Global and China Automotive LiDAR Industry Report, 2021

Search by Type

Report DataBase News

Abstract

Selected Charts

Related Reports

Related Companies

At the 2021 Shanghai Auto Show, Huawei shocked all automakers and suppliers. Huawei has directly and indirectly supported more than 10,000 engineers in the R&D of intelligent automobiles. Except production, Huawei covers almost all of aspects required for digital transformation of automobiles: automotive perception and decision-making, network communications, electric drive, batteries, electric control, cloud-road networks outside vehicles, R&D and marketing.

Compared with the previous R&D investment involved with 1,000 persons (such as Baidu), Huawei's R&D team consisting of 10,000 persons has greatly accelerated the upgrade pace of intelligent networking of China's auto industry. When other countries around the world are still worrying about the pandemic, China will enter the era of leading the development of global automotive intelligent networking from 2021.

Take LiDAR installation as an example, the new models with LiDAR mainly come from domestic automakers.

LiDAR 1_副本.png

On April 14, Xpeng's third mass production car, the P5, was launched. The biggest highlight is that it is equipped with two DJI Livox LiDARs, which can realize the NGP function on urban roads. Following NIO ET7, Great Wall Mocha, IM and SAIC ES33, P5 is another new model equipped with LiDAR.

On April 17, the ARCFOX Alpha S Huawei HI equipped with three Huawei’s 96-channel LiDARs (installed on the center and both sides of the front) was officially unveiled; later, Changan’s model based on the Ark architecture will also be equipped with Huawei’s LiDAR.

The second model of Lixiang will also be equipped with LiDAR.

After years of development, automotive LiDAR technology roadmaps and products have been quite diversified. ResearchInChina has sorted out classification and composition of LiDAR, as shown in the figure below.

LiDAR 2.png

Early, LiDAR was mainly used in Robotaxi, Robotruck, Robobus, low-speed autonomous driving and roadside perception, etc. in small scale. The extensive application of LiDAR depends on the passenger car market.

As L4 technical solutions are gradually applied to L2-L3 models, LiDAR has been installed widely. LiDAR is currently available on production cars, and is mainly used to enhance ADAS functions and make new cars more appealing.

So far, domestic OEMs prefer to adopt hybrid solid-state LiDAR (including rotating mirror, prism, MEMS) solutions, mainly because:

First, it is easier to reduce the costs of hybrid solid-state LiDAR than mechanical LiDAR. Compared with pure solid-state (OPA, Flash) LiDAR, hybrid solid-state LiDAR technology is relatively mature and easier to commercialize.

Second, the Rotating Mirror Solution (represented by Valeo) is the first technical solution that meets National Automotive Standards and the performance requirements of automakers, and can be supplied in batches with controllable costs.

Xpeng P5 is equipped with two LiDARs (installed on both sides of the front bumper) from DJI Livox Horiz (customized version), which use the dual prism scanning solution, with the maximum detection distance of 150m (@10% reflectivity), the lateral field of view of 120 degrees, the angular resolution of 0.16°*0.2°, and the point cloud density equivalent to 144-channel LiDAR.

Xpeng Livox LiDAR uses 905nm wavelength at the transmitting side, APD at the receiving side, and double prism at the scanning side, namely Risley prism universal pointing system, with a unique non-repetitive scanning method.

LiDAR 3.png

ARCFOX Alpha S Huawei HI is the first model equipped with Huawei’s three 96-channel LiDARs on the center and both sides of the front. Released in December 2020, the LiDAR has the maximum detection distance of 150m (@10% reflectivity), the field of view of 120°×25°, and the resolution of 0.25°×0.26°.

Combined with other sensors (6 radars, and 13 cameras and 12 ultrasonic radars), the LiDARs can achieve 360° coverage.

LiDAR 4_副本.png

Huawei deploys long, medium and short-range LiDARs with a rotating mirror scanning architecture. Like Valeo Scala 1, Scala 2, the LiDARs comply with National Automotive Standards and are available on cars.

