激光雷达高线数化，192线成为新起点

Core Insights - The penetration of 192-line LiDAR into vehicles priced below 200,000 yuan indicates a shift in consumer perception, recognizing LiDAR as a necessary safety sensor rather than just a symbol of advanced driving capabilities [1][3] - Huawei's recent launch of multiple models featuring 192-line LiDAR at competitive prices suggests a significant market transformation, with pre-orders exceeding 50,000 units shortly after the announcement [1][18] Group 1: Market Trends - The performance evaluation of LiDAR is based on multiple dimensions, with line count and ranging capability being critical indicators that determine the ability to detect smaller and more distant obstacles [4] - The market is moving towards higher line counts, with 64-line and 96-line LiDAR gradually being phased out in favor of 192-line models, as seen in the launch of the Shangjie H5 [7][10] Group 2: Technological Advancements - "True 192-line" LiDAR, which can simultaneously emit and receive 192 laser beams, significantly enhances detection distance, resolution, and point cloud density, allowing vehicles to identify potential obstacles from greater distances [10][13] - The latest models, such as the SOTER EMX, showcase advancements in design and technology, achieving a compact form factor while maintaining high performance, thus facilitating broader adoption in various vehicle types [14][15] Group 3: Competitive Landscape - The automotive market is witnessing a push for "intelligent driving equity," with many manufacturers adopting advanced driving features as standard in vehicles priced above 150,000 yuan, indicating a shift towards more accessible safety technologies [16][17] - The introduction of 192-line LiDAR as a standard feature in Huawei's models may create competitive pressure on other manufacturers that have not yet adopted similar technologies [18][19]