Hesai Takes 62% of Robotaxi Lidar Market, Yole Group Reports
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Palo Alto – October 29, 2026 -- Hesai Group held a 62% share of the global robotaxi lidar market in 2025, more than all other suppliers combined, according to Yole Group's Robotaxi 2026 report. The figure is up from the 61% Yole attributed to the Nasdaq- and HKEX-listed company in its previous report.
Yole projects robotaxi fleet growth from 10,000 to 331,000 vehicles by 2031
Yole Group expects the global robotaxi fleet to expand from approximately 10,000 vehicles in 2025 to 331,000 in 2031. Operators scaling at that pace will need lidar that delivers precise perception in complex environments, automotive-grade quality and reliable supply at volume, the report says.