Movin Strategic Career Co Ltd – Strategic Expansion Through Lidar‑Powered 3D Motion Capture
On January 5, 2026, a series of announcements from Hesai Technology, a global leader in lidar solutions, highlighted a pivotal partnership with Movin Strategic Career Co Ltd (hereafter MOVIN). The collaboration is poised to reshape the 3D motion‑capture landscape, a sector traditionally dominated by costly, studio‑based systems that demand extensive human and technical resources.
Hesai’s Production Ambitions
At the Consumer Electronics Show (CES 2026) in Las Vegas, Hesai disclosed its intent to double annual lidar production capacity from 2 million to more than 4 million units in 2026. The expansion is underpinned by a vertically integrated strategy: Hesai’s own manufacturing hub in Thailand, the forthcoming facility in Bangkok, and a suite of proprietary ASICs that enable rapid product iteration. These measures ensure consistent quality while scaling output, positioning Hesai as the industry’s most capable producer of lidar sensors.
The Partnership’s Technological Focus
Simultaneously, Hesai announced a partnership with MOVIN to supply its mini hyper‑hemispherical 3D lidar, the JT128, for MOVIN’s Motion‑AI platform. This alliance directly addresses the limitations of conventional motion‑capture solutions:
| Traditional Motion Capture | MOVIN + Hesai Solution |
|---|---|
| Requires full studios, marker suits, and skilled operators | Works in homes, offices, outdoor settings, and live venues |
| Fragile, sensitive to lighting, prone to occlusion and noise | Robust, real‑time, markerless, and AI‑enhanced |
| High cost and long setup times | Affordable, plug‑and‑play with minimal calibration |
MOVIN’s approach fuses on‑device AI with lidar data to deliver real‑time, free‑body motion capture that rivals studio‑grade quality. By eliminating the need for markers and extensive calibration, the platform promises broader accessibility for consumers, content creators, and developers alike.
Market Implications
Movin’s strategic alignment with Hesai comes at a crucial juncture. The company’s market capitalization—approximately ¥25.75 billion—reflects a valuation that has fluctuated between a 52‑week low of ¥2,310 and a high of ¥3,635. The recent partnership signals a potential upside, as MOVIN positions itself to tap into burgeoning markets such as virtual production, gaming, and robotics.
Moreover, Hesai’s aggressive scaling of lidar production indicates sustained demand for ADAS and robotics sensors. By providing high‑performance lidar modules to MOVIN, Hesai not only diversifies its customer base but also strengthens its ecosystem, creating a feedback loop that benefits both companies.
Strategic Outlook
The collaboration suggests several key trajectories for MOVIN:
- Product Differentiation: Leveraging Hesai’s cutting‑edge lidar, MOVIN can maintain a technological edge over competitors relying on traditional camera‑based systems.
- Rapid Market Penetration: The plug‑and‑play nature of the new system lowers barriers to entry, enabling MOVIN to capture a broader user base across consumer and professional segments.
- Ecosystem Expansion: Integrating Hesai’s robust production capabilities ensures a steady supply chain, mitigating shortages that could delay product rollouts.
In sum, the Hesai–MOVIN partnership marks a significant milestone in 3D motion‑capture innovation. By marrying advanced lidar hardware with AI‑driven software, MOVIN is set to democratize motion capture, potentially redefining industry standards and opening new revenue streams in a rapidly evolving technological landscape.
