Q2 25' Lidar Landscape report - Hesai Group
4 months ago
The Reservist
"HSAI (quick overview): Only profitable lidar player shipping 1.2M units. Current $200 price point needs to reach ~$500 for better lidars targeting western OEMs or Chinese L3 makers. Making inroads with new long-range lidars at GM/Toyota/Audi JVs in China + likely Mercedes in Europe (progressed B to C sample), proving global potential."
Sentiment
neutral
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Q2 25' Lidar Landscape report - Hesai Group
Source:
The Reservist
Published:
August 22, 2025
Idea Type:
Stock Idea