Hesai
禾赛
Hesai is a Chinese lidar company and an early portfolio company of ZhenFund. Its CEO is David Li (李一帆) . The company has positioned itself as a mass-market supplier of automotive lidar, with its compact long-range ATX sensor becoming a standard safety component after launching large-scale production in Q1 2025—cumulative deliveries have surpassed 1 million units . Hesai's customer base spans over 120 vehicle models across 24 domestic and international automakers, including BYD, Changan's Deepal and Qiyuan brands, and Leapmotor . In September 2025, *Fortune* named Hesai to its "Change the World" top 50 list, citing its role in pushing lidar from expensive niche technology into a core global vehicle-safety standard . The company has also made strategic investments upstream, including a 2022 stake in VCSEL firm Vertilite alongside competitor RoboSense , and has been cited as a partner to robotics startup Vbot .
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Coverage
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Leading VCSEL company Vertilite secures strategic investment from Hesai and RoboSense
Accelerating VCSEL chips' transition from consumer-grade to automotive-grade standards.
