LiDAR research: Chinese passenger cars will carry over 80,000 LiDAR sensors in 2022
1. The mass production of LiDAR is accelerating, and the installations are expected to exceed 80,000 units in 2022
Since 2021, LiDAR industry has entered the stage of commercialization. Local OEMs have taken the lead in mass-producing a number of models, including Xpeng P5, Aion LX PLUS, NIO ET7, and Li L9.
According to the statistics from ResearchInChina, Chinese new passenger cars were equipped with 24,700 LiDAR sensors in the first half of 2022, of which 18,400 units or 74.4% was seen in Xpeng P5.
In the second half of 2022, there will be more than 10 new models featuring LiDAR to be delivered in China, including Xpeng G9 and WM M7, which will spur LiDAR installations to exceed 80,000 units in the full year.
2. The "rotating mirror + MEMS" technical solution is the first choice for mass production
At present, production models mainly adopt "rotating mirror + MEMS" technical solution, such as HESAI AT128, RoboSense M1, Huawei 96-channel LiDAR, Innovusion Falcon, etc...
RoboSense launched it semi-solid-state LiDAR - M1 in June 2021. Based on 2D MEMS smart chip scanning technology, it has “GAZE” function with intelligent zoom and detection distance of 150m for 10% reflectivity targets. So far, it has been designated by 40+ models. In 2022, it served GAC Aion LX Plus, IM L7, WM M7, Xpeng G9, Lotus, etc.
Huawei's 96-channel hybrid solid-state LiDAR adopts a rotating mirror solution, with a field of view of 120?x25? and a maximum detection distance of 150 meters. It has been mass-produced for ARCFOX αS (Huawei HI version), Neta S, and Avatr 11, and will be applied to other models such as Saloon Mecha Dragon which will boast 4 units located at the front, rear, and both sides of the front.
In the short term, the "rotating mirror + MEMS" solution is still the mainstream for local LiDAR installations on vehicles. In the long run, solid-state solutions (flash, OPA) and FMCW LiDAR will be play main roles.
Especially, the flash solution has achieved a breakthrough. In May 2022, LiangDao Intelligence released its first self-developed flash lateral LiDAR - LD Satellite for Chinese market, with a chip-based design and a vertical field of view of 75°-90°. It will be mass-produced in the second half of 2023. In the future, LiangDao Intelligence will combine LD Satellite with its experience in perception development and verification testing to provide LiDAR software and hardware integrated solutions for Chinese market.
A number of enterprises have deployed OPA technology, such as VanJee Technology, Litra Technology, GENIUS PROS, LuminWave, etc. Among them, VanJee Technology plans to release silicon-based OPA LiDAR with a range of 30 meters in August 2022, and automotive silicon-based OPA LiDAR in June 2024.
In addition, Chinese companies such as LeiShen Intelligent System and HESAI are developing FMCW technology. In July 2022, Aeva announced that the first Aeries? II 4D LiDAR had been produced and shipped to customers as the world's first FMCW LiDAR delivered. This will inspire breakthroughs in FMCW technology in China.
3. Mass production and delivery capabilities should be improved comprehensively
Thanks to the definite LiDAR technology route, many Chinese suppliers have improved capacity swiftly through foundries, cooperation and self-built factories.
The "Maxwell" intelligent manufacturing center invested by HESAI with nearly US$200 million is expected to be fully put into operation in 2022, with an annual capacity of more than one million units. Innovusion cooperates with Joyson Electronics. The first automotive-grade LiDAR production line has an annual output of 100,000 units. The second production line located in Xiangcheng District, Suzhou is expected to be put into operation in 2022, with a monthly capacity of 20,000 units.
In addition to large-scale production, suppliers are reducing LiDAR cost and accelerating mass production and applications through hardware integration and chipization. For instance, HESAI AT128 is a long-range semi-solid-state LiDAR based on a VCSEL array (the second-generation chip is provided by Lumentum). The VCSEL array embedded in the chip replaces the traditional discrete light source to significantly slash the manufacturing cost of LiDAR.
The solid-state LiDAR of LiangDao Intelligence leverages the flash technology upgrade solution - VCSEL electric drive scanning and SPAD partition receiving technology to dramatically amplify the detection distance of flash LiDAR. Plus the design of optical lens, it offers a wide field of view.
In general, Chinese LiDAR suppliers mainly focus on cost reduction in laser transceiver module (about 60% of cost). For a long time, the technology of electronic components such as lasers and detectors has been monopolized by foreign companies. However, in recent years, some Chinese enterprises have gradually broken through technical barriers, launched automotive-grade products, and secure orders from automakers.
Vertilite’s VCSEL has been certified by AEC-Q102 and IATF 16949, and won the bid for a major LiDAR customer's OEM mass production project. In March 2022, the company received investment from Huawei, Xiaomi, BYD, DJI, etc.; in August, HESAI and RoboSense became its shareholders.
