Investment Rating - The report indicates a strong growth potential for the robot lidar industry, with a compound annual growth rate (CAGR) of 29.19% from 2020 to 2024 and an expected CAGR of 15.87% from 2025 to 2030, suggesting a positive investment outlook for the sector [4][57]. Core Insights - The robot lidar industry is characterized by technological intensity, cost reduction, and a shift from automotive dominance to a balanced focus on both automotive and robotics applications. The market size is projected to grow from 62.23 billion RMB in 2020 to 173.31 billion RMB in 2024, driven by the explosion of the robotics industry and domestic substitution [4][57]. - The industry is undergoing a cost revolution, with high-end product prices dropping from $5,000 in 2021 to 2,000-3,000 RMB by 2025, influenced by chip design, scale effects, and accelerated domestic supply chain development [20][61]. - The application scenarios for lidar are diversifying, expanding from the automotive sector to various fields, including service robots, logistics, and security, with significant growth in demand for humanoid robots [21][59]. Summary by Sections Industry Definition - Robot lidar serves as the core sensor for providing three-dimensional vision to robots, essential for high-precision, all-weather perception. The technology has evolved through mechanical rotation, semi-solid, and solid-state designs to enhance reliability and reduce costs [5]. Industry Characteristics - The robot lidar industry is a high-tech, research-driven sector with significant cost reductions and price wars reshaping market dynamics. The application scenarios are diversifying, with rapid growth in the robotics market [18]. Development History - The industry has evolved through three phases: initial experimentation (1960s-2000), industrialization and rapid growth (2001-2015), and large-scale application and maturity (2016-present) [23]. Industry Chain Analysis - The industry chain consists of upstream core components, midstream manufacturing and integration, and downstream application scenarios. Domestic substitution is advancing, with significant improvements in the localization of core components