From June 5438 to this year 10, yost Sullivan (Frost &: Sullivan (hereinafter referred to as "Sullivan") released the independent market research report of the global lidar industry. According to Sullivan's statistics and forecast, driven by the expansion of Robotaxi/Robotruck fleet, the accelerated application of solid-state lidar in ADAS and the demand of intelligent transportation construction, it is expected that the overall market will show a high-speed development trend. By 2025, the global market scale will reach $65.438+03.54 billion, a compound annual growth rate of 64.5% compared with 2065.438+09.
Most of the market share of vehicle-mounted lidar is monopolized by international giants, so there is the following article about the main competitors of overseas vehicle-mounted lidar industry. (The following rankings are in no particular order)
Weilideng
Founded in 1983, Verizon is a technology company located in Silicon Valley, California. It started as an audio business, and began to develop lidar technology in 2005, and then became the world's leading supplier of lidar. Its influence in the field of self-driving cars first came from the 2007 DARPA Unmanned Vehicle Challenge. Carnegie Mellon University and Stanford University won the first place and the second place in those years, and they used the Lidar of WILDEN. Since then, the lidar developed by the company has been widely used by companies involving unmanned driving such as Google and Baidu.
20 16, willden? Lidar is independent, focusing on lidar technology. The company provides various sensor solutions, including Puck and Ultra? Parker, autonomous alpha? Prime, Velarray optimized for ADAS and driver assistance software? Vella ensures its outstanding position in ADAS, self-driving cars, safer mobile travel and last mile delivery solutions.
Weideng's lidar has been criticized by car companies because of its high price and long delivery time, but it is still almost the world's leading automobile OEM. Until the last two years, with more and more participants and more choices in the market, the scarcity advantage of Willetten began to be disintegrated by latecomers and challengers. Perhaps it is to better occupy the highlands of the autonomous driving market. In September this year, Wilton? Lidar? Inc. became the first automobile lidar manufacturer to choose to acquire the company through special purpose to go public.
Recently, Wilton? Lidar announced the launch of an innovative solid-state lidar sensor-Velarray? M 1600. It is reported that this sensor is specially designed for mobile robot applications. It is the latest product of Velarray product line and the first product of new M product line. Wilden's groundbreaking proprietary micro lidar array architecture (MLA). Seeing the constant innovation of Verdun, we can imagine how fierce the market competition is today.
quantum mechanics
Quanergy, founded on 20 12 and headquartered in California, USA, is a start-up company focusing on developing small solid-state lidar, and it is precisely because of the concept of solid-state lidar that it is highly sought after. From the beginning, it became the darling of capital. All the way to triumph, won several rounds of financing, with a valuation of up to $2 billion.
20 14 September, Quanergy's first product M8- 1 was put into use, and then it was applied to the experimental models of Mercedes-Benz, Hyundai and other automobile manufacturers. At the CES show on 20 16, Quanergy released S3, which is known as "the world's first OPA solid-state lidar". At that time, it was also claimed that S3 contained no moving or vibrating parts, only 90*60*60mm in size, small in size, low in power consumption and cost, and could be controlled by electron beam. The cost per unit is only $200. If the order quantity is 10000 sets, such conditions are very attractive to capital and market at that time.
Quanergy also quickly established deep cooperation with many major automobile manufacturers and Tier 1 suppliers, including Daimler Lager, Renault Nissan, Hyundai, Delphi and Sensata. Unfortunately, even a beautiful fairy tale will be punctured one day. Although S3? Phased array method is widely used in radar and other aspects, and the related technology is relatively mature. However, this technique requires a large number of dimensions of related parts. How to manufacture such a large-scale equipment and make it run effectively as a system is the biggest problem to be solved. Until now, Quanergy's products have been constantly jumping tickets, and none of them have been commercialized.
Leidal? technology
Founded in 2007, Leddar? Tech is an independent company of National Institute of Optics in Canada. Mainly OEM, Tier 1 supplier, spare parts &; Subsystem suppliers and system integrators provide LeddarCore? ADAS/AD solution uses IC sensor technology to develop lidar. It is reported that Leidal? Tech can be compatible with many low-cost photodetectors and light source devices, including photodiodes, vertical cavity surface emitting lasers (VCSEL) and even white LEDs.
Especially in the field of optical time-of-flight sensing. Based in Leidal. Laser radar based on Tech optical time-of-flight sensing technology not only has a high range-to-power ratio, but also can effectively detect targets in low visibility conditions, and can also use a single detector to distinguish multiple targets.
Last year, Leidal? Tech announced the launch of a 3D model designed for self-driving cars. Flash lidar Leddar? Pissere. This product is very reliable in detecting pedestrians, cyclists and other obstacles around the vehicle. It is also the best solution to detect Cocoon (360-degree full coverage around the car body), which is suitable for autonomous driving deployment and has been adopted by more than a dozen leading suppliers of autonomous vehicles in North America and Europe.
Ibeo
Ibeo was founded in Hamburg, Germany on 1998. By industrial sensor company SICK in 2000? AG company is sick? AG's on-board lidar department. 2009? Ibeo got rid of the disease again ibeo 2006? AG became independent and became a wholly-owned company. In 20 18, ZF, an auto parts supplier, acquired 40% of the shares.
20 10? In 2006, Ibeo cooperated with Valeo to mass-produce MEMS solid-state lidar ScaLa, which can be used in automobiles. Seven years later, this product was carried on the Audi A8, becoming the world's first mass-produced automotive lidar. At the CES show at the beginning of last year, Valeo demonstrated the second generation of ScaLa lidar, and for the first time demonstrated the third generation of lidar products based on MEMS technology. It is reported that the second generation ScaLa lidar is now preparing for more advanced autonomous driving, and has entered the stage of mass production research and development, and will be first carried on another luxury brand model in Europe.
Sensor system developed by Ibeo? NEXT has a long distance and high spatial resolution, and can build a highly accurate 3D environment model, covering road guidance information, road facilities, signs, traffic lights and other detailed information. It can also quickly record and continuously update map data, with strong comprehensive strength.
Innoviz
Compared with the above lidar companies, Innoviz was established in the shortest time, 20 16 June. Omer, co-founder and chairman of the company? Kelaf was the head of electronic research in Israel's Ministry of Defence and won the 1979 Israel Defense Award. The company's core team and main technology come from the elite technology department of Israel Intelligence Corps.
Since its establishment, the company has been committed to the research and development of mass-produced solid-state lidar sensors and its hardware supporting products. The company's goal is to build a solid-state lidar with a price lower than 100. As? MEMS？ Innoviz, the head company of lidar, won the first pre-assembly order in the industry in 20 18, and established strategic cooperation with parts suppliers including Ambofo, Magna, Hengrun and Samsung Harman.
At present, Innoviz already has an automotive radar sensor InnovizOne, which will be officially mass-produced with the assistance of BMW next year. It is reported that this lidar will become the core of L3 autopilot system. Moreover, Innoviz has mastered the intellectual property rights of all key technologies except lasers, such as control chips, application specific integrated circuits (ASIC), lasers, beam control devices and photodetectors. At present, Innoviz is cooperating with Magna and Amber to develop the radar system of BMW iX SUV(202 1). Magna and Amber both invested in Innoviz.
Recently, some media reported that Innoviz also plans to acquire companies to land in the capital market through special purpose, and become a company of Valden, Luminar and? The fourth vehicle-mounted lidar manufacturer after Aeva.
In fact, in addition to the above companies, there are many companies that are in the limelight or have great potential, such as Luminar, TriLumina, Tetra? Violet, wait. It seems that this market has not entered the capital winter.
Figure? |? From the network
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.