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ADAS/AD産業チェーンレポート:LiDAR、2019年-2020年

ADAS and AD Industry Chain Report, 2019-2020 -- LiDAR

出版日: | 発行: ResearchInChina | ページ情報: 英文 260 Pages | 納期: 即日から翌営業日

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ADAS/AD産業チェーンレポート:LiDAR、2019年-2020年
出版日: 2020年08月14日
発行: ResearchInChina
ページ情報: 英文 260 Pages
納期: 即日から翌営業日
  • 全表示
  • 概要
  • 目次
概要

2020年から2025年にかけて、レベル3を超える自動運転が実用化されると見られており、LiDAR(光検出と測距)が重要なオプションとなります。 LiDARベンダー各社は、技術的なボトルネックを打ち破り、OEMと緊密に連携して、高チャネルLiDARを可能な限り速やかに供給できる体制を整えようとしています。2020年初頭、Boschは自動車での使用に適した初のLiDARシステムである長距離LiDARセンサーの生産準備が整ったと発表しました。またContinentalは、2020年に商用車やオフハイウェイマシンでの用途の拡大が見込まれる50メートル範囲の3DフラッシュLiDARセンサーを投入しています。さらにValeoは、150メートルまでの距離の物体を検出することが可能なSCALA 2を投入しています。

当レポートは、世界のADAS (先進運転支援システム) / AD (自動運転) 産業チェーンにおけるLiDAR市場について調査したもので、技術の概要、市場の現状とトレンド、世界と中国の主要ベンダーのプロファイルなどの情報を提供しています。

目次

第1章 LiDAR

  • イントロダクション
    • 動作原理
    • 構成
    • メリットとデメリット
  • LiDAR検出原理
    • 3つの検出原理
    • ToF検出原理
    • FMCW検出原理
  • LiDARのタイプ
    • 主な種類
    • メカニカルLiDAR
    • MEMS LiDAR
    • OPA LiDAR
    • Flash LiDAR
    • FMCW LiDAR
    • LiDARタイプの比較
  • 産業チェーン
    • 産業チェーン
    • 上流:コアコンポーネント
    • 下流:ADAS / AD
  • 自動運転におけるLiDARの役割
    • ADシステムにおけるLiDARの位置づけ
    • さまざまな距離とさまざまなシナリオ
    • レベル3自動運転での重要な役割

第2章 市場の現状と動向

  • 市場概要
    • 実用化のための技術ロードマップとタイムテーブル
    • 応用シナリオと予測
    • 関連企業
    • 価格動向
    • 市場機会と課題
  • 技術ルートと製品
  • 応用シナリオ
    • ADAS乗用車
    • Robotaxi
    • 低速自動運転車
    • 車両インフラ協調システム(VICS)
  • 市場に参入している企業

第3章 世界の LiDAR企業

  • Velodyne
  • Valeo
  • Bosch
  • Continental
  • Aptiv
  • Veoneer
  • ZF
  • Quanergy
  • LeddarTech
  • IBEO
  • Innoviz
  • Ouster
  • Luminar
  • Waymo
  • Innovusion
  • Aeye
  • Sense Photonics
  • その他
    • Cepton
    • Aeva
    • Insight LiDAR
    • Bridger Photonics
    • Baraja
    • Pioneer
    • Blickfeld

第4章 中国のLiDAR企業

  • RoboSense
  • Hesai Tech
  • VanJee Technology
  • Benewake
  • SureStar
  • LeiShen Intelligent Systems
  • Livox
  • LITRA Technology
  • Lorentech (Beijing)
  • LiuShen Optoelectronic
  • ZVISION Technologies
  • Others
目次

Research on Automotive LiDAR Industry: How five technology roadmaps develop amid the upcoming mass production of high-channel LiDAR?

During 2020-2025, autonomous driving above L3 will be commercialized, for which LiDAR will become an important option. LiDAR vendors break through technical bottlenecks and work closely with OEMs to massively install high-channel LiDAR as soon as possible. Today, Audi has teamed up with Valeo/Luminar, BMW has cooperated with Innoviz, Volvo has collaborated with Luminar, Great Wall Motors has partnered with Ibeo, and Hyundai has joined forces with Velodyne. Even Mobileye, a proponent of visual ADAS, is developing its own LiDAR technology.

