Top ten suppliers of domestic lidar
Lidar is a kind of sensor which uses laser to realize accurate ranging. Bro
Top ten suppliers of domestic lidar
Lidar is a kind of sensor which uses laser to realize accurate ranging. Broadly speaking, it can be regarded as a camera with 3D depth information, and it is known as "the eye of a robot".
Since its birth, the lidar industry has been closely following the forefront of the development of the underlying equipment, showing the outstanding characteristics of high technical level. From the single-point lidar at the beginning of laser invention to the single-line scanning lidar later, and the multi-line scanning lidar widely recognized in unmanned technology, to the solid-state lidar and FMCW lidar with innovative technical solutions, and the continuous development to chips and arrays in recent years, lidar has always been the representative of the development and application of emerging technologies.
In 2020, the National Development and Reform Commission officially defined seven sections of "new infrastructure" for the first time. As a terminal sensor device, lidar plays an increasingly prominent role in intelligent transportation and smart cities such as automatic driving and vehicle-road coordination. China government's support for autonomous driving will also play a positive role in promoting the development of global lidar industry.
According to Sullivan's statistics and forecast, by 2025, the global market size of lidar will be $65.438+0.354 billion, which can achieve a compound annual growth rate of 64.5% compared with 2065.438+09. By 2025, the market size of China's lidar will reach 43 1 billion US dollars, achieving a compound annual growth rate of 63. 1% compared with 20 19 years.
In recent years, the global market of lidar has been gradually opened, and overseas manufacturers have the advantages of upstream and midstream, and are ahead of domestic manufacturers in technology and customer base. As early as 20 10 years ago, foreign lidar technology began to try to be applied to ADAS-assisted obstacle avoidance navigation projects. As the representative of the future autonomous driving core sensors, the core technologies of lidar are mainly in Verdun, Quanergy and Ibeo.
Wilden was founded in 1983. Its mechanical laser radar started earlier and has a leading technology. At the same time, it has established cooperative relations with global autonomous driving companies such as Google, General Motors, Ford, Uber and Baidu, occupying most of the market share of automotive lidar.
Quanergy was founded in 20 12, and its first product M8- 1 went on the market in 20 14, and was applied in Mercedes-Benz and modern experimental vehicles. After M8, Quanergy's products have started to take the solid-state route and adopted OPA optical phased array technology, which will greatly reduce the sensor price after mass production.
Ibeo was founded in 1998, and it is the first enterprise in the world with vehicle-mounted laser radar. In 20 17, IBEO introduced all-solid-state laser radar a sample machine.
However, domestic manufacturers have made great progress in recent years, and the strength of China is gradually rising.
In the early days, domestic players were divided into two groups. One group was to develop mechanical lidar, Verdun and other veteran players to grab the market, and the other group was to directly lock solid-state lidar products.
At present, there are nearly 50 companies in the domestic lidar field, and the development direction is not limited to the automobile industry. Players' identities are more complicated, including star start-ups such as Wosai, Sagitar and Radium God, cross-border Huawei and DJI, older players such as Beixing, Beike Tianhua and Guo Keguang Xin, and some rising stars such as Luo Wei, Tan Wei and Guangshao. Many start-ups have the shadow of technology giants and international Tier 1 Generally speaking, the competition in the domestic market is fierce, showing a market pattern of a hundred flowers blooming.
Based on the technical reserves, differentiation advantages, front and rear assembly mass production project processes, market exposure and other factors of domestic lidar manufacturers, Hi-Tech Intelligent Automobile Research Institute released the annual list of LIDAR suppliers TOP 10 for the first time.
Source: Gaode Smart Car
Yijing technology
Zvision was founded on 20 17 1 1 and headquartered in Beijing. It is a high-tech company focusing on the research and development of all-solid-state lidar products and technologies.
Since its establishment, the company has carried out three rounds of financing, with investors including Shi Ming Capital, Innolux Angel Fund, Jinyun Venture Capital, Cloud Angel Fund, Dongke Chuangxing, Fosun Ruizheng Capital and Songhe Capital.
As one of the first companies in China to announce the mass production process, Yijing Technology has reached a strategic cooperation with Macheng Technology on the commercialization of automatic driving solutions for trunk logistics trucks, and has become a supplier of MEMS lidar for mass production by Macheng Technology. Its latest ML series lidar will be supplied to the mass-produced self-driving models of Macheng Technology trunk logistics.
At present, Won Che has started L3 mass production cooperation project with domestic head Heavy Truck OEM, and completed L3 heavy truck A prototype for the first time in the field of self-driving trucks, and will take the lead in L3 mass production at the end of 20021. Considering that the demand for on-board sensors in truck field is higher than that in passenger cars, it also means that domestic lidar can fully meet the requirements of large-scale on-board applications.
