On April 23, 2025, a milestone event occurred in the LiDAR industry - Hesai Technology and Carl Dynamics, an autonomous truck technology company, announced the deepening of their strategic cooperation, and Hesai's AT1440, the world's highest number of automotive-grade mass-produced LiDARs, was first launched on KargoBot 's world's first future transportation robot, and was simultaneously installed in the mass-produced Carl Dynamics' L4 autonomous truck formation solution. This event not only represents a cutting-edge breakthrough in lidar technology, but also injects a strong impetus into the commercial development of autonomous freight transportation, which is expected to promote the entire intelligent logistics industry to a new height.
1. Technological breakthrough: AT1440 redefines the performance benchmark of LiDAR
Equipped with Hesai's fourth-generation self-developed chip, the AT1440 achieves ultra-long-range ranging capability of 300 meters (@10% reflectivity), with an angular resolution of 0.05° × 0.0125°, and can output image-level point clouds, with a density more than 45 times higher than that of current mainstream automotive LiDAR. The number of lines is as high as 1440 lines, which is 10 times higher than similar products on the market, and the point frequency exceeds 34 million points per second. These improvements are not a simple digital leap, but a qualitative leap forward for autonomous driving systems. In complex traffic scenarios, the AT1440 can accurately capture the small objects on the road and the subtle changes in the road surface, providing more comprehensive and accurate environmental perception information for autonomous trucks, and greatly enhancing the decision-making ability and safety of the system.
For example, on highways, the AT1440 can detect distant construction signs or scattered objects in advance, giving self-driving trucks enough time to take safe shelter. In urban roads, it can clearly identify pedestrians, bicycles and various obstacles in narrow lanes, providing a strong guarantee for accurate navigation and safe driving of trucks.
Figure: Hesai Technology's AT1440 lidar was launched for the first time
2. Cooperation and application: The strong alliance between KargoBot and Hesai Technology
As an enterprise focusing on the research and development of autonomous truck technology, KargoBot has deep technical accumulation in algorithm optimization and system integration. With its leading position in the field of lidar, Hesai Technology provides core perception hardware support for KargoBot. The cooperation between the two is a model of complementarity.
For KargoBot, the AT1440 is equipped with its L4 autonomous truck formation solution. According to Li Yifan, CEO of Hesai Technology, the AT1440 will help KargoBot achieve large-scale commercialization of autonomous freight. With this efficient and reliable autonomous driving solution, Carl Dynamics can significantly improve the efficiency of logistics and transportation, reduce labor costs and operational risks. In long-haul freight transport, autonomous truck formations can maintain stable speeds and distances, reduce accidents and delays caused by human factors, and optimize fuel consumption, bringing considerable economic benefits to enterprises.
For Hesai Technology, the cooperation with KargoBot not only expands its market share in the commercial vehicle field, but also further enhances its brand influence and technical reputation. Hesai Technology's total revenue in 2024 reached a record high of RMB2.08 billion. With the mass production and application promotion of AT1440, it is expected that its market share and sales will continue to grow in 2025 and beyond. In addition, Hesai Technology has also launched the "Thousand Eyes" LiDAR perception solution, covering autonomous driving levels from L2 to L4, demonstrating its deep accumulation and forward-looking layout in the field of autonomous driving technology.
3. Industry impact: Promote the upgrading and development of the autonomous driving industry
The first application of AT1440 in the field of commercial vehicles has set a new benchmark for the entire autonomous driving industry, and has important demonstration significance and leading role. It not only demonstrates the huge application potential of LiDAR technology in the field of autonomous driving freight, but also provides new technical ideas and development directions for other autonomous driving companies.
With the large-scale application of AT1440, more autonomous driving companies will increase their investment in the R&D and application of LiDAR technology, promote the continuous innovation and breakthrough of the entire industry in perception technology, algorithm optimization, system integration, etc., accelerate the upgrade and iteration of autonomous driving technology, improve the overall performance and reliability of autonomous driving systems, and lay a more solid foundation for the large-scale commercial application of autonomous driving.
In the logistics and transportation industry, the application of the AT1440 will also have a far-reaching impact. The realization of autonomous freight will change the traditional logistics and transportation mode, improve the efficiency and safety of cargo transportation, and reduce operating costs. According to relevant data, the global logistics market is huge and continues to grow, and the application of autonomous driving technology is expected to bring huge room for cost reduction and efficiency increase for the logistics industry. In the future, with the popularization of autonomous freight, logistics companies will be able to allocate resources more efficiently, optimize transportation routes, improve service quality and customer satisfaction, and promote the transformation and upgrading of the logistics industry in the direction of intelligence, digitalization and greening.
4. Market prospects: Helping Hesai Technology and KargoBot to develop their ambitions in the field of intelligent logistics
In the context of the rapid development of the intelligent logistics market, the demand for autonomous freight is showing a rapid growth trend. The cooperation between Hesai Technology and KargoBot is expected to fully seize this market opportunity and provide reliable technical support for autonomous freight transportation through the high-performance perception capabilities of the AT1440 LiDAR, creating a more competitive autonomous freight solution to meet the market demand for efficient, safe and intelligent logistics.
Judging from the market reaction, Hesai Technology's share price in the U.S. stock market expanded to more than 9% after the release of the AT1440 on April 21, 2025. This significant market reaction shows that investors have confidence in the market prospects of the AT1440. With the application of the AT1440 in KargoBot 's future transportation robot and L4 autonomous truck formation solutions, it is expected to further enhance the market competitiveness of Hesai Technology and KargoBot, attract more customers and partners, and expand their market share and brand influence.
5. Summary
The launch of the AT1440, the world's highest number of lines, marks a key inflection point for autonomous freight. It not only represents a major breakthrough in lidar technology, but also provides strong technical support for the commercial development of autonomous driving freight. The deepening cooperation between Hesai Technology and KargoBot is an important force in driving this change. Under the broad prospect of the smart logistics market, the cooperation between the two is expected to open a new era of autonomous freight, bring more efficient, safer and smarter transportation solutions to the logistics industry, and promote the development of the entire industry to a higher level.