In early 2020, Bosch announced that it is making long-range LiDAR sensors production-ready-the first LiDAR (light detection and ranging) system that is suitable for automotive use. Continental delivers a 50-meter range 3D flash LiDAR sensor that's expected to find increasing application in commercial vehicles and off-highway machines in 2020. Valeo's 16-channel SCALA 2, which can detect objects up to a distance of 150 meters, has won orders from some production vehicle models, and its SOP is expected in 2021. This shows that high-channel LiDAR is on the eve of mass production.

Still, the battle for technology roadmaps in the LiDAR field continues. There are now automotive LiDAR technology roadmaps encompassing mechanical, MEMS, FLASH, OPA and FMCW, among which FMCW is a coherent detection technology while the rest are pulsed ToF detection technologies.

Mechanical LiDAR

Mechanical LiDAR is the earliest developed and most mature product. Waymo's Honeycomb LiDAR is also based on mechanical technology. Although it has been criticized a lot, mechanical LiDAR is still the mainstream on the market. Representative companies of mechanical LiDAR include Velodyne, Valeo, Ouster, Waymo, RoboSense, Hesai Tech, SureStar, LeiShen Intelligent System, etc.

Most mechanical LiDAR vendors are pushing forward two strategies concurrently. On the one hand, they improve the mechanical LiDAR product line, try to reduce costs and enhance performance; on the other hand, they actively expand the solid-state LiDAR product portfolios (MEMS, FLASH, OPA, etc.).

For example, Velodyne has rolled out the all-solid-state Velarray LiDAR, and short-range VelaDome LiDAR perfect for automotive applications such as blind spot monitoring. Velodyne has acquired Mapper.ai, a HD map startup with a team of 25 talents, for quicker development of Vella software. In January 2020, Velodyne unveiled the cheap Velabit LiDAR priced only at $100.

Velodyne branches out to ADAS and other fields aggressively. Nowadays, the autonomous driving business only contributes a quarter of Velodyne's revenue, whereas the remaining earnings come from ADAS, robotics, surveying and mapping, smart cities, shuttles, and unmanned distribution, among which unmanned delivery, Robotaxi and ADAS will become main revenue contributors for Velodyne in the next four years. It is estimated that Velodyne will ship 8 million units by 2025.

MEMS LiDAR

Typical suppliers of MEMS LiDAR include Innoviz, Innovusion, Pioneer, Blickfeld, RoboSense, Hesai Tech, etc.. Using micro galvanometers, MEMS LiDAR is limited in size, vibration reliability and operating temperature range.

As concerns MEMS mirrors, foreign companies are at the forefront, such as Innoluce acquired by Infineon based in Germany, Mirrorcle and MicroVision in the United States, Hamamatsu in Japan, and STMicroelectronics in Switzerland. Their Chinese counterparts include Xi'an ZhiSensor, Taiwan Opus, Silicon Vision Microsystem, among others. A few LiDAR companies supply MEMS mirrors through alliances or independent development. For instance, RoboSense has invested in Silicon Vision Microsystem to deploy MEMS LiDAR; Hesai Tech PandarGT 3.0 uses self-developed MEMS mirrors.

MEMS LiDAR will be spawned by most vendors as early as 2020-2021.

Innoviz, which adopts the MEMS technology roadmap as a typical provider, has received more than USD210 million in financing within only four years since its inception. Innoviz is to date competent for mass production and has fetched orders from OEMs. BMW has selected Innoviz for series production of its autonomous vehicles, starting in 2021. Besides, Innoviz has allied with Tier1 suppliers Harman, HiRain Technologies and Aptiv. The latest Innoviz One has a detection range of 0.1-250 meters and will be produced on a large scale in 2021.

Zvision, a Chinese MEMS LiDAR company, secured RMB70 million in Series A+ round of financing in April 2020.

Flash LiDAR

Typical Flash LiDAR vendors are LeddarTech, Sense Photonics, Continental, IBEO, Benewake, Xenomatix and Ouster.

Sense Photonics as the first one to overcome technical challenges has introduced Osprey, its first modular FLASH LiDAR which was sold on the market in January 2020 at a price of $3,200. Continental's Flash LiDAR, HFL110 featuring 1,064nm laser and hybrid InGaas/CMOS focal plane array, is expected to be spawned in 2020. IBEO's NEXT LiDAR is about to be mounted on Great Wall VV7 in 2021.

