Hesai ranks 14 on the Robotics 100 with a score of 90; Zebra Technologies ranks 41 with 84. Hesai is ahead on deployment, production and progress. Level on commercials, technology, positioning, firepower and leverage. Hesai is based in Shanghai, China, Zebra Technologies in Lincolnshire, United States. Hesai: Public, founded 2014. Zebra Technologies: Public. Hesai is named in 56 signals and Zebra Technologies in 18.
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.
Darker bar: ahead of the other company on that measure.
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.
56 signals name Hesai.
54 facts on file.
Zebra marketed Fetch autonomous mobile robots and its Symmetry Fulfillment robot-assisted picking solution to logistics and warehouse customers.
Darker bar: ahead of the other company on that measure.
Zebra Technologies is a US enterprise-sensing company (Nasdaq:ZBRA) whose machine-vision and robotics assets include Photoneo 3D vision (folded into its Aurora machine-vision suite) and Fetch Robotics AMRs, serving 80%+ of the Fortune 500. It completed the Photoneo acquisition in March 2025, expanding 3D machine vision for automotive manufacturing and logistics. Group revenue and the vision and robotics segment figures are not broken out (group-scoped), and Fetch AMR volumes are undisclosed.
18 signals name Zebra Technologies.
20 facts on file.
Hesai ranks 14 on the Robotics 100 with a score of 90; Zebra Technologies ranks 41 with 84. Hesai is ahead on deployment, production and progress. Level on commercials, technology, positioning, firepower and leverage. Hesai is based in Shanghai, China, Zebra Technologies in Lincolnshire, United States. Hesai: Public, founded 2014. Zebra Technologies: Public. Hesai is named in 56 signals and Zebra Technologies in 18.
Hesai ranks 14 on the Robotics 100 with a score of 90; Zebra Technologies ranks 41 with 84. Hesai is ahead on deployment, production and progress. Level on commercials, technology, positioning, firepower and leverage. Hesai is based in Shanghai, China, Zebra Technologies in Lincolnshire, United States. Hesai: Public, founded 2014. Zebra Technologies: Public. Hesai is named in 56 signals and Zebra Technologies in 18. Both company files carry the scores on eight measures, the facts with sources and the latest signals.
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