CHOKEPOINT LENS
DOSSIER
ROLE
US digital-LiDAR maker — the Western contrast to the Hesai/RoboSense cost curve.
CHOKE POSITION
Survives on niches (industrial, mapping, defense) rather than cost leadership; structurally short the scale moat the Chinese leaders own.
Key readouts, what makes the choke pay, what breaks it, and the catalysts on the watch — for every instrument on the board.
PERFORMANCE
No market data available for this instrument.
RELATED SIGNALS
FULL FEED →Hesai LiDAR unit cost breaks $100 — deflation signal for perception layer
Hesai's new AT512 solid-state LiDAR ships at sub-$100 BOM for automotive-grade volumes. Robotics-grade variants (wider FOV, higher rep rate) still $400+ but converging fast.
INTELLIGENCE FILES
ADJACENT INSTRUMENTS
NOTES
Western contrast to Hesai/RoboSense
Market intelligence, not financial advice.