Hesai signed a $40 million lidar contract with an undisclosed U.S. robotaxi company
The expanded production agreement covers lidar deliveries scheduled before the end of 2026.
Why it matters
The agreement, now valued at over $40 million, covers deliveries before the end of 2026.
Evidence notes
- Hesai said it was the programme’s sole supplier of both long-range and short-range lidar.
- The agreement expands an existing production arrangement with the unnamed U.S. robotaxi company.
- Hesai cited a 61% share of the global L4 autonomous-driving lidar segment from Yole Group’s 2025 report.
Company context
Hesai Technology develops lidar sensors for autonomous mobility, robotics, industrial automation and smart infrastructure applications.