Summary

この調査レポートは世界の先進運転支援システム（ADAS）と自律走行車（自動運転車）向けLiDAR市場を調査・分析しています。

主な掲載内容（目次より抜粋）

1. 調査範囲
2. 調査メソドロジー
3. COVID-19以降の自動車産業：インパクト
4. ADASと自律走行車両の環境
5. LiDARのアドレス可能な総合市場とは：ADASと自律走行車両予測
6. LiDAR市場動向と予測：LiDAR出荷と市場規模
7. LiDAR技術動向と採用
8. LiDARのサブコンポーネントの技術動向と採用
9. LiDARのサブコンポーネント：価格動向、市場規模、出荷数
10. LiDAR価格動向：現在と大量生産実現後の比較
11. ティア1サプライヤ間でのLiDARの開発と開発競争
12. LiDARメーカーと競争
13. LiDARのサブコンポーネントのサプライヤと競争

Summary

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.

Companies Mentioned

1. Aeva
2. AEye
3. Analog Devices
4. Aptiv
5. Autoliv
6. Baraja
7. Beamagine
8. Beijing SureStar Technology
9. Benewake
10. Blackmore Sensors and Analytics Inc. (acquired by Aurora)
11. Blickfeld
12. Bosch
13. Cepton Technologies
14. Continental
15. Delphi Automotive (now Aptiv)
16. First Sensor
17. Genius Pros
18. Hamamatsu Photonics
19. Hesai Photonics Technology
20. Ibeo Automotive Systems
21. Innoviz Technologies
22. Innovusion
23. Integrated Device Technology
24. JS LiDAR
25. LeddarTech
26. LeiShen Intelligent Systems
27. Lidence
28. Livox (DJI Company)
29. Luminar Technologies
30. Lumotive
31. Magna International
32. Miradar Technologies Inc.
33. Neptec Technologies
34. Opsys Technologies
35. Oryx Vision
36. Ouster
37. Panasonic
38. Pioneer
39. Princeton Lightwave (now Argo AI)
40. Quanergy System
41. Renesas Electronics Corporation
42. RoboSense
43. Sensata Technologies
44. Sense Photonics
45. SensL Technologies
46. SICK AG
47. SiLC Technologies
48. SOS Labs
49. Strobe Inc. (acquired by GM Cruise LLC
50. TetraVue
51. Texas Instruments
52. TriLumina Corporation
53. Valeo
54. Velodyne LiDAR
55. Waymo
56. XenomatiX
57. ZF Friedrichshafen AG.
58. ZVision

Key Questions Answered

• Will integration of LiDAR sensors be limited to only level 3 and above autonomous vehicles or it will also be part of ADAS sensor suite?
• What is current status of LiDAR development across leading suppliers? And which OEM-Tier-LiDAR supplier partnership will be the first to witness mass production?
• How many LiDAR sensors are required to ensure adequate redundancy across different levels of automation for both ADAS vehicles and highly autonomous vehicles keeping cost of autonomy package (sensor suite) under consideration?
• What will be the estimated pricing for LiDAR sensors (considering all the leading suppliers) at high volume production?
• How will the sensor suite autonomy package cost change with the integration of more LiDAR sensors?
• What are the estimates for LiDAR shipment in next 10 years down the line considering the deployment of robotic vehicles?
• What is the potential market demand for VCSEL technology with LiDAR commercialization?
• What is the total addressable market for photodiode players with high-volume LiDAR production?
• What are the major strategic moves by leading OEMs, Tier 1 suppliers, and LiDAR sensor suppliers in ensuring future share in the pie?
• Which LiDAR technologies among mechanical scanning, MEMS, flash, OPA, FMCW, among others has the potential to witness early automotive grade mass production with pricing below $1,000? Will integration of LiDAR sensors be limited to only level 3 and above autonomous vehicles or it will also be part of ADAS sensor suite?
• What is current status of LiDAR development across leading suppliers? And which OEM-Tier-LiDAR supplier partnership will be the first to witness mass production?
• How many LiDAR sensors are required to ensure adequate redundancy across different levels of automation for both ADAS vehicles and highly autonomous vehicles keeping cost of autonomy package (sensor suite) under consideration?
• What will be the estimated pricing for LiDAR sensors (considering all the leading suppliers) at high volume production?
• How will the sensor suite autonomy package cost change with the integration of more LiDAR sensors?
• What are the estimates for LiDAR shipment in next 10 years down the line considering the deployment of robotic vehicles?
• What is the potential market demand for VCSEL technology with LiDAR commercialization?
• What is the total addressable market for photodiode players with high-volume LiDAR production?
• What are the major strategic moves by leading OEMs, Tier 1 suppliers, and LiDAR sensor suppliers in ensuring future share in the pie?
• Which LiDAR technologies among mechanical scanning, MEMS, flash, OPA, FMCW, among others has the potential to witness early automotive grade mass production with pricing below $1,000?

ページTOPに戻る

Table of Contents

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