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ADAS 및 자율주행차 관련 산업 분석(2018-2019년) : 자동차용 LiDAR

ADAS and Autonomous Driving Industry Chain Report, 2018-2019- Automotive Lidar

리서치사 ResearchInChina
발행일 2019년 03월 상품 코드 816188
페이지 정보 영문 220 Pages
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ADAS 및 자율주행차 관련 산업 분석(2018-2019년) : 자동차용 LiDAR ADAS and Autonomous Driving Industry Chain Report, 2018-2019- Automotive Lidar
발행일 : 2019년 03월 페이지 정보 : 영문 220 Pages

다양한 자율주행 기술 중 LiDAR 등과 같이 중국계 기업의 기술 습득이 진행된 부문에서는 가격의 대폭 하락이 발생하고 있습니다. 한편, 기술개발 경쟁을 선도하고 있는 기업은 고수준·고가격 제품의 대량생산을 적극적으로 추진하고 있습니다.

세계와 중국의 ADAS(첨단운전자보조시스템)/자율주행차(Autonomous Driving) 관련 시장 중 LiDAR 장비의 개발·보급 동향에 초점을 맞추고, LiDAR의 개요 및 내역, 자율주행 기술에서 LiDAR의 역할, 외자계·자국내계 주요 기업의 개요(기업 개요, 주요 기술·제품, 실적 동향, 사업 전략 등), 향후 기술개발·제품 보급의 방향성 등의 정보를 정리하여 전해드립니다.

제1장 자동차용 LiDAR 소개

  • 개요와 분류
    • 개요와 작동원리
    • 분류
  • 자율주행에서 LiDAR의 역할
    • 자율주행에 필수적인 센서로서의 LiDAR
    • 다양한 레벨의 자율주행차용 LiDAR 수요
    • 다양한 주행거리·시나리오용 LiDAR의 이용 가능성
  • LiDAR용 컴포넌트·시스템 벤더
  • 전형적인 LiDAR

제2장 LiDAR의 분류와 일반적 동향

  • LiDAR의 분류
  • 기계식 LiDAR의 대표적 제조업체
    • 기계식 LiDAR의 분해
    • 자율주행차의 프로토 타입, 기계식 LiDAR의 대량 이용
    • 대량생산 차량에 이미 활용되고 있는 기계식 LiDAR
    • 기계식 LiDAR의 공급업체와 제품
  • 솔리드 스테이트 LiDAR
    • 솔리드 스테이트 LiDAR(1) - MEMS 주사 미러 기술
    • 솔리드 스테이트 LiDAR(2) - 3D 플래시
    • 솔리드 스테이트 LiDAR(3) - 위상 배열(Phased Array)
    • MEMS/OPA LiDAR 기업
    • 3D 플래시 기업
    • MEMS 방식이 최초로 실용화될 전망
    • 자국내계/외자계 LiDAR 벤더의 제품 계획
    • LiDAR 기술의 전체적인 동향
  • LiDAR의 개발 동향
    • 멀티 LiDAR 커플링
    • VCSEL
    • 단일광자 + VCSEL LiDAR
    • LiDAR의 소형화 동향
    • 자동차에 대한 적용

제3장 세계의 LiDAR 기업

  • Velodyne
  • Continental
  • Bosch
  • Aptiv
  • Veoneer
  • Valeo
  • Quanergy
  • LeddarTech
  • IBEO
  • Innoviz
  • Luminar
  • Waymo
  • Baraja
  • Ouster

제4장 중국의 LiDAR 기업

  • Hesai Tech
  • SureStar Technology
  • Benewake
  • RoboSense
  • LeiShen Intelligent System
  • Livox
  • Litra Technology
  • LorenTech
  • Wuxi Liushen Optoelectronic Technology

제5장 관련 하이테크 기업과 기술 동향

  • TOF and CSEM
  • 차세대형 LiDAR 기술 : SiPM/SPAD 어레이
  • OSRAM
  • Silicon Vision Microsystem
  • LiangDao Intelligence
  • TriLumina
KSA 19.04.12

