{"title":"Hesai vs Keyence: Vision & 3D perception compared","url":"https://www.frontiertechintelligence.com/compare/hesai-vs-keyence","comparison":"Keyence ranks 12 on the Robotics 100 with a score of 91; Hesai ranks 14 with 90. Hesai is ahead on progress. Keyence is ahead on commercials and positioning. Level on deployment, production, technology, firepower and leverage. Hesai is based in Shanghai, China, Keyence in Osaka, Japan. Hesai: Public, founded 2014. Keyence: Public. Hesai is named in 56 signals and Keyence in 15.","companies":[{"name":"Hesai","url":"https://www.frontiertechintelligence.com/companies/hesai","city":"Shanghai","country":"China","stage":"Public","founded":2014,"last_round":null,"positioning":"Hesai is a Chinese lidar leader (Nasdaq:HSAI, HKEX:2525) supplying ADAS, autonomous vehicles, and robotics, and the first in the industry to post a full-year GAAP profit (FY25 net income RMB 436M, five consecutive profitable quarters). It shipped 1.62M units in FY25 (+223% YoY) and raised FY26 guidance to 3-3.5M units, is the primary lidar supplier for NVIDIA DRIVE Hyperion 10 and a Mercedes-Benz L3 supplier, and serves 50+ embodied-AI customers (Unitree, Galbot), ranking #1 in China humanoid and quadruped lidar. H1-26 revenue was RMB 1,541M/$227M (+25% YoY), with a new spatial-intelligence (Kosmo) segment beginning to contribute.","assessed_in":{"domain":"Robotics","list":"Robotics 100","rank":14,"score":90,"tier":"member","scores":{"leverage":8,"position":8,"progress":10,"firepower":10,"commercial":8,"deployment":10,"production":10,"technology":8},"why":"Hesai develops and supplies lidar products for robotics and autonomous systems, including 142,400 robotics lidar units shipped and JT128 deployments with embodied-AI customers.","segment":"Vision & 3D perception","layer":"Sensing"},"signals_total":56,"facts_total":54},{"name":"Keyence","url":"https://www.frontiertechintelligence.com/companies/keyence","city":"Osaka","country":"Japan","stage":"Public","founded":null,"last_round":null,"positioning":"Keyence is a Japanese machine-vision and sensor giant (TSE:6861, ~$6.5B revenue, famously >50% operating margins) whose CV-X and RB series 3D vision serve bin picking, sold through a direct-sales consultative model across a broad sensing and inspection catalog. It is the profitability benchmark of the sensing layer, named across every vision-guided-robotics roundup, with momentum scored low only on the absence of dated 2026 events this pass, not weakness. The current revenue marker is dated.","assessed_in":{"domain":"Robotics","list":"Robotics 100","rank":12,"score":91,"tier":"member","scores":{"gate_ne":["technology","firepower"],"leverage":8,"position":10,"progress":7,"firepower":10,"commercial":10,"deployment":10,"production":10,"technology":8},"why":"Keyence supplies industrial automation equipment, including PLCs, servo systems, programming software and multi-axis commissioning tools used in automated production and robotic manufacturing environments.","segment":"Vision & 3D perception","layer":"Sensing"},"signals_total":15,"facts_total":7}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}