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ADAS and AD Industry Chain Report, 2019-2020 -- LiDAR August 2020
ADAS and AD Industry Chain Report,
2019-2020 -- LiDAR
August 2020
METHODOLOGY
Both primary and secondary research methodologies were used
in preparing this study. Initially, a comprehensive and exhaustive
search of the literature on this industry was conducted. These
sources included related books and journals, trade literature,
marketing literature, other product/promotional literature, annual
reports, security analyst reports, and other publications.
Subsequently, telephone interviews or email correspondence
was conducted with marketing executives etc. Other sources
included related magazines, academics, and consulting
companies.
INFORMATION SOURCES
The primary information sources include Company Reports,
and National Bureau of Statistics of China etc.
STUDY GOAL AND OBJECTIVES
This report provides the industry executives with strategically significant
competitor information, analysis, insight and projection on the
competitive pattern and key companies in the industry, crucial to the
development and implementation of effective business, marketing and
R&D programs.
REPORT OBJECTIVES
To establish a comprehensive, factual, annually updated and cost-
effective information base on market size, competition patterns,
market segments, goals and strategies of the leading players in the
market, reviews and forecasts.
To assist potential market entrants in evaluating prospective
acquisition and joint venture candidates.
To complement the organizations’ internal competitor information
gathering efforts with strategic analysis, data interpretation and
insight.
To suggest for concerned investors in line with the current
development of this industry as well as the development tendency.
To help company to succeed in a competitive market, and
understand the size and growth rate of any opportunity.Room 2-626, 6th Floor, No.1, Shanyuan Street, Haidian District, Beijing, 100080Phone: +86 10 82600828 ● Fax: +86 10 82601570 ● www.researchinchina.com ● [email protected]
Copyright 2012 ResearchInChina
In early 2020, Bosch announced that it is makinglong-range LiDAR sensors production-ready-the firstLiDAR (light detection and ranging) system that issuitable for automotive use. Continental delivers a50-meter range 3D flash LiDAR sensor that'sexpected to find increasing application in commercialvehicles and off-highway machines in 2020. Valeo’s16-channel SCALA 2, which can detect objects up toa distance of 150 meters, has won orders from someproduction vehicle models, and its SOP is expectedin 2021. This shows that high-channel LiDAR is onthe eve of mass production.
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Copyright 2012ResearchInChina
Abstract
Research on Automotive LiDAR Industry: How five technology roadmaps develop amid the upcoming massproduction of high-channel LiDAR?
During 2020-2025, autonomous driving above L3 will be commercialized, for which LiDAR will become an important option.LiDAR vendors break through technical bottlenecks and work closely with OEMs to massively install high-channel LiDAR assoon as possible. Today, Audi has teamed up with Valeo/Luminar, BMW has cooperated with Innoviz, Volvo has collaboratedwith Luminar, Great Wall Motors has partnered with Ibeo, and Hyundai has joined forces with Velodyne. Even Mobileye, aproponent of visual ADAS, is developing its own LiDAR technology.
Still, the battle for technology roadmaps in the LiDAR field continues. There are now automotive LiDAR technologyroadmaps encompassing mechanical, MEMS, FLASH, OPA and FMCW, among which FMCW is a coherent detectiontechnology while the rest are pulsed ToF detection technologies.
Mechanical LiDAR
Mechanical LiDAR is the earliest developed and most mature product. Waymo's Honeycomb LiDAR is also based onmechanical technology. Although it has been criticized a lot, mechanical LiDAR is still the mainstream on the market.Representative companies of mechanical LiDAR include Velodyne, Valeo, Ouster, Waymo, RoboSense, Hesai Tech,SureStar, LeiShen Intelligent System, etc.
Most mechanical LiDAR vendors are pushing forward two strategies concurrently. On the one hand, they improve themechanical LiDAR product line, try to reduce costs and enhance performance; on the other hand, they actively expandthe solid-state LiDAR product portfolios (MEMS, FLASH, OPA, etc.).
For example, Velodyne has rolled out the all-solid-state Velarray LiDAR, and short-range VelaDome LiDAR perfect forautomotive applications such as blind spot monitoring. Velodyne has acquired Mapper.ai, a HD map startup with a teamof 25 talents, for quicker development of Vella software. In January 2020, Velodyne unveiled the cheap Velabit LiDARpriced only at $100.
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Copyright 2012ResearchInChina
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Copyright 2012ResearchInChina
Velodyne branches out to ADAS and other fields aggressively. Nowadays, the autonomous driving business only contributesa quarter of Velodyne's revenue, whereas the remaining earnings come from ADAS, robotics, surveying and mapping, smartcities, shuttles, and unmanned distribution, among which unmanned delivery, Robotaxi and ADAS will become main revenuecontributors for Velodyne in the next four years. It is estimated that Velodyne will ship 8 million units by 2025.
