Research on Automotive LiDAR Industry: How five technology roadmaps develop amid the upcoming mass production 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 as soon as possible. Today, Audi has teamed up with Valeo/Luminar, BMW has cooperated with Innoviz, Volvo has collaborated with Luminar, Great Wall Motors has partnered with Ibeo, and Hyundai has joined forces with Velodyne. Even Mobileye, a proponent of visual ADAS, is developing its own LiDAR technology.
In early 2020, Bosch announced that it is making long-range LiDAR sensors production-ready-the first LiDAR (light detection and ranging) system that is suitable for automotive use. Continental delivers a 50-meter range 3D flash LiDAR sensor that's expected to find increasing application in commercial vehicles and off-highway machines in 2020. Valeo’s 16-channel SCALA 2, which can detect objects up to a distance of 150 meters, has won orders from some production vehicle models, and its SOP is expected in 2021. This shows that high-channel LiDAR is on the eve of mass production.
Still, the battle for technology roadmaps in the LiDAR field continues. There are now automotive LiDAR technology roadmaps encompassing mechanical, MEMS, FLASH, OPA and FMCW, among which FMCW is a coherent detection technology 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 on mechanical 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 the mechanical LiDAR product line, try to reduce costs and enhance performance; on the other hand, they actively expand the 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 for automotive applications such as blind spot monitoring. Velodyne has acquired Mapper.ai, a HD map startup with a team of 25 talents, for quicker development of Vella software. In January 2020, Velodyne unveiled the cheap Velabit LiDAR priced only at $100.
Velodyne branches out to ADAS and other fields aggressively. Nowadays, the autonomous driving business only contributes a quarter of Velodyne's revenue, whereas the remaining earnings come from ADAS, robotics, surveying and mapping, smart cities, shuttles, and unmanned distribution, among which unmanned delivery, Robotaxi and ADAS will become main revenue contributors for Velodyne in the next four years. It is estimated that Velodyne will ship 8 million units by 2025.
MEMS LiDAR
Typical suppliers of MEMS LiDAR include Innoviz, Innovusion, Pioneer, Blickfeld, RoboSense, Hesai Tech, etc.. Using micro 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 in Germany, 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 few LiDAR companies supply MEMS mirrors through alliances or independent development. For instance, RoboSense has invested in Silicon Vision Microsystem to deploy MEMS LiDAR; Hesai Tech PandarGT 3.0 uses self-developed MEMS mirrors.
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 in financing within only four years since its inception. Innoviz is to date competent for mass production and has fetched orders 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 a detection 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.
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 FLASH LiDAR which was sold on the market in January 2020 at a price of $3,200. Continental’s Flash LiDAR, HFL110 featuring 1,064nm laser and hybrid InGaas/CMOS focal plane array, is expected to be spawned in 2020. IBEO’s NEXT LiDAR is about to be mounted on Great Wall VV7 in 2021.
Another company LeddarTech stands out for building Leddar Ecosystem. In July 2020, LeddarTech acquired VayaVision, 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 4 autonomous driving applications. Two well-known sensor vendors First Sensor and Sunny Optical Technology also join LeddarTech Leddar Ecosystem.
OPA LiDAR
For OPA LiDAR, Quanergy previously released S3 but has yet to commercialize it. Some players like Analog Photonics and Shenzhen Litra Technology are in the phase of development and exploration. It will expectedly take them over 5 years to launch the technology.
OPA LiDAR enables precise stability and discretionary direction control, without using inertial devices. Yet technical problems such as scanning angle, process, accuracy and range remain to be settled. Current integrated OPA technology fails to offer large aperture needed by mid- and long-range LiDAR, due to complexity, high power consumption or low optical efficiency. In August 2020, researchers at University of Colorado Boulder developed a serpentine optical phased array (SOPA) chip which can enlarge optical aperture for LiDAR.
FMCW LiDAR
Coherent LiDAR is still in its infancy compared with pulsed ones. The leading technology for the LiDAR is frequency modulated continuous wave (FMCW), into which about 10 players worldwide get involved, including Aeva (invested by Porsche), Blackmore (acquired by Aurora in 2019), Strobe (acquired by Cruise in 2017), SiLC Technologies (invested by 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 cheap photoelectric detectors (e.g., PIN). The biggest challenge before FMCW technology is the need for being integrated with 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 compact FMCW LiDAR.
From the latest progress, it can be seen that Aeva’s Aeries FMCW system irons out the dependency between maximum detection range and point cloud density, and integrates multiple beams on a chip, achieving full range performance of over 300 meters for objects in addition to the ability to measure instant velocity for every point with a 120-degree field-of-view. The product is projected to be available for use in 2020, costing less than $500 once mass produced.
