What did 2023 show us about the competitive positions of lidar suppliers? Quite a lot of shift and drift! Robosense and Hesai grew into high-volume suppliers, securing significant market share in China for popular NOA applications (navigation on autopilot). Valeo has the technical lead for L3 applications with multiple western customers, but with low volumes linked to the limited ODD (limited to 60 km/h in many lands) and resultant limited customer demand. Suppliers like Luminar and Innoviz, also focused on L3 applications, are just starting production on account of program delays from customers like Volvo and BMW. They do not have significant revenue yet and are still burning cash.
In this edition of your DVN-L Newsletter, we bring you an interview with Luc Bourgeois, who was Renault’s leading expert for ADAS & AD systems before joining our team as a senior advisor. Welcome, Luc!
DVN-Lidar events 2024:
• Deep Dive I in Stuttgart (9 April)
• EAC Lidar Expo in Suzhou (21-22 June), co-hosted by DVN
• Deep Dive II in Detroit (12 September)
• Lidar Conference in Wiesbaden (18-19 November)
We’re ever so glad you’re here with us in the DVN-Lidar community. Enjoy this 24th newsletter!
All best,
Alain Servel
DVN LIDAR ADVISOR