Summary

この調査レポートは世界のLiDAR技術とアプリケーションの市場を詳細に調査と分析しています。

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. 市場動向、価格動向、予測
4. マーケットシェアとサプライチェーン
5. 顧客分析（過去の自動化の研究開発投資、計画された自動化の研究開発・投資、自動化プロジェクト）
6. LiDAR技術の動向、ロードマップ、市場予測
7. LiDARのサブコンポーネントの数量、ASP、市場分析と技術動向
8. LiDARサブコンポーネンツのプレイヤーと競合評価

M14 Intelligence has consistently provided the most credible and trusted data with its series of reports on LiDAR technology since 2018. This report of Edition 2021 is the fourth in the series, which opens up to analysis of new target markets apart from the most discussed markets of ADAS vehicles and autonomous vehicles or robotic vehicles.

The report has identified multiple industries where automation is just entering or entered recently and is anticipated to disrupt the industry in next 5 years. The report identifies more than 10 industries that are adopting automation and has increasing penetration of automated robots including mining, construction, factories, warehouses, ports container terminals, smart agriculture, commercial aviation, aerospace & defense, ADAS vehicles, and robotic vehicles.

For all the above-mentioned applications markets, the report discusses the following critical decision-making pointers

• Each of the applications include further deep-dive analysis of automated vehicles or equipment using LiDAR sensors
• More than 150 different LiDAR products across each application are identified and clubbed together based on the beam steering technology used – mechanical scanning (rotating and non-rotating), MEMS or MOEMS, and pure-solid-state LiDARs such as OPA, 3D Flash, liquid crystals, and others
• The report apart from beam steering technologies, also analyzes other three major technology choices in LiDAR development and selection including measurement process, laser illumination, and photodetector technologies
• Total addressable market forecast of LiDAR technology in next 5 to 10 years is detailed in the report, along with the breakdown by applications, vehicles, LiDAR technology type, and regional markets
• The report forecasts the LiDAR market in both volume (units) and market size ($million), along with the pricing trends to be witnessed in next five to ten years owing to the changing demand and changing sub-component pricing
• Sub-component technologies of VCSEL/EEL and APD/SPAD/SiPM market size and forecast is also available in the report
• The report identifies more than 70 LiDAR system suppliers, 30 LiDAR sub-component suppliers which are exhaustively covered and profiled in this more than 350 pages report
• The suppliers market share analysis across each application is covered in the report
• Special focus on LiDAR market trends, pricing trends, technology development, and partnership mapping in the ADAS and autonomous vehicles industry for both passenger and commercial vehicles

Key Highlights

A complete guide on LiDAR total addressable market and market share analysis for 10 application industries

• More than 350 pages of analysis
• 70+ emerging LiDAR suppliers analyzed
• 20+ component-level suppliers analyzed
• 100+ critical data tables on penetration, sales, and pricing
• 80+ deep-level infographics on the market
• Dedicated 70+ interviews conducted with key players
• Deep company profiles of more than 70+ key players
• LiDAR mass production timeline anticipated
• Analysis of top LiDARs expected to be commercialized
• Analysis of target cost of LiDARs for mass production

Market Overview

LiDAR market is expected to reach more than $10 billion dollars including all the major applications by the end of 2030, with an expected growth rate of more than 20 percent, between 2021 and 2030. ADAS vehicles and robotics vehicles will constitute to have the largest share in the global market, followed by market in the confined spaces applications of mining, construction, port, warehouses, and factory automation.

In case of ADAS and autonomous vehicles industry LiDAR technology is expected to witness mass deployment by 2022-23 and by 2025 around 5 million vehicles are expected to be integrated with LiDAR sensors (level 2+ and above). Moreover, according to M14 estimates, a L2+/L3 car will have only 1 long-range LiDAR at the front, L4 OEM car can have maximum of 3 long-range and 3-short/medium-range LiDARs , L4/5 robotaxis will have 1 to 5 long-range-LiDARs and 4 short/medium-range LiDARs, and L4/5 truck may have 3 long-range and 3 short/medium-range LiDARs.

