Hesai's production capacity is set to double amid intensifying competition in the lidar sensor space. As autonomous driving technology accelerates and more players enter the market, the lidar industry is undergoing significant consolidation. Hesai's expansion reflects growing demand for high-performance sensors in self-driving vehicles and robotics applications. The company's move signals confidence in sustained growth within this critical Web3 infrastructure segment. With competitors ramping up output simultaneously, the sector is experiencing a natural shake-out—establishing which manufacturers can maintain quality and scale simultaneously.