LiDAR 5.png

In addition to Huawei and Valeo, Innovusion and Luminar adopt similar technical solutions which however exploit two-axis rotating mirror scanning. They will soon conduct mass production for NIO ET7 and SAIC R ES33.

LiDAR 6.png

Luminar LiDAR features unique technical advantages: 1550nm wavelength (mainstream: 905nm) at the transmitting side, the low-cost InGaAs detector at the receiving side, self-made fourth-generation custom ASIC chips, and a 2D rotating mirror scanning method.

LiDAR 7.png

Luminar's Iris LiDAR based on this architecture has a detection distance of up to 250m (@5% reflectivity), and can detect dark objects on the road beyond 250m, with the resolution of up to 300PPD and the angular resolution of 120°×30°. At the same time, it has low costs. The price of IRIS for L2 advanced assisted driving is US$500; for L4/L5autonomous driving, it is less than US$1,000.
　
Innovusion and Luminar are alike in technology path. Both use 1550nm wavelength, fiber laser, and dual-axis rotating mirror scanning solution.

In January 2021, NIO ET7 was released, equipped with Innovusion's Falcon LiDAR. It will be mass-produced in 2022Q1.

LiDAR 8.png

In addition, RoboSense's MEMS LiDAR --- RS-LiDAR-M1 will soon be carried on Lucid Air. RoboSense released the RS-LiDAR-M1 SOP in January 2021, and will start mass production and delivery of the designated project in 2021Q2.

This product adopts RoboSense’s patented MEMS technology, with the farthest detection distance of 200m (150m@10%), the field of view of 120°×25°, and the resolution of 0.2°x0.2°.

In addition to RoboSense, players using MEMS technical solution include Innoviz, AEye, Pioneer, HESAI, Leishen Intelligent Systems, Zvision, etc. The third-generation product of Valeo’s is also based on MEMS technology.

Innoviz's InnovizOne will be installed on the new BMW iX in 2021; Valeo MEMS is expected to see mass production around 2022.

Main MEMS LiDAR Vendors and Their Typical Products

LiDAR 9.png

Source: ResearchInChina

1. Overview of LiDAR
1.1 Introduction to LiDAR
1.2 Composition of LiDAR
1.3 Ranging Principle of LiDAR
1.4 Classification of LiDAR
1.4.1 Mechanical type
1.4.2 Semi Solid State: MEMS
1.4.3 Pure Solid State: OPA
1.4.4 Pure Solid State: Flash
1.4.5 FMCW LiDAR
1.4.6 Comparison of LiDAR Technologies
1.5 Main Technical Parameters of LiDAR
1.6 LiDAR Industry Chain
1.6.1 Upstream
1.6.2 Downstream

2. LiDAR Market and Trends

2.1 Application Fields
2.1.1 ADAS and Autonomous Driving Are the Core Application Fields of LiDAR
2.1.2 ADAS
2.1.3 Robotaxi
2.1.4 Robotruck
2.1.5 Robobus
2.1.6 Unmanned Delivery
2.1.7 Roadside Perception

2.2 Technology and Trends
2.2.1 Core LiDAR Technology
2.2.2 Technical Solutions of Major Enterprises
2.2.3 Comparison between Core Products and Technical Solutions of Major Enterprises
2.2.4 Rotating Mirror/Prism Technology and Application
2.2.5 MEMS Scanning Technology and Application
2.2.6 Progress of VCSEL+ SPAD Technology
2.2.7 Progress of FMCW Technology

2.3 companies and products
2.3.1 Massive Companies, Intensified Industrial Integration
2.3.2 Reverse Takeover of Multiple Companies
2.3.3 Financing Has Become the Common Means of Subsistence for Companies
2.3.4 OEM Mass Production Cooperation Is Accelerating, and Local Vendors Are Particularly Prominent
2.3.5 Lower Price Helps LiDAR Installation
2.3.6 Mechanical LiDAR Enterprises and Products
2.3.7 Semi-solid-state LiDAR Enterprises and Products
2.3.8 Solid-state LiDAR Enterprises and Products
2.3.9 FMCW Enterprises and Products

