{"title":"Hesai vs Orbbec: Vision & 3D perception compared","url":"https://www.frontiertechintelligence.com/compare/hesai-vs-orbbec","comparison":"Hesai ranks 14 on the Robotics 100 with a score of 90; Orbbec ranks 17 with 88. Hesai is ahead on progress and firepower. Level on deployment, production, commercials, technology, positioning and leverage. Hesai is based in Shanghai, China, Orbbec in Shenzhen, China. Hesai: Public, founded 2014. Orbbec: Public, founded 2013. Hesai is named in 56 signals and Orbbec in 26.","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":"Orbbec","url":"https://www.frontiertechintelligence.com/companies/orbbec","city":"Shenzhen","country":"China","stage":"Public","founded":2013,"last_round":null,"positioning":"Orbbec is a Chinese 3D-vision maker (SSE:688322) with 3,000+ customers across ~100 countries and a claimed >70% share of China's service-robot market, whose FY25 revenue was RMB 941M ($136M, +66.7%) as it turned profitable. It announced a Basler technology partnership (March 2026, extending to joint chip-level and system integration), a CES 2026 Gemini 305 launch with full Jetson Thor compatibility, and a China-Vietnam dual manufacturing hub. It manufactures its own products at millions-unit scale.","assessed_in":{"domain":"Robotics","list":"Robotics 100","rank":17,"score":88,"tier":"member","scores":{"gate_ne":["technology"],"leverage":8,"position":8,"progress":9,"firepower":9,"commercial":8,"deployment":10,"production":10,"technology":8},"why":"Orbbec develops and sells 3D cameras and vision solutions for robots, including Gemini stereo cameras deployed with global automation companies and used in Universal Robots' AI Trainer.","segment":"Vision & 3D perception","layer":"Sensing"},"signals_total":26,"facts_total":62}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}