Data from NE Times show that 525,500 LiDAR units were installed in passenger vehicles in China in August 2026. Hesai installed 182,436 units, just 65 fewer than Huawei, with the two companies together accounting for 69.4%. The growth logic is extending beyond simply adding vehicle models to multiple LiDARs per vehicle, robotic perception and 3D spatial mapping.
Huawei and the Xi'an Institute of Optics and Precision Mechanics have signed a strategic cooperation agreement, with AI+optics as a core focus. Huawei has pledged to prioritize computing resources and AI teams for the effort. Earlier, on September 17, Huawei unveiled the Ascend 960 superpod using near-package optics (NPO) at Huawei Connect 2026, employing 5,500 in-house Hi-ONE optical engines.
Why we recommend it: The original text places the industry-academia partnership alongside the NPO superpod, revealing Huawei's overall strategy in optical interconnect and AI optics
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Xi'an Institute of Optics and Fine Mechanics (XIOPM) · Research ProgressOptics industryOptics and AIPicksAI score6363
The teams of Wang Binhao and Zhang Wenfu at the Xi'an Institute of Optics and Mechanics have achieved a series of advances in silicon-based photonic interconnect chips.