Huawei's latest M9 car is equipped with 192-line LiDAR and 27 environmental perception sensors. The lidar has an ultra-long-distance accurate identification of 250 meters, an imaging speed of 1.84 million points per second, and 0With a vertical resolution of 1° and a scan frequency of up to 20Hz, the performance is far above the industry average.
With the arrival of the new car market in 2024, lidar has become the standard, marking the industry's transition from the initial stage to diversification.
Data shows that in November 2023, the penetration rate of lidar in the new energy passenger vehicle market has reached 466%, showing a steady growth trend. Among the new power brands, the penetration rate is as high as 1964%；In the range of 40-500,000 yuan**, the penetration rate of lidar reached 6931%。
Car companies have accelerated the layout of the intelligent driving field and entered the high-end market in advance. A number of new cars equipped with LiDAR, such as Zhijie S7, Xiaomi SU7, Galaxy E8 and Zeekrypton 007, will be launched in 2024. Cars
With the wide application of lidar in vehicles, the development direction of intelligent driving is becoming clearer.
At present, intelligent driving mainly relies on two technical routes: vision and multi-sensor fusion.
Among them, the purely visual route relies on powerful algorithms and computing power, which is the choice of technology giants such as Tesla.
Domestic enterprises are more inclined to multi-sensor fusion solutions, and lidar has become the preferred hardware because of its excellent comprehensive performance.
Since the advent of LiDAR, it has been closely following the cutting-edge advancements in underlying device technology, constantly adopting and integrating emerging technology architectures.
From the early single-point lidar technology (the initial application of lasers), to the subsequent evolution of single-line scanning lidar, to the wide application of multi-line scanning lidar that shines in the field of unmanned driving, lidar technology continues to break through.
In addition, the continuous emergence of innovative technology solutions such as solid-state lidar and FMCW lidar has pushed the technological development in this field to a new height, fully demonstrating the continuous innovation of lidar technology path.
In the field of environmental perception, lidar has become the core sensor for high-level intelligent driving.
Compared with traditional sensors such as cameras, millimeter-wave radar, and ultrasonic radar, lidar has significant advantages in terms of detection range, accuracy, and real-time performance. Not only can it detect a wide range of objects, including static objects, but it can also provide centimeter-level accuracy from 0 to 300 meters, and build 3D models of the environment in real time.
At the functional level, as a sensor, the comprehensive hardware performance of LiDAR far exceeds that of other types of sensors. Considering the security requirements and the trend of technical redundancy, multi-sensor fusion has become an inevitable choice for the development of the industry. LiDAR has strong development certainty in the future market.
Compared with millimeter-wave radar and cameras, lidar has better comprehensive performance
According to the data of the China Association of Automobile Manufacturers (CAAM), the lidar market is growing rapidly. The market size is expected to expand rapidly from 24.2 billion yuan in 2022 to 96.3 billion yuan in 2025, with a compound annual growth rate (CAGR) of 59% during the period.
Especially in the domestic passenger car market, the scale of lidar is expected to grow from 7 billion yuan in 2022 to 28.3 billion yuan in 2025, also maintaining a CAGR growth rate of 59%.
In addition, according to the market research institute Yole, the global automotive lidar market is expected to reach 46 by 2028$500 million, with a compound annual growth rate of 55% over the six years between now and 2028, shows that lidar technology is gaining widespread acceptance and adoption around the world.
Data**: The industrial chain of YOLE vehicle lidar covers four core modules: transmission, reception, scanning and information processing.
In a laser emission system, the excitation source drives the laser to generate a laser pulse. These pulses are precisely controlled by a laser modulator and beam controller to determine the direction and number of lines emitted the laser. The emitting optics accurately project a laser beam onto the target object.
The laser receiving system is responsible for capturing the laser light reflected back from the target object. By receiving the optical system, the photodetector converts these weak reflected signals into electrical signals, laying the foundation for subsequent information processing.
The information processing system is the "brain" of lidar. It receives and amplifies electrical signals from the receiving system for digital-to-analog conversion and complex calculations.
In the past, the high cost of lidar has been a major obstacle to its widespread adoption. With the advancement of technology, the chip-based design of transceiver components has significantly improved system integration and greatly reduced costs.
For example, the cost of transmitting and receiving a single line for Hesai's mass-produced AT128 LiDAR has been reduced to 1 20 for the original discrete system. At the same time, the introduction of automation equipment further improves production efficiency, ensures fast delivery, and reduces commissioning and manufacturing costs.
In the future, with the application of pure solid-state radar technology, the cost of lidar will continue to decline.
In the upstream of the lidar industry chain, large manufacturers in Europe, the United States and Japan still occupy a dominant position. Domestic upstream layout manufacturers such as Changguang Huaxin, Focuslight Technology, and Yongxin Optics have also made significant progress in the field of lidar.
From the perspective of computing power, some car companies have deployed more than 400TOPS computing power, which is enough to meet the needs of L4 autonomous driving.
From 2018 to 2022, China's lidar manufacturers accounted for half of the pre-installed fixed-point share, ahead of other regional markets with lidar companies such as the United States, France, Germany, Japan and Israel.
2021-2023.11. Lidar configuration of domestic models:
From the perspective of the market structure, the five leading manufacturers occupy the first echelon and lead the development of the industry.
Hesai Technology topped the list with a market share of more than 45%. According to the latest data from the 2023 Global Automotive LiDAR Market and Technology Report, Hesai Technology has achieved a number of global firsts in the field of automotive LiDAR.
On December 26, 2023, Hesai Technology announced that the company's cumulative LiDAR deliveries have exceeded 300,000 units.
It is followed by Tudatong, which mainly serves NIO models, with a market share of 250%。In addition, well-known brands such as Suteng Juchuang, DJI Livo, and Huawei have also occupied a place in the lidar market, and emerging forces such as Beixing and Wanji Technology are also actively expanding their market share.
2023H1 LiDAR market share in China market:
Source**: With the rapid development of intelligent driving technology, LiDAR is one of the key sensors and its importance is highlighted.
In the development process of intelligent driving, lidar is fused with other sensors, such as cameras and millimeter-wave radars, to form a multi-sensor fusion system, which can provide more comprehensive and reliable perception information. This kind of converged perception technology has become an important trend in the field of intelligent driving, providing strong support for autonomous driving of vehicles in various complex environments.
With the continuous advancement of lidar technology and the reduction of costs, more and more automakers have begun to incorporate lidar into their intelligent driving solutions. In the future, with the further popularization and application of intelligent driving technology, lidar will become an indispensable key component, injecting new impetus into the development of intelligent driving.
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