3. Global LiDAR Vendors

3.1 Velodyne
3.1.1 Profile
3.1.2 Velodyne Becomes a Leading LiDAR Company
3.1.3 Revenue and Net Income
3.1.4 Revenue Structure
3.1.5 Orders and Plans
3.1.6 LiDAR Production and Technical Cooperation
3.1.7 LiDAR Products Line
3.1.8 Automotive LiDAR Products Matrix
3.1.9 Solid-state LiDAR---Velarray
3.1.10 Ultra-close-range LiDAR---VelaDome
3.1.11 The Smallest LiDAR in history---Velabit
3.1.12 The Latest Solid-state LiDAR---Velarray H800
3.1.13 Core LiDAR Technology
3.1.14 Partners
3.1.15 Cooperation with Veoneer
3.1.16 Cooperation with Hyundai Mobis
3.1.17 Cooperation with Baidu
3.1.18 Development Dynamics

3.2 Luminar
3.2.1 Profile
3.2.2 Development History
3.2.3 Revenue and Net Income
3.2.4 LiDAR Solutions
3.2.5 “Iris” LiDAR
3.2.6 “Iris” LiDAR Mass Production Plan
3.2.7 Hydra LiDAR
3.2.8 Autonomous Driving Perception Software
3.2.9 Core LiDAR Technology
3.2.10 Core Advantages of LiDAR
3.2.11 Partners
3.2.12 Cooperation Projects and Plans
3.2.13 Development Dynamics

3.3 Innoviz
3.3.1 Profile
3.3.2 Development History
3.3.3 Production Bases
3.3.4 Products and Applications
3.3.5 LiDAR Product: InnovizOne
3.3.6 LiDAR Product: InnovizTwo
3.3.7 LiDAR Perception Software
3.3.8 Core LiDAR Technology
3.3.9 LiDAR Partners
3.3.10 SPAC Listing and Performance Forecast

3.4 Aeva
3.4.1 Profile
3.4.2 Development History
3.4.3 Main Products and Mass Production Plan
3.4.4 Core Technology
3.4.5 Technical Advantages
3.4.6 Application Market
3.4.7 Partners and Customers
3.4.8 SPAC Listing Plan
3.4.9 Performance Expectations

3.5 Ouster
3.5.1 Profile
3.5.2 Development History
3.5.3 Core Products
3.5.4 LiDAR Products
.................................
3.5.8 Core Technology
3.5.9 Competitive Advantages
3.5.10 LiDAR Application Fields
3.5.11 Partners and Customers
3.5.12 Development Dynamics

3.6 Ibeo
3.6.1 Profile
3.6.2 Product Series
3.6.3 LUX Series LiDAR Products
3.6.4 4D Solid-state LiDAR: NEXT
3.6.5 Highlights of NEXT Technology
3.6.6 Cooperation Projects

3.7 Valeo
3.7.1 Profile
3.7.2 LiDAR Products Roadmap
3.7.3 Performance Comparison of SCALA1 and SCALA2 LiDAR
3.7.4 SCALA2 LiDAR Mass Production Project
3.7.5 L3 Park4U Parking Product Equipped with LiDAR
3.7.6 L4 Drive4U Autonomous Prototype Car Equipped with LiDAR
3.7.7 Cooperation with Meituan
3.7.8 Major LiDAR Customers
3.7.9 Development Dynamics

3.8 LeddarTech
3.8.1Profile
3.8.2 Global Network
3.8.3 LiDAR Products and Applications
3.8.4 Automotive LiDAR Technology
3.8.5 Leddar Vision
3.8.6 Leddar Engine
3.8.7 LiDAR Solutions
3.8.8 LiDAR Dataset: Pix Set
3.8.9 Cooperation Mode
3.8.10 Leddar Ecosystem
3.8.11 Development Dynamics

