Hesai vs SICK AG: Vision & 3D perception compared

November 2026 edition · assessment by Frontier Tech Intelligence

Hesai ranks 14 on the Robotics 100 with a score of 90; SICK AG ranks 38 with 84. Hesai is ahead on progress and firepower. SICK AG is ahead on commercials. Level on deployment, production, technology, positioning and leverage. Hesai is based in Shanghai, China, SICK AG in Waldkirch, Germany. Hesai: Public, founded 2014. SICK AG: Established. Hesai is named in 56 signals and SICK AG in 4.

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.

SICK AG →

Waldkirch, Baden-Württemberg, Germany · Robotics · Sensing / Vision & 3D perception · Established · sick.com

SICK sells PLB software for multi-bin picking, using 3D vision with robot-mounted cameras to help industrial robots identify and pick parts.

Robotics 100 · rank 38 · score 84

Scores, Robotics (of 10)

Deployment10
Production10
Commercials10
Progress6
Technology8
Positioning8
Firepower8
Leverage8

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

Positioning

SICK AG is a German sensing giant (EUR 2.1B in 2024) making sensors across factory, logistics, and process automation, with 11,804 employees, though its 2024 revenue dipped below 2023 (a current-year confirmation flag). It announced a Malaysia manufacturing hub and a Knapp partnership, and launched its first Eve-powered FMCW sensor with Aeva (which named it 2026 Supplier of the Year). It is family/foundation-owned, disclosing annual figures only.

Latest signals

  • SICK demonstrated multi-bin picking with its PLB software and a robot-mounted Zivid camera.Zivid
  • NVIDIA assembled a Halos ecosystem spanning real-time software, embedded systems, sensors, semiconductors, and industrial applications.The Robot Report
  • Innok Robotics deploys InnokCockpit-powered mobile robots for industrial logistics and transport.Hesai

4 signals name SICK AG.

Facts, with sources

  • [object Object]

3 facts on file.

More comparisons

Questions this page answers

Hesai or SICK AG: which is ahead in robotics?

Hesai ranks 14 on the Robotics 100 with a score of 90; SICK AG ranks 38 with 84. Hesai is ahead on progress and firepower. SICK AG is ahead on commercials. Level on deployment, production, technology, positioning and leverage. Hesai is based in Shanghai, China, SICK AG in Waldkirch, Germany. Hesai: Public, founded 2014. SICK AG: Established. Hesai is named in 56 signals and SICK AG in 4.

How do Hesai and SICK AG compare?

Hesai ranks 14 on the Robotics 100 with a score of 90; SICK AG ranks 38 with 84. Hesai is ahead on progress and firepower. SICK AG is ahead on commercials. Level on deployment, production, technology, positioning and leverage. Hesai is based in Shanghai, China, SICK AG in Waldkirch, Germany. Hesai: Public, founded 2014. SICK AG: Established. Hesai is named in 56 signals and SICK AG in 4. 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.

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