The main companies of intelligent heavy truck sensor:Wo Sai Technology, Beike Sky painting, Suiteng Juchuang, Beixing Photon, Radium God Intelligence, Dazhong Laser, DJI subsidiary Livox and so on.

The core data of this article:Market scale of autopilot sensor, market share of millimeter wave radar, market scale of vehicle camera

The self-driving sensor industry is developing rapidly.

As the information source of automobile electronic control system, automobile sensor is not only the key component of automobile electronic control system, but also one of the core contents in the field of automotive electronic technology. As the eye of the unmanned vehicle, the sensor layer is the key factor of the intelligence of the unmanned vehicle.

The automobile sensor can measure and control all kinds of information such as temperature, pressure, position, rotational speed, acceleration and vibration in real time and accurately. The key to measure the level of modern high-end car control system lies in the number and level of sensors. At present, a domestic ordinary family car is equipped with nearly 100 sensors, while the number of sensors on luxury cars is as many as 200.

With the rapid development of self-driving cars and the support of government policies, the scale of China's self-driving sensor industry is growing rapidly, the penetration rate of self-driving sensors is gradually expanding, and the market scale of self-driving sensors is increasing year by year. The realization of autopilot depends on hardware such as autopilot sensors. As autopilot sensors gradually become the standard parts of the car, its market scale keeps growing rapidly.

The market size of self-driving sensors in Zhongyang has increased from 2.54 billion yuan in 2014 to 16.1 billion yuan in 2019, with a compound annual growth rate of 34.4 percent. It is estimated that the size of China's self-driving sensor market will be 34.3 billion yuan in 2020.

The intelligence of the automobile is inseparable from the assistance of the sensor. according to the purpose, the core sensors of the intelligent heavy truck include lidar, camera, high-precision map, millimeter wave radar and so on.

China's vehicle lidar is still in its infancy.

Because of the good directivity of the laser, the lidar can accurately measure the relative distance between the contour edge of the object and the equipment in the field of view, and accurately draw a 3D environment map with an accuracy of centimeters. It is the most reliable positioning technology at present, and there is no other substitute for it. At first, it is mainly used in the military field. With the economic development of our country, the application field of lidar increases. The market scale of lidar in China will increase greatly.

At present, China's vehicle lidar is still in its infancy, self-driving enterprises have not been adopted on a large scale, and the competition pattern is still not stable. Foreign major lidar companies include Velodyne, Ibeo, Quanergy, Innoviz and LeddarTech, while domestic major lidar companies include Wesai Technology, Beike Tianyu, Suiteng Juchuang, Beixing Photon, Radium God Intelligence, Dazhong Laser, DJI subsidiary Livox and so on.

At present, only the scanning lidar ScaLa produced by Valeo and Ibeo has achieved mass production. Domestic companies have actively laid out in the field of solid-state lidar and have developed more products, some of which are in the lead in the world in terms of technical performance. with the continuous development of lidar to solid state, domestic lidar companies have great opportunities for development.

Millimeter wave radar is mainly used to detect range velocity, and its main working frequencies are 24Ghz and 77Ghz. 77Ghz millimeter wave radar is the development trend. Millimeter wave radar has the characteristics of small size, light weight and high spatial resolution. Compared with infrared, laser, television and other optical seeker, millimeter waveguide seeker has strong ability to penetrate fog, smoke and dust, and has the characteristics of all-weather (except rainy days).

In recent years, with the breakthrough of self-driving technology and the improvement of millimeter wave radar technology, millimeter wave radar is the focus of competition in the field of self-driving. According to global research institutions and public data, the global vehicle millimeter wave radar market will be 28.8 billion yuan in 2019, with a compound annual growth rate of about 30 percent. It is initially predicted that the global vehicle millimeter wave radar market is expected to exceed 90 billion US dollars in 2023.

In 2020, the car camera市The scale of the field is expected to exceed 5.7 billion yuan

Car cameras are mainly front-looking (installed on the front windshield), side-looking, rear-looking cameras, of which the front-looking camera is the most frequently used camera. The imaging process of the camera is the process of digitizing the optical signal. The light first passes through the lens and reaches the photosensitive element CMOS, which converts the light into a digital signal, which is then transmitted to a special external device (DSP). From the perspective of industry chain, lens, CMOS, DSP and module are the most important components, of which CMOS chip is the core component of the camera, accounting for about 1/3 of the value of the whole camera.

In 2019, the global car camera market is 11.2 billion US dollars, and the Chinese market is 4.7 billion yuan. With the gradual deepening of ADAS and self-driving, the number of cameras needed for bicycles is increasing. It is estimated that the global car camera market will reach 13 billion US dollars by 2020, and the Zhonghua car camera market is expected to exceed 5.7 billion yuan.