“激光雷达芯片第一案”战火升级，速腾聚创与灵明光子针锋相对

Core Viewpoint - The legal battle between Suoteng Juchuang and Lingming Photon over intellectual property rights has intensified, focusing on the SPAD-SoC chip technology, which is considered the "digital heart" of LiDAR systems [1][2][3]. Group 1: Legal Dispute Overview - Suoteng Juchuang filed a lawsuit against Lingming Photon for alleged unfair competition and infringement of its self-developed SPAD chip technology [4][5]. - Lingming Photon countered by claiming that Suoteng Juchuang's E1 series products infringe on its invention patents, leading to a series of legal actions from both parties [1][6]. - The dispute highlights the competitive landscape of the LiDAR industry, where chip technology is recognized as a core competitive advantage [3][20]. Group 2: Background of the Companies - Suoteng Juchuang and Lingming Photon previously had a collaborative relationship, with Suoteng providing support to Lingming during its early stages [13][14]. - The partnership aimed to develop SPAD-SoC technology, but it ended due to unsatisfactory results from joint development efforts [14][17]. - Following the termination of their collaboration, both companies quickly announced their respective technological advancements, raising suspicions about potential knowledge transfer [3][17]. Group 3: Market Context and Implications - The Chinese LiDAR market is projected to grow significantly, with estimates of approximately 75.9 billion yuan in 2023 and expected to reach 431.8 billion yuan by 2026 [20][21]. - The competition in the LiDAR industry emphasizes the importance of chip technology, with companies needing to enhance their technological capabilities and maintain control over core technologies [22][24]. - SPAD technology, particularly in the SPAD-SoC domain, is critical for LiDAR applications, with significant market growth anticipated in the coming years [22][23].