Core Viewpoint - The article discusses the evolution and market dynamics of lidar technology, highlighting the contrasting views of Elon Musk and Huawei regarding its adoption and cost-effectiveness in the automotive industry [1][3][5]. Group 1: Cost and Technology - Elon Musk criticized the use of lidar due to its high cost, which could add significant expenses to vehicles, making them less appealing to consumers [1][3]. - Musk believed that, at the time, the difference in autonomous driving capabilities with or without lidar was minimal, and that high-quality cameras could suffice for Level 2 automation [3]. Group 2: Huawei's Strategy - Huawei aims to reduce the cost of lidar technology, targeting a price below $200, which represents a reduction of at least 90% from previous prices [5][8]. - The company believes that instead of avoiding lidar due to cost, efforts should be made to make it affordable for automotive manufacturers [5]. Group 3: Market Dynamics - Over the past decade, Chinese lidar companies have emerged, significantly impacting the market and leading to the decline of American lidar firms, including the bankruptcy of Luminar [8]. - According to Yole Group, Chinese companies now hold 93% of the automotive lidar market and 89% of the industrial lidar market, demonstrating a strong competitive advantage [10]. - In the Chinese market, Huawei leads with over 40% market share in automotive lidar, effectively fulfilling its promise to lower prices [10].
马斯克万万没想到,华为吹的牛又实现了,激光雷达降至1000元内
Sou Hu Cai Jing·2026-01-03 03:02