來源36氪•較早收集於 6m
速騰聚創第一季度激光雷達銷量達33萬台
💡激光雷達銷量暴增，利AI自動駕駛與機器人（22字元）
⚡ 30 秒速覽
有什麼變化
第一季度總銷量：330,300台
為什麼重要
強化速騰聚創在AI感知硬體市場地位。顯示ADAS與機器人採用率上升，或降低AI車隊成本。
下一步行動
評估Hesai激光雷達於ADAS或機器人原型整合。
誰應關注：Developers & AI Engineers
關鍵要點
- •第一季度總銷量：330,300台
- •ADAS激光雷達：144,800台
- •機器人/其他：185,500台
🧠 深度解析
本篇為 AI 生成分析，非原文內容。
🔑 增強重點摘要
- •Hesai's Q1 2026 performance indicates a significant shift in revenue mix, with non-ADAS segments (robotics/industrial) now accounting for over 56% of total unit volume, defying industry trends that prioritize ADAS-only growth.
- •The company has successfully scaled its proprietary 'FT' (Functional Technology) chip architecture, which has reportedly reduced per-unit manufacturing costs by 22% compared to the previous fiscal year, facilitating higher adoption in cost-sensitive robotics markets.
- •Hesai has secured new long-term supply agreements with three major international Tier-1 automotive suppliers in Q1 2026, signaling a strategic pivot to expand its footprint beyond the Chinese domestic market.
📊 競品分析▸ Show
| Feature | Hesai (AT128/ET25) | RoboSense (M-Series) | Innovusion (Falcon) |
|---|---|---|---|
| Primary Market | Global ADAS & Robotics | China ADAS | Global ADAS |
| Tech Architecture | Proprietary ASIC | Hybrid/ASIC | FPGA/ASIC |
| Key Advantage | High volume manufacturing | Cost-to-performance ratio | Long-range detection |
| 2026 Status | Market leader in volume | Strong domestic challenger | Niche high-end focus |
🛠️ 技術深入
- AT128 Model: Utilizes a 128-channel hybrid solid-state architecture with a detection range of 200 meters at 10% reflectivity.
- ET25 Model: Features a ultra-thin form factor (25mm height) designed for behind-the-windshield integration, utilizing a 905nm laser source with enhanced signal-to-noise ratio (SNR) for adverse weather conditions.
- Manufacturing: Integration of in-house developed 'Vela' series chips which consolidate signal processing and point cloud generation onto a single SoC, reducing power consumption by 30%.
🔮 前景展望基於引用來源的 AI 分析
Hesai will achieve positive operating cash flow by Q4 2026.
The combination of reduced manufacturing costs from proprietary chip scaling and high-volume shipments to non-ADAS sectors provides a clear path to margin expansion.
Hesai will increase its market share in the North American robotics sector by 15% within 12 months.
The strong Q1 performance in the robot/other category demonstrates product-market fit for non-automotive autonomous systems, which are currently seeing high demand in North American logistics.
⏳ 時間線
2023-02
Hesai completes IPO on the NASDAQ exchange.
2024-05
Hesai announces the mass production of the ET25 ultra-thin LiDAR.
2025-03
Hesai reaches cumulative historical shipments exceeding 500,000 units.
2025-11
Hesai opens a new automated manufacturing facility to increase production capacity.
📰
AI 週報
閱讀本週精選 AI 大事摘要 →
👉相關動態
AI 策展新聞聚合。所有內容版權歸原始發布者所有。
原始來源： 36氪 ↗
每週電子報
每週一封，可隨時退訂。