Hesai Leads Global Robotaxi Lidar Market with 62% Share as Robotaxi Industry Moves Toward Scale, Yole Group Reports
Yole Group's Robotaxi 2026 report ranks Hesai as the world's leading robotaxi lidar supplier with a 62% share of the 2025 global market — more than all other suppliers combined, up from 61% in the prior report. Hesai's lidar is deployed across major Level 4 programs including Baidu Apollo Go, Pony.ai, WeRide, DiDi, Motional, Aurora and KargoBot, and Yole projects the global robotaxi fleet to grow from roughly 10,000 vehicles in 2025 to 331,000 by 2031.
Key figures
- Production rate
- one lidar unit every 8 seconds
- Etx max channels
- 4320
- Prior market share
- 61%
- Robotaxi fleet 2025
- approximately 10,000
- Etx max detection range
- up to 600 meters
- Cumulative lidar deliveries
- 3.5 million units (as of June 2026)
- Robotaxi lidar market share
- 62%
- Projected global robotaxi fleet 2031
- 331000
AI analysis
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