This follows the industry’s attention in August when lidar company Innoviz Technologies announced a $4 billion contract from Volkswagen to supply Volkswagen with lidar components and perception software. Recently, this 100 billion hard technology track recently broke heavy news again-according to a person familiar with a car company, the first high-performance self-driving lidar main radar of Beixing will also be officially launched in the second quarter of next year, and 512 lines with the highest technical level in the industry.
In the opinion of industry analysts, this means that Beixing will achieve “cross-generation mass production” on the main vehicle lidar radar, and Beixing will become a dark horse on the track. With the commercial use of 512-line LiDAR, the technological competition in the automotive-grade LiDAR industry will soon enter a new level.
Focus on technology research and development, first launch directly to the ceiling of the industry
Driven by the development of the domestic intelligent networked vehicle market, Hesai and Sagitar have achieved official mass production and boarding of lidars in the first half of this year. According to public information, the maximum number of laser radars that have been “on the train” is 128 lines.
According to information from people familiar with the investment organization, Beixing’s 512-line high-performance lidar will be used in the main model of a new domestic automaker, which will be officially launched in the second quarter of next year. If the news is true, it will mean that Beixing has directly crossed the 64-line and 128-line products to achieve mass production, reaching the technical ceiling of all industry players in the lidar industry, and will also become the first 512-line-level officially launched. product.
According to the research report, in the field of unmanned driving, for lidar, the more lines, the more detailed the description of the target. Especially for the detection of long-distance targets, the more lines, the clearer the identification, and the more accurate detection results can be obtained. A typical example is that 512 lines can identify pedestrians at a distance of 200 meters, while products below 150 lines can only get a few points. It can be said that for LiDAR to become the “standard” for high-end autonomous driving in the future, it is the only way to enter the 512 line.
According to public information, up to now, all domestic lidar manufacturers have not yet produced 512-line lidar in mass production. There are lidar manufacturers claiming that the technology can achieve 512-line lidar. The related products are still only in the concept stage. Whether they can meet the commercial requirements or not? Unknown. Beixing will directly mass-produce 512-line laser radar across generations, which is expected to have a great impact on the entire automotive laser radar industry.
Deeply cultivated in subdivided fields, won multiple “hidden champions”
So, what is the origin of Beixing, and why can it show the trend of overtaking on the corner among a group of players with strong technical strength?
According to public information, Beixing was established in 2015, and the first lidar was launched in 2015, and it was the first to be applied to customers such as drones and robots. Since then, the company has continued to develop industrial sensing and large-scale transportation. Its lidar products have been widely used in the western section of Beijing Metro Line 11 (Winter Olympics branch line), airports in other parts of the country, steel mills and other scenarios that are related to the national economy and people’s livelihood. .
That is to say, although Beixing seems to be a dark horse that suddenly broke out in the field of automotive lidar, it is actually a “veteran” who has been deeply involved in the field of lidar for many years. Beixake’s lidar products have already locked in two “invisible champions” of subdivided tracks in the fields of mass transportation and industrial sensing, laying a solid foundation for technology and research and development. Judging from the news of “512 line products getting on the bus” this time, Beixing may have already laid out its layout in the automotive field.
At the China Automobile Supply Chain Conference held by the China Association of Automobile Manufacturers in June this year, Beixing founder Li Yuan disclosed some of the core technical parameters of his products for the first time. The data shows that in addition to the industry’s highest 512 wire harness, the effective detection distance of vehicle-grade lidar under 10% reflectivity can reach 200 meters, and its maximum field of view can reach 120*25.6°. The performance is outstanding in the industry.
Overtaking in hard power corners is favored by multiple capitals
No matter in the industry or investment circles, everyone believes that China is likely to become the world’s largest autonomous driving market in the future, and the domestic automotive-grade lidar market can reach 100 billion in the medium term. Such a hot market will inevitably lead to The pursuit of capital.
In addition to its penetration into the automotive field by virtue of its own hard power in industrial sensing and mass transportation, Beixing’s cutting edge in the automotive field is also supported by many capitals including Lei Jun and Xiong Xiaoge. Shunwei Capital and CCB successively pursued the investment, or became the new shareholders of Beixing, or increased their shareholding in Beixing. In particular, after Xiaomi announced that it was building a car, Shunwei’s investment in Beixing made the outside world “imaginative”.
Industry analysts said: “Judging from the publicly available technical data from all parties, the performance parameters of Beixing’s automotive-grade lidars have already ranked first in the entire industry, which may be the result of continued additional investment from investors such as Xiaomi. The reason for this.” The continuous increase in financing also reflects the “acceleration” of Beixing in the field of automobiles.
In 2022, it is called the “first year of the popularization of lidar”, and the mass production of Beixing vehicle-grade lidar main radar will also become a new “light spot” after this first year, injecting into the domestic lidar market. A new dose of “strengthening needle” also marks that China’s vehicle lidar market will officially enter the “512 era”.
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