Jackie John's questions to Hesai Group (HSAI) leadership • Q2 2024
Question
Jackie John from CICC asked for specific scenarios where LiDAR is a necessity for achieving Level 3 autonomous driving. He also inquired about the progress of integrating the ATX LiDAR into vehicle headlights and the specific cost-reduction strategies for ATX beyond economies of scale.
Answer
CEO Yifan Li identified two critical scenarios for Level 3 safety where LiDAR excels: detecting general or unidentified objects that may confuse camera systems, and operating in challenging lighting conditions such as darkness or tunnel transitions. Regarding the ATX, Li explained that cost reductions stem from next-generation ASICs, a higher level of semiconductor integration, and product refinements based on extensive real-world data. Executive Yuanting Shi highlighted the partnership with Tier 1 supplier Marelli to integrate ATX into headlights as a key development.