LiDAR Industry Report 2018-2019: Price Slump Conduces to Massive Shipment of LiDAR

In the markets where Chinese companies master core technologies, price of products is bound to plummet. Take IPG for example, its 20W fiber lasers were priced at over RMB150,000 per unit in 2010, compared with current quote at RMB8,800 from the peer -- Shenzhen REEKO Information Technology Co., Ltd.. Maxphotonics Co., Ltd. and Shenzhen JPT Opto-electronics Co., Ltd. are another two rivals in the fiber laser price war.

The similar stories echo in the LiDAR market where price competition pricks up in 2019 as Hu Xiaobo, a founder of Maxphotonics Co., Ltd., ventures into the LiDAR field for a new undertaking.

Yet, front runners still have a big say in the automotive LiDAR market. Velodyne has shipped 30,000 LiDARs worth a whopping $500 million since production. The giant will continue to produce more LiDARs for autonomous driving and short-range ones used in ADAS for detecting road conditions, blind spots and obstacles.

Velodyne's new factory in San Jose which already becomes operational, can produce as many as 1 million units a year. If acquiring orders for 100,000 units, Velodyne will cut down the price of its VLS 128-channel products to less than $1,000, and that of VLS 32 to roughly $650, let alone $500 for mass-produced 32-channel Velarry solid-state LiDAR and $150 for 8-channel ones.

It is clear that LiDAR price may be 10 times lower than what it is now, and the reduction hinges on how many are demanded.

Start-ups are rushing to deploy automotive LiDAR. Also, leading Tier-1 suppliers like Bosch, Continental, Aptiv, Valeo and Veoneer, are vying with each other in LiDAR research and development, and prepare to launch products in the next two years.

In Valeo's case, as an early multi-channel LiDAR bulk supplier of OEMs, its product lines from the first generation to the second to the third, reflect the development trend of LiDAR.

Valeo plans to roll out its second-generation LiDAR in 2019, a product offering three times wider vertical field of view. Valeo's upcoming SCALA Cocoon system combining five SCALA LiDARs, provides a 360-degree view of the vehicle's surroundings. Its third-generation SCALA being developed is a MEMS-based solid-state LiDAR.

Comparing with the previous year, Chinese LiDAR vendors have come a long way in factory construction, mass production, shipment, financing and other aspects.

In 2018, Hesai Tech announced to close Series B funding rounds of RMB250 million, with its automotive LiDAR sales only second to Velodyne's.

RoboSense raised RMB300 million from investors like Cainiao, SAIC and BAIC. Its shipments of 16/32-channel mechanical LiDARs boomed in 2018. The vendor also acquired a MEMS micromirror firm in the year.

Although the automotive market is "wintering", the financing story in LiDAR industry still goes on.

In October 2018, Innovusion announced it raised about $30 million in Series A funding, led by NIO Capital and Eight Roads Ventures in China, and F-Prime Capital in the US.

In October 2018, Aeva announced a $45 million Series A funding round.

On October 29, 2018, Quanergy announced to close its Series C funding rounds of tens of millions of dollars.

In November 2018, AEye announced $40 million in Series B funding, led by Taiwania Capital with participation of Intel Capital, etc.

In early 2019, Benewake closed the Series B2 funding round, co-invested by Delta Capital, Keywise Capital and Cathay Capital. The firm also claimed shipments of hundreds of thousands of solid-state LiDARs.

In January 2019, Baraja announced to raise $32 million in a series A round of funding led by Sequoia China and Main Sequence Ventures' CSIRO Innovation Fund, with participation of Blackbird Ventures.

In March 2019, Innoviz raised over $100 million.

