DUBLIN--(BUSINESS WIRE)--The "Automotive LiDAR Industry Report, 2023" report has been added to ResearchAndMarkets.com's offering.
So, where is the future of LiDAR?
Chinese LiDARs usher in a small peak period of 'mass production and delivery'.
As intelligent driving develops in China, especially highway/urban NOA having taken a "fast lane", much more LiDARs are seen in vehicles.
According to the latest data from the publisher, from January to July 2023, 202,000 passenger cars in China were equipped with LiDAR as a standard OEM configuration, rocketing by 523.3% on a like-on-like basis, and it is expected to exceed 350,000 units throughout the year. We predict that in China LiDAR will continue to rise in volatility in the next 2-3 years, and will be installed in over 600,000 cars in 2025.
In China, NIO, Xpeng and Li Auto are active promoters of using LiDARs in cars, and have introduced LiDARs into a number of their models, such as NIO ET5/ET7/ES7/ES8/ES6, Li L9/L8 and Xpeng P5/G9/G6. According to incomplete statistics, in 2023 more than 20 new models equipped with LiDARs will be launched on market in China; after 2024, foreign brands like BMW, Mercedes-Benz and Volvo will also join the wave of applying LiDARs in cars.
Despite the overall increasing number of LiDARs installed in vehicles, starting from 2023 the pressure to lower cost in the intelligent driving industry has caused a reduction in the number of LiDARs in some new models, and the number of LiDAR-enabled models. Huawei ADS 2.0, first available to AITO M5, reduces LiDARs to 1 unit, compared with 3 units in ADS 1.0. Differing from L9, Li L8/L7 adopts different configurations: the AD Pro Edition only uses visual sensors, while the AD Max Edition is compatible with other sensors like LiDAR.
In general, how many LiDARs are used? Do multiple ones work better than one? It is inconclusive in the industry. But in the long term, as intelligent driving develops from L2 to L3 and L4, LiDAR will still be an indispensable sensor.
The LiDAR market pattern led by "five giants" takes shape.
After several rounds of shuffling in the market in China, local LiDAR suppliers are now the first to emerge. Typical companies include Hesai Technology, RoboSense, Innovusion, DJI Livox, Huawei, Benewake, and VanJee Technology.
According to the publisher's statistics, from January to July 2023, the top five LiDAR companies in Chinese passenger car OEM market were all local suppliers, and Hesai ranked first, with a market share of more than 45%; Innovusion followed, with a market share of 25.0%, mainly serving NIO's models.
Hesai Technology: Since the mass production of AT128 in 2022, Hesai has secured orders for millions of its LiDARs from over 10 OEMs, of which a total of 100,000 units were delivered in 2022, including 62,000 AT128 LiDARs. The gap filler LiDAR FT120, launched in November 2022, has also acquired orders for over 1 million units, and will be the first to be mass-produced in the second half of 2023.
In February 2023, Hesai was listed on NASDAQ in the US, and raised a total of USD190 million, becoming the first LiDAR stock. In the first half of the year, Hesai delivered 86,940 LiDARs, an annualized spurt of 630.3%, of which 73,889 units were ADAS LiDARs, exceeding the total of the previous year.
Key Topics Covered:
1 Overview of LiDAR
1.1 Introduction
1.2 Composition
1.3 Core Technologies
1.3.1 LiDAR Ranging Technology
1.3.2 LiDAR Transmitter Module Technology
1.3.3 LiDAR Scanning Module Technology
1.3.4 LiDAR Receiving Module Technology
1.3.5 LiDAR Control Module Technology
1.3.6 Comparison of LiDAR Technologies
1.4 Major Technical Parameters
1.5 LiDAR Industry Chain
1.6 Vehicle LiDAR Application Scenarios and Requirements
2 Chinese LiDAR Market and Trends
2.1 Installation
2.1.1 LiDAR enters the stage of Mass Production
2.1.2 Comparison of Domestic ADAS LiDAR Installation Solution
2.1.3 Comparison of Foreign ADAS LiDAR Installation Solution
2.1.4 Domestic Passenger Car LiDAR Installation
2.1.5 Domestic Passenger Car LiDAR Installation: by Brand/Model
2.1.6 Domestic Passenger Car LiDAR Installation: by Manufacturer type/Price
2.1.7 Domestic Passenger Car LiDAR Installation: by ADAS level/Supplier
2.2 Main Suppliers
2.2.1 Comparison of Layout of Major Domestic Suppliers
2.2.2 Comparison of LiDAR products of Major Domestic Suppliers
2.2.3 Financing of of Major Domestic Suppliers
2.2.4 Comparison Major Foreign LiDAR Suppliers
2.2.5 Market Share of LiDAR Suppliers
2.3 Development Trends and Challenges
3 Models Equipped with LiDAR in China
3.1 XPeng Motors
3.2 NIO
3.3 Li Auto
3.4 IM
3.5 HiPhi
3.6 Aion
3.7 Geely
3.8 Great Wall Motors
3.9 BYD
3.10 AITO
3.11 RISING AUTO
3.12 Other
4 Chinese Automotive LiDAR Suppliers
4.1 HESAI
4.2 RoboSense
4.3 Innovusion
4.4 Huawei
4.5 Livox
4.6 LeiShen Intelligent System
4.7 VanJee Technology
4.8 LiangDao Intelligence
4.9 Zvision
4.10 Benewake
4.11 SureStar
4.12 Tanway
4.13 Litra Technology
4.14 Lorentech
4.15 RichBeam (formerly known as Yinbing Technology)
4.16 LuminWave
4.17 Xuanguang Semiconductor
4.18 Beijing Guangmiao Technology
4.19 GENIUS PROS
4.20 Deepwater Optoelectronics
4.21 Oradar Technology
4.22 O-Net
4.23 Rayz Technologies
4.24 Senfoto
4.25 Liturex (Guangzhou) Co.Ltd
5 Foreign Automotive LiDAR Suppliers
5.1 Luminar
5.2 Innoviz
5.3 Aeva
5.4 Ouster
5.5 Valeo
5.6 AEye
5.7 Cepton
5.8 Blickfeld
5.9 Mobileye
5.10 Xenomatix
5.11 Opsys
5.12 Baraja
5.13 SiLC Technologies
For more information about this report visit https://www.researchandmarkets.com/r/9ildao
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