表紙
市場調查報告書

ADAS和自動駕駛LiDAR技術市場(2020年版)

ADAS and Autonomous Driving LiDAR Technology Market, Edition 2020 (pre-order)

出版商 M14 Intelligence Research Pvt. Ltd. 商品編碼 967602
出版日期 按訂單生產 內容資訊 英文
商品交期: 請詢問到貨日
價格
ADAS和自動駕駛LiDAR技術市場(2020年版) ADAS and Autonomous Driving LiDAR Technology Market, Edition 2020 (pre-order)
出版日期: 按訂單生產內容資訊: 英文
簡介

ADAS和自動駕駛LiDAR技術市場公司正在根據一級供應商和OEM合作夥伴的要求,研究各種技術,例如機械掃瞄,MEMS,OPA,閃存,FMCW和其他固態LiDAR。我是。一些主要生態公司在技術選擇上存在明顯差異,並且有能力以較低價格批量生產汽車級LiDAR的公司有望獲得成功。

今天的市場尚處於起步階段,但在過去兩年中,尤其是在2020年COVID-19大流行期間,競爭加劇了。 Waymo長期使用Velodyne的LiDAR之後,他開發了自己的LiDAR解決方案並進入LiDAR領域,而Velodyne的近期公開發行也暗示了未來的增長。您會看到使用它的投資正在增加。

本報告調查了全球ADAS和自動駕駛LiDAR技術市場,包括市場趨勢和預測,出貨量和市場規模,自主水平,技術類型,區域市場分析以及競爭狀況。提供信息。

目錄

簡介

執行摘要

目錄

圖表列表

第1章調查範圍和前提條件

第2章調查方法:數據收集,分析和預測

第3章COVID-19對汽車行業的影響

  • 對乘用車行業的影響
  • 對商用車行業的影響

第4章ADAS和汽車的狀況

  • AV價值鏈
  • 推動無人駕駛汽車發展和部署的因素
  • 主要公司和案例研究:汽車公司

第5章可尋址LiDAR

  • ADAS L2車輛
  • L2 +/L3車輛
  • L4高速公路駕駛
  • L4/5城市駕駛:機器人車輛
  • ADAS商用車
  • 自主商用車

第6章LiDAR市場趨勢和預測:LiDAR出貨量和市場規模

  • 按自治級別分類:L2 +/L3,L4高速公路,L4/5機器人軸/航天飛機/吊艙,自動駕駛商用車
  • 按技術類型分類:機械掃瞄,MEMS,OPA,閃存,FMCW
  • 按市場細分:美國,中國,西歐,亞太地區(不包括中國)

第7章LiDAR技術的趨勢和採用

  • 機械掃瞄 MEMS
  • Flash
  • OPA
  • FMCW
  • 其他

第8章LiDAR子組件技術的趨勢和採用

  • LiDAR激光照明技術:VCSEL,EEL
  • LIDAR激光波長和材料:905nm,1550nm
  • LiDAR光束轉向技術:機械掃瞄,微機械,單功能固態(掃瞄,固定光束),混合/其他
  • LiDAR光學探測器技術(APD,SiPM,SPAD陣列)

第9章LiDAR子組件:價格趨勢,市場規模和出貨量

  • VCSEL和EEL:市場規模,價格趨勢,出貨量
  • APD,SiPM和SPAD:市場規模,價格趨勢和出貨量

第10章LiDAR價格趨勢:當前和何時實現量產

  • 按自治級別分類的故障:L2 +/L3,L4高速公路,L4/5機器人車
  • 按技術類型分類:機械掃瞄,MEMS,OPA,閃存,FMCW

第11章LiDAR開發和部署競賽:一級供應商

  • 領先的一級供應商,用於LiDAR傳感的開發和部署
  • LiDAR生態系統中一級供應商的戰略發展比較

第12章與LiDAR製造商競爭

  • 引領LiDAR量產競爭
  • LiDAR製造商:一級供應商領導,並遵循OEM聯盟
  • 主要LiDAR玩家部署第二代,第三代和第四代LiDAR的時間表
  • LiDAR製造商:汽車級LiDAR產品和USP的比較

第13章與LiDAR子組件供應商競爭

  • VCSEL主要供應商和比較
  • 主要APD/SPAD/SiPM供應商和比較
  • 主要功率半導體供應商和比較

第14章附錄

  • SAE定義的自治級別
  • 重新定義汽車行業的自主水平
  • 採訪摘錄
  • 次要材料
  • 縮寫列表
目錄

Market Overview

With more than 3 years dedicated research and analysis of LiDAR ecosystem, M14's ACES mobility research division published this report that offers unique and critical analysis on the automotive grade LiDAR market.