3.9 Innovusion
3.9.1Profile
3.9.2 Development History
3.9.3 Series Product
3.9.4 Next-generation LiDAR Falcon
3.9.5 LiDAR Technology
3.9.6 Application Cases

3.10 AEye
3.10.1 Profile
3.10.2 LiDAR iDAR Platform
3.10.3 LiDAR Product: AE100 and AE200
3.10.4 Solid-state LiDAR —4Sight M
3.10.5 Solid-state LiDAR —4Sight A
3.10.6 Competitive Advantages
3.10.7 Business Model
3.10.8 Partners
3.10.9 SPAC Listing
3.10.10 Performance Forecast

3.11 Quanergy
3.11.1 Profile
3.11.2 LiDAR Products
3.11.3 Automotive LiDAR Solutions
3.11.4 M8
3.11.5 S3
3.11.6 S3 Automotive Solution
3.11.7 Partners
3.11.8 Development Dynamics

3.12 Cepton
3.12.1Profile
3.12.2 Core Technology
3.12.3 Main Products and Applications
3.12.4 Vista Series LiDAR Products
3.12.5 Nova LiDAR
3.12.6 Partners

3.13 Blickfeld
3.13.1Profile
3.13.2 LiDAR (1)
3.13.3 LiDAR (2)
3.13.4 LiDAR (3)
3.13.5 Technology
3.13.6 Partners

3.14 Insight LiDAR
3.14.1Profile
3.14.2 Core Technology
3.14.3 Main Products

3.15 Sense Photonics
3.15.1 Profile
3.15.2 LiDAR Products
3.15.3 Core Technology
3.15.4 Partners

3.16 Waymo
3.16.1 Profile
3.16.2 LiDAR History and Products
3.16.3 Short-range LiDAR
3.16.4 LiDAR Technology
3.16.5 LiDAR Solutions
3.16.6 LiDAR Development Plan

3.17 Mobileye
3.17.1 Profile
3.17.2 LiDAR Layout and Plan
3.17.3 LiDAR Solutions
3.17.4 LiDAR Technology

3.18 Aurora
3.18.1 Profile
3.18.2 LiDAR Product: FirstLight
3.18.3 Acquisition of LiDAR Companies
3.18.4 Acquisition of LiDAR Chip Companies
3.18.5 LiDAR Solutions

3.19 Bosch
3.19.1 Profile
3.19.2 LiDAR Investment Layout
3.19.3 Automotive Long-range LiDAR

3.20 Continental
3.20.1 Profile
3.20.2 LiDAR Business Layout
3.20.3 LiDAR Products Line
3.20.4 3D Flash LiDAR
3.20.5 SRL1

3.21 Aptiv
3.21.1 Profile
3.21.2 LiDAR Investment Layout
3.21.3 RoboTaxi Sensor Configuration

3.22 Veoneer
3.22.1 Profile
3.22.2 LiDAR Products
3.22.3 LiDAR Layout
3.22.4 LiDAR Customers

3.23 Xenomatix
3.23.1 Profile
3.23.2 LiDAR Products

3.24 Opsys
3.24.1 Profile
3.24.2 Main Products
3.24.3 Core Technology

3.25 Infoworks
3.25.1 Profile
3.25.2 Products

3.26 Others
3.26.1 SiLC Technologies
3.26.2 Bridger Photonics
3.26.3 Baraja
3.26.4 Pioneer
3.26.5 Cruise
3.26.6 ZF
3.26.7 LightWare

4. Chinese LiDAR Vendors

4.1 HESAI
4.1.1 Profile
4.1.2 Operation
4.1.3 Main Products
4.1.4 Mechanical LiDAR Pandar 40/40P
4.1.5 Mechanical LiDAR Pandar QT
4.1.6 Mechanical LiDAR Pandar 40M
4.1.7 Mechanical LiDAR Pandar 128
4.1.8 Mechanical LiDAR Pandar XT
4.1.9 Mechanical LiDAR Pandar Mind
4.1.10 Solid-state LiDAR Pandar GT 3.0
4.1.11 Pandora
4.1.12 LiDAR Technology
4.1.13 Partners
4.1.14 Application Cases

