{"title":"Hesai vs RoboSense: Vision & 3D perception compared","url":"https://www.frontiertechintelligence.com/compare/hesai-vs-robosense","comparison":"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.","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":"RoboSense","url":"https://www.frontiertechintelligence.com/companies/robosense","city":"Shenzhen","country":"China","stage":null,"founded":null,"last_round":null,"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.","assessed_in":{"domain":"Robotics","list":"Robotics 100","rank":68,"score":80,"tier":"member","scores":{"gate_ne":["technology","firepower"],"leverage":6,"position":8,"progress":10,"firepower":8,"commercial":8,"deployment":8,"production":8,"technology":8},"why":"RoboSense develops and sells LiDAR sensors, including the E2 and Peacock platforms, for cars and robots such as robotic lawn mowers.","segment":"Vision & 3D perception","layer":"Sensing"},"signals_total":25,"facts_total":34}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}