Insight: Automotive Lidar Market Consolidates on China

China’s lidar market surges as L2+ and L3 adoption grows, with Hesai, RoboSense, and Huawei driving toward 83% of global high‑resolution units in 2025.

China is rapidly becoming the center of the global automotive lidar market, driven by strong adoption of Level 2+ and emerging Level 3 systems, cost‑competitive domestic suppliers, and regulatory approvals for higher‑level automation. Hesai, RoboSense, and Huawei dominate production, supported by economies of scale and integrated sensor designs. In contrast, demand in mature markets is slower, there are fewer suppliers, and several non-Chinese vendors—such as Luminar and Mobileye—have exited lidar programs. As a result, Chinese vendors are projected to supply 83% of global high‑resolution lidar units in 2025. Non‑Chinese vendors hold only small shares and face uncertain future deployments, as many automakers shift to imaging radar or limit lidar use to China‑built models.