Fortsense began to develop LiDAR SPAD chips in 2019, successfully taped out in 2021, and received a custom order from a leading automaker in early 2022.
Chinese OEMs (Passenger Car) Going Overseas Report, 2024--Germany
Keywords of Chinese OEMs going to Germany: electric vehicles, cost performance, intelligence, ecological construction, localization
The European Union's temporary tariffs on electric vehicles in Chi...
Analysis on DJI Automotive’s Autonomous Driving Business, 2024
Research on DJI Automotive: lead the NOA market by virtue of unique technology route.
In 2016, DJI Automotive’s internal technicians installed a set of stereo sensors + vision fusion positioning syst...
BYD’s Layout in Electrification, Connectivity, Intelligence and Sharing and Strategy Analysis Report, 2023-2024
Insight: BYD deploys vehicle-mounted drones, and the autonomous driving charging robot market is expected to boom.
BYD and Dongfeng M-Hero make cross-border layout of drones.
In recent years,...
Great Wall Motor’s Layout in Electrification, Connectivity, Intelligence and Sharing and Strategy Analysis Report, 2023-2024
Great Wall Motor (GWM) benchmarks IT giants and accelerates “Process and Digital Transformation”.
In 2022, Great Wall Motor (GWM) hoped to use Haval H6's huge user base to achieve new energy transfo...
Cockpit AI Agent Research Report, 2024
Cockpit AI Agent: Autonomous scenario creation becomes the first step to personalize cockpits
In AI Foundation Models’ Impacts on Vehicle Intelligent Design and Development Research Report, 2024, Res...
Leading Chinese Intelligent Cockpit Tier 1 Supplier Research Report, 2024
Cockpit Tier1 Research: Comprehensively build a cockpit product matrix centered on users' hearing, speaking, seeing, writing and feeling.
ResearchInChina released Leading Chinese Intelligent Cockpit ...
Global and China Automotive Wireless Communication Module Market Report, 2024
Communication module and 5G research: 5G module installation rate reaches new high, 5G-A promotes vehicle application acceleration
5G automotive communication market has exploded, and 5G FWA is evolv...
ADAS and Autonomous Driving Tier 1 Suppliers Research Report, 2024 – Chinese Companies
ADAS Tier1s Research: Suppliers enter intense competition while exploring new businesses such as robotics
In China's intelligent driving market, L2 era is dominated by foreign suppliers. Entering era...
Automotive Gateway Industry Report, 2024
Automotive gateway research: 10BASE-T1S and CAN-XL will bring more flexible gateway deployment solutions
ResearchInChina released "Automotive Gateway Industry Report, 2024", analyzing and researching...
Global and China Electronic Rearview Mirror Industry Report, 2024
Research on electronic rearview mirrors: electronic internal rearview mirrors are growing rapidly, and electronic external rearview mirrors are facing growing pains
ResearchInChina released "Global a...
Next-generation Zonal Communication Network Topology and Chip Industry Research Report, 2024
The in-vehicle communication architecture plays a connecting role in automotive E/E architecture. With the evolution of automotive E/E architecture, in-vehicle communication technology is also develop...
Autonomous Delivery Industry Research Report, 2024
Autonomous Delivery Research: Foundation Models Promote the Normal Application of Autonomous Delivery in Multiple Scenarios
Autonomous Delivery Industry Research Report, 2024 released by ResearchInCh...
Global Autonomous Driving Policies & Regulations and Automotive Market Access Research Report, 2024
Intelligent driving regulations and vehicles going overseas: research on regional markets around the world and access strategies. "Going out”: discussion about regional markets aroun...
China Passenger Car HUD Industry Report, 2024
HUD research: AR-HUD accounted for 21.1%; LBS and optical waveguide solutions are about to be mass-produced. The automotive head-up display system (HUD) uses the principle of optics to display s...
Ecological Domain and Automotive Hardware Expansion Research Report, 2024
Automotive Ecological Domain Research: How Will OEM Ecology and Peripheral Hardware Develop? Ecological Domain and Automotive Hardware Expansion Research Report, 2024 released by ResearchInChina ...
C-V2X and CVIS Industry Research Report, 2024
C-V2X and CVIS Research: In 2023, the OEM scale will exceed 270,000 units, and large-scale verification will start.The pilot application of "vehicle-road-cloud integration” commenced, and C-V2X entere...
Automotive Intelligent Cockpit Platform Configuration Strategy and Industry Research Report, 2024
According to the evolution trends and functions, the cockpit platform has gradually evolved into technical paths such as cockpit-only, cockpit integrated with other domains, cockpit-parking integratio...
Analysis on Huawei's Electrification, Connectivity, Intelligence and Sharing,2023-2024
Analysis on Huawei's Electrification, Connectivity, Intelligence and Sharing: Comprehensive layout in eight major fields and upgrade of Huawei Smart Selection
The “Huawei Intelligent Driving Business...