LiDAR Sub-components Players

Laser Sources

Vcsel

• AMS
• Broadcom
• Hamamatsu
• II-VI Finisar
• Lasertal
• Lumantum
• Phillips-Trumpf
• Princeton Optronics
• Thorlabs
• Trilumina

EEL

• Broadcom
• Excelitas Technologies
• Hamamatsu
• hitronics
• Laser Components
• Lasertel
• Osram
• QSI
• Seminex Corporation
• Sinosemic
• Toptica
• Ushio

Fiber Laser

• Bktel Photonics
• Hitronics
• Leishen Intelligent Systems
• Lumibird
• O-net Technologies
• OEwaves

Optical Elements

MEMS

• Innoluce
• Maradin
• MicroVision
• Mirrorcle technologies
• Ocmented
• Precisely
• Schott
• STMicroelectronics
• ZhiSensor

Optical Filters

• Alluxa
• Iridian Spectral Technologies
• Schott
• Sunny Optical Technologies
• Viavi

Optical Systems

• Antervon
• Asia Optical
• Hitronics
• Kyocera
• Rockley
• Schott
• Wideeye

Photodetectors

SPAD/SiPM

• Amplification Technologies
• Broadcom
• Hamamatsu
• Ketek
• Laser Components
• MPD
• ON Semiconductors
• Philips
• Spectrolab

PD/APD

• Discovery Semiconductors
• Espros photonics
• Excelitas Technologies
• First Sensor
• GPD Optoelectronics
• Hamamatsu
• Irvine Sensors
• Laser Components
• Marktech Optoelectronics
• Spectrolab
• Wooriro

Integrated Circuits

SOC

• Analog Devices
• GaN Systems
• OCHaus
• Intel
• LeddarTech
• Lidence
• Nexperia
• Renesas
• Texas Instruments
• Yunchip

FPGA

• Altera
• Lattica Semiconductor
• Xilinx

ADC

• Cirris Logic
• Waslfson Microelectronics

Amplifier

• intersil
• Qorvo

LiDAR Applications Markets

Confined Spaces

• Mining Robots (Open-pit and Underground)
• Container Terminals/Ports
• Construction Robots
• Factory Automation
• Warehouse Automation
• Commercial Airports
• UAV and Drones

Aerospace & Defence

• Military Robots
• Marine Robots
• Aerospace Robots

Adas Vehicles

• Passenger Cars (Level 1 to Level 3)
• Commercial Vehicles (Level 1 to Level 3)

Agriclture

• Autonomous Tractors
• Autonomous Harvestors
• Autonomous Weeding & Spraying Robots
• UAVs/Drones

Robotic Vehicles

• Hub-to-hub
• Long-haul
• Regional Delivery
• Robotaxis
• Last-mile Goods Delivery

Other Applications

• Snow Removal
• First Response and Emergency Robots
• Security & Surveillance

Key Questions Answered

• Automation in which industries to bring immense opportunities for the companies in the LiDAR ecosystem?
• How are the leading LiDAR companies aligning their projects and developments in their target markets?
• What are the pricing strategies adopted by the leading LiDAR companies for mass volume production?
• Which LiDAR technologies are expected to most benefit in long run?
• What is the expected total addressable market for LiDAR technology in medium and long term?
• Which LiDAR companies are expected to be the most influential in the long run?
• What are the expected opportunities and challenges in the diverse applications markets for LiDAR technology?

