2022 is known as the first year of lidar mass production, based on this, not long ago sorted out the relevant map of the lidar market for your reference, the relevant information is only sorted out, not for the output of views.
The most important market for lidar is automotive autonomous driving, and the company with the largest market share in 2021 is Valeo, which ranks first, accounting for 28%. RoboSense ranked second, accounting for 10%. Luminar, Livox, Denso, Continental, and Cepton are tied for third place with a market share of 7%. It was followed by Innoviz and Ibeo, each at 4 percent. Then there is Huawei, Hesai, Innovusion and Velodyne, all with a 3% share.
Luminar and Huawei are the industry's successor heavyweights, both using 1550nm lasers and mems-like technologies. At present, the gap between the level of companies in the hardware industry can be caught up one after another, but there is still a large gap between domestic followers and international enterprises in the follow-up of software, especially in the integration of asics' software and hardware. In the future, Luminar may form a monopoly advantage in overseas markets, while Huawei may form a monopoly advantage in the domestic market. Domestic market Sagitar Juchuang, Hesai Technology is a follower of Velodyne, luminar, based on the existing mass production needs have certain advantages, other rising stars in the solid-state lidar, hybrid solid-state lidar, mechanical lidar have different solutions for car companies to land products. It can be seen from the current application trend of car companies that in the future, products that can continue to reduce costs and improve product performance, achieve soft and hard decoupling, improve functional safety and many other aspects to meet the needs of car companies will gain more market share.
After 2020, the mechanical (including rotary, mirror, etc.) lidar technology route will gradually decline, due to the maturity and cost advantages of upstream components, MEMS and Flash technology routes will gradually become mainstream.
Screenshot of the detailed report, please explain.
