Yole: The Car Lidar Market Is Expected To Be 38% From 2023 To 2029

Global car lidar market is expected to be 2023 Year 5.38 US dollars increase to dollars 2029 Year 36.32 One hundred million U.S. dollars,2023 End 2029 The annual annual growth rate of the year is 38%EssenceAlthough 2022 We are in PC and LCV The crossroads of the market and autonomous taxi market, but at 2023 Year,PC and LCV The market now obviously occupies the market leading position.

The first batch of autonomous driving taxis services 2016 Year 8 Moon in Singapore NuTonomy roll out,2017 Success Waymo and Cruise The first step has taken the first step, and they are operating in Phoenix, Arizona and San Francisco in San Francisco, California.Since then, we have seen Didi,AutoX And Chinese companies such as Baidu enter the market.All these companies have set up new services in cities around the world, so that the laser radar market for autonomous driving taxis is far ahead of the lidar market for passenger cars.

In 2023 Years 2024 In the year, after a series of events occurred,Waymo and Cruise Obviously slowing down the activity speed.This has a direct impact on the autonomous taxi market.This may also affect the long -term market, because the company needs to win the trust of the people again.2023 In the year, the size of the autonomous driving taxi market was 1.24 Dollars PC and LCV Market size is 4.14 One hundred million U.S. dollars.The passenger car market is more than three times larger than the autonomous taxi market, witnessing the real flight.since 2018 Since the years, we have now monitored near 200 The design wins.in 124 Plan 2024 Launched or after the year, nearly, near 90% from China OEMEssenceChina OEM Obviously being pushed LiDAR Integrated into its vehicle.Although the European Union or the United States OEM Will LiDAR limited in F Grade, but China OEM Be launched D Class car.2023 Year, the first one C Class cars have been monitored.These cars F Class -grade cars are much cheaper, and the car output will be higher, so LiDAR The output will also be higher.This leads to LiDAR The price of the price drop sharply.

Car laser radar (PC&LCV And autonomous driving taxi) ecosystems are still quite huge, there are 44 Home company is monitored.Some have invested in mass production, and some companies have less lidar activities, or are still in the R & D stage, and are developing the next generation of lidar.In the autonomous taxi market, few participants can create considerable income.

He Sai Yisai 73% The market share controls the market because their laser radar can be found in most autonomous driving taxis, such as Cruise、Aurora、ApolloDidi、Pony.ai and AutoXEssenceexist PC&LCV The market is developing rapidly, which has changed again from last year.because Seyond(Predecessor Innovusion) Nio Cooperation, so they have been RoboSense and Hesai Beyond.Seyond Now the third.2023 Year,RoboSense and Hesai Occupied the market leading position, because they can find near the road 460,000 indivual LiDAREssenceThis account 2023 Year LiDAR Total shipment 60% above.2024 Year,Hesai and RoboSense It is expected to continue to lead passenger cars LiDAR Market, occupying the top two.For these participants, the victory is to win the world OEM The victory of the design will prove the stability of its technology.

In terms of technology, in the four categories we are concerned about, it is expected that only one category will remain roughly the same in the next ten years.Among the other three categories, we can see the major development of imaging technology, transmitter type and the type of photoelectric detector used.The wavelength is a factor that maintains stable.

　arrive 2024 In the year, near infrared (NIR) wavelength (905 / 940nm) It is expected to occupy passenger cars LiDAR Volume 90%EssenceIn the next ten years,NIR And short wave infrared (SWIR) The proportion is expected to remain similar.In terms of imaging technology, a mixed solid state of the rotating mirror LiDAR Occupy the dominant position, estimated 2024 Annual 66% The volume, followed by based on MEMS of LiDAR,occupy 32%EssenceIn the next ten years, based on a rotary mirror LiDAR The share should still be 52%(Based on volume).MEMS The share is expected to drop to 6%, But the main difference may be flash memory LiDAR The emergence, it may occupy it in the next ten years 37% Shipping.This change and optical transmitter and light transmitterThe change of photoelectric detector.In fact, based on multiple layers VCSEL The array is rapidly improving, and SiPM or SPAD Combined, they will be able to provide a full solid state without mobile components LiDAR。

　　LiDAR Manufacturers are now using higher shipments and new technologies to reduce LiDAR the cost of.arrive 2023 In China, in China,LiDAR The price may be lower than 500 Dollar.We also heard more and more about FMCW LiDAR Message, and dTOF LiDAR compete.FMCW LiDAR It has just emerged. The manufacturer is currently targeting niche applications such as measurement or national defense.In these applications, prices are not a big obstacle for customers.In the automotive field, expected FMCW LiDAR arriving 2027/2028 Only the year will come out.It is necessary to establish and stable supply and solve many challenges related to computing, thermal management or integration.