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Sharpa Supplier Hesai Reports 51% Growth in Lidar Shipments

The Chinese manufacturer is expanding its supply of lidar sensors and actuation modules for robotics, including components used in Sharpa's humanoids and dexterous hands.

November 11, 2026 by Artem

Robotic lawn mower with lidar sensors navigating in a garden.

SHANGHAI -- Chinese lidar maker Hesai Group, a supplier to humanoid manufacturers including Sharpa, said it shipped 51.1% more robotics lidar units year over year in the third quarter of 2026.

Hesai said in a news release Nov. 10 that it shipped 91,618 robotics lidar sensors in the quarter, up from 60,639 sensors in the same quarter of 2025. Moreover, it almost doubled shipments of robotic actuation modules on a quarterly basis. The actuation modules include motor, reducer and other systems that drive the robot's motions.

Sharpa is one of the buyers of Hesai's parts. The actuation modules are used for Sharpa's D01 full-body humanoid and W02 dexterous robotic hand for performing precise manipulation work, according to Hesai.

The two companies inked a supply contract in March for lidar sensors and robotic actuators for Sharpa's embodied AI products. Hesai said the two later amended the agreement in July to enhance the supply framework.

Lidar orders have also come from humanoid robot makers such as Unitree Robotics, Robbyant, Galbot, Galaxea and Dexmal.

Hesai robotics lidar shipments go beyond humanoids. The total quarterly revenue of the company increased by 34.3% compared to the previous year reaching 1.07 billion yuan ($159.3 million) with the net income falling 68.5% to 80.8 million yuan.

The company indicated that it had cumulatively shipped 35,295 units of actuation modules up until September with an ability to produce 10,000 units per month. Hesai anticipates shipping at least 100,000 units of actuation modules in 2027.