In July 2020, Yijing Technology Changshu Factory landed, marking the official start of mass production of vehicle regulations. The first phase of Changshu factory has a total investment of 65.438+0.02 billion yuan, aiming to build the world's first vehicle-mounted MEMS lidar with an annual production capacity of 50,000 units.
In addition, Yijing Technology has signed cooperation agreements with many top autonomous driving companies and automobile OEMs around the world. The main customers are GM, Ford, Geely, Sany and other companies. At present, the main direction of mass production is to provide overall lidar solutions for vehicles in various scenes in specific fields, such as high-speed logistics, smart mining areas, smart ports, smart parks, smart buses, Robotaxi and so on.
Jose technology
In recent years, Jose Technology, which has rapidly occupied a major share in the autonomous driving test market, submitted a prospectus on 2002117, and plans to go public in science and technology innovation board to raise 2 billion yuan, which is expected to become the first listed company in China with lidar as its main business.
Jose Technology 20 13 was established in San Jose, Silicon Valley, USA, and its headquarters was moved to Shanghai. The company's main business is the research and development, manufacturing and sales of high-resolution 3D lidar and laser gas sensor products. Among them, lidar for generalized robot application is the core product of the company.
Sun Kai, founder and chairman of Jose Science and Technology Company, graduated from the Department of Mechanical and Electronic Engineering of Stanford University. Li Yifan, founder and CEO, holds a bachelor's degree from Tsinghua University and a doctorate from the University of Illinois. The founder and chief technology officer holds double master's degrees in electrical engineering and mechanical engineering from Stanford University.
Haosai Technology's products include Panda 40, Panda 40 P, Pandar64, PandarQT, Panda128 and Pandora, a multi-sensor fusion sensing kit. PandarGT is used for advanced assisted driving; PandarMind for car networking applications PandarXT for robot market, etc.
Since its establishment, Jose Technology has gone through five rounds of financing, and the accumulated financing amount is close to 654.38+0.5 billion yuan. The latest financing amount is USD 65.438+73 billion (about RMB 654.38+0.10.30 billion), which has set a new record for single financing in the lidar industry. Investors include Baidu, Bosch, Zhenge Fund and Anson Semiconductor.
Shen Lei intelligent
Founded on 20 15 and headquartered in Shenzhen, Guangdong Province, Radium Smart is the only lidar company in the world that has mastered four measurement methods: TOF time-flight method, phase method, triangulation method and FM continuous wave. It creates a relatively complete lidar matrix, and based on this, it puts forward overall solutions for different industries, including autonomous driving, intelligent transportation, rail transit, robotics, logistics, surveying and mapping, security and so on.
Since its establishment, Radium Wisdom has carried out five rounds of financing, with investors including Northern Lights Venture Capital, China Merchants Capital, Shaanxi Hongchuang, Rushan Capital, Chen Da Caizhi, Wealth Capital, Renai Zhihui, Yijin Capital, Xinye Fund and Tongwei Capital.
Radium Intelligence is one of the few laser radar companies in China that have reached strategic cooperation with the main engine factory. The company reached a strategic cooperation with Shaanxi Automobile Holdings, aiming at developing vehicle-mounted lidar and realizing mass production of commercial vehicles.
In addition, Shaanxi Automobile Holdings' fund is also one of the investors of Radium Intelligence. Considering that Shaanxi Automobile Heavy Truck ranks in the forefront of domestic heavy truck sales (ranked fourth in 20 19), there is huge market imagination in the future.
Previously, the company was also successfully selected as the key task of the new generation artificial intelligence industry innovation of the Ministry of Industry and Information Technology, and carried out research on the hybrid solid-state lidar technology of 128 line.
At present, Laser God has R&D layout in MEMS, Flash and OPA.
Radium Smart is the only laser radar company in China that independently develops 16 channel TIA chips, automatic and semi-automatic laser radar production lines, and 1550nm fiber laser. At present, the company's products are 128, 32 and 16 hybrid solid-state lidar.
With the core technologies and innovative technologies such as MEMS micro-galvanometer and 16 channel TIA chip, the internal structural components of Laser God intelligent MEMS solid-state laser radar LS20B are greatly simplified, and the assembly efficiency of the whole machine is also greatly improved. Its farthest ranging can reach 300m, with rich point clouds and fine angular resolution. The front design of the vehicle can be directly embedded in the front of the vehicle and perfectly integrated with the vehicle body, which not only simplifies the installation but also gives consideration to the beauty, and also reduces the complexity of the multi-sensor fusion algorithm and greatly saves the reconstruction cost of the vehicle. Its price is 999 dollars (about 6998 yuan) to 1299 dollars (about 8998 yuan).