4.2 RoboSense
4.2.1 Profile
4.2.2 Development History
4.2.3 Main Products and Solution
........................................
4.2.9 3D LiDAR Seeker
4.2.10 Automotive Solid-state LiDAR RS-LiDAR-M1
4.2.11 Automotive Solid-state LiDAR RS-LiDAR-M1 SOP
4.2.12 LiDAR LCDF Technology
4.2.13 Perception Algorithm Software
4.2.14 LiDAR Solutions
........................................
4.2.16 LiDAR Partners
4.2.17 LiDAR Application Cases
4.2.18 Development Dynamics

4.3 Huawei
4.3.1 LiDAR Layout
4.3.2 LiDAR Products
4.3.3 LiDAR Technology
4.3.4 LiDAR Solutions

4.4 DJI Livox
4.4.1 Livox Profile
4.4.2 Livox LiDAR Products
4.4.3 Livox Hub
4.4.4 Core Technology
4.4.5 LiDAR Solutions
4.4.6 Livox LiDAR Application Cases

4.5 Leishen Intelligent Systems
4.5.1 Profile
4.5.2 Development History
4.5.3 Main Automotive LiDAR Products
4.5.4 CX Series Multi-channel LiDAR
4.5.5 CH Series Hybrid Solid-state LiDAR
4.5.6 Core Technology of Hybrid Solid-state LiDAR
4.5.7 MEMS Solid-state LiDAR
4.5.8 Core Technology of MEMS Solid-state LiDAR
4.5.9 Application Cases: Autonomous Driving
4.5.10 Application Cases: CVIS

4.6 Zvision
4.6.1 Profile
4.6.2 LiDAR Products and Solutions
4.6.3 LiDAR Solutions
4.6.4 Partners

4.7 Benewake
4.7.1 Profile
4.7.2 Development Path
4.7.3 Main Products
4.7.4 Horn-X2

4.8 SureStar
4.8.1 Profile
4.8.2 Development History
4.8.3 Main Products
4.8.4 R-Fans LiDAR
4.8.5 C-Fans Series LiDAR
4.8.6 Core Solid-state LiDAR Technology
4.8.7 Application Cases

4.9 Wanji Technology
4.9.1 Profile
4.9.2 R&D and Production Layout
4.9.3 Core Technology and Main Products
4.9.4 Main Customers and Cases
4.9.5 Development Strategy and Planning

4.10 Litra
4.10.1 Profile
4.10.2 Products and Planning
4.10.3 Core Technology

4.11 Lorentech
4.11.1 Profile
4.11.2 LiDAR Products
4.11.3 I/GSeries

4.12 Liushen Optoelectronics
4.12.1 Profile
4.12.2 Products and Solutions

4.13 Richbeam
4.13.1 Profile
4.13.2 128-channel Automotive LiDAR Products
4.13.3 32/64-channel LiDAR Products

4.14 Tanway
4.14.1 Profile
4.14.2 Core Technology
4.14.3 Main Products and Plan

4.15 GeniusPros Technologies
4.15.1 Profile
4.15.2 Products and Solutions

4.16 AODTBJ
4.17 LuminWave
4.18 Senfoto

Analysis on Xpeng’s Layout in Electrification, Connectivity, Intelligence and Sharing, 2023

Research on Xpeng’s layout in electrification, connectivity, intelligence and sharing: in the innovation-driven rapid development, secured orders for 100 flying cars. NIO, Xp...

Automotive Cockpit SoC Research Report, 2024

Automotive Cockpit SoC Research: Automakers quicken their pace of buying SoCs, and the penetration of domestic cockpit SoCs will soar Mass production of local cockpit SoCs is accelerating, and the l...