Table of Contents

1 Automotive LiDAR

  • 1.1 Introduction and Classification
    • 1.1.1 Briefing and Operating Principles
    • 1.1.2 Classification
  • 1.2 Role of LiDAR in Autonomous Driving
    • 1.2.1 LiDAR as a Crucial Sensor to Autonomous Driving
    • 1.2.2 Demand for LiDAR from Different Levels of Autonomous Driving
    • 1.2.3 Availability of LiDAR for Different Distances and Scenarios
  • 1.3 LiDAR Components and System Vendors
  • 1.4 Typical LiDAR

2 LiDAR Classification and General Trends

  • 2.1 Classification of LiDAR
  • 2.2 Representative Makers of Mechanical LiDAR
    • 2.2.1 Decomposition of Mechanical LiDAR
    • 2.2.2 Massive Use of Mechanical LiDAR in Autonomous Vehicle Prototypes
    • 2.2.3 Mechanical LiDAR Already Applied to the Mass-produced Vehicle
    • 2.2.4 Mechanical LiDAR Suppliers and Products
  • 2.3 Solid-state LiDAR
    • 2.3.1 Solid-state LiDAR (1) - MEMS Scanning Mirror Technology
    • 2.3.2 Solid-state LiDAR (2) - 3D FLASH
    • 2.3.3 Solid-state LiDAR (3) - Phased Array
    • 2.3.4 MEMS and OPA LiDAR Companies
    • 2.3.5 3D FLASH Companies
    • 2.3.6 MEMS Expectedly Gets First Applied
    • 2.3.7 Product Planning of Leading LiDAR Vendors at Home and Abroad
    • 2.3.8 Overall Tendency of LiDAR Technology
  • 2.4 Development Trend of LiDAR
    • 2.4.1 Multi-LiDAR Coupling
    • 2.4.2 VCSEL
    • 2.4.3 Single Photon + VCSEL LiDAR
    • 2.4.4 LiDAR towards Miniaturization
    • 2.4.5 Adaptation to Vehicle

3 Global LiDAR Companies

  • 3.1 Velodyne
    • 3.1.1 Profile
    • 3.1.2 Product Roadmap
    • 3.1.3 Automotive LiDAR Portfolios
    • 3.1.4 Mechanical LiDAR Product Line
    • 3.1.5 VLP-32C
    • 3.1.6 VLS-128
    • 3.1.7 Velarray
    • 3.1.8 LiDAR Grows As a Chip
    • 3.1.9 Production Capacity and Price Trend
  • 3.2 Continental
    • 3.2.1 Profile
    • 3.2.2 LiDAR Product Line
    • 3.2.3 3D Flash LiDAR
    • 3.2.4 SRL1
    • 3.2.5 Presence of Clients for Continental's Radar and LiDAR Products
  • 3.3 Bosch
    • 3.3.1 Profile
    • 3.3.2 Investments in LiDAR Field
  • 3.4 Aptiv
    • 3.4.1 Profile
    • 3.4.2 Sensor Configuration of RoboTaxi
    • 3.4.3 Investments in LiDAR Field
  • 3.5 Veoneer
    • 3.5.1 Profile
    • 3.5.2 Veoneer Provides Two Kinds of LiDAR
    • 3.5.3 Collaboration between Veoneer and Velodyne in LiDAR Development
    • 3.5.4 SOP of LiDAR Project, etc.
  • 3.6 Valeo
    • 3.6.1 Profile
    • 3.6.2 L3 Park4U LiDAR
    • 3.6.3 SCALA
    • 3.6.4 SCALA gen1-gen3 LiDAR Technology Roadmap
    • 3.6.5 Performance Comparison between SCALA1 and SCALA2 LiDAR
  • 3.7 Quanergy
    • 3.8.1 Profile
    • 3.8.2 Total Solutions
    • 3.8.3 Application of Its LiDAR
    • 3.8.4 LiDAR Product Route
    • 3.8.5 Quanergy M8
    • 3.8.6 Quanergy S3
    • 3.8.7 Quanergy S3-Qi
    • 3.8.8 Automobile Headlamp Embedded with LiDAR
    • 3.8.9 LiDAR Fabrication
    • 3.8.10 LiDAR Imaging
    • 3.8.11 Global Footprints
  • 3.9 LeddarTech
    • 3.9.1 LeddarTech
    • 3.9.2 Vu8 Solid-state LiDAR Module
    • 3.9.3 M16 Solid-state LiDAR Module
    • 3.9.4 Development of Solid-state LiDAR Chip
  • 3.10 IBEO
    • 3.10.1 Profile
    • 3.10.2 Mass-produced LiDAR Products
    • 3.10.3 R&D of New Solid-state LiDAR
  • 3.11 Innoviz
    • 3.11.1 Profile
    • 3.11.2 InnovizPro
    • 3.11.3 InnovizOne
    • 3.11.4 Technology Roadmap
  • 3.12 Luminar
    • 3.12.1 Profile
    • 3.12.2 Launch of Affordable LiDAR
  • 3.13 Waymo
    • 3.13.1 Introduction to Waymo LiDAR
    • 3.13.2 Specifications of Waymo LiDAR
    • 3.13.3 Waymo LiDAR Lens
    • 3.13.4 Waymo Will Put Its LiDAR for Sale
  • 3.14 Baraja
    • 3.14.1 Profile
    • 3.14.2 Obtained the Series A-Round Funding of $32 Million
  • 3.15 Ouster

