(Image credit: Hesai Technology)

Supplier Li Auto over 10,000 deliveries of Hesai's LiDAR in September

Over 10,000 deliveries of LiDAR from Hesai in September is going to be a breakthrough for auto industry

James Davis

Hesai is also constructing a new $200 million factory that is anticipated to be operational by 2023 and have an annual capacity of more than 1 million units.

The Li Auto supplier revealed today that Hesai Technology's AT128 LiDAR exceeded 10,000 units supplied in a single month in September, making it the first LiDAR manufacturer in the world to accomplish this feat.

Hesai claimed that it took just under three months from the beginning of mass production to a monthly delivery rate of more than 10,000 units.

According to the company, this marks not just a significant achievement for Hesai but also the official beginning of the global mass production distribution of LiDARs for automobiles.

Notably, Hesai made no mention of the fact that Li Auto appeared to have contributed mostly to the delivery volume.

Li Auto's latest SUV, the Li L9, which began shipping on August 30, already makes use of Hesai's AT128 LiDAR, which was introduced last year.

Hesai's announcement comes a day after Li Auto reported on September 28 that the 10,000th Li L9 had left the company's Changzhou, Jiangsu province manufacturing facility.

Li Xiang, the founder, chairman, and CEO of Li Auto, predicted on Weibo on June 4 that the model will officially be delivered to consumers in August and that deliveries might top 10,000 in September before Li Auto officially introduced the Li L9 on June 21.

On September 26, just a few days before the anticipated announcement of September delivery data, Li Auto decreased its forecast for third-quarter deliveries.

According to a business announcement, Li Auto now anticipates delivering around 25,500 automobiles in the third quarter, down from an earlier forecast of 27,000 to 29,000 vehicles.

Li Auto says the change is a direct result of supply chain restrictions, even though overall demand for the company's automobiles is still high.

Considering that it delivered 10,422 automobiles in July and 4,571 vehicles in August, Li Auto's most recent outlook indicates that it anticipates delivering 10,507 vehicles in September.

Hesai, on the other hand, claimed in its announcement today that the AT128 secured contracts from prestigious automakers upon its release, including Li Auto, Jidu, HiPhi, and Lotus, despite not being the first semi-solid-state LiDAR device to hit the market.

According to an earlier announcement from Hesai, it has alliances with businesses including Li Auto, Jidu, Aiways, WeRide, and Nvidia.

Image: Some models in production are Hesai AT128 LiDAR-equipped

The AT128 hybrid solid-state radar from Hesai will serve as the primary radar in Xiaomi's initial model, with a number of all-solid-state radars serving as backup radars, according to a story from LatePost earlier this month.

According to Hesai, the entire production line is 90% automated and runs at a 60-second rate, meaning that a qualified LiDAR typically leaves the line every 60 seconds.

Hesai has also invested about $200 million on a manufacturing facility dubbed Maxwell, with a targeted annual capacity of more than 1 million units, in order to accommodate future demand for bigger deliveries. The new factory is anticipated to be operational by 2023.

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