lidar for automotive and industrial applications 2021
TRANSCRIPT
From Technologies to Markets
© 2021
From Technologies to Markets
LiDAR for Automotive and
Industrial Applications 2021
Market and Technology
Report 2021
Sample
22
• Glossary 2
• Table of contents 3
• Scope of the report 4
• Methodologies and definitions 6
• About the authors 7
• Companies cited in this report 8
• What we got right, what we got wrong 9
• Executive summary 10
• Context 39
o History of LiDAR
o 2020-2021 LiDAR noteworthy news
• Market forecasts 51
o Automotive market
o Robotic vehicle market
o Industrial market
• Market trends 97
o Automotive applications
o Industrial applications
o Topography
o Energy
o Logistics
o Manufacturing
o Smart infrastructure
o Defense, space and, scientific applications
LiDAR for Automotive and Industrial Applications | Sample | www.yole.fr | ©2021
TABLE OF CONTENTS
• Market shares and supply chain 142
o Players and market shares
o M&A and investments
o Partnerships and supply chain
o Chinese landscape
• Technology trends 183
o Image formation
o Components
o Products
o Integration in ADAS vehicles
o Frequency modulated continuous waves / FMCW
o Optical phased array / OPA
o Software and computing
o Technology roadmaps
• Reverse costing, structure, process and cost analyses 265
• Outlook 276
• How to use our data? 281
• About Yole Développement 282
33
SCOPE OF THE REPORT
Markets and applications
Yours needs are
out of scope of this
report?
Contact us for a custom study:
Consumer Automotive IndustrialDefense &
aerospace
AR/VR
ADAS: Advanced Driver Assistance Systems
AR: Augmented Reality
VR: Virtual Reality
ADAS
Robotic cars
Logistics
Energy
Factory
automation
Construction
Smart buildings
Smart agriculture
Security
Planets
Atmosphere
Logistics
Out of scope In scope
LiDAR consumer
applications are
covered in Yole’s 3D
sensing report.
LiDAR for Automotive and Industrial Applications | Sample | www.yole.fr | ©2021
Smart infrastructure
44
METHODOLOGIES & DEFINITIONS
Market
Volume (in Munits)
ASP (in $)
Revenue (in $M)
Yole’s market forecast model is based on the matching of several sources:
Information
Aggregation
Preexisting
information
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55
ABAX, Aeva, AEye , AGC, Airbus, ams AG, AOET, Argo AI, ASC, ASE Technology, Audi, Aurora Innovation, Ball Aerospace, Baraja, BEA ,
BEAMAGINE, Beijing Surestar Technology, Benewake, Blickfeld, BMW, Bosch, Bridger Photonics, Broadcom, Carnavicom, Cepton
Technologies , Continental, CoreDAR, Cosworth, Delphi, Denso, Draper, Eblana photonics, Eckhardt Optics, EOLOS, Eonite Perception,
Epistar, Epsiline, ExcelitasTechnologies, Faro, Fastree3D, Ficontec, Finisar, First Sensor AG, Fujitsu, GeoSLAM, Guangshao Technology,
Hamamatsu Photonics, Hesai Photonics Technologies, Hexagon AB, Hitronics Technologies, Hokuyo Automatic, Huawei, Hyundai, Hybo,
Hybrid LiDAR Systems, Hypersen Technologies, Hyundai Mobis, Ibeo Automotive Systems, II-VI, Imuzak, Infineon Technologies AG,
INFOWORKS, Innoluce BV, Innoviz Technologies, Innovusion, Insight LiDAR, Iridian Spectral Technologies, Irvine Sensors Corp., Jabil,
Jaguar, Kaarta, Koito, Konica Minolta, Kyocera, Laser Components, LeddarTech, Leica Geosystems, LeiShen Intelligent System, Leonardo,
Leosphere, Lexus, LG, Livox, Lumentum, Lumibird, Luminar Technologies, Lumotive, Magna, Marelli, Meller Optics, Mercedes-Benz, METEK
Meteorologische Messtechnik GmbH, Micralyne, Micro Photon Devices, Microvision, Mirada Technologies, Mirrorcle, Mitsubishi Electric
