We saw at CES how the L2+ and L3 automated driving market is heating up fast. Mobileye, for example, announced cumulative orders for an expected lifetime volume of 3.65 million vehicles for their Supervision L2+ systems—up from 2 million last year—and 600,000 for their L3 Chauffeur system first ordered last year. Their main customers are Porsche, Geely, FAW, and a western maker not yet named.
Hesai and Robosense together delivered a record volume of 120,000 lidar sensors in December. At the same time, the German automotive industry is consolidating with bleak perspectives; Bosch, ZF, and Continental are phasing out from the lidar business to reduce costs—some real tectonic shifting in the lidar industry.
Chinese lidar suppliers are developing new products achieving L3 grade performance, improving the resolution from 1.2 megapoints per second (presently the Chinese state of things) toward 12 megapoints per second (Valeo Scala 3-level performance) to detect small objects 150 meters away.
All this being so, DVN-Lidar is global as of 2024, with a new presence in China through a partnership with Enmore to cohost the EAC event on 21-22 June in Suzhou. It is the biggest lidar expo in the world, with about 150 exhibitors and 1000 attendees. DVN-L Gold Members will get free tickets and will be able to register as an exhibitor on the DVN website. Speaking of which, here are the 2024 DVN-Lidar events around the globe; save these dates!
- Deep Dive 1 in Stuttgart, Germany: 9 April
- EAC in Suzhou, China: 21-22 June
- Deep Dive 2 in Detroit, USA: 12 September
- Lidar Conference in Wiesbaden, Germany: 18-19 November
We’re ever so glad you’re here with us in the DVN-Lidar community. Enjoy this 23d edition!
All best,
Alain Servel
DVN LIDAR ADVISOR