Hesai Leads Global ADAS Main Lidar Shipments in Yole’s 2026 Report

Hesai ranked first worldwide in shipments of main lidar units for advanced driver assistance systems (ADAS), with a 43% market share, according to Yole Group’s 2026 global automotive market report. The report puts total passenger vehicle lidar shipments in 2025 at 3.7 million units, including approximately 3.1 million main lidar units.

The distinction between these figures matters when interpreting Hesai’s position. Its 43% share applies to the ADAS main lidar segment; it should not be read as its share of all passenger vehicle lidar shipments. The report’s 2026 designation also differs from the shipment data period, which covers 2025.

The ranking highlights Hesai’s shipment scale in the high-volume passenger vehicle ADAS market. For readers assessing supplier positions, it provides a measure of the company’s presence in this specific segment. Shipment leadership alone, however, does not establish leadership in revenue, profitability or technical performance.

The next question is whether Hesai can sustain that share as shipment volumes change. Future figures covering the same segment would help distinguish continued market leadership from changes in the broader passenger vehicle lidar market. For now, the clearest conclusion is that Hesai held the largest share of global ADAS main lidar shipments in 2025.