Huawei disclosed the trend of automatic driving technology, and the market scale may reach 4.2 billion US dollars

category:Finance
 Huawei disclosed the trend of automatic driving technology, and the market scale may reach 4.2 billion US dollars


It is understood that lidar is a kind of sensor used to accurately obtain three-dimensional position information. Like human eyes, it can determine the position, size, appearance and even material of objects.

Huawei set up team to develop lidar

CITIC Securities pointed out that lidar is a comprehensive optical detection and measurement system. By transmitting and receiving laser beams, it analyzes the turn back time of the laser when it meets the target object, and calculates the relative distance between the target object and the vehicle. At present, there are 8-line, 16 line and 32 line lidar. The more laser radar wire harness, the higher the measurement accuracy, the better the driving safety. The 3D model of environment can be obtained from the point cloud data scanned by lidar, which is the core sensor for L4 / L5 automatic driving. But the price can be as high as thousands to tens of thousands of dollars, significantly higher than other sensors.

Everyone said how to surpass Tesla. Tesla didnt use lidar. Among other reasons, there was another reason because it was expensive. Wang Jun said.

As early as January this year, CICC pointed out that the high price of lidar was one of the important reasons for the slow development of the automatic driving industry and the difficulty in mass production. With manufacturers in various fields (such as Dajiang, Bosch, Huawei, etc.), lidar is expected to enter the stage of price reduction + vehicle regulation in 2020, which is important for improving driving safety and realizing mass production of automatic driving significance.

Help auto companies build good cars

Wang Jun believes that there is enough space in the auto market to allow more players to play their role, and the auto industry will not be dominated by several companies. Wang Jun said that Huawei does not build cars, and Huaweis mission is to help car companies build good cars.

As early as April 2019, Xu Zhijun, Huaweis rotating chairman, said that Huawei was committed to becoming an incremental component supplier for intelligent connected vehicles.

In May 2019, Huawei officially established the intelligent vehicle solution Bu to implement the strategy of intelligent connected vehicle.

In October 2019, Xu Zhijun said that Huawei mainly helps automobile enterprises to build good cars in five aspects. One is the most traditional intelligent Internet connection, which is committed to connecting cars and clouds, vehicles and vehicles, vehicles and objects, and vehicles and surrounding areas. The second is intelligent driving. The third is the intelligent cabin. The fourth is smart electric. The fifth is to provide a series of cloud services to help car companies develop innovation and support travel services.

Huawei will also use its 5g technology to develop millimeter wave radar to achieve all-weather imaging. At the same time, we will also make full use of the worlds leading optoelectronic technology to develop lidar, and truly solve the cost and performance problems faced by lidar. Xu Zhijun said.

Wide market prospect of lidar

Changes in related concept stocks

In January this year, Shen wanhongyuan pointed out that there are mainly two technical routes for lidar, namely, mechanical lidar and solid-state lidar. At present, there are still problems in technology, cost, mass production and vehicle specifications in both routes. Although the price of lidar has dropped obviously, the requirement of vehicle specifications is still the biggest obstacle for lidar front loading.

According to CITIC Securities Research Report, the market scale of lidar related to automatic driving will be about US $216 million in 2018, and is expected to reach US $4.2 billion in 2024.

As early as April 2019, according to media reports, Xiangyang Municipal Peoples government, Dongfeng Automobile Group Co., Ltd. and Huawei signed the smart line Longzhong strategic cooperation project, making full use of Dongfengs strong strength in automobile R & D, manufacturing, testing, travel and other fields, Huaweis technical advantages in 5g, Internet of vehicles and data cloud computing resources advantages in Central China, as well as Xiangyang The citys unique location and industrial advantages jointly create a smart transportation system.

On the afternoon of August 11, Dongfeng Motor Group Co., Ltd.s Dongfeng Motor and Dongfeng Technology once went up and down. By the end of the afternoon, Dongfeng Motor rose 7.99% and Dongfeng Technology rose 2.55%.

Source: China Securities Journal Editor in charge: Yang Bin_ NF4368