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Copyright 2012ResearchInChina
MEMS LiDAR
Typical suppliers of MEMS LiDAR include Innoviz, Innovusion, Pioneer, Blickfeld, RoboSense, Hesai Tech, etc.. Usingmicro galvanometers, MEMS LiDAR is limited in size, vibration reliability and operating temperature range.
As concerns MEMS mirrors, foreign companies are at the forefront, such as Innoluce acquired by Infineon based inGermany, Mirrorcle and MicroVision in the United States, Hamamatsu in Japan, and STMicroelectronics in Switzerland.Their Chinese counterparts include Xi'an ZhiSensor, Taiwan Opus, Silicon Vision Microsystem, among others. A fewLiDAR companies supply MEMS mirrors through alliances or independent development. For instance, RoboSense hasinvested in Silicon Vision Microsystem to deploy MEMS LiDAR; Hesai Tech PandarGT 3.0 uses self-developed MEMSmirrors.
MEMS LiDAR will be spawned by most vendors as early as 2020-2021.
Innoviz, which adopts the MEMS technology roadmap as a typical provider, has received more than USD210 million infinancing within only four years since its inception. Innoviz is to date competent for mass production and has fetchedorders from OEMs. BMW has selected Innoviz for series production of its autonomous vehicles, starting in 2021.Besides, Innoviz has allied with Tier1 suppliers Harman, HiRain Technologies and Aptiv. The latest Innoviz One has adetection range of 0.1-250 meters and will be produced on a large scale in 2021.
Zvision, a Chinese MEMS LiDAR company, secured RMB70 million in Series A+ round of financing in April 2020.
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Copyright 2012ResearchInChina
Flash LiDAR
Typical Flash LiDAR vendors are LeddarTech, Sense Photonics, Continental, IBEO, Benewake, Xenomatix and Ouster.Sense Photonics as the first one to overcome technical challenges has introduced Osprey, its first modular FLASHLiDAR which was sold on the market in January 2020 at a price of $3,200. Continental’s Flash LiDAR, HFL110featuring 1,064nm laser and hybrid InGaas/CMOS focal plane array, is expected to be spawned in 2020. IBEO’s NEXTLiDAR is about to be mounted on Great Wall VV7 in 2021.
Another company LeddarTech stands out for building Leddar Ecosystem. In July 2020, LeddarTech acquiredVayaVision, a sensor fusion and perception software company. Their cooperative solution enables the fusion of camera,radar, and LiDAR for faster time-to-market, and allows for fusion of up to 15 different sensors for Level 2 to Level 4autonomous driving applications. Two well-known sensor vendors First Sensor and Sunny Optical Technology also joinLeddarTech Leddar Ecosystem.
OPA LiDAR
For OPA LiDAR, Quanergy previously released S3 but has yet to commercialize it. Some players like Analog Photonicsand Shenzhen Litra Technology are in the phase of development and exploration. It will expectedly take them over 5years to launch the technology.
OPA LiDAR enables precise stability and discretionary direction control, without using inertial devices. Yet technicalproblems such as scanning angle, process, accuracy and range remain to be settled. Current integrated OPAtechnology fails to offer large aperture needed by mid- and long-range LiDAR, due to complexity, high powerconsumption or low optical efficiency. In August 2020, researchers at University of Colorado Boulder developed aserpentine optical phased array (SOPA) chip which can enlarge optical aperture for LiDAR.
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Copyright 2012ResearchInChina
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Copyright 2012ResearchInChina
FMCW LiDAR
Coherent LiDAR is still in its infancy compared with pulsed ones. The leading technology for the LiDAR is frequencymodulated continuous wave (FMCW), into which about 10 players worldwide get involved, including Aeva (invested byPorsche), Blackmore (acquired by Aurora in 2019), Strobe (acquired by Cruise in 2017), SiLC Technologies (investedby Dell), Bridger Photonics (invested by Carl Zeiss) and AODTBJ.
The reason why BMW, Toyota, Porsche, GM and Aurora select FMCW LiDAR lies in FMCW’s edges over pulsed ToF,on ability to directly detect speed (4D information) and high resolution range and permission to use cheapphotoelectric detectors (e.g., PIN). The biggest challenge before FMCW technology is the need for being integratedwith a plurality of optical components, e.g., laser, amplifier, phase and amplitude controlled low-noise photodiode,mode converter and optical waveguide, all of which should be further integrated into a commercial-scale compactFMCW LiDAR.
