# Who are Hesai Group's customers? Who does Hesai Group earn revenue from?
Canonical: https://valuechain.wiki/hesai · Facet: customers · Updated: 2026-07-12T08:21:12.593553+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Hesai Group's confirmed revenue counterparties include Pony.ai, Aurora Innovation plus 2 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 4 revenue edges, backed by 5 dated sources, 2 of them primary filings (as of 2026-07-12).

### Pony.ai (high)  → /pony-ai.md
- metric: Amount ¥3B · Hesai FY2025 매출(+46%)
- note: Supplies the lidar that is the 'eyes' of Pony.ai's robotaxis — since driverless autonomy hinges on sensor reliability, Pony's robotaxi rollout is a gauge of demand for Hesai's robotics leg.
- [confirms] GlobeNewswire (EN, filing, published 2025-11-11) https://www.globenewswire.com/news-release/2025/11/11/3185201/0/en/hesai-group-reports-third-quarter-2025-unaudited-financial-results.html: "Lidar to Pony.ai robotaxis."
- [confirms] CnEVPost (EN, research, published 2025-09-15) https://cnevpost.com/2025/09/15/hesai-40-million-order-from-us-robotaxi-firm/: "Lidar to Pony.ai robotaxis."

### 자동차 OEM·로보틱스 (라이다) (high)
- metric: Amount ¥3B · Hesai FY2025 매출(+46%)
- note: Lidar to automakers and robotics (1.62M units, +223%).
- [confirms] Automotive World (EN, news, published 2026-01-01) https://www.automotiveworld.com/news/hesai-posts-first-ever-profit-as-lidar-shipments-pass-1-6m-units/: "Lidar to automakers and robotics (1.62M units, +223%)."
- [confirms] GlobeNewswire (EN, filing, published 2025-11-11) https://www.globenewswire.com/news-release/2025/11/11/3185201/0/en/hesai-group-reports-third-quarter-2025-unaudited-financial-results.html: "Lidar to automakers and robotics (1.62M units, +223%)."

### 모셔널 (Motional, 로보택시 라이다) (high)
- metric: Amount $40M · 모셔널 계약(>$40M, ~2026년말)
- note: Supplies lidar for US robotaxi developer Motional's IONIQ 5 — a 2+ year partnership formalized in Sept 2025, naming Hesai the exclusive short-range lidar supplier (sole supplier for both long- and short-range). Deal exceeds $40M with deliveries through end-2026. A flagship customer of the robotics leg, where Hesai supplies 9 of the world's top-10 robotaxi operators (Motional, Baidu, Didi, Pony.ai, WeRide).
- [confirms] Hesai official (EN, news, published 2025-09-11) https://www.hesaitech.com/hesai-selected-as-exclusive-short-range-lidar-supplier-for-motionals-all-electric-ioniq-5-robotaxi/: "Hesai named exclusive short-range lidar supplier for Motional IONIQ 5 (>$40M, through end-2026)"

### Aurora Innovation (mid)  → /aurora.md
- metric: Amount ¥3B · Hesai FY2025 매출(+46%)
- note: Supplies lidar for robotrucks like Aurora's — high-speed autonomous trucks lean heavily on long-range detection lidar, so robotruck commercialization is one axis of Hesai's high-value demand.
- [confirms] Hesai (SEC results) (EN, filing, published 2026-03-24) https://www.stocktitan.net/news/HSAI/hesai-group-reports-fourth-quarter-and-full-year-2025-unaudited-xe4i81kwa3zx.html: "Hesai 2025 revenue RMB 3.03bn (+46%), 1.62M units (+223%), first annual profit; 2026 capacity up to 4M, NVIDIA L4 partnership"
- [confirms] CnEVPost (EN, research, published 2025-09-15) https://cnevpost.com/2025/09/15/hesai-40-million-order-from-us-robotaxi-firm/: "Lidar to robotruck players like Aurora."

Reverse side: https://valuechain.wiki/hesai/suppliers.md · Ripple: https://valuechain.wiki/hesai/ripple.md

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