Corporation, NeoPhotonics, Neptec Design Group Ltd. , Neptec Technologies, Neuvition, Newsight Imaging , Nextcore, Ocular Robotics,
OEwaves, OLEI LiDAR, Ommatidia, Omron, ON Semiconductor, Ophir, Oplatek, Oqmented, Osram, OURS Technology, Ouster, Panasonic,
Phantom Intelligence, Phoenix LiDAR Systems, Pioneer Smart Sensing Innovations Corporation, PSSI, pmdtechnologies AG, Preciseley
Microtechnology Corp., Princeton Optronics, Quanergy Systems, Quantel Laser, Quantum Semiconductor International (QSI), Redtail
LiDAR, Renault, Renesas, Riegl, RoboSense, Rockley Photonics, Scantinel Photonics, Sense Photonics, Sick AG, SiLC Technologies,
STMicroelectronics, Teledyne Optech, TeraXion, TetraVue, Topcon, Trimble, Valeo, Velodyne LiDAR, Veoneer, Volkswagen, Volvo, Waymo,
Webasto, XenomatiX, Z+F Laser, ZF Friedrichshafen AG, and more.
COMPANIES CITED IN THIS REPORT
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66
Pierrick BOULAY, Market & Technology Analyst
Pierrick Boulay works as a Market and Technology Analyst in the fields of LED, OLED, and lighting systems. He performs technical, economic, and
market analyses at Yole Développement, the ‘More than Moore’ market research and strategy consulting company. Pierrick has industry experience in
LED lighting, including general and automotive lighting, and OLED lighting.
Prior to Yole, Pierrick worked in several R&D departments on LED lighting applications. He holds a master’s degree in Electronics from ESEO in
France.
Contact: [email protected]
Alexis DEBRAY, Senior Analyst – Emerging Technologies
Alexis Debray, Ph.D., is a Senior Analyst at Yole Développement (Yole), dedicated to the production of technology & market reports and custom
consulting projects in the fields of photonics, sensing, and semiconductors.
Before joining Yole, Alexis spent 17 years in Japan. He worked for 2 years at the University of Tokyo developing expertise in MEMS technologies and
then for 15 years at Canon Inc. as a research engineer, where he contributed to numerous developmental projects focused on MEMS devices, lingual
prehension, and terahertz imaging devices.
Alexis is the author of various scientific publications and patents. He graduated from ENSICAEN (France) and was awarded a Ph.D. in applied
acoustics.
Contact: [email protected]
Biographies and contacts
ABOUT THE AUTHORS
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77
LIDAR: FROM TECHNOLOGIES TO APPLICATIONS
LiDAR
Fiber-optic
communication
VCSEL
PETSiPM
Consumer optics
Optical packaging
OCT: Optical Coherence Tomography
PET: Positron Emission Tomography
SiPM: Silicon Photomultiplier
VCSEL: Vertical-Cavity Surface-Emitting Laser
Laser diode
Geographic
Information
System
Cloud data
OCT
Automatic
target
recognition
Mobility
Robots
Space
Topography
Wind
Up to
$500M
$10,000
$1,000,000
$30,000
$500,000
$500
$75,000
Consumer
MEMS
scanner
Image processing
$1
$10
$1000
$2,000
$100,000
Logistics/Industry
LiDAR for Automotive and Industrial Applications | Sample | www.yole.fr | ©2021
88
HISTORY OF LIDAR
1930
In the 1930s, EH
Synge conceived
of LiDAR.
1939
Ellis A. Johnson, a
Carnegie Institution
Scientist, uses a
searchlight to
capture signals up
to 40 km.
1953
Columbia University
team led by Charles
Townes build the first
maser (microwave
amplification by
stimulated emission of
radiation).
1960
In 1960, TH Maiman
conceived the first
laser.
1962
The Hughes Mark
II Colidar is the
first commercial
LiDAR.
1963
SRI build the SRI
Mark I LiDAR for
atmospheric
studies.
1968
George D.
