Core Viewpoint - The rapid decline in the cost of lidar technology in China is primarily due to the technological advancements and obsolescence of older products, rather than the efforts of automotive companies [1][5]. Group 1: Lidar Technology and Pricing - Domestic lidar prices have dropped below 1000 yuan, significantly lower than the previous price of 200 USD, indicating a shift towards outdated products [1]. - The price reduction of lidar is similar to that of chips, where older models see significant price drops as new technology is introduced [3]. - The advancement in lidar technology has led to various models, such as 64-line, 192-line, and 520-line, with the 64-line model being outdated and thus experiencing a steep price decline [3]. Group 2: Market Dynamics and Competition - The price drop of lidar is a result of rapid technological iteration within lidar companies, rather than automotive companies pushing for lower prices [5]. - The high cost of advanced lidar, such as the 520-line model priced over 4000 yuan, remains a barrier for many automotive companies, leading to a preference for the more affordable 192-line model [5]. - The integration of lidar technology with visual recognition is challenging, and advancements in camera technology are allowing for longer detection ranges, diminishing lidar's competitive edge [5][7]. Group 3: Industry Trends and Future Outlook - The number of companies supporting lidar technology is decreasing, with many opting for dual solutions or purely visual recognition systems [7]. - Automotive companies are increasingly viewing intelligent driving as a secondary feature, focusing on cost control, which negatively impacts the demand for expensive lidar systems [7]. - The claim of significant price drops in lidar technology is misleading, as it primarily reflects the reduced demand for outdated 64-line models, while mainstream lidar technologies remain costly [7].
1000元以下的激光雷达?马斯克嗤笑,那是技术落后的雷达罢了!
Sou Hu Cai Jing·2026-01-03 15:48