Another company LeddarTech stands out for building Leddar Ecosystem. In July 2020, LeddarTech acquired VayaVision, a sensor fusion and perception software company. Their cooperative solution enables the fusion of camera, radar, and LiDAR for faster time-to-market, and allows for fusion of up to 15 different sensors for Level 2 to Level 4 autonomous driving applications. Two well-known sensor vendors First Sensor and Sunny Optical Technology also join LeddarTech Leddar Ecosystem.

OPA LiDAR

For OPA LiDAR, Quanergy previously released S3 but has yet to commercialize it. Some players like Analog Photonics and Shenzhen Litra Technology are in the phase of development and exploration. It will expectedly take them over 5 years to launch the technology.

OPA LiDAR enables precise stability and discretionary direction control, without using inertial devices. Yet technical problems such as scanning angle, process, accuracy and range remain to be settled. Current integrated OPA technology fails to offer large aperture needed by mid- and long-range LiDAR, due to complexity, high power consumption or low optical efficiency. In August 2020, researchers at University of Colorado Boulder developed a serpentine optical phased array (SOPA) chip which can enlarge optical aperture for LiDAR.

FMCW LiDAR

Coherent LiDAR is still in its infancy compared with pulsed ones. The leading technology for the LiDAR is frequency modulated continuous wave (FMCW), into which about 10 players worldwide get involved, including Aeva (invested by Porsche), Blackmore (acquired by Aurora in 2019), Strobe (acquired by Cruise in 2017), SiLC Technologies (invested by Dell), Bridger Photonics (invested by Carl Zeiss) and AODTBJ.

The reason why BMW, Toyota, Porsche, GM and Aurora select FMCW LiDAR lies in FMCW's edges over pulsed ToF, on ability to directly detect speed (4D information) and high resolution range and permission to use cheap photoelectric detectors (e.g., PIN). The biggest challenge before FMCW technology is the need for being integrated with a plurality of optical components, e.g., laser, amplifier, phase and amplitude controlled low-noise photodiode, mode converter and optical waveguide, all of which should be further integrated into a commercial-scale compact FMCW LiDAR.

From the latest progress, it can be seen that Aeva's Aeries FMCW system irons out the dependency between maximum detection range and point cloud density, and integrates multiple beams on a chip, achieving full range performance of over 300 meters for objects in addition to the ability to measure instant velocity for every point with a 120-degree field-of-view. The product is projected to be available for use in 2020, costing less than $500 once mass produced.

Furthermore, FirstLight, a LiDAR co-developed by Blackmore and Aurora, allows the Aurora Driver to see well beyond 300 meters even on targets that don't reflect much light, such as a pedestrian wearing dark clothing at night. Aurora has installed its Aurora Driver in six different vehicles, ranging from sedans and Chrysler Pacifica minivans to self-driving trucks. Aurora plans to use its FirstLight LiDAR in its fleet of self-driving development vehicles in 2020.

Actually, OEMs tend to choose more than one technologies. For example, Audi investing Blackmore, a typical FMCW firm, installed Valeo's 4-channel mechanical LiDAR into Audi A8 in 2018 and also has a plan to pack the to-be-produced cars in 2021 with Luminar's solid state LiDAR.

Table of Contents

1 LiDAR

  • 1.1 Introduction to LiDAR
    • 1.1.1 Operating Principle
    • 1.1.2 Composition
    • 1.1.3 Merits and Demerits
  • 1.2 LiDAR Detection Principles
    • 1.2.1 Three Detection Principles
    • 1.2.2 ToF Detection Principle
    • 1.2.3 FMCW Detection Principle
  • 1.3 LiDAR Types
    • 1.3.1 Main Types
    • 1.3.2 Mechanical LiDAR
    • 1.3.3 MEMS LiDAR
    • 1.3.4 OPA LiDAR
    • 1.3.5 Flash LiDAR
    • 1.3.6 FMCW LiDAR
    • 1.3.7 Comparison between LiDAR Types
  • 1.4 LiDAR Industry Chain
    • 1.4.1 Industrial Chain
    • 1.4.2 Upstream: Core Components
    • 1.4.3 Downstream: ADAS/AD
  • 1.5 Role of LiDAR in Autonomous Driving
    • 1.5.1 Status of LiDAR in AD System
    • 1.5.2 LiDAR Is Intended for Varied Distance and Different Scenarios
    • 1.5.3 LiDAR Plays a Vital Role in L3 Autonomy

