SHERIDAN, WYOMING – Feb. 19, 2025 – Hesai Technology has announced a significant expansion of its partnership with BYD, the leading Chinese electric vehicle manufacturer. Hesai will provide cutting-edge automotive lidar solutions for over 10 BYD models slated for mass production in 2025, solidifying their commitment to advancing autonomous driving technology.
BYD's Vision for Accessible ADAS
BYD's impressive sales figures, exceeding four million intelligent vehicles in 2024 and surpassing all domestic competitors, underscore its market dominance. The company has now revealed that all its models will feature God’s Eye – BYD’s next-generation advanced driver assistance system (ADAS). This strategic move aims to make advanced ADAS features readily available to a broader consumer base. Lidar technology, a crucial component for navigation on autopilot (NOA) in both urban and highway environments, will be integrated into two versions of the God’s Eye system. This integration underscores the importance of lidar in achieving reliable and robust autonomous driving capabilities.
The Booming Lidar Market
The Chinese automotive lidar market is experiencing explosive growth, as evidenced by recent data from Gasgoo, a prominent Chinese automotive news website. In 2024, the on-the-road lidar installation volume surpassed 1.5 million units for the first time, representing a remarkable increase of over double the volume seen in 2023. This surge in lidar adoption highlights the increasing demand for advanced driver assistance systems and the critical role lidar plays in enabling these features.
Hesai's Production Prowess
Hesai's position at the forefront of the lidar industry is further cemented by its remarkable production achievements. In December 2024, Hesai became the first lidar company globally to achieve a monthly delivery volume exceeding 100,000 units. Looking ahead, Hesai's planned annual production capacity is projected to surpass two million units in 2025, supported by the company’s robust mass production capabilities. This substantial capacity increase will enable Hesai to meet the growing demand for its lidar solutions from automotive manufacturers. Hesai has already secured over 100 design wins from 22 automotive OEMs, including prominent names like Chery, Great Wall Motors, and Changan, demonstrating its widespread recognition and adoption within the industry.
Introducing the ATX Lidar
Hesai's ATX lidar represents a significant advancement in lidar technology. This compact yet powerful lidar solution empowers advanced assisted driving functions. The ATX is scheduled to enter mass production in the first quarter of 2025, and several companies plan to integrate it as a standard feature in their mass production models launching in 2025. This widespread adoption of the ATX underscores its potential to become a key enabler of advanced driver assistance systems in the near future.
The Future of Autonomous Driving
The expanded partnership between Hesai and BYD signifies a major step forward in the evolution of autonomous driving technology. By combining BYD's market leadership in electric vehicles with Hesai's cutting-edge lidar solutions, the two companies are poised to accelerate the adoption of advanced driver assistance systems and pave the way for a future where autonomous vehicles become a common sight on our roads. The integration of lidar into BYD's God's Eye system, coupled with Hesai's increasing production capacity, will make ADAS features more accessible to consumers and contribute to safer and more intelligent transportation. This collaboration underscores the growing importance of lidar in the automotive industry and highlights the potential of this technology to revolutionize the way we drive. As the demand for autonomous driving capabilities continues to rise, partnerships like this will be crucial in driving innovation and shaping the future of mobility.
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