Millimeter-wave radar is a key sensor in the perception layer of intelligent driving. Millimeter-wave radar realizes accurate perception of surrounding obstacles through transceiver and signal processing, and provides reliable environmental perception information for intelligent driving. It has all-weather capability, long detection range, high-precision measurements, and strong penetration.
According to the data of Knowing Chedi, the penetration rate of millimeter-wave radar in March 2024 will reach 34.93%, and the penetration rate of models equipped with 5 or more millimeter-wave radars will be 6.61%, compared with the same period last year, this data has increased by 1.02 percentage points, among which the new power brands have outstanding performance in the application of millimeter-wave radar, with a penetration rate of 17.19%, which is significantly higher than the average level of the overall market.
Millimeter-wave radar wavelengths between 1-10mm:
Traditional 3D millimeter-wave radar has obvious limitations, such as relatively low resolution, limited ability to measure the height of the target, and limited target recognition ability.
In recent years, the emergence of 4D millimeter-wave radar has brought a new breakthrough to millimeter-wave radar technology.
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Overview of the 4D mmWave radar industry
As an upgraded version of traditional radar, 4D millimeter-wave radar can accurately obtain the altitude (elevation angle) information of the target, so as to achieve a more comprehensive four-dimensional environmental perception, which effectively makes up for the shortcomings of traditional millimeter-wave radar in small target detection.
Many manufacturers around the world are actively promoting the application of 4D imaging millimeter-wave radar to further improve the performance and safety of intelligent driving systems for the sake of comprehensive cost performance.
4D millimeter-wave radar can provide more "three-dimensional" detection results:
Source: Gaogong Intelligent Vehicle Research Institute
4D mmWave radar works similarly to conventional radar, with the key being the increase in the number of virtual channels (MIMO), which enables accurate measurement of pitch angle (altitude).
The MIMO technology upgrade makes the output of 4D millimeter-wave radar appear in the shape of a three-dimensional point cloud, which greatly improves the recognition, sensitivity and resolution.
4D millimeter-wave radar and lidar have some overlap in function, but the two are more complementary than replaceable.
At present, a number of models on the market have been equipped with 4D millimeter-wave radar, including Feifan R7, F7, Ideal L7/L7 Pro, Ruilan 7, Lotus, Deep Blue SL03 and Wenjie.
Development status of millimeter-wave radar:
Source: Gaogong Intelligent Automotive
Millimeter-wave radar industry chain combing
From the perspective of the industrial chain, the upstream of millimeter-wave radar mainly includes RF MMIC chips, high-frequency PCBs, processing chips, back-end algorithms and other related enterprises. Among them, the technical barriers of software algorithms are high, followed by key components such as RF chips, processor chips and high-frequency PCBs.
The manufacturing of midstream millimeter-wave radar is mainly composed of three core parts: radar front-end transceiver module, digital signal processing unit and interface module.
The radar front-end transceiver module is responsible for the modulation, transmission and reception of millimeter-wave signals, which integrates antenna array, RF front-end, intermediate frequency circuit and analog-to-digital converter, the digital signal processing unit is mainly responsible for further processing and data analysis of the received signals, and the interface module is responsible for data communication and integration with other systems. #汽车##毫米波雷达##新能源汽车##财经##科技##自动驾驶#
The downstream applications of millimeter-wave radar mainly include Internet of Vehicles, ADAS, UAVs and other fields.
Millimeter-wave radar market competition pattern and leading combing
The global millimeter-wave radar market pattern is highly concentrated, and the top three are Bosch, Continental, and Aptiv. Domestic manufacturers started late, and have developed rapidly in recent years, with Senstech, Desay SV, Huaruijie, Huawei, Zongmu Technology, etc. leading domestic substitution.
4D millimeter-wave radar players are scarce, and only ZF, Senstech, and Foretek have achieved front-end mass production and delivery. Among them, Sensitech has achieved large-scale front-loading applications by virtue of the mass production of models such as Ideal and Deep Blue.
Some representative manufacturers of the millimeter-wave radar industry chain are sorted out:
Source: Public collation
In the long run, with the rapid development of autonomous driving, domestic millimeter-wave radar manufacturers will continue to deepen more subdivisions, accelerate the pace of domestic substitution, and promote the rapid development of the entire industry, and the industry is expected to usher in a broad space for domestic substitution.
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