From the latest progress, it can be seen that Aeva’s Aeries FMCW system irons out the dependency betweenmaximum detection range and point cloud density, and integrates multiple beams on a chip, achieving full rangeperformance of over 300 meters for objects in addition to the ability to measure instant velocity for every point with a120-degree field-of-view. The product is projected to be available for use in 2020, costing less than $500 once massproduced.
Furthermore, FirstLight, a LiDAR co-developed by Blackmore and Aurora, allows the Aurora Driver to see well beyond300 meters even on targets that don't reflect much light, such as a pedestrian wearing dark clothing at night. Aurorahas installed its Aurora Driver in six different vehicles, ranging from sedans and Chrysler Pacifica minivans to self-driving trucks. Aurora plans to use its FirstLight LiDAR in its fleet of self-driving development vehicles in 2020.
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Copyright 2012ResearchInChina
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Copyright 2012ResearchInChina
Actually, OEMs tend to choose more than one technologies. For example, Audi investing Blackmore, a typical FMCWfirm, installed Valeo's 4-channel mechanical LiDAR into Audi A8 in 2018 and also has a plan to pack the to-be-produced cars in 2021 with Luminar’s solid state LiDAR.
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Table of contents
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1 LiDAR1.1 Introduction to LiDAR1.1.1 Operating Principle1.1.2 Composition1.1.3 Merits and Demerits1.2 LiDAR Detection Principles1.2.1 Three Detection Principles1.2.2 ToF Detection Principle1.2.3 FMCW Detection Principle1.3 LiDAR Types1.3.1 Main Types1.3.2 Mechanical LiDAR1.3.3 MEMS LiDAR1.3.4 OPA LiDAR1.3.5 Flash LiDAR1.3.6 FMCW LiDAR1.3.7 Comparison between LiDAR Types1.4 LiDAR Industry Chain1.4.1 Industrial Chain1.4.2 Upstream: Core Components1.4.3 Downstream: ADAS/AD1.5 Role of LiDAR in Autonomous Driving1.5.1 Status of LiDAR in AD System1.5.2 LiDAR Is Intended for Varied Distance and Different Scenarios1.5.3 LiDAR Plays a Vital Role in L3 Autonomy
2 Status Quo and Trends of Automotive LiDAR Market2.1 Market Overview2.1.1 Technology Roadmap and Timetable for Implementation2.1.2 Applied Scenarios and Forecasts2.1.3 Enterprises at a Glance2.1.4 Price Trend2.1.5 Market Opportunities and Challenges2.2 Technical Routes and Products2.2.1 Pulsed TOF Technology Prevails in the Present Market2.2.2 Mechanical Type Still Remains Dominant, Price Cuts and Multi-
channel Grow the Trends2.2.3 Many Companies Compete in Solid-state LiDAR and Are in
Readiness for Mass Production2.2.4 Successive Roll-out of Solid-state MEMS LiDAR2.2.5 First Model of Modular Flash LiDAR Was Launched in January 20202.2.6 Multiple Vendors Aim at FMCW LiDAR2.3 Applied Scenarios2.3.1 ADAS Passenger Car2.3.2 Robotaxi2.3.3 Low-speed Autonomous Vehicle2.3.4 Vehicle Infrastructure Cooperative System (VICS)2.4 Market Participants
Table of contents
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3 Global LiDAR Vendors
3.1 Velodyne3.1.1 Profile3.1.2 Production and Technical Collaborations3.1.3 Business Layout3.1.4 Orders and Revenue3.1.5 Velodyne Product Development Roadmap3.1.6 Velodyne LiDAR Product Matrix3.1.7 Velodyne Mechnical LiDAR Product Line3.1.8 Velodyne Product (I)3.1.9 Velodyne Product (II)3.1.10 Velodyne Product (III)3.1.11 Velodyne Product (IV)3.1.12 Velodyne Product (V)3.1.13 Velodyne LiDAR in Silicon3.1.14 Velodyne LiDAR Performance and Prices.................................................3.1.18 Velodyne Back Door Listing3.1.19 Dynamics3.2 Valeo3.2.1 Profile3.2.2 Core Technologies3.2.3 LiDAR Roadmap
3.2.4 Performance Comparison between Valeo SCALA1 and SCALA2