Furthermore, FirstLight, a LiDAR co-developed by Blackmore and Aurora, allows the Aurora Driver to see well beyond 300 meters even on targets that don't reflect much light, such as a pedestrian wearing dark clothing at night. Aurora has 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.
Actually, OEMs tend to choose more than one technologies. For example, Audi investing Blackmore, a typical FMCW firm, 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.
Automotive Digital Key Industry Trends Research Report, 2024
Automotive Digital Key Industry Trends Research Report, 2024 released by ResearchInChina highlights the following: Forecast for automotive digital key market;Digital key standard specifications and co...
Automotive XR (VR/AR/MR) Industry Report, 2024
Automotive XR (Extended Reality) is an innovative technology that integrates VR (Virtual Reality), AR (Augmented Reality) and MR (Mixed Reality) technologies into vehicle systems. It can bring drivers...
OEMs’ Next-generation In-vehicle Infotainment (IVI) System Trends Report, 2024
OEMs’ Next-generation In-vehicle Infotainment (IVI) System Trends Report, 2024 released by ResearchInChina systematically analyzes the iteration process of IVI systems of mainstream automakers in Chin...
Global and China Automotive Lighting System Research Report, 2023-2024
Installations of intelligent headlights and interior lighting systems made steady growth.
From 2019 to 2023, the installations of intelligent headlights and interior lighting systems grew steadily. I...
Automotive Display, Center Console and Cluster Industry Report, 2024
Automotive display has become a hotspot major automakers compete for to create personalized and differentiated vehicle models. To improve users' driving experience and meet their needs for human-compu...
Global and China Passenger Car T-Box Market Report, 2024
Global and China Passenger Car T-Box Market Report, 2024 combs and summarizes the overall global and Chinese passenger car T-Box markets and the status quo of independent, centralized, V2X, and 5G T-B...
AI Foundation Models’ Impacts on Vehicle Intelligent Design and Development Research Report, 2024
AI foundation models are booming. The launch of ChapGPT and SORA is shocking. Scientists and entrepreneurs at AI frontier point out that AI foundation models will rebuild all walks of life, especially...
Analysis on Geely's Layout in Electrification, Connectivity, Intelligence and Sharing
Geely, one of the leading automotive groups in China, makes comprehensive layout in electrification, connectivity, intelligence and sharing.
Geely boasts more than ten brands. In 2023, it sold a tota...
48V Low-voltage Power Distribution Network (PDN) Architecture Industry Report, 2024
Automotive low-voltage PDN architecture evolves from 12V to 48V system.
Since 1950, the automotive industry has introduced the 12V system to power lighting, entertainment, electronic control units an...
Automotive Ultrasonic Radar and OEMs’ Parking Route Research Report, 2024
1. Over 220 million ultrasonic radars will be installed in 2028.
In recent years, the installations of ultrasonic radars in passenger cars in China surged, up to 121.955 million units in 2023, jumpin...
Automotive AI Foundation Model Technology and Application Trends Report, 2023-2024
Since 2023 ever more vehicle models have begun to be connected with foundation models, and an increasing number of Tier1s have launched automotive foundation model solutions. Especially Tesla’s big pr...
Qualcomm 8295 Based Cockpit Domain Controller Dismantling Analysis Report
ResearchInChina dismantled 8295-based cockpit domain controller of an electric sedan launched in December 2023, and produced the report SA8295P Series Based Cockpit Domain Controller Analysis and Dism...
Global and China Automotive Comfort System (Seating system, Air Conditioning System) Research Report, 2024
Automotive comfort systems include seating system, air conditioning system, soundproof system and chassis suspension to improve comfort of drivers and passengers. This report highlights seating system...
Automotive Memory Chip and Storage Industry Report, 2024
The global automotive memory chip market was worth USD4.76 billion in 2023, and it is expected to reach USD10.25 billion in 2028 boosted by high-level autonomous driving. The automotive storage market...
Automotive AUTOSAR Platform Research Report, 2024
AUTOSAR Platform research: the pace of spawning the domestic basic software + full-stack chip solutions quickens.
In the trend towards software-defined vehicles, AUTOSAR is evolving towards a more o...
China Passenger Car Electronic Control Suspension Industry Research Report, 2024
Research on Electronic Control Suspension: The assembly volume of Air Suspension increased by 113% year-on-year in 2023, and the magic carpet suspension of independent brands achieved a breakthrough
...
Global and China Hybrid Electric Vehicle (HEV) Research Report, 2023-2024
1. In 2025, the share of plug-in/extended-range hybrid electric passenger cars by sales in China is expected to rise to 40%.
In 2023, China sold 2.754 million plug-in/extended-range hybrid electric p...
L3/L4 Autonomous Driving and Startups Research Report, 2024
The favorable policies for the autonomous driving industry will speed up the commercialization of L3/L4.
In the second half of 2023, China introduced a range of policies concerning autonomous drivin...