1. Mechanical laser radar
Velodyne
Founded in 1983, it is a technology company located in Silicon Valley, California, USA. As the pioneer of autopilot lidar, Velodyne first started with audio business, and then expanded its business to lidar and other fields. At present, the product line includes mechanical rotating and rotating mirror laser radars. However, the emergence of lidar companies in the market in recent years has greatly weakened the competitiveness of their products, and their market share will only account for 3% in 2021.
2. Semi solid laser radar
Valeo
Valeo Group is an industrial group headquartered in France for the design, development, production and sales of auto parts, systems and modules. In 2021, Valeo will occupy 28% of the global lidar market share, ranking first. As early as 2018, Audi A8 achieved the first mass production of lidar on the vehicle. At present, the SCALA1/2 generation that has been on the vehicle uses the rotating mirror type, and the latest generation of products uses the MEMS galvanometer.
Luminar
The American manufacturer of high-performance high-definition long-range lidar, founded in 2012, is one of the industry leaders in Lidar, which tracks the external environment of automobiles. In May 2020, Luminar signed the industry's first production agreement for autonomous passenger cars with Volvo, and Luminar's LiDAR became the core part of Volvo's autonomous vehicle. This year, SAIC Fantasy R7 will also be equipped with an IRIS laser radar using Luminar's "rotating mirror+MEMS galvanometer two-dimensional scanning scheme".
Cepton
California Science and Technology Co., Ltd., founded in 2016, Cepton uses MMT (Micro Motion Technology) as the scanning mechanism, which is smaller and more reliable than the hybrid solid-state lidar on the market. At present, Cepton has bound Tier1 and won a large number of orders from General Motors.
Innoviz
Israel Lidar Company, founded in 2016, was selected by BMW as the supplier of lidar in 2018 and listed on NASDAQ in April 2021 through SPAC. On August 2, 2022, Innoviz, an Israeli lidar company, announced that it would provide lidar hardware and supporting software to CARIAD, a subsidiary of Volkswagen Group, with a total transaction price of US $4 billion. Delivery is expected to begin in 2025.
Conti
Continental AG (German: Continental AG), a manufacturer in the German transport industry. In November 2020, Continental announced to invest in AEye, a laser radar company. Through cooperation with AEye, the technology of AEye will complement the existing short-range laser 3D imaging radar technology of Continental, and provide support for highly automated driving in the global high-end car program.
3. Pure solid state lidar
Ouster
Lidar Technologies, Inc., headquartered in San Francisco, California. Its main business is to research, develop and produce high-resolution 3D laser radar sensors, which can be used in autonomous vehicle, robotics, unmanned aerial vehicles, mapping, defense and safety systems and other fields. In April 2022, the first DF series A sample has been successfully manufactured and delivered. It is understood that Ouster DF series is the first real solid-state digital lidar in the market, without any moving parts inside.
Quanergy
Quanergy Systems is a leading supplier of solid-state laser radar sensors and intelligent 3D solutions based on optical phased array (OPA) for automobiles and the Internet of Things (IoT). Quanergy has developed the only truly 100% solid-state CMOS lidar sensor based on optical phased array (OPA) technology to achieve mass production of low-cost, highly reliable 3D lidar solutions. At present, Quanergy's solutions have been adopted by nearly 400 customers worldwide.
Ibeo
German automobile radar manufacturer, the world's first vehicle specification level laser radar mass production enterprise. Ibeo's main products are laser radar sensors and solutions. Among them, there are two kinds of sensors: Ibeo NEXT solid-state lidar and Ibeo LUX lidar. The solution is also applicable to automatic driving, project verification, various industrial verification and other fields. Recently, under the impact of various factors, Ibeo announced to start bankruptcy proceedings.
LeddarTech
Founded in Quebec, Canada, in 2007, and separated from the Institute National D'optique, it is the only global supplier of advanced detection and ranging systems based on patents and cutting-edge technologies. LeddarTec is committed to providing the market with the most versatile and scalable laser radar platform for automotive and mobile travel. At present, LeddarTech has launched a 3D Flash laser radar, Leddar Pixell, specially designed for autonomous vehicle, which has been adopted by several autonomous vehicle suppliers in North America and Europe.
Aeva
American automobile laser radar R&D company is committed to developing "4D laser radar". At present, Aeva has announced that the first batch of Aeries II 4D lidar sensors have been successfully put into production and delivered to strategic customers. Aeries II adopts FMCW ranging technology and integrates all key sensing components on a silicon photonic chip in a compact module, which makes it easier for the FMCW lidar to achieve large-scale mass production, but the real mass production of Aeva's FMCW lidar will not be realized until about 2025.
Source: Network