In addition, in the vehicle-road collaborative market, the laser radar vehicle-road collaborative solution currently provided by Radium Intelligent has landed in many cities such as Beijing, Shanghai, Guangzhou, Suzhou, Chongqing, Zhengzhou and Xuchang.
DJI· Livex (Lanwo)
Livox, hatched by drone giant DJI Technology, was founded on 20 16, which can be said to be a "price" dark horse in the domestic lidar field this year. Thousand-yuan low-cost lidar has become the focus of the market. Horizon costs $800, and Tele- 15 costs 1200, creating a high cost performance of lidar.
However, the company's innovative non-repetitive scanning technology has yet to be verified by the automotive industry. The advantage is that it can maximize coverage, but it is different from the traditional technical route in rapid scene feature extraction and matching.
Take Hao Jie Horizon product as an example, its scoring time of 0. 1 sec can be equivalent to a 64-line mechanical lidar. According to market feedback, the effect is good in low-speed scenes, but it is average in medium and high-speed scenes because it is a single-line scanning mode.
Since then, Livox has introduced Mid-70 for close-range blind spot detection and Avia for improving remote detection, which can switch between different scanning modes (adding repeated line scanning mode), ranges and different scenes.
In order to meet the needs of different operating scenarios, Livox Avia provides two scanning modes (one is the previous non-repetitive scanning), both of which can emit multiple high-speed scanning laser beams at the same time, and the point cloud data rate is 240,000 points/second.
However, with the help of DJI's powerful supply chain, management, procurement and production system, there is no doubt that Livox can reduce the cost of mass production, especially non-vehicle products can be sold through DJI's drone channel. Moreover, price and mass production are the biggest competitive advantages of Lanwo Technology.
In addition, considering the demand of downstream customers for lidar point cloud processing and related software, hardware-oriented Livox chose open data sets and open source algorithms to help customers lower the development threshold.
Lanwo Technology cooperates with Tucki, some Tier 1, OEMs and total solution providers: L4 passenger car cooperates with AutoX, an autonomous driving company; L4 commercial vehicle cooperates with CiDi, a smart heavy truck company. In terms of low-speed unmanned robots, Lanwo Technology and its deep strategic partner Gaussian Robotics have reached the procurement cooperation of more than 10,000 laser radars. On the new mass-produced Tucki P5 launched on 202 1, the customized version of Tucki logo lidar based on Hao Jie Horiz logo lidar will be installed.
Its partners include SAIC-GM-Wuling, Dongfeng Motor Corporation and Tucson Future, and its products have been sold to 26 countries and regions such as the United States, Canadian, China, Japanese and European Union.
Sagitar sawing machine
RoboSense was founded on 20 14 and is headquartered in Shenzhen, Guangdong. Qiu Chunxin, the founder of Robosense, studied at the School of Mechanical and Electrical Engineering and Automation of Harbin Institute of Technology before starting his business. Robosense's predecessor is Qiu Chunxin's outdoor mobile robot environment awareness group.
Sagitar Juchuang has made achievements in many core technical fields, such as chips, lidar sensors and AI algorithms. , around the lidar environmental awareness program. Its core products include MEMS solid-state lidar system technology solutions and mechanical series lidar system technology solutions, and its customers include autonomous driving technology companies, car companies and first-class suppliers.
Since its establishment, sagitar Juchuang has experienced eight times of financing. The investors include Oriental Fuhai, Puhe Capital, Kunchu Capital, Fosun Ruizheng Capital, Haitong New Energy, BAIC Industrial Investment Fund, Rookie Network, Shanghao Capital, Zhonghe Ruimin, Xinye Fund, Kangchengheng Investment, SDIC Chuangfeng and so on.
Sagitar Juchuang is one of the earliest companies to set foot in China automobile lidar market. At first, it focused on the robot market and was one of the main suppliers of low-line lidar in China. The early rookie network, SAIC and BAIC's strategic investment was very successful.
The company's lidar was once carried on the rookie network unmanned logistics vehicle G Plus. At that time, the unmanned logistics plan named "Hump" claimed to build 65,438+10,000 unmanned equipment within three years. However, since then, the rookie network has undergone a round of internal adjustment, and Dharma Institute has taken over the R&D and landing of unmanned logistics. Subsequent development remains to be seen. At the same time, the company is also involved in patrol robots, AGV, smart logistics and other fields, and the market front is further extended.
