[250722] #Hesai #Bosch #AEye

1. Hesai’s ATX Lidar obtains ISO 26262 functional safety certification

• Hesai Technology’s ATX lidar received ISO 26262 ASIL B certification from SGS-TÜV, enabling large-scale ADAS deployment with enhanced functional safety.

• ATX joins Hesai’s other ISO 26262 certified lidar products—Pandar128, QT128, and AT128—strengthening their “Safety Triad” system integrating functional safety, SOTIF, and cybersecurity.

• ISO 26262 certification ensures rigorous safety management across vehicle electrical and electronic systems, reducing recalls and enhancing passenger protection.

• SGS-TÜV involved early in ATX’s design, confirming Hesai’s commitment to safety and tech excellence upon certification in June 2025.

• Since launch in April 2024, ATX gained adoption by 12 major OEMs and exceeded 40,000 units delivered as of mass production start in March 2025.

• Lidar’s role in advanced safety and ADAS grows, with 25% of EVs over $20,000 equipped with lidar, highlighting increasing market penetration.

• Reliable lidar performance is critical for complex driving scenarios, driving OEM focus and updates in safety standards.

• Hesai’s ISO certification for ATX underscores its unwavering dedication to safety and plans to further advance safety capabilities and standards adoption.

2. AEye’s Apollo sensor selected by major OEM unlocking potential $30M revenue opportunity

• AEye’s Apollo lidar has been chosen by a major transportation OEM, with a projected revenue impact of over $30 million in the next 24–36 months.

• Apollo lidar was selected for its industry-leading one-kilometer object detection range, which enhances hazard identification and response times.

• This selection highlights the increasing demand for long-range lidar in transportation safety systems.

• AEye’s technology supports the evolution of autonomous driving by enabling perception capabilities far beyond the typical 200-meter range.

• The deal reinforces lidar’s role as a core sensor in ADAS and autonomous vehicle platforms requiring extended-range object detection.

• Apollo’s performance sets a new benchmark for high-resolution, long-distance sensing in commercial transport applications.

• The partnership reflects growing OEM investment in intelligent safety systems powered by advanced lidar technologies.

• AEye positions this win as validation of its leadership in adaptive, high-performance lidar for next-generation mobility solutions.

• Uber has officially launched autonomous ride-hailing services in Atlanta in partnership with Waymo, expanding their self-driving initiative.

• The service now allows Uber users to book Waymo’s autonomous vehicles via the Uber app across a 65-square-mile area in Atlanta.

• This rollout follows their original partnership announcement in September 2024 and builds on previous deployment in Austin, Texas.

• Approximately 100 Waymo vehicles are already operating through Uber’s platform in Austin, creating momentum in self-driving deployments.

• Uber exited its in-house autonomous vehicle development by selling its AV unit in 2020 to focus on core operations like ride-hailing and delivery.

• The launch aligns with industry trends following Tesla’s robotaxi trials and signals Uber’s renewed role in autonomous mobility via strategic partnerships.

4. Samsung Heavy Industries’ SHIFT-Auto ushers in era of autonomous ships

• Samsung Heavy Industries (SHI) unveiled SHIFT-Auto, a 12-meter unmanned autonomous vessel controlled by Samsung Electronics’ AI voice assistant, Bixby.

• The vessel autonomously navigates by calculating optimal routes, avoiding obstacles, and responding to voice commands including maritime-specific phrases.

• SHIFT-Auto features no traditional helm; instead, it uses multiple monitors, cameras, microphones, and an integrated SAS navigation system.

• The ship’s sensor suite includes nine CCTVs, nine situational cameras, two radars, and a LiDAR, enabling precise situational awareness and obstacle avoidance.

• SHI’s SAS system has completed long-distance autonomous trials, including a 2,800-kilometer open ocean voyage, demonstrating mature technology.

• The vessel supports remote control via low-orbit satellite from research centers, enhancing operational flexibility.

• Autonomous shipping addresses the global seafarer shortage, improving cargo space and fuel efficiency while advancing maritime safety.

• The autonomous vessel market is projected to grow from $54.4 billion in 2015 to $254.1 billion by 2030, reflecting rising industry adoption.

5. SAIC-GM, Bosch, Qualcomm to co-develop AI-powered cockpit experience for next-generation vehicles

• SAIC-GM, Bosch, and Qualcomm formed a strategic partnership to deliver AI-powered smart cockpit experiences in future vehicles.

• Bosch developed a next-gen cockpit domain controller using Qualcomm’s Snapdragon Ride™ Flex SoC (QAM8775P), tailored for SAIC-GM’s Buick Xiaoyao architecture.

• The platform will debut in mass production in late 2025 with ELECTRA’s first premium EV sedan, enhancing digital in-car experiences.

• The system flexibly allocates computing power across cockpit, ADAS, and hybrid usage modes to meet various vehicle scenarios.

• In cockpit-intensive mode, it offers 72 TOPS of neural processing and 230K DMIPS CPU performance, pushing the boundary of intelligent HMI.

• The solution supports immersive interaction through ultra-HD rendering, 3D vehicle control visuals, and high-definition navigation.

• On-device large language models and cloud integration enable near-instant voice response and multi-turn conversational understanding.

• Bosch plans to further enhance AI-powered cockpit systems using Qualcomm’s 5th-gen Snapdragon platform, reinforcing its role in smart mobility.