4 Chinese LiDAR Companies

  • 4.1 Hesai Tech
    • 4.1.1 Profile
    • 4.1.2 Major Products
    • 4.1.3 Pandar 40
    • 4.1.4 Pandar 40/Client Application
    • 4.1.5 Pandar GT
    • 4.1.6 Pandora
    • 4.1.7 Independent Research of Scanning Mirror and Optical Fiber Laser
  • 4.2 SureStar Technology
    • 4.2.1 Profile
    • 4.2.2 R-Fans-16
    • 4.2.3 R-Fans-32
    • 4.2.4 C-Fans 128-channel LiDAR
    • 4.2.5 Development Planning and SOP Timeline
  • 4.3 Benewake
    • 4.3.1 Profile
    • 4.3.2 Development Course/Market Coverage
    • 4.3.3 Financing and Planning
    • 4.3.4 Development Path
    • 4.3.5 Major Products
  • 4.4 RoboSense
    • 4.4.1 Profile
    • 4.4.2 Development Course
    • 4.4.3 Major Products and Manufacturing
    • 4.4.4 RS-LiDAR-16
    • 4.4.5 RS-LiDAR-32
    • 4.4.6 RS-LiDAR-M1Pre
    • 4.4.7 P3 LiDAR Perception Solution
    • 4.4.8 Collaboration with Alibaba to Launch Self-piloting Logistics Vehicle
    • 4.4.9 MEMS Solid-state LiDAR
  • 4.5 LeiShen Intelligent System
    • 4.5.1 Profile
    • 4.5.2 Development Course
    • 4.5.3 Core Team
    • 4.5.4 TOF Series
    • 4.5.5 LiDAR with Triangle Measuring Method
    • 4.5.6 Autonomous Driving Solution Based on LiDAR
    • 4.5.7 Intelligent Transportation Solution Based on LiDAR
    • 4.5.8 Three-dimensional Mapping and Power Line Patrol Solutions Based on LiDAR
    • 4.5.9 Collision Warning Solution Based on LiDAR
    • 4.5.10 Security Solutions
    • 4.5.11 Market Expansion
  • 4.6 Livox
    • 4.6.1 Livox LiDAR
  • 4.7 Litra Technology
    • 4.7.1 LiDAR Technology Roadmap
    • 4.7.2 Selection of OPA Route
  • 4.8 LorenTech
    • 4.8.1 Its Classification of LiDAR
    • 4.8.2 Development Outlook
    • 4.8.3 Major Products
    • 4.8.4 LorenTech I Series
    • 4.8.5 LorenTech D Series Products
    • 4.8.6 LiDAR Development Strategy
  • 4.9 Wuxi Liushen Optoelectronic Technology
    • 4.9.1 Profile
    • 4.9.2 LiDAR Product Planning
    • 4.9.3 Argus
    • 4.9.4 Environmental Adaptation and Mass-production Plan of Argus
    • 4.9.5 Omini

