Hesai Leads Global Robotaxi Lidar Market with 62% Share as Robotaxi Industry Moves Toward Scale, Yole Group Reports
Key Highlights
- ➤Hesai (HSAI) held 62% of global robotaxi lidar market in 2025
- ➤Yole projects global robotaxi fleet growth from 10,000 vehicles in 2025 to 331,000 in 2031
- ➤Next-generation ETX reached RFI and RFQ discussions with robotaxi operators and automakers
- ➤Hesai cumulative lidar deliveries surpassed 3.5 million units as of June 2026
- ➤New Bangkok manufacturing facility expected to commence production in 2027
Expert Statements
Dr. Yifan "David" Li, Co-Founder and CEO of Hesai Group
“We are proud to be named the Robotaxi lidar leader in Yole Group's Robotaxi 2026 report”
Dr. Yifan "David" Li, Co-Founder and CEO of Hesai Group
“Robotaxis are moving into an important next phase, with operators increasingly focused on scaling deployment and delivering reliable autonomous mobility in real-world environments, and that raises the bar for every component on the vehicle.”
Dr. Yifan "David" Li, Co-Founder and CEO of Hesai Group
“Operators need perception they can rely on across more vehicles, more roads and more hours of operation.”
Dr. Yifan "David" Li, Co-Founder and CEO of Hesai Group
“Our continued market leadership reflects the trust we have earned through years of close collaboration with robotaxi developers, and our ability to deliver at scale.”
Hesai Leads Global Robotaxi Lidar Market with 62% Share as Robotaxi Industry Moves Toward Scale, Yole Group Reports PR Newswire
PALO ALTO, Calif., Oct. 29, 2026 /PRNewswire/ -- Hesai Group (Nasdaq: HSAI; HKEX: 2525) ("Hesai" or the "Company"), a Physical AI infrastructure company, today announced that Yole Group has ranked it the world's leading robotaxi lidar supplier in its Robotaxi 2026 report . Hesai held a 62% share of the global robotaxi lidar market in 2025, more than all other suppliers combined. The finding reinforces Hesai's leading position in a market that is entering a new phase, as robotaxi programs expand toward larger-scale fleet operations. Yole Group's previous report put Hesai's robotaxi lidar market share at 61%.
Get started
Create a free account to read the full story.