Group 1 - The core viewpoint is that lidar technology is rapidly being integrated into vehicles, with a projected installation of 1.529 million units in 2024, representing a year-on-year growth of 245.4% [1] - The price of lidar has significantly decreased from $70,000-$80,000 to below $200, primarily driven by chip technology advancements [1] - Companies are focusing on developing lidar products that support L3 to L4 level autonomous driving, with stable average selling prices (ASP) expected in the future [1] Group 2 - As L2 assisted driving technology penetration increases, L3 level autonomous driving has become a competitive focus for major automakers, with companies like Huawei, Li Auto, and Xpeng planning to implement L3 technology this year [2] - The number of lidar units in vehicles is increasing from 1-2 to 4-5, enhancing safety and consumer confidence in L3 autonomous driving [2] - L3 autonomous driving is seen as a critical milestone, where lidar is considered essential for safety, acting as a "safety airbag" for both consumers and automakers [2] Group 3 - The company believes that lidar is a necessary investment for ensuring safety in L3 and above autonomous driving, while consumer demand for lidar varies in L2 level driving due to cost considerations [3] - The company has confidence in its lidar technology, claiming to be the leading provider in China and globally [3] - The company is transitioning to a robotics technology platform starting in 2024, focusing on supply chain solutions and enhancing the "hand-eye coordination" capabilities of vehicles [3]
直击百人会论坛 | 速腾聚创邱纯潮：激光雷达是安全底线，国内第一即全球领先