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Table of Contents

Table of Contents

Executive Summary

1. Scope of Research and Assumptions

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

3. Market Trends, Pricing Trends and Forecasts

3.1. LiDAR Volume and Market Forecast
3.2. LiDAR Volume and Market Forecast Breakdown by Region
　　3.2.1. China
　　3.2.2. United States
　　3.2.3. Europe
　　3.2.4. Japan
　　3.2.5. Asia Pacific
　　3.2.6. Others
3.3. Automotive-grade LiDAR Volume and Market Forecast
　　1. ADAS Vehicles (Level 1 to Level 3)
　　2. Robotic Vehicles
3.4. Confined Spaces Automation - LiDAR Volume and Market Forecast
　　1. Mining
　　2. Construction
　　3. Ports Container Terminals
　　4. Factory and Warehouses
　　5. Commercial Aviation
　　6. UAV/Drones
3.5. Aerospace & Defence Automation - LiDAR Volume and Market Forecast
　　1. Ground Automation Vehicles
　　2. Aerospace Automation Vehicles
　　3. Marine Automation Vehicles
3.6. Precision Agriculture - LiDAR Volume and Market Forecast
　　1. Autonomous Trucks
　　2. Autonomous Ag Precision Robots
　　3. UAVs/Drones
3.7. Other Applications - LiDAR Volume and Market Forecast

4. Market Shares and Supply Chain

4.1. LiDAR Players Market Share
4.2. M&A and Investments
4.3. Partnerships and Supply Chain
4.4. Recent IPOs in the LiDAR Ecosystem
4.5. Chinese LiDAR Landscape
4.6. Background of Leading LiDAR Players (70 Profiles)

5. Customers Analysis (Historical R&D Investments in Automation, Planned R&D and Investments in Automation, Automation Projects)

5.1. Top 10 Leading Mining Automation Customers and their Projects
5.2. Top 10 Leading Construction Automation Customers and their Projects
5.3. Top 10 Leading Ports Container Terminals Automation Customers and their Projects
5.4. Top 10 Leading Factory and Warehouse Automation Customers and their Projects
5.5. Top 10 Leading Commercial Aviation Automation Customers and their Projects
5.6. Top 10 Leading UAV/Drones Customers and their Projects
5.7. Top 10 Leading Aerospace & Defence Automation Customers and their Projects
5.8. Top 10 Leading Precision Agriculture and Automation Customers and their Projects
5.9. Top 10 Leading Automotive ADAS OEMs and their Future Projects
5.10. Top 10 Leading Robotic Vehicles Companies and their Future Projects
5.11. Top 10 Automotive Tier 1 Suppliers and their Partnership Mapping along with OEMs and Tier 2s

6. LiDAR Technology Trends, Roadmaps, and Market Forecast

6.1. Top 10 Leading LiDAR Products across Applications
6.2. Novel Technologies
　　6.2.1. OPA Technologies
　　6.2.2. Liquid Crystal LiDARs
　　6.2.3. FMCW LiDARs
　　6.2.4. 4D LiDARs
6.3. Technology Roadmaps
6.4. Market (Volume, ASP, and Size) Breakdown by Technology Types
　　6.4.1. Mechanical LiDAR (Rotating and Non-rotating)
　　6.4.2. Non Mechanical LiDAR
　　　6.4.2.1. MEMS
　　　6.4.2.2. OPA
　　　6.4.2.3. 3D Flash
　　　6.4.2.4. Others

7. LiDAR Subcomponents Volume, ASP, & Market Analysis and Technology Trends

7.1. Photodetectors and Comparison of Common Photodetector Technologies
　　7.1.1. APD
　　7.1.2. SiPM/SPAD
7.2. Laser Sources and Comparison of Common Laser Sources Technologies
　　7.2.1. VCSELs
　　7.2.2. EELs
7.3. Laser Material and Wavelength and Comparison of Common Wavelengths
　　7.3.1. 905nm
　　7.3.2. 1550nm
7.4. Measurement Process and Comparison of Common Measurement Processes
　　7.4.1. TOF
　　7.4.2. FMCW

8. LiDAR Subcomponents Players and Competition Assessment

8.1. VCSEl/EEL Suppliers
8.2. APD/SiPM/SPAD Suppliers
8.3. SOCs and FPGAs Suppliers
8.4. Optical Elements Suppliers

9. Appendices

9.1. Definitions
9.2. Acronyms
9.3. Interview Excerpts