With NEV sales growth and widespread demand for advanced intelligent driving, LiDAR installation rate hit 16.4% in Jan-Aug 2025, up 4.5pct YoY. Among major suppliers, Hesai and Huawei saw 3.2pct and 1.8pct YoY rises respectively, while RoboSense fell 0.4pct.
From Jan – Aug 2025, LiDAR installation rates in NEV segmented markets differed by price. The 100k – 200k RMB range had a mere 2.1% rate. In 200k – 300k RMB, it rose to 39.8%, with Hesai at 17.3% and Huawei at 10.7%. The 300k – 400k RMB segment reached 63.2%, with Hesai (19.1%) and Huawei (19.6%) having balanced rates. For 400k – 500k RMB, the rate was 66.8%, with Hesai at 27.9% and RoboSense at 30.2%. In the over 500k RMB high – end market, the rate soared to 87.0%, and Huawei dominated at 60.7%, showing strong concentration in premium segments.
Further, among NEV brands mainly supplied by Hesai , Li Auto and Xiaomi together account for 71.7% of the share. Huawei mainly supplies the HIMA brand alliance it leads, with a share as high as 77.6%. For RoboSense, Zeekr is the top – supplied brand, followed by Denza.
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