Hesai Unveils New Products and Strategy, Aiming to Redefine Physical AI Infrastructure from Autos to Robotics

Hesai unveiled the Picasso SPAD-SoC, a 6D full-color LiDAR chip.

The chip will be integrated into the ETX LiDAR series, with mass production planned for the second half of 2026.

The company is broadening its focus from spatial perception to spatial intelligence, launching the Kosmo spatial AI hardware line and a robotics power module direction.

The move signals a push beyond automotive LiDAR into robotics and the broader physical AI market.