2 Status Quo and Trends of Automotive LiDAR Market

  • 2.1 Market Overview
    • 2.1.1 Technology Roadmap and Timetable for Implementation
    • 2.1.2 Applied Scenarios and Forecasts
    • 2.1.3 Enterprises at a Glance
    • 2.1.4 Price Trend
    • 2.1.5 Market Opportunities and Challenges
  • 2.2 Technical Routes and Products
    • 2.2.1 Pulsed TOF Technology Prevails in the Present Market
    • 2.2.2 Mechanical Type Still Remains Dominant, Price Cuts and Multi-channel Grow the Trends
    • 2.2.3 Many Companies Compete in Solid-state LiDAR and Are in Readiness for Mass Production
    • 2.2.4 Successive Roll-out of Solid-state MEMS LiDAR
    • 2.2.5 First Model of Modular Flash LiDAR Was Launched in January 2020
    • 2.2.6 Multiple Vendors Aim at FMCW LiDAR
  • 2.3 Applied Scenarios
    • 2.3.1 ADAS Passenger Car
    • 2.3.2 Robotaxi
    • 2.3.3 Low-speed Autonomous Vehicle
    • 2.3.4 Vehicle Infrastructure Cooperative System (VICS)
  • 2.4 Market Participants

3 Global LiDAR Vendors

  • 3.1 Velodyne
    • 3.1.1 Profile
    • 3.1.2 Production and Technical Collaborations
    • 3.1.3 Business Layout
    • 3.1.4 Orders and Revenue
    • 3.1.5 Velodyne Product Development Roadmap
    • 3.1.6 Velodyne LiDAR Product Matrix
    • 3.1.7 Velodyne Mechnical LiDAR Product Line
    • 3.1.8 Velodyne Product (I)
    • 3.1.9 Velodyne Product (II)
    • 3.1.10 Velodyne Product (III)
    • 3.1.11 Velodyne Product (IV)
    • 3.1.12 Velodyne Product (V)
    • 3.1.13 Velodyne LiDAR in Silicon
    • 3.1.14 Velodyne LiDAR Performance and Prices
  • .................................................
    • 3.1.18 Velodyne Back Door Listing
    • 3.1.19 Dynamics
  • 3.2 Valeo
    • 3.2.1 Profile
    • 3.2.2 Core Technologies
    • 3.2.3 LiDAR Roadmap
    • 3.2.4 Performance Comparison between Valeo SCALA1 and SCALA2
  • .................................................
    • 3.2.8 Major Customers for Valeo LiDAR
    • 3.2.9 Dynamics
  • 3.3 Bosch
    • 3.3.1 Profile
    • 3.3.2 LiDAR Investments
    • 3.3.3 Bosch' First Automotive Long-range LiDAR
  • 3.4 Continental
    • 3.4.1 Profile
    • 3.4.2 LiDAR Business Layout
    • 3.4.3 LiDAR Product Matrix
    • 3.4.4 Continental 3D Flash LiDAR
    • 3.4.5 Continental SRL1
    • 3.4.6 Distribution of Customers for Continental LiDAR
  • 3.5 Aptiv
    • 3.5.1 Profile
    • 3.5.2 LiDAR Investments
    • 3.5.3 Aptiv RoboTaxi Sensor Configuration
  • 3.6 Veoneer
    • 3.6.1 Profile
    • 3.6.2 LiDAR Products
    • 3.6.3 LiDAR Layout
    • 3.6.4 LiDAR Customers
  • 3.7 ZF
    • 3.7.1 Profile
    • 3.7.2 LiDAR Layout
  • 3.8 Quanergy
    • 3.8.1 Profile
    • 3.8.2 Manufacturing Base
    • 3.8.3 Product Roadmap
    • 3.8.4 LiDAR Products
  • .................................................
    • 3.8.8 Partners
    • 3.8.9 Dynamics
  • 3.9 LeddarTech
    • 3.9.1 Profile
    • 3.9.2 Global Network
    • 3.9.3 Automotive LiDAR Technologies
    • 3.9.4 LeddarCore SoC: LCA2 and LCA3
    • 3.9.5 LiDAR Solutions
    • 3.9.6 Cooperation Mode
    • 3.9.7 LeddarTech Collaboration with ST
    • 3.9.8 Dynamics
  • 3.10 IBEO
    • 3.10.1 Profile
    • 3.10.2 Product Roadmap
    • 3.10.3 LiDAR Products of Ibeo LUX Series
    • 3.10.4 New 4D Solid-state LiDAR
    • 3.10.5 Cooperation Projects
  • 3.11 Innoviz
    • 3.11.1 Profile
    • 3.11.2 LiDAR Roadmap
  • .................................................
    • 3.11.5 Technical Route
    • 3.11.6 Manufacturing Factories
    • 3.11.7 Innoviz Collaboration with BMW
  • 3.12 Ouster
    • 3.12.1 Profile
    • 3.12.2 LiDAR Technologies
    • 3.12.3 LiDAR Products
    • 3.12.4 LiDAR Development Planning
    • 3.12.5 Partners
  • 3.13 Luminar
    • 3.13.1 Profile
    • 3.13.2 LiDAR Technologies
    • 3.13.3 Low-priced LiDAR
  • .................................................
    • 3.13.6 Partners of Luminar
  • 3.14 Waymo
    • 3.14.1 Profile
    • 3.14.2 LiDAR History and Products
    • 3.14.3 Short-range LiDAR
    • 3.14.4 LiDAR Solutions
    • 3.14.5 LiDAR Development Planning
  • 3.15 Innovusion
    • 3.15.1 Profile
    • 3.15.2 Innovusion Cheetah
    • 3.15.3 Innovusion Jaguar and Falcon
    • 3.15.4 Applied Cases
  • 3.16 Aeye
    • 3.16.1 Profile
    • 3.16.2 LiDAR Products
    • 3.16.3 Latest Solid-state LiDAR
    • 3.16.4 Partners
  • 3.17 Sense Photonics
    • 3.17.1 Profile
    • 3.17.2 LiDAR Products
  • 3.18 Others
    • 3.18.1 Cepton
    • 3.18.2 Aeva
    • 3.18.3 Insight LiDAR
    • 3.18.4 Bridger Photonics
    • 3.18.5 Baraja
    • 3.18.6 Pioneer
    • 3.18.7 Blickfeld

