{"title":"Hesai vs SICK AG: Vision & 3D perception compared","url":"https://www.frontiertechintelligence.com/compare/hesai-vs-sick-ag","comparison":"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.","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":"SICK AG","url":"https://www.frontiertechintelligence.com/companies/sick-ag","city":"Waldkirch","country":"Germany","stage":"Established","founded":null,"last_round":null,"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.","assessed_in":{"domain":"Robotics","list":"Robotics 100","rank":38,"score":84,"tier":"member","scores":{"gate_ne":["firepower"],"leverage":8,"position":8,"progress":6,"firepower":8,"commercial":10,"deployment":10,"production":10,"technology":8},"why":"SICK sells PLB software for multi-bin picking, using 3D vision with robot-mounted cameras to help industrial robots identify and pick parts.","segment":"Vision & 3D perception","layer":"Sensing"},"signals_total":4,"facts_total":3}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}