机构：国内激光雷达厂商市场份额逐步提升

Core Insights - The laser radar market in China is expected to grow significantly, reaching a market size of 24.07 billion yuan by 2025 and further increasing to 43.18 billion yuan by 2026 [1] - The demand for laser radar is driven by the booming robotics and smart driving industries, alongside decreasing costs, leading to increased production and sales [1][2] - The robotics sector remains the primary application for laser radar solutions, accounting for 68.2% of the global market, while the smart driving automotive sector follows with a 28.7% share [1] Industry Trends - Laser radar has transitioned from being a "luxury sensor" to a standard feature in vehicles priced at 100,000 yuan, with Chinese manufacturers leading in scale, cost, and production pace [2] - The industry is entering a "golden period" characterized by simultaneous increases in volume and price, with expectations for continued growth in adoption rates and penetration [2] - Factors such as the rising penetration of NOA (Navigation on Autopilot), Robotaxi, mandatory AEB (Automatic Emergency Braking) systems, and the gradual improvement of autonomous driving policies are expected to further boost future demand for laser radar [2] Market Dynamics - Domestic laser radar manufacturers are gradually increasing their market share and enhancing their self-developed technologies, accelerating their development processes [1] - Reports indicate that by 2024, Chinese laser radar manufacturers will lead the global market, benefiting from the ongoing development of automotive intelligence and robotics [1]