2025 - The Rise Of Ouster And The Decline Of Luminar

Group 1 - The competitive landscape in 2024 features Ouster (NASDAQ: OUST) as the largest LiDAR company in the West and Hesai (HSAI) as the largest globally by volume [1] - The analysis focuses on the technology, adoption, and revenue growth of lidar companies, drawing parallels to previous evaluations of solar manufacturers and renewable yieldcos [1]