Hickman flies the
first bathymetric
LiDAR.
1969
Apollo Lunar
Ranging
Experiment (LURE)
lands on the moon
with Apollo 11.
1974
York University
(Canada) physicist
Allan Carswell
and his wife Helen
found Optech.
1978
Johannes Riegl
founds Riegl.
1984
Milton Huffaker
founded Coherent
Technologies to
commercialize
LiDAR wind-
detection systems.
1998
Cyra Technologies
introduces the
Cyrax 2400, the
first tripod-
mounted,
commercial 3D
scanner.
2000
University of Texas
at Austin team led
by James Gibeaut
create the first
LiDAR-based
digital elevation
model of an
archaeological
site, at Copan,
Honduras.
2004
DARPA Grand
Challenge in the
Mojave Desert ends
with no
finishers. SICK line
scanners are a
popular sensor among
teams.
2005
David Hall invents
3D real-time LiDAR
and creates Velodyne
LiDAR.
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9
LIDAR FORECAST BY APPLICATION
2020 - 2026 forecast
Automotive is expected to have a major impact on the LiDAR market in the next five years.
LiDAR for Automotive and Industrial Applications | Sample | www.yole.fr | ©2021
Topography
Wind
Logistics
$1.1B
$1.5BCAGR21-26: 6%
$49MCAGR21-26: 2%
2020
$1.8M$44M
$466MCAGR21-26: 19%
Manufacturing
$379MCAGR21-26 4%
Smart infrastructure
$575MCAGR21-26:
32%$395M
CAGR21-26: 38%
Robotic cars
ADAS
CAGR2021-2026:
+23%
2026
$5.7B
$2.3BCAGR21-26: 94%
$26M
$103M
$136M
$66M
$309M
1010LiDAR for Automotive and Industrial Applications | Sample | www.yole.fr | ©2021
LIDAR MARKET SHARES
2020 Market shares by revenue
Total market: $1,819M• The LiDAR market remains dominated by
traditional companies in topography (Trimble, Hexagon, Topcon) and factory automation (Sick AG).
• Velodyne saw its revenue decline slightly in 2020 due to a reduction in unit pricing. It is a strategy of the company.
• New-comers like Valeo and Ouster are beginning to generate LiDAR revenue.
• We have adjusted the revenues for several companies which have or plan to become public. This includes Velodyne, Ouster, Luminar, AEye, Aeva, Innoviz, and Hesai.
• Waymo produces LiDAR for its own robotaxis. The “market” for Waymo corresponds to the market price of the LiDAR.
• This total LiDAR market includes revenues for the Defense and Space market and some revenues going to research and development projects. These segments are not considered in the forecasts presented in the Market forecasts section. This explain the difference for the two 2020 LiDAR market data.
Trimble
exagon
ick
To con
elodyne i
iegl
alma
e erl uchs
aro
aleo
Teledyne tech
esai
aisala
obo ense
okuyo
utomatic
eddarTech
Waymo
uster
thers
i market shareCompany name LiDAR revenue - $M
Trimble 353
Hexagon AB 328
Sick AG 210
Topcon 140
Velodyne LiDAR 91
Riegl 81
BEA (Halma) 68
Pepperl+Fuchs 58
Faro 57
Valeo 49
Teledyne Optech 45
Hesai 42
Vaisala 32
RoboSense 25
Hokuyo Automatic 20
LeddarTech 20
Waymo 19
Ouster 19
Others 163
*Revenue is for hardware only.
1111
AUTOMOTIVE LIDAR PLAYERS
Israel
Japan
China
Canada
Australia
USA
Europe
South Korea
Russia
LiDAR for Automotive and Industrial Applications | Sample | www.yole.fr | ©2021*Non-exhaustive list
1212
Imaging technology
TECHNOLOGY/PLAYER SEGMENTATION FOR AUTOMOTIVE LiDAR
MEMS Optical-phased arrayMechanical
Pulse
FMCW
Phase shift
Other mechanical
Flash
*FMCW: Frequency Modulated Continuous Wave
Other optical
Sequential flash
Ranging technologyNot disclosed
Other optical
Sequential flash
LiDAR for Automotive and Industrial Applications | Sample | www.yole.fr | ©2021
*Non-exhaustive list
13
PARTNERSHIPS
Supply chain analysis – Known design wins (total of 29)
As of Q3- , aleo’s SCALA is the only LiDAR mounted in ADAS cars.