.................................................3.2.8 Major Customers for Valeo LiDAR3.2.9 Dynamics3.3 Bosch3.3.1 Profile3.3.2 LiDAR Investments3.3.3 Bosch’ First Automotive Long-range LiDAR3.4 Continental3.4.1 Profile3.4.2 LiDAR Business Layout3.4.3 LiDAR Product Matrix3.4.4 Continental 3D Flash LiDAR3.4.5 Continental SRL13.4.6 Distribution of Customers for Continental LiDAR3.5 Aptiv3.5.1 Profile3.5.2 LiDAR Investments3.5.3 Aptiv RoboTaxi Sensor Configuration3.6 Veoneer3.6.1 Profile3.6.2 LiDAR Products3.6.3 LiDAR Layout3.6.4 LiDAR Customers
Table of contents
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3.7 ZF3.7.1 Profile3.7.2 LiDAR Layout3.8 Quanergy3.8.1 Profile3.8.2 Manufacturing Base3.8.3 Product Roadmap3.8.4 LiDAR Products.................................................3.8.8 Partners3.8.9 Dynamics3.9 LeddarTech3.9.1 Profile3.9.2 Global Network3.9.3 Automotive LiDAR Technologies3.9.4 LeddarCore SoC: LCA2 and LCA33.9.5 LiDAR Solutions3.9.6 Cooperation Mode3.9.7 LeddarTech Collaboration with ST3.9.8 Dynamics3.10 IBEO3.10.1 Profile3.10.2 Product Roadmap3.10.3 LiDAR Products of Ibeo LUX Series3.10.4 New 4D Solid-state LiDAR
3.10.5 Cooperation Projects3.11 Innoviz3.11.1 Profile3.11.2 LiDAR Roadmap.................................................3.11.5 Technical Route3.11.6 Manufacturing Factories3.11.7 Innoviz Collaboration with BMW3.12 Ouster3.12.1 Profile3.12.2 LiDAR Technologies3.12.3 LiDAR Products3.12.4 LiDAR Development Planning3.12.5 Partners3.13 Luminar3.13.1 Profile3.13.2 LiDAR Technologies3.13.3 Low-priced LiDAR.................................................3.13.6 Partners of Luminar3.14 Waymo3.14.1 Profile3.14.2 LiDAR History and Products3.14.3 Short-range LiDAR3.14.4 LiDAR Solutions
Table of contents
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3.14.5 LiDAR Development Planning3.15 Innovusion3.15.1 Profile3.15.2 Innovusion Cheetah3.15.3 Innovusion Jaguar and Falcon3.15.4 Applied Cases3.16 Aeye3.16.1 Profile3.16.2 LiDAR Products3.16.3 Latest Solid-state LiDAR3.16.4 Partners3.17 Sense Photonics3.17.1 Profile3.17.2 LiDAR Products3.18 Others3.18.1 Cepton3.18.2 Aeva3.18.3 Insight LiDAR3.18.4 Bridger Photonics3.18.5 Baraja3.18.6 Pioneer3.18.7 Blickfeld
4 Chinese LiDAR Companies4.1 RoboSense4.1.1 Profile4.1.2 Development Course4.1.3 Major Products.................................................4.1.9 Automotive Solid-state LiDAR4.1.10 Perception Algorithms4.1.11 LiDAR Perception Solution4.1.12 LiDAR Solutions4.1.13 LiDAR Partners4.1.14 LiDAR Applied Cases4.1.15 Dynamics4.2 Hesai Tech4.2.1 Profile4.2.2 Main Products.................................................4.2.7 Pandora4.2.8 Partners4.3 VanJee Technology4.3.1 Profile4.3.2 Development Course4.3.3 Core Team4.3.4 R&D and Production Layout
Table of contents
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4.3.5 Core Technologies and Main Products4.3.6 Key Customers and Cases4.3.7 Revenue and Market Trends4.3.8 Products and Technical Routes4.3.9 Strategies and Development Planning4.4 Benewake4.4.1 Profile4.4.2 Development Course4.4.3 Main Products4.5 SureStar4.5.1 Profile4.5.2 Development Course4.5.3 Core Technologies.................................................4.5.6 Mass-produced LiDAR and Technical Routes4.5.7 Development Planning4.6 LeiShen Intelligent Systems4.6.1 Profile4.6.2 Development Course4.6.3 Automotive LiDAR Products.................................................4.6.7 Applied Case: Autonomous Driving4.7 Livox4.7.1 Profile
4.7.2 Product Route4.7.3 Core Technologies4.7.4 LiDAR Applied Cases4.8 LITRA Technology4.8.1 Profile4.8.2 Product Planning and Layout4.9 Lorentech (Beijing)4.9.1 Profile4.9.2 Main Products4.9.3 I/G Series4.10 LiuShen Optoelectronic4.10.1 Profile and Product Planning4.10.2 LiDAR Layout4.11 ZVISION Technologies4.11.1 Profile4.11.2 LiDAR Products and Solutions4.12 Others4.12.1 Tanway4.12.2 Genius Pros4.12.3 Ice Drink4.12.4 Huawei
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