China's Lidar Manufacturers Expand Production Amid Rising Demand
China's automotive lidar sensor industry is transitioning from technology validation to mass production, driven by increased competition among suppliers focusing on delivery capabilities and cost optimization. Leading companies like Hesai, RoboSense, and Seyond are expanding production capacities and securing vehicle program contracts. Hesai plans to produce over 4 million units annually by 2026, while RoboSense has secured design wins for 167 vehicle models. The industry saw significant growth in 2025, with Hesai delivering 1.62 million units, RoboSense 912,000 units, and Seyond 332,000 units. The penetration rate of lidar in China's passenger vehicle market reached 20% in 2025, indicating broader adoption in advanced driver assistance systems.