공시 • Apr 21

Hesai Technology Unveils Picasso 6D Full-Color SPAD-SoC, Next-Gen ETX , and Kosmo Spatial Intelligence AI Hardware Platform

Hesai Technology announced a strategic shift to spatial intelligence, introducing Kosmo, a new spatial intelligence AI hardware platform, alongside robotic actuation modules and innovations for the Physical AI era. Hesai Technology hosted its 2026 Technology Open Day on April 17, showcasing its latest generation of lidar technologies spanning full-color perception, ultra-high-resolution imaging, and spatial intelligence applications. A key highlight was Picasso, the world's first 6D full-color ultra-sensitive lidar SPAD-SoC, enabling native fusion of spatial and color perception at the ASIC level. Built on this platform, Hesai Technology's ETX lidar series has been upgraded to support up to 4,320 channels and is expected to enter mass production in the second half of 2026. Picasso, Hesai Technology's fifth-generation 6D full-color ultra-sensitive lidar ASIC platform, is designed to enable vehicles to see both geometry and color natively on a single chip. Unlike conventional lidar systems that capture only geometric information such as XYZ, Picasso integrates RGB sensing and time-of-flight (ToF) ranging at the chip-level, enabling the direct generation of colorized point clouds without the need for complex sensor fusion. This 6D full-color capability delivers precise spatial and temporal alignment, resulting in richer environmental understanding and significantly enhancing the perception capabilities of next-generation autonomous systems. With photon detection efficiency (PDE) exceeding 40%, Picasso delivers industry-leading sensitivity, enabling stronger long-range performance, better detection of small objects, and improved performance in low-light environments within the same power envelope. Rather than simply combining camera imagery with lidar point clouds, Picasso enables true ASIC-level fusion, with each point inherently carrying color information. This allows autonomous systems to move from spatial perception to real-time understanding of the driving environment, improving performance in different scenarios such as traffic signals, lane markings, and construction zones. The introduction of Picasso marks a major step in lidar development, moving beyond incremental improvements in resolution toward a new generation of full-color perception. This breakthrough is supported by Hesai Technology's long-term vertical integration strategy and in-house development across core lidar technologies. Following the launch of Fermi C500, a RISC-V-based high-performance lidar controller SoC that integrates MCU, FPGA functions, and ADC into a single chip, the company has established full-stack in-house ASIC development capabilities. This technology foundation has already translated into large-scale commercialization, with Hesai Technology's upgraded ATX lidar achieving full-scale mass production and securing over 6 million units in orders from OEMs. Hesai Technology is the only lidar company in the world to develop all seven core components in-house, including its laser transmitter, receiver, driver, TIA, ADC, digital signal processor, and controller. To date, 21 of its in-house designs have achieved AEC-Q automotive-grade certification, with cumulative shipments exceeding 230 million units and expected to surpass 300 million units by the end of 2026. According to global IP consultancy KnowMade, Hesai Technology ranks No.1 worldwide in both patent volume and overall patent strength, with leading positions across key device categories including SPAD/SiPM detectors, VCSEL transmitters, and APD detectors. In the SPAD/SiPM segment, Hesai Technology's patent portfolio is approximately twice that of Bosch, the second-ranked company, and up to forty times larger than that of other industry peers. As the flagship lidar platform built on the Picasso architecture, the next-generation ETX represents a major step forward in high-performance perception. Designed for L3 and above autonomous driving, it combines longer range, higher resolution, and full-color perception in a flexible architecture with 1,080, 2,160, and up to 4,320 channels. With a maximum detection range of up to 600 meters and 400 meters at 10% reflectivity, ETX delivers industry-leading performance in both range and small-object detection. It enables high-confidence identification of critical road elements at long distances, including objects as small as a 15 × 25 cm wooden block at 150 meters. Built on the Picasso platform, ETX integrates Hesai Technology's latest perception technologies to further enhance performance and reliability. These include upgraded Addressable Photon Isolation technology, advanced signal processing through the Intelligent Point Cloud Engine (IPE), and an enhanced anti-interference design, enabling more accurate signal extraction while suppressing noise and reducing false positives and false negatives compared with conventional SPAD-based approaches. ETX is expected to enter mass production in the second half of 2026, with planned deployment across multiple flagship vehicle models, supporting the large-scale adoption of L3 autonomous driving systems. Hesai Technology is extending its leadership beyond automotive into robotics and embodied AI, with lidar solutions deployed across applications including delivery robots, cleaning robots, automated guided vehicles (AGVs), and robotaxi platforms. Hesai Technology ranks No. 1 globally across multiple robotics lidar segments. Morgan Stanley estimates that lidar demand could reach 700 million units by 2050, driven by more than 1,400,000,000 robots. Hesai Technology has been selected by NVIDIA as a key partner for the NVIDIA DRIVE Hyperion 10 platform. By leveraging the standardized sensor architecture of Hyperion 10, OEMs can accelerate the development and deployment of autonomous driving systems in a safer, faster, and more scalable way. Hesai Technology has established a leading global market position. Hesai Technology's lidar solutions are enabling Physical AI applications across industries in over 40 countries worldwide.

