Key Findings
Hesai Technology is expanding its business model from lidar manufacturing to becoming a physical AI infrastructure provider. The company has introduced two primary pillars for this transition: a robotics motion engine focused on high-performance actuators and the Kosmo 3D world data engine for spatial reconstruction.
Technical Details
On the motion side, Hesai has developed a new power module that triples power density while reducing volume by 37%. This technology is currently utilized in Sharpa’s dexterous hands:
- W01: Features 22 active degrees of freedom and is integrated into NVIDIA’s Isaac GR00T humanoid robot reference design.
- W02: Scheduled for release at IROS 2026, this model features 21 active degrees of freedom and reduces overall hand size by approximately 30%.
The Kosmo 3D data engine utilizes a spatial reconstruction engine capable of simultaneously generating depth maps, mesh, and 3DGS. In a deployment at a DQ ice cream shop, the system scanned the environment in roughly 15 minutes, which resulted in the Sharpa robot achieving a task success rate of 99%.
Background and Context
CEO Li Yifan states that physical AI is entering a “2.0 phase” characterized by general-purpose robots. According to Li, the primary bottlenecks for this era are high-quality real-world data and high-performance hardware. Hesai intends to leverage a decade of experience in opto-mechatronics and software-hardware integration from its lidar business to address these gaps.
Significance and Outlook
Hesai views these two engines as a second growth driver for the company. The product roadmap involves expanding from dexterous-hand modules to full-body joint actuators. In terms of delivery timelines, Hesai expects to ship more than 10,000 robotic power modules by the end of Q2 2026, with forecasts projecting six-figure shipment volumes by 2027.
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