4 Chinese LiDAR Companies

  • 4.1 RoboSense
    • 4.1.1 Profile
    • 4.1.2 Development Course
    • 4.1.3 Major Products
  • .................................................
    • 4.1.9 Automotive Solid-state LiDAR
    • 4.1.10 Perception Algorithms
    • 4.1.11 LiDAR Perception Solution
    • 4.1.12 LiDAR Solutions
    • 4.1.13 LiDAR Partners
    • 4.1.14 LiDAR Applied Cases
    • 4.1.15 Dynamics
  • 4.2 Hesai Tech
    • 4.2.1 Profile
    • 4.2.2 Main Products
  • .................................................
    • 4.2.7 Pandora
    • 4.2.8 Partners
  • 4.3 VanJee Technology
    • 4.3.1 Profile
    • 4.3.2 Development Course
    • 4.3.3 Core Team
    • 4.3.4 R&D and Production Layout
    • 4.3.5 Core Technologies and Main Products
    • 4.3.6 Key Customers and Cases
    • 4.3.7 Revenue and Market Trends
    • 4.3.8 Products and Technical Routes
    • 4.3.9 Strategies and Development Planning
  • 4.4 Benewake
    • 4.4.1 Profile
    • 4.4.2 Development Course
    • 4.4.3 Main Products
  • 4.5 SureStar
    • 4.5.1 Profile
    • 4.5.2 Development Course
    • 4.5.3 Core Technologies
  • .................................................
    • 4.5.6 Mass-produced LiDAR and Technical Routes
    • 4.5.7 Development Planning
  • 4.6 LeiShen Intelligent Systems
    • 4.6.1 Profile
    • 4.6.2 Development Course
    • 4.6.3 Automotive LiDAR Products
  • .................................................
    • 4.6.7 Applied Case: Autonomous Driving
  • 4.7 Livox
    • 4.7.1 Profile
    • 4.7.2 Product Route
    • 4.7.3 Core Technologies
    • 4.7.4 LiDAR Applied Cases
  • 4.8 LITRA Technology
    • 4.8.1 Profile
    • 4.8.2 Product Planning and Layout
  • 4.9 Lorentech (Beijing)
    • 4.9.1 Profile
    • 4.9.2 Main Products
    • 4.9.3 I/G Series
  • 4.10 LiuShen Optoelectronic
    • 4.10.1 Profile and Product Planning
    • 4.10.2 LiDAR Layout
  • 4.11 ZVISION Technologies
    • 4.11.1 Profile
    • 4.11.2 LiDAR Products and Solutions
  • 4.12 Others
    • 4.12.1 Tanway
    • 4.12.2 Genius Pros
    • 4.12.3 Ice Drink
    • 4.12.4 Huawei
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