告别「够用」时代，L3 智驾呼唤高性能激光雷达上量

Core Viewpoint - The debate over the optimal approach for intelligent driving technology has concluded, with a consensus on the necessity of a multi-sensor fusion strategy that includes cameras, millimeter-wave radar, and LiDAR [1][3]. Group 1: Technical Insights - The integration of LiDAR is essential for L3 autonomous driving due to its ability to compensate for the limitations of visual perception in extreme lighting conditions [1]. - LiDAR serves as a critical safety component in intelligent driving systems, providing necessary redundancy in perception capabilities [1][4]. - The commercial rollout of L3 autonomous driving will initially focus on highways and urban expressways, where the complexity of scenarios is relatively lower [5][22]. Group 2: Market Dynamics - The transition from L2 to L3 driving systems necessitates a shift in responsibility from human drivers to the system, requiring enhanced reliability and redundancy in perception systems [4][8]. - The demand for high-performance LiDAR has transformed it from an optional component to a prerequisite for L3 autonomous driving [3][19]. - Companies like TuSimple are leading the market with their advanced LiDAR solutions, having achieved significant milestones in mass production and technology validation [18][28]. Group 3: Competitive Landscape - The L3 LiDAR market features three main player categories: leading manufacturers like Hesai and TuSimple, cross-industry players like Huawei, and international firms like Luminar and Innoviz [19][21]. - The competition is shifting from purely technical specifications to a comprehensive evaluation of performance, cost, and mass production capabilities [21][29]. - TuSimple has established a unique position by developing both 1550nm and 905nm LiDAR technologies, creating a complete product matrix for various driving scenarios [26][28].