The report is a comprehensive analysis on the 50 LiDAR sensor manufacturers, 30 LiDAR sub-component suppliers including photodiodes, VCSEL, and optics, and over 100 OEMs and Tier 1 automotive suppliers. The report also analyses the industry sentiments by conducting in-depth interviews with some of the leading players across the ecosystem over a period of 12 months.

Every company is experimenting with different technologies including mechanical scanning, MEMS, OPA, flash, FMCW, and other solid-state LiDARs according to requirements of their Tier 1 supplier and OEM partners. This report assist in identifying which technologies developed by the OEM-Tier1-LiDAR supplier partnership will be the first to witness low-price high volume production. There is a clear distinction in the technology choices made by some of the leading players in the ecosystem and the one which has the capability to mass produce automotive grade LiDAR at a relatively lower price range would win.

Although the market is at a nascent stage today, the last 2 years developments and specially that took place in 2020 during the pandemic shows that the competition is intensifying aggressively. Be it the Waymo's entry in the LiDAR space by developing its own LiDAR solution after long-term use of Velodyne's LiDAR, or Velodyne recently going public shows intensifying investments to capitalise the expected future growth.

It is no secret that the ADAS and autonomous vehicles industry is facing two major challenges right now in terms of development and deployment -

1. Regulations

Unless the regulations are in place for the higher level of autonomous driving systems, the OEMs will refrain from pushing such systems in the market. This is clear from the Audi's example, where the company after waiting for 3 years finally decided to pull-back the Audi A8 with Traffic Jam Assist system, a level 3 solution from the US market (only the functionality and not the car). On the contrary to regulations in the US, Chinese government and regulatory bodies are pushing to deploy autonomous vehicles on the roads by 2025. Such moves boost the industry moral to develop and deploy their solutions and monetise the heavy investments that goes into development process. To tackle this majority of OEMs specially American and European are now naming their systems as advanced systems like Level 2+ or Level 2++ which is more of a marketing gimmick by providing additional operational capabilities in their high-end trims (for instance hands-off driving without frequent alert). LiDAR sensors as costly find its use in high autonomy vehicles including robotic vehicles and unless the regulations are in place the demand is unlikely to pick up. This report gives in-depth analysis on the regional regulations, possible upcoming frameworks, and their impact on the ADAS and autonomous vehicles LiDAR market

2. Technology Readiness

Although every player in the industry is investing heaving on R&D, there is quiet room for making the systems full proof. Currently the systems can handle acceleration, braking, and steering operations itself in know driving scenarios or environments. However, they are not yet fully functional in new road environments and scenarios, most of the time the driver has to take control (sometimes our of fear of possible crash). LiDAR sensing adds additional redundancy in the system by providing proper depth sensing in low-light and harsh environmental conditions. However, the pricing of the systems is a big concern in the industry currently. It is important for the LiDAR solution providers to develop an automotive grade robust system that can operate in extreme conditions considering all the possible wear and tear on roads but at low pricing.

Exhaustive Coverage

Since 2017, this is a third edition in the LiDAR market series reports published by M14 INTELLIGENCE on annual basis.

With a collective research database of more than 4 years, 1,500+ interviews, and a team of 5 LiDAR market consultants, we offer you the most exhaustive research study on ADAS and Autonomous Driving LiDAR Technology Market, trusted by hundreds on players in the automotive ecosystem

Over 300 pages analysis, 200+ data tables, and 150+ critical market infographics this research study assists you in -

  • Analysis on the possible integration trends of LiDAR sensors both in traditional ADAS vehicles and upcoming autonomous vehicles in the form of robotaxis, shuttles, pods, and long-haul platooning trucks
  • Analysis on the requirements of LiDAR sensors across different vehicle types and expected pricing trends of LiDAR at high-volumes
  • Analysis on the first movers in the race for mass production of automotive grade LiDARs and their partnerships with OEMs and Tier 1 suppliers
  • Analysis of market trends in terms of mass production of LiDAR sensors from the technological, operational, and form factor point of view
  • Analysis on the market penetration, estimated shipments, market size, and pricing trends of LiDAR sensors across different levels of automation
  • Further deep dive analysis on the sub-component level market analysis of LiDAR sensors including photodiodes, VCSELs, and optics
  • Deep analysis on more than 100 companies across each layers of automotive LiDAR ecosystem including Tier 1 suppliers, LiDAR sensor suppliers, VCSEL suppliers, photodiode suppliers, among others
  • Special focus on three major markets globally-United States, China, and Western European countries. The report also focuses on some other important markets of Japan, South Korea, and Israel

Please note that the market demand for LiDAR to be deployed in level 2 or level 2+ or level 2++ systems is also covered in this report exhaustively.