Automotive Integrated Die Casting Industry Report, 2024

Integrated Die Casting Research: adopted by nearly 20 OEMs, integrated die casting gains popularity. Automotive Integrated Die Casting Industry Report, 2024 released by ResearchInChina summari...

China Passenger Car Cockpit Multi/Dual Display Research Report, 2023-2024

In intelligent cockpit era, cockpit displays head in the direction of more screens, larger size, better looking, more convenient interaction and better experience. Simultaneously, the conventional “on...

Automotive Microcontroller Unit (MCU) Industry Report, 2024

With policy support, the localization rate of automotive MCU will surge. Chinese electric vehicle companies are quickening their pace of purchasing domestic chips to reduce their dependence on impor...

Automotive Digital Key Industry Trends Research Report, 2024

Automotive Digital Key Industry Trends Research Report, 2024 released by ResearchInChina highlights the following: Forecast for automotive digital key market;Digital key standard specifications and co...

Automotive XR (VR/AR/MR) Industry Report, 2024

Automotive XR (Extended Reality) is an innovative technology that integrates VR (Virtual Reality), AR (Augmented Reality) and MR (Mixed Reality) technologies into vehicle systems. It can bring drivers...

OEMs’ Next-generation In-vehicle Infotainment (IVI) System Trends Report, 2024

OEMs’ Next-generation In-vehicle Infotainment (IVI) System Trends Report, 2024 released by ResearchInChina systematically analyzes the iteration process of IVI systems of mainstream automakers in Chin...

Global and China Automotive Lighting System Research Report, 2023-2024

Installations of intelligent headlights and interior lighting systems made steady growth. From 2019 to 2023, the installations of intelligent headlights and interior lighting systems grew steadily. I...

Automotive Display, Center Console and Cluster Industry Report, 2024

Automotive display has become a hotspot major automakers compete for to create personalized and differentiated vehicle models. To improve users' driving experience and meet their needs for human-compu...

Global and China Passenger Car T-Box Market Report, 2024

Global and China Passenger Car T-Box Market Report, 2024 combs and summarizes the overall global and Chinese passenger car T-Box markets and the status quo of independent, centralized, V2X, and 5G T-B...

AI Foundation Models’ Impacts on Vehicle Intelligent Design and Development Research Report, 2024

AI foundation models are booming. The launch of ChapGPT and SORA is shocking. Scientists and entrepreneurs at AI frontier point out that AI foundation models will rebuild all walks of life, especially...

Analysis on Geely's Layout in Electrification, Connectivity, Intelligence and Sharing

Geely, one of the leading automotive groups in China, makes comprehensive layout in electrification, connectivity, intelligence and sharing. Geely boasts more than ten brands. In 2023, it sold a tota...

48V Low-voltage Power Distribution Network (PDN) Architecture Industry Report, 2024

Automotive low-voltage PDN architecture evolves from 12V to 48V system. Since 1950, the automotive industry has introduced the 12V system to power lighting, entertainment, electronic control units an...

Automotive Ultrasonic Radar and OEMs’ Parking Route Research Report, 2024

1. Over 220 million ultrasonic radars will be installed in 2028. In recent years, the installations of ultrasonic radars in passenger cars in China surged, up to 121.955 million units in 2023, jumpin...

Automotive AI Foundation Model Technology and Application Trends Report, 2023-2024

Since 2023 ever more vehicle models have begun to be connected with foundation models, and an increasing number of Tier1s have launched automotive foundation model solutions. Especially Tesla’s big pr...

Qualcomm 8295 Based Cockpit Domain Controller Dismantling Analysis Report

ResearchInChina dismantled 8295-based cockpit domain controller of an electric sedan launched in December 2023, and produced the report SA8295P Series Based Cockpit Domain Controller Analysis and Dism...

Global and China Automotive Comfort System (Seating system, Air Conditioning System) Research Report, 2024

Automotive comfort systems include seating system, air conditioning system, soundproof system and chassis suspension to improve comfort of drivers and passengers. This report highlights seating system...

Abstract

Table of Contents

Selected Charts

Related Reports

Related Companies