Key Takeaways LiDAR – Market share is converging toward the top: Huawei's market share pulled back from its June peak to 39% (-1.6ppt MoM, +9.8ppt YoY) in November 2025, with main LiDAR accounting for ~60% of volume sales and the remainder blind-spot LiDAR. Hesai's market share held up well at 31% (-1.3ppt MoM, +1.0ppt YoY) in Nov despite mounting competition. Robosense's market ...