Huatai securities: lidar prologue open nuggets at that time

2022-05-24 0 By

Every AI news, Huatai Securities Research newspaper believes that, with the continuous iteration of technology to drive the cost down, and the automatic driving landing application scenario is gradually clear, vehicle-borne lidar is expected to usher in the first year of mass production in 2022.It is estimated that the shipment amount of domestic vehicle-mounted lidar is expected to reach 1.5 billion yuan in 2022 and increase to 11 billion yuan in 2025, corresponding to a 94% CAGR in 2023-2025.From a global perspective, China’s engineer bonus and perfect automotive upstream parts/optical communication industry chain lay a foundation for the rapid development of the lidar industry.At present, China’s upstream core components of lidar, such as laser chip at the transmitter end, detector chip at the receiver end and processing chip, are still mainly dependent on imports. It is suggested to pay attention to the opportunities of import substitution by domestic manufacturers.Upstream optical components/components of the domestic industrial chain is relatively complete, is expected to take the lead in benefiting from the rapid volume of the lidar market.(Securities Times) Daily economic news