Table of Contents

FOREWARD

Executive Summary

Table of Contents

List of Exhibits

1. Scope of Research and Assumptions

2. Research Methodology - Data Collection, Analysis, and Forecast

3. Automotive Industry Post COVID-19 - Impact

  • 3.1. Impact on passenger vehicles industry
  • 3.2. Impact on commercial vehicles industry

4. ADAS and Autonomous Vehicles Landscape

  • 4.1. AV Value Chain
  • 4.2. Factors driving development and deployment of autonomous vehicles
  • 4.3. Key Players and Case Studies - Autonomous Vehicle Companies

5. What is LiDAR's Total Addressable Market - ADAS and Autonomous Vehicles Forecast

  • 5.1. ADAS L2 Vehicles
  • 5.2. L2+/L3 Vehicles
  • 5.3. L4 - Highway Driving
  • 5.4. L4/5 - Urban Driving - Robotic Vehicles
  • 5.5. ADAS Commercial Vehicles
  • 5.6. Autonomous Commercial Vehicles

6. LiDAR Market Trends and Forecast - LiDAR Shipment (million units) and Market Size ($million)

  • 6.1. Breakdown by Autonomy Levels: L2+/L3, L4-Highway, L4/5-Robotaxis/Shuttles/Pods, Autonomous Commercial Vehicles
  • 6.2. Breakdown by Technology Types: Mechanical scanning, MEMS, OPA, Flash, & FMCW
  • 6.3. Breakdown by Markets:United States, China, Western Europe, Asia Pacific(excl. China)

7. LiDAR Technology Trends & Adoptions

  • 7.1. Mechanical scanning
  • 7.2. MEMS
  • 7.3. Flash
  • 7.4. OPA
  • 7.5. FMCW
  • 7.6. Others

8. LiDAR Sub-component Technology Trends & Adoptions

  • 8.1. LiDAR Laser Illumination Technologies: VCSEL, EEL
  • 8.2. LIDAR Laser Wavelength and Material: 905nm vs 1550nm
  • 8.3. LiDAR Beam Steering Technologies: mechanical scanning, micro mechanical, pure solid-state (scanning, fixed beam), hybrid/other
  • 8.4. LiDAR Photodetector Technologies (APD, SiPM, SPAD arrays)

9. LiDAR Sub-components - Pricing Trends, Market Size, and Shipments

  • 9.1. VCSEL vs EEL - Market Size, Pricing Trend, and Shipments
  • 9.2. APD vs SiPM and SPAD - Market Size, Pricing Trends, and Shipment

10. LiDAR Pricing Trends: Current vs When mass production is achieved

  • 10.1. Breakdown by Autonomy Levels: L2+/L3, L4-Highway, L4/5-Robotic Vehicle
  • 10.2. Breakdown by Technology Types: mechanical scanning, MEMS, OPA, Flash, FMCW

11. LiDAR Development and Deployment Competition - Among Tier 1 suppliers

  • 11.1. Leading Tier 1 suppliers for the development and deployment of LiDAR sensing
  • 11.2. Comparison of strategic developments of Tier 1 suppliers in the LiDAR ecosystem

12. LiDAR Manufacturers and Competition

  • 12.1. Who is leading the race to LiDAR mass-production?
  • 12.2. Which LiDAR Manufacturer-Tier 1 Supplier-OEM partnership is leading and who is following?
  • 12.3. What are the timelines of second, third, and fourth generation LiDAR deployment by leading LiDAR players?
  • 12.4. LiDAR Manufacturers - Comparison on automotive grade LiDAR offerings and USPs

13. LiDAR Sub-component Suppliers and Competition

  • 13.1. Who are the leading VCSEL suppliers? And their comparison
  • 13.2. Who are the leading APD/SPAD/SiPM suppliers? And their comparison
  • 13.3. Who are the leading power semiconductor suppliers? And their comparison

14. Appendices

  • 14.1. SAE Defined Autonomy Levels
  • 14.2. How Automotive Industry is re-defining autonomy levels
  • 14.3. Interview Excerpts
  • 14.4. Secondary Sources
  • 14.5. List of Acronyms