5 Tech Firms Concerned and Technology Trends

  • 5.1 TOF and CSEM
    • 5.1.1 Requirements on Autonomous Vehicle LiDAR
    • 5.1.2 Introduction to CSEM
    • 5.1.3 CSEM Technology Platform
    • 5.1.4 LiDAR Development Fields
    • 5.1.5 TOF Principle Rendered by CSEM
    • 5.1.6 Mixed Flash Imaging LiDAR
    • 5.1.7 LiDAR Value Chain
    • 5.1.8 TRL4
    • 5.1.9 TRL8
  • 5.2 The Next-Generation LiDAR Technologies SiPM and SPAD Array
    • 5.2.1 SensL Company Profile
    • 5.2.2 SensL LiDAR Product and Sample Roadmap
    • 5.2.3 Interpretation of SensL LiDAR System
    • 5.2.4 Direct ToF LiDAR Measurement Technology
    • 5.2.5 Challenges to Long-range LiDAR System
    • 5.2.6 Laser Safety to Eyes and LiDAR System
    • 5.2.7 Laser Safety to Eyes
    • 5.2.8 SiPM/SPAD of LiDAR System
    • 5.2.9 Schematic Diagram of SiPM and SPAD
    • 5.2.10 Evolution of LiDAR Sensor Technology
    • 5.2.11 Evolution of Long-range LiDAR System
    • 5.2.12 LiDAR Design with SiPM
    • 5.2.13 How to Realize 200-meter-above Detection with SiPM Technology
    • 5.2.14 Challenges to the Existing LiDAR System
    • 5.2.15 Future LiDAR Design is Achieved with Either SPAD or SiPM Array
    • 5.2.16 SensL SPAD Array Product Pandion
    • 5.2.17 Interpretation of the 3rd-Gen Imaging LiDAR System
    • 5.2.18 3D ToF Imaging LiDAR Based on SiPM
  • 5.3 OSRAM
    • 5.3.1 Experience in Autonomous Driving Technology
    • 5.3.2 A Time-honored Provider of Laser Technologies for Automotive Sector
    • 5.3.3 All ADAS Sensors Have Merits and Demerits
    • 5.3.4 The Combination of Camera, Radar and LiDar Provides Self-driving Capability
    • 5.3.5 How Many LiDAR Modules Will L4/L5 Need?
    • 5.3.6 MaaS Providers Wish to Introduce L5 as Soon as Possible
    • 5.3.7 LiDAR Will Usher in Two Periods of Growth Spurt
    • 5.3.8 LiDAR Measures the Distance from Objects with the Help of the Reflected Light
    • 5.3.9 Multi-Module System
    • 5.3.10 LiDAR System Is Comprised of Different Building Modules
    • 5.3.11 Flash LiDAR and Scanning LiDAR
    • 5.3.12 905nm Emitting Laser
    • 5.3.13 OSRAM Provides a Variety of LiDAR Solutions Based on 905nm Laser
    • 5.3.14 OSRAM's Presence in LiDAR Market
  • 5.4 Silicon Vision Microsystem
  • 5.5 LiangDao Intelligence
    • 5.5.1 Profile
    • 5.5.2 Development Course
    • 5.5.3 Evaluation & Test Services
    • 5.5.4 Construction of Data Acquisition Platform
    • 5.5.5 Road Test Data Collection of Real Sensors
    • 5.5.6 Automatic Test Verification Tool Chain
    • 5.5.7 Key Clients and Cases
    • 5.5.8 Development Strategy and Planning
  • 5.6 TriLumina
    • 5.6.1 Profile and Business Model
    • 5.6.2 TriLumina VCSEL Lighting Module
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