Hesai Group announced that it will double its annual LiDAR production capacity from 2 million to more than 4 million units in 2026, a move designed to meet surging demand in both automotive advanced driver‑assist systems (ADAS) and robotics. The expansion will be enabled by a new automated factory under construction in Bangkok, Thailand, slated to begin operations in early 2027. The facility will give Hesai a global manufacturing footprint and allow it to support the projected 3‑6 LiDAR deployments in future Level‑3 vehicles, a key growth driver for the company’s automotive segment.
The company also revealed a partnership with South Korean startup MOVIN to supply its JT128 hyper‑hemispherical LiDAR for MOVIN’s real‑time, markerless 3‑D motion‑capture system. The JT128 delivers a 360° horizontal field of view and 189° vertical coverage across 128 channels, enabling studio‑grade motion capture in any environment. With over 200,000 JT series units delivered to date, the partnership opens a new revenue stream in the rapidly expanding 3‑D digitalization market, projected to grow from $5 billion in 2019 to $154 billion by 2030.
Hesai’s 2026 guidance calls for 2–3 million ADAS shipments, a target that the company believes is achievable thanks to the new capacity and the momentum in its automotive design wins. The expansion also supports the company’s broader strategy to diversify beyond automotive, as evidenced by the MOVIN deal, which positions Hesai as a key enabler of physical AI across robotics, entertainment, and industrial automation. The partnership aligns with Hesai’s focus on high‑performance, low‑power LiDAR solutions that can be integrated into a wide range of applications.
Management highlighted the strategic importance of the new factory, noting that building in Thailand helps mitigate geopolitical tensions and satisfies customer requests for a more geographically diversified supply chain. CEO David Li emphasized that the company is “scaling with its customers” and that the new capacity will allow Hesai to maintain pricing power while delivering on the growing demand for high‑volume, high‑quality LiDAR units. The company’s Q3 2025 results—revenue up 47% to RMB 795 million and a record quarterly GAAP net income—demonstrate the operational discipline that will underpin the expansion and the new partnership.
The move to double capacity and enter the 3‑D motion‑capture market signals Hesai’s confidence in sustained growth across multiple verticals. By securing a foothold in the high‑margin physical‑AI space while reinforcing its automotive leadership, Hesai is positioning itself to capture a larger share of the projected $154 billion 3‑D digitalization market and to meet the increasing LiDAR density requirements of future autonomous vehicles.
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