In China, even electric two-wheelers are starting to use LiDAR
As the cost of LiDAR sensors decreases significantly, they are now being integrated into electric two-wheelers in China, a technology previously exclusive to high-end EVs. Hesai Group has partnered with Niu Technologies to supply its FTX LiDAR for Niu's new NXT2, enhancing safety perception on urban roads. This trend indicates a broader adoption of LiDAR as it becomes more affordable, pushing towards safer and smarter mobility solutions across various vehicle types.
How this was made

The 30-second read
Why it matters
This trend could catalyze a significant shift in urban mobility safety and automation, benefiting sensor manufacturers and related technology providers.
Market read
The integration of LiDAR into low-cost electric vehicles signifies a disruptive trend in mobility technology, with potential to influence related markets and supply chains.
What to watch
Potential delays in mass adoption due to regulatory hurdles, supply chain disruptions, or technological challenges could temper optimistic projections.
Background
The decreasing cost of LiDAR sensors is enabling their integration into a broader range of vehicles, including affordable electric two-wheelers in China.
Ticker impact
High relevance due to direct involvement in LiDAR technology supply and bullish sentiment.
Moderate upward movement (~5-10%) over the next 1-3 months, contingent on continued adoption trends.
HSAI supplies LiDAR sensors for Niu Technologies' new model, and the trend towards affordable LiDAR integration in urban mobility suggests increased demand. The bullish sentiment and recent partnership reinforce positive outlook.
Market effects
Potential acceleration in the adoption of LiDAR and sensor technologies across urban mobility and manufacturing sectors.
Positive impact on Chinese EV and mobility markets, possibly influencing neighboring regions adopting similar technologies.
Limited direct impact; however, signals a broader trend towards smarter, safer mobility solutions.
Counterpoint
The rapid adoption of LiDAR in low-cost electric two-wheelers may lead to increased competition, squeezing margins for suppliers like Hesai Group.
Key entities
- CompanyHesai Group
Supplier of LiDAR sensors for automotive and mobility applications.
- CompanyNiu Technologies
Chinese electric scooter manufacturer partnering with Hesai for LiDAR integration.





