This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group.
Seyond and Robosense LiDARs use different 2D scan technologies. Both systems display a complex assembly.
Twice a month, Yole SystemPlus analysts share the noteworthy points from their Automotive Teardown Tracks. Today, Morgan Collin and Maël Fontaine, Technology & Cost Analysts at Yole SystemPlus, take us to the heart of Seyond (formerly Innovusion) and Robosense’s LiDARs.
Due to a fierce government policy promoting the transition towards electrical vehicles for over 20 years, Chinese OEMs are already at the democratization stage of LiDAR integration in cars. This contributes majorly to the impressive 69% CAGR 2022-2028 of LiDAR market revenue foreseen by Yole Intelligence in its LiDAR FOR Automotive report.
In terms of market share, Seyond (formerly Innovusion – Latest news) has been propelled directly from the ‘Others’ category to the leading position thanks to a fruitful partnership with Nio. In this fast-moving market, Seyond could leave the center stage shortly to Hesai and Robosense (Latest news) who have opted for a multi-partnership strategy.
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Highlights from Yole SystemPlus Teardown Tracks
The Robosense RS-LiDAR-M1 is a 905 nm MEMS scanner. It combines five optical modules, each housing a laser and a SiPM (Silicon Photomultiplier) which detects objects within a 200 m range. The key technical feat lies in the precise alignment of these five modules, reducing object detection offset to a minimum.
Seyond’s Falcon LiDAR is a motorized optomechanical scanner using a prism and a set of optical fibers. A non-standard 1550 nm wavelength is achieved by coupling a 1550 nm seed fiber laser with a 940 nm pumping fiber laser and approximately 6 meters of erbium-doped fiber.
However, this setup consumes 28 watts, 1.9 times more than Robosense’s system. Additional developments will undoubtedly be required to mitigate this drawback.
A first cost estimation puts the Seyond LiDAR BOM (Bill of Materials) at 1.7 times that of Robosense, result mainly attributed to the integration of more expensive and difficult to source components.
Stay tuned for our next What’s in the box? review!
Yole SystemPlus Automotive Teardown Tracks are the result of detailed physical and costing analyses. They are carried out by experts with academic and industrial backgrounds in the semiconductor domain. Yole SystemPlus Automotive Teardown Tracks offer a clear and fruitful understanding of the technical choices made by the leading manufacturers. It also reveals accurate insights related to manufacturing costs.
The company covers the overall supply chain from the components to the system. Based on daily technical and industrial monitoring, Yole SystemPlus has significant expertise to support innovation.
