2022425_艾瑞咨询_中国车载激光雷达市场洞察报告（32页）.pdf

2022.4 iResearch Inc.2 Robotaxi 2021 4.6 2025 54.6 85.7%Tier 1 2025 60%&ADAS/OPA Flash VCSEL SPAD ToF+905 nm FMCW 1550 nm 30 SMS 3 Robotaxi/Robotruck Robotaxi/Robotruck 4 1 2 4 35 L3/20%21%22%23%25%26%12%18%22%26%29%33%3%4%6%2020 20201e 2022e 2023e 2024e 2025e2020 2025 L1%L2%L3%6 ISO 21448 SOTIF ISO 21448 SOTIF SOTIF 2 3 1 23 47&RGB/GPS GPS SLAM SLAM 8 ADAS 2017 2021 2022 202x P5 2 A8/e-tron 1 WEY 3 S 3 ix 1 ET7 1 L7 2 M7 3 S 1 4 5 9 1 2 4 310 Hz 1 200 110km/h 100 0.1 200 80km/h 5 200 10%120 25 15 Hz 100 1 0.2 0.05 0.03 80 Hz 40 Hz 10 Hz 0.8 m 1.7 m 6.7 m11 905nm 1050nm EEL VCSEL PIN PD APD/SPAD/SiPM 12|OPA 0 1 Robotaxi Robotaxi B|Flash MEMS 13 MEMS ADAS MEMS MEMS 3-7mm MEMS MEMS MEMS MEMS MEMS ADAS Valeo MEMS MEMS 14 OPA OPA MEMS MEMS 10 OPA 2018 1024 OPA 0.3/nm 0.15/nm 20-30 FOV 100-200nm iTLA 100nm OPA OPA N2 OPA 0.000.050.100.150.200 10 20 30 40 502009 2019 OPA 1550nm(/nm)0.01.02.03.00 200 400 600 800 1000 12002009 2019 OPA 1550nm()2009 UGent2014 UTA2016 MIT2018 USC2015 UCSB2009 UGent2014 UTA2015 UCSB2016 MIT2018 USC15 ToF FMCW ToF FMCW ToF CMOS FMCW FMCW FMCW ADC DSP FMCW ToF ToF FMCW ToF FMCW()OPA(ToF)Flash FMCW s MHz ToF FMCW ToF 16 905nm ToF 1550nm FMCW 012340 2 4 6 8 102mm/hrs 0120 2 4 6 8 1025mm/hrs 1550 nm 905 nm km(km)km(km)-10010206 7 8 9 10 40 FMCW 10 MHz FMCW100 MHz FMCW 400 MHz FMCW 905 150 200 10%1550 1550 Inp GaAs 1550nm 905 CMOS 1550 ToF 905 905 L2 905 1550 FMCW FMCW FMCW ToF 100W 100-150mW 1550 FMCW FMCW 1550 m(dB)17 FLASH Flash MEMS Flash VCSEL SPAD VCSEL Multi-junction VCSEL EEL VCSEL VCSEL SPAD 800 SPAD 320 SPAD SPAD SPAD FLASH 2015 2017 2019 2021 20232016 2021 SPAD VCSEL 2021 Canon 2015 JSSC2016 TED2018,JSTQE2019,ISSCC2019,ISSCC107106105104(ppi)18 ADC DSP CMOS Inp CMOS CMOS Inp Inp 25-30 1980 1990 2000 2010 2020 20301980 2030 105104103102101100/1947 1969 1958 1987 MPWs 1979 2008 1 cm-21987 2010 2013 Sun,J 64*64 4096 19 OPA FMCW VCSEL SPAD 30(SoC)MEMS 20 1 3 4 221 2022 Robotaxi 2021 4.6 2025 54.7 85.8%Robotaxi 4616024837254755.1%50.2%47.0%2021 2022e 2023e 2024e 2025e2021 2025%*+Robotaxi/Robotruck*Robotaxi/Robotruck*Robotaxi/Robotruck 22 Robotaxi/Robotruck23 MEMS Tier1 SDK Tier 1*/Tier 1 8xx-9xx nm 14xx-15xx nm Flash Flash ToF APD 50(2*)5(2*)5(1*)-ToF SPAD 5(1*)2 1(1*)-FMCW-10(2*)-T1 OEM SDK 24 MEMS ADAS(nm)FOV(Hz)m,10%RS-LiDAR-M1MEMS 905 120*25 0.2*0.2 10-20 150 MEMS+1550 120*25 0.05*0.05 10 250 HAP 905 120*25 0.16*0.2 20 150 AT128 905 120*25.4 0.1*0.2 10 200 InnovizInnovizOneMEMS 905 115*25 0.1*0.1 5-20-ValeoScala 2 905 133*10 0.125 0.25*0.6 25 150 LuminarIris 1550 120*30 0.05*0.05 30 250 2021 2022 ADAS MEMS MEMS 25 FPGA FPGA ASIC ASIC ASIC ASIC Ouster Flash ASIC SoC VCSEL Flash OPA FMCW VCSEL ASIC SPAD Ouster Flash 48646122483116 1518OPAFMCW TOP3 2021 11/12 1%Ouster 12326 1 2 3427 Flash OPA+FMCW Flash 28 Valeo Intel+3D L515 MEMS 860 9 ASIC 3D L515 29/360 U&A CEM-KPI ROI TMIC isv TMIC isv TMIC 30 2002 3000 400-026-Contact Us 31