공시 • Apr 21

Hesai Group Unveils Infinity Eye Lidar Solution for L2, L3 and L4 Autonomous Driving Systems

Hesai Group officially launched its lidar solution for L2 to L4 autonomous driving - Infinity Eye - along with three next-generation automotive-grade lidar products: the ETX ultra-long-range lidar, the AT1440 ultra-high-definition lidar, and the FTX fully solid-state blind spot lidar. The solution includes three configurations - Infinity Eye A, Infinity Eye B, and Infinity Eye C - each tailored to meet the specific requirements of L4+ high-level autonomous systems, L3 conditional autonomous driving, and L2 assisted driving, respectively. Infinity Eye A is designed for L4 autonomous driving systems and combines four ultra-high-definition AT1440lidar with four solid-state FTX lidar, offering full 360deg coverage with zero blind spots. This configuration provides both long-range and short-range detection, ensuring comprehensive awareness for autonomous applications like Robotaxis and Robotrucks. The AT1440 is the world's highest-channel-count automotive-grade ultra-high-definition lidar. Powered by Hesai's fourth-generation proprietary chip, it features 1,440 channels and a ranging capability of 300 meters @ 10% reflectivity. This multi-lidar configuration balances extended ranging capability with wide-angle field-of-view perception, essential for L3 driving tasks, where the vehicle must take over in certain situations while allowing for human intervention. The ETX is an automotive lidar with the world's longest ranging capability, designed for L3. It can be mounted behind the cabin's windshield and, with a compact 32 mm sensor window, achieves an impressive 400-meter range at 10% reflectivity. Powered by Hesai's proprietary Photon Vector Technology, ETX extends ranging capabilities by 30% all while maintaining Class 1 eye safety compliance and reducing size and power consumption. With an angular resolution of 0.05deg (H) x 0.05deg (V), the ETX offers eight times the resolution of the AT128 lidar. It has already secured multi-year nominations from a leading European OEM, with mass production set to begin by the end of 2026.inity Eye C is optimized for L2 advanced driver assistance systems (ADAS), featuring the compact yet powerful ATX lidar. With a 200-meter ranging capability at 10% reflectivity, up to 256 channels, and an angular resolution of 0.1deg x 0.1deg, enabling accurate detection of distant obstacles. Equipped with Hesai's proprietary Intelligent Point Cloud Engine (IPE), the ATX can filter out over 99.9% of environmental noise, ensuring stable, all-weather perception. Its ultra-compact design and ultra-low power consumption allow for flexible integration into the vehicle body or behind the windshield, offering automakers greater flexibility in installation. ATX has already been selected by 11 major OEMs, including BYD, Chery, Great Wall Motors, and Changan. Since entering mass production in the first quarter of 2025, over 50,000 units have been delivered as of mid-April, with the ground-breaking sensor already becoming a standard feature as safety component on several mass-production models that launched this year. Next-Generation Technology Platform Redefine Lidar Performance: Hesai's fourth-generation proprietary technology platform represents a major enhancement in lidar performance, size, and manufacturability. By integrating advanced capabilities such as advanced photonic sensing and signal processing into a high-efficiency module, the new platform can deliver greater point cloud density with lower power consumption requirements, transforming the way lidar sensors are produced and delivered at scale. The platform's proprietary Intelligent Point Cloud Engine ("IPE") decodes laser return waveforms with nanosecond-level precision, processing 24.6 billion samples per second. In adverse conditions such as rain, fog, dust, or exhaust, the IPE intelligently filters out over 99.9%. The IPE intelligently filters up over 99.9% of Environmental noise, enabling all-weather perception with enhanced accuracy - providing reliable perception for autonomous driving systems like Robotaxis and environmental noise, enabling all- weather perception for autonomous driving systems like robotaxis and the AT1440.

총 주주 수익률	-19.8%
미래 배당 수익률	0%
배당 성장률	n/a
다음 배당 지급일	n/a
배당락일	n/a
주당 배당금	n/a
배당 성향	n/a

구분	배당 수익률
회사 (HSAI)	n/a
시장 하위 25% (US)	1.4%
시장 상위 25% (US)	4.3%
업계 평균 (Auto Components)	2.0%
분석가 예측 (HSAI) (최대 3년)	0%

데이터	최종 업데이트 (UTC 시간)
기업 분석	2026/05/21 16:47
종가	2026/05/21 00:00
수익	2026/03/31
연간 수익	2025/12/31

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 양식 8-K

분석가	기관
Dien Wang	Bernstein
Yawen Tan	BNP Paribas
Yu Jie Lo	BofA Global Research

Hesai Group 배당 및 자사주 매입

배당 기준 점검 0/6

핵심 정보

최근 배당 및 자사주 매입 업데이트

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