Key Driver: ADAS and Robotics LiDAR Shipment Growth
Hesai reported 471,723 ADAS and Robotics LiDAR shipments in Q1, up 140.9% year over year, and enters Q2 with guidance for approximately 650,000 shipments. The upcoming earnings will show whether ADAS and Robotics LiDAR shipment growth is translating into continued product revenue growth.
Operations Tracker
As of August 16, 2026
OPERATION
STATUS
ADAS automotive programs
🟢 Expanding
ETX / Picasso 6D LiDAR
🔴 Pre-production
Manufacturing capacity
🟢 Expanding
Sources: ADAS automotive programs, ETX / Picasso 6D LiDAR, manufacturing capacity
Disclosure: All content and tracker data are provided for informational and journalistic purposes only and are derived from public company filings, earnings transcripts and official releases. This content does not constitute financial analysis, investment advice, or a recommendation to buy or sell securities.