Hesai and RoboSense new products signal accelerating solid-state supplier competition (2026)
Automotive Lidar Market 2025 to 2032: From Premium Adoption to Mass-Market Integration →Hesai launched the ETX lidar for behind-the-windshield integration, and in April 2026 RoboSense launched its Phoenix and Peacock chipsets based on its EOCENE SPAD SoC architecture. Suppliers are prioritizing semiconductor integration and miniaturization to scale toward mass-market adoption. The market is projected to grow from USD 1.70 billion in 2026 to USD 11.26 billion by 2033 (31.0% CAGR), with Asia Pacific leading.
Severity: how big the impact would be if this plays out.
Likelihood: how probable the engine judges it is to happen or persist.
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Track supplier product roadmaps for design-in opportunities on new platforms
Rapid chipset and integration innovation among leading suppliers may shift competitive dynamics and pricing leverage over the forecast period.
Source · globenewswire.com