Hesai vs RoboSense: Vision & 3D perception compared

November 2026 edition · assessment by Frontier Tech Intelligence

Hesai ranks 14 on the Robotics 100 with a score of 90; RoboSense ranks 68 with 80. Hesai is ahead on deployment, production, firepower and leverage. Level on commercials, progress, technology and positioning. Hesai is based in Shanghai, China, RoboSense in Shenzhen, China. Hesai: Public, founded 2014. Hesai is named in 56 signals and RoboSense in 25.

Hesai →

Shanghai, Shanghai, China · Robotics · Sensing / Vision & 3D perception · Public · founded 2014 · www.hesaitech.com

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.

Robotics 100 · rank 14 · score 90Humanoids · watchlist · score 90

Scores, Robotics (of 10)

Deployment10
Production10
Commercials8
Progress10
Technology8
Positioning8
Firepower10
Leverage8

Darker bar: ahead of the other company on that measure.

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.

Latest signals

  • Hesai’s Kosmo converts real-world locations into 3D assets for physical AI.TechNode
  • Hesai launched Kosmo, a 3D world data engine for robot training and world models.Pandaily
  • Hesai launched Kosmo, a 3D data platform for robot training and world models.The AI Insider

56 signals name Hesai.

Facts, with sources

  • China embodied-intelligence Tier1 industry alliance formed with 20+ industrial-chain companiesLeiphone 雷峰网
  • China embodied-intelligence Tier 1 industry alliance established with more than 20 industrial-chain companiesLeiphone 雷峰网
  • >10,000 robot power modules delivered through SharpaHesai Q2 release via Eastmoney, Tencent

54 facts on file.

RoboSense →

Shenzhen, Guangdong, China · Robotics · Sensing / Vision & 3D perception · robosense.ai

RoboSense develops and sells LiDAR sensors, including the E2 and Peacock platforms, for cars and robots such as robotic lawn mowers.

Robotics 100 · rank 68 · score 80Humanoids · watchlist · score 76

Scores, Robotics (of 10)

Deployment8
Production8
Commercials8
Progress10
Technology8
Positioning8
Firepower8
Leverage6

Darker bar: ahead of the other company on that measure.

Positioning

RoboSense is a Chinese lidar maker whose robotics lidar is now its explicit primary growth engine (282,600 robotics units in H1-26, +510% YoY, versus 719,200 total, +170%), on H1-26 revenue of RMB 1.02B (~$142M, +30.2%) with narrowing losses. It unveiled a new EOCENE SPAD-SoC architecture plus Phoenix/Peacock chipsets, and narrowed its FY25 net loss by more than half to RMB 180M, with one source reporting a first quarterly profit in February 2026 (unconfirmed by primary filing this pass). It is not yet profitable.

Latest signals

  • RoboSense's E2 and EM4 lidar models achieve NVIDIA HSB compatibility for mass production delivery36Kr newsflashes
  • RoboSense reported a 510.4% year-over-year increase in robotics LiDAR sales volume.RoboSense
  • RoboSense and Segway Navimow are scaling boundary-free lawn robotics.RoboSense

25 signals name RoboSense.

Facts, with sources

  • RoboSense LiDAR for rear-facing sensing on the Xiaomi SkyNomad N90 MaxRoboSense
  • E2 LiDARRoboSense
  • Segway NavimowRoboSense

34 facts on file.

More comparisons

Questions this page answers

Hesai or RoboSense: which is ahead in robotics?

Hesai ranks 14 on the Robotics 100 with a score of 90; RoboSense ranks 68 with 80. Hesai is ahead on deployment, production, firepower and leverage. Level on commercials, progress, technology and positioning. Hesai is based in Shanghai, China, RoboSense in Shenzhen, China. Hesai: Public, founded 2014. Hesai is named in 56 signals and RoboSense in 25.

How do Hesai and RoboSense compare?

Hesai ranks 14 on the Robotics 100 with a score of 90; RoboSense ranks 68 with 80. Hesai is ahead on deployment, production, firepower and leverage. Level on commercials, progress, technology and positioning. Hesai is based in Shanghai, China, RoboSense in Shenzhen, China. Hesai: Public, founded 2014. Hesai is named in 56 signals and RoboSense in 25. Both company files carry the scores on eight measures, the facts with sources and the latest signals.

Every comparison here comes from the same files members use every day.

Members see every signal and fact behind both companies, the live ranking, the questions the signals answer and the week explained. $99 a month, 7-day trial. What Frontier Tech Intelligence is →

Subscribe · $99 a month