At present, sagitar Juchuang has launched five product lines, namely mechanical lidar RS-LiDAR- 16, RS-LiDAR-32, RS-Ruby, RS-Bpearl and solid-state lidar RS-LiDAR-M 1.
MEMS vibrating mirror is the core device in RS-LiDAR-M 1. Sagitar Juchuang has designed ten sets of verification tests, covering the verification of temperature, humidity, packaging technology, electromagnetic compatibility, mechanical vibration/impact, life and other aspects. At present, the cumulative test time of all test samples has exceeded one hundred thousand hours.
On the online CES 202 1 in June, 20265438+0, Sagitar Juchuang demonstrated its latest mass-produced version of high-performance MEMS solid-state lidar RS-LiDAR-M 1, which was shipped in batch in June, 2020, becoming the first mass-produced MEMS solid-state lidar in the world.
Luowei technology
Luminwave was founded in June, 20 18, with its headquarters in Hangzhou and branches in Xi' an and Los Angeles. It is a company focusing on the research of 3D sensors and corresponding hardware/software platforms. Through machine learning and artificial intelligence technology, the company is committed to the research and development and production of chip-level integrated photonics and electronic integrated circuits.
In August 2020, it won tens of millions of angel wheel investments from Zhongke Chuangxing and Fengrui Capital, which will be mainly used for the research and development of pure solid-state imaging lidar chips and lidar modules based on CMOS silicon photons.
At present, Luminwave's first generation of pure solid-state imaging lidar based on OPA scheme has been developed and automatically driven to provide customers with samples. MicroLiDAR has entered mass production and started to be supplied to customers such as consumer electronics in batches.
Luminwave has achieved a resolution of up to 200 lines through its self-developed silicon OPA chip and optical scheme, which is much higher than other types of lidar on the market at present. At the same time, due to the chip scheme, the cost of laser radar is effectively controlled, and the cost of the whole machine can be reduced to several hundred dollars.
MicroLiDAR's first product is the world's smallest gesture recognition sensor LW-FS8864 series based on 3D ToF principle, which was launched by the company at the beginning of this year. At the same time, it can support the deep learning AI algorithm for gesture/gesture recognition applications.
The application of pure solid-state lidar in the fields of autonomous driving and consumer electronics will promote a new round of intelligent industry upgrading, and Luminwave's two main product lines will cover two most popular application fields at the same time.
Huawei
At present, Huawei is the first communication giant in the world to publicly announce its involvement in the field of lidar, but in fact, Huawei's entry into the field of lidar production should be considered unintentional. Originally, Huawei just wanted to cooperate with suppliers in hardware to develop its own software system, but one was that domestic suppliers were not mature in technology, and the other was that international manufacturers did not sell the most advanced products, so it changed to self-developed hardware.
Huawei lidar project started on 20 16. After more than four years of investigation, scene analysis, clear demand, design and development, and verification of vehicle regulations, the 96-line laser radar has been pushed to the production line, with an annual output of 65,438+10,000 sets/line. Huawei has a photoelectric technology research center in Wu Hanyou, with a total population of over 6,543,800+million. The center is developing lidar technology, with the goal of rapidly developing 654.38+000-line lidar in a short time. In the future, it is planned to reduce the cost of lidar to $200 or even 100 to meet the demanding cost requirements of pre-assembly and mass production.
The MEMS hybrid solid-state laser radar released by Huawei on June 5438+February 2, 20201day uses 905nm laser with a resolution of 96 lines, and has the ranging capability of 150 meters and a wide field of view of 120 x 25, which meets the ranging requirements of people and vehicles in urban areas and high-speed scenes. In the whole field of view, the horizontal and vertical beams are evenly distributed, and there is no splicing and jitter, forming a stable point cloud friendly to the back-end sensing algorithm; Small size, meet the needs of pre-production models.
On the same day that Huawei released lidar, HBT spy photos of ARCFOX, a subsidiary of BAIC, were exposed, becoming the first electric vehicle equipped with Huawei lidar. In addition, Changan Automobile also revealed that it will join hands with Huawei and Contemporary Ampere Technology Co., Ltd. to build a brand-new high-end smart car brand, and it is very likely that Huawei's lidar will be installed on the first car.
Based on Huawei's strength layout on the central domain controller MDC, breaking the strong coupling relationship between the traditional ECU and the sensor is a brand-new tactical play for domestic lidar to quickly enter the mass production stage.
At the same time, it is considered that once Huawei's mobile phones begin to adopt consumer-grade lidar similar to that carried by Apple in the future, it will have a certain cooperative effect on the vehicle-mounted lidar business.
In addition, it is reported that Huawei plans to classify smart car BU as consumer BG, and the overall architecture and business logic level are already under planning. This is very similar to the future DJI technology. The same product series can cover industrial grade, consumer grade and vehicle supervision grade at the same time, so as to maximize R&D efficiency and output.
Wanji technology
Wanji Technology is the only listed company among the top ten companies in this list. In June 2020, the company announced that it plans to raise no more than 900 million yuan, including the research and development and mass production of low-cost miniaturized lidar for self-driving cars.
The company began trial production of 8-line and 32-line lidar in small batches two years ago. Due to the advantages of customers and projects in the field of intelligent transportation, vehicle-road coordination is one of its main foothold.
At the same time, the company has previously obtained several orders for navigation and obstacle avoidance single-line lidar projects in the fields of warehousing and robotics. Subsequently, vehicle-mounted lidar and V2X are the main market directions of its intelligent networked automobile industry.
Senst ke
Senstek, as a new army in the field of laser radar, has taken a leading position in the domestic pre-installed millimeter-wave radar market. Backed by Hikvision, the company began to develop laser radar several years ago.
In the early days, Hikvision's security, robotics and intelligent transportation businesses will be the direct beneficiaries of Suntech's lidar business. At the same time, with the help of the pre-assembly and mass production experience of millimeter-wave radar, it is conducive to speeding up the introduction of the automobile market.
In addition, the Hikvision Shijiazhuang Science and Technology Park (including Senstek), which has started construction with a total investment of 800 million yuan, plans to build 20 fully automatic production lines and assembly lines within five years, with an annual production capacity of 6.5438 million units and more than 20 professional millimeter wave and lidar laboratories.
Subsequently, the production capacity of millimeter-wave radar and laser radar will cover unmanned driving/vehicle safety, intelligent transportation, intelligent parking, safe city/security monitoring, road gate control and other fields.
Tan Wei technology
Wang Shiwei, founder and CEO of Tan Wei Science and Technology Co., Ltd., Ph.D., Department of Precision Instruments, Tsinghua University, and visiting scholar at the University of Arizona, USA. He has many years of research experience in the fields of precision optical measurement and micro-nano manufacturing. I worked in China Information and Communication Research Institute and participated in the formulation of many national standards for on-board equipment.
Since the establishment of 20 17 Company, it has chosen to specialize in solid-state lidar and started to develop tensor series lidar. In April this year, Tensor-Pro solid-state lidar products in Tan Wei have been mass-produced, and thousands of them have been delivered one after another, with an annual output of 5,000.
At the end of this year, Exploration Technology plans to deliver the next generation of high-resolution solid-state laser radar products Scope series to customers, with a resolution of 64x 1200, a ranging range of 300m, an accuracy of 2cm and a field of view of 25x 120 degrees.
Conclusion:
The development of lidar will promote the development of driverless technology and ADAS in the automobile industry, and will also improve the application scope and popularization of service robots. In the future, with the further popularization of autonomous driving technology, the market scale of lidar will be further expanded, and the decline of bicycle price will further benefit the mass production and use of lidar.
With the gradual popularization of artificial intelligence and 5G technology, driven by the demand of unmanned driving, ADAS, service robots and car networking, the overall market of lidar is expected to show a high-speed development trend.
Corresponding to the rapid development trend, the global lidar industry is also experiencing a round of capital boom, but judging from the financial situation of these start-ups, there is little hope of making profits in the short term.
For example, it is clearly stated in the prospectus of Jose Technology that by the end of September 2020, the accumulated uncompensated loss at the merger level of Jose Technology was 38.7385 million yuan, and it is predicted that it will be normal to maintain high R&D investment in the future, which means that Jose Technology may continue to lose money in the future.
Kyle Vogt, co-founder and president of Cruise, a self-driving subsidiary of General Motors, said: "Now an interesting thing is happening in the lidar industry. Their value is based on completely overlapping potential customers and the expected income brought by these customers. Everyone's prediction for the future is almost ideal. "
In this regard, auto business review believes that the recent extensive attention of lidar is closely related to its performance improvement, adaptability enhancement and sharp price drop. However, whether the high-performance lidar with vehicle specifications can be widely used in production vehicles in a short time may be the key to determine the fate of lidar companies focusing on the automotive field.
Sensor expert
Reference source:
"The list was published! Domestic lidar TOP 10, author: list of senior engineers.
Understanding the industrial chain, competition pattern and main participants of lidar. Author: laser industry observation.
Car lidar, the night before dawn, or the foam before shuffling? ",author: Qian Yaguang