The new four modernizations of automobile have brought about the rapid development of automatic driving. As one of the important components of the perception layer, the development status and Prospect of lidar has become a hot issue. This report mainly answers the recent concerns in the field of vehicle lidar, mainly involving:
\u3000\u30001. What are the drivers of lidar?
\u3000\u30002. What is the future market space of lidar?
\u3000\u30003. Cost composition and cost reduction of lidar?
What are the drivers of lidar?
One of the driving factors is the perceived demand brought by the improvement of automatic driving level. Autopilot is divided into three parts: perception layer, decision-making layer and execution layer. Perception is the first step to realize intelligent driving. Autopilot is moving towards L3 level. The requirements for perception layer are increasing. The number of sensors required for L3 level is more than 15. K lidar, as a high-precision sensor, plays a vital role in promoting the development of autopilot. The second driver is capital support. At present, although the lidar market is dominated by international manufacturers, Chinese manufacturers are rising Continuously promote the domestic substitution process in China, manufacturers have made breakthroughs in technology, and capital is optimistic about China's lidar market. The financing amount increased year by year from 2018 to 2021, and the total financing amount exceeded 5.6 billion yuan in 2021. The financing support of capital to Chinese manufacturers promotes the further growth of manufacturers in the lidar field. The third driving factor is policy promotion. From 2021 to 2022, local government departments in China attached great importance to the development of intelligent networked vehicles and their intelligent parts, intensively issued relevant policies, grasped the opportunities of the new four modernizations of vehicles, supported the R & D and application of automatic driving technology and intelligent sensors, and promoted the further development of lidar
What is the future market space of lidar?
Under the influence of the post epidemic economic recovery, the emergence of high-grade self driving mass production vehicles, mature technology and government support, the market scale of China's on-board lidar is growing rapidly. It is expected that the market scale will exceed 140 billion by 2026, with a compound growth rate of 20.4%
Cost composition and cost reduction of lidar?
In the cost composition of lidar, the cost of photoelectric system composed of transceiver module and test and control module accounts for the highest proportion The second is the cost of manual debugging, which can be reduced by means of hardware integration, chip and improving the degree of production automation.