• Among the 29 design wins made public, 8 are for Valeo. This makes Valeo, by far, the leadingLiDAR supplier for ADAS vehicles.
• 905nm from EELs is still the Ms’ wavelength of choice due to its low cost. Nonetheless,1550nm-based LiDAR is gaining market.
• Even though MEMS and flash LiDAR are emerging, mechanical LiDAR remains widely used byOEMs.
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14
TECHNOLOGY ROADMAP
LiDAR technology roadmap (1/2)
905nm-based systems should continue to be used due to their low cost, though FMCW LiDAR based on 1550nm could emerge in the long term.
2017 2018 2019 2020 2021 2022 2023 2024
Credits: Valeo Scala®Credits: Valeo Scala® Gen2
The second generation was
released in 2020.
In 2021, BMW will start
implementing LiDAR from
Innoviz into its vehicles.
Credits: Innoviz
905nm EEL
Pulse Time-of-Flight
Silicon-based sensor
• Most popular ranging
method as it is the easiest.
• Lower cost of components.
Similarities:2025
MEMS and flash
LiDARs
Credits: Ibeo
Credits: SOSLabLiDAR for Automotive and Industrial Applications | Sample | www.yole.fr | ©2021
15
TECHNOLOGY ROADMAP
LiDAR technology roadmap (2/2)
Mechanical LiDAR based on mature technologies will continue to be used but new technologies will emerge at the same time.
LiDAR for Automotive and Industrial Applications | Sample | www.yole.fr | ©2021
2025 2030
FMCW LiDAR
Credit: Voyant
Photonics
Credit: SILC
Technologies
Credit: Analog
Photonics
Similarities:
Coherent detection.
Radial velocity measurement.
?
OPA LiDARs
Alternative to mechanical or
MEMS scanning.
Still not ready for industrial
applications.
Credit: Blackmore
Credit: Insight
LiDAR
Suitable for
1550nm
16
FREQUENCY MODULATED CONTINUOUS WAVE LIDAR (FMCW)
Focal plane array (FPA) technology
A focal plane array with coherent detection represents a breakthrough in sensitivity.
LiDAR for Automotive and Industrial Applications | Sample | www.yole.fr | ©2021
The California based company Pointcloud has used silicon photonics to realize an image sensor in a focal plane array (FPA) format with coherent detection. The image sensors therefore benefit simultaneously from the low or non-deformation imaging of FPA (compared to scanning techniques) and the high sensitivity of coherent detection.
The image sensor can be used to realize a frequency modulated continuous wave (FMCW) flash LiDAR. Applications are envisioned in automotive, robotics, smart city, smart office and consumer, including augmented reality (AR).
Coherent FPA image sensors are seen as the ultimate image sensor but are difficult to achieve due to the need for local oscillators (LO) at the pixel level.
Courtesy of Pointcloud
Courtesy of Pointcloud
Optical micrograph of six pixels of the receiver focal
plane array.
*FMCW: Frequency Modulated Continuous Wave
17
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Sales Team
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Sensors for RoboticMobility 2020
Sensors for Robotic Goods Transportation 2021
Sensing and computing for ADAS vehicles 2020
Artificial Intelligence Computing for Automotive 2020
YOLE GROUP OF COMPANIES RELATED ANALYSES
Yole Développement
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Contact our
Sales Team
for more
information
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Contact our
Sales Team
for more
information
Valeo SCALA Laser ScannerLeddarVu8: The first off-the-shelf solid state high-definition LiDAR
module from LeddarTech
Hamamatsu Photodiode and Laser in ivox’s Horizon LiDAR
YOLE GROUP OF COMPANIES RELATED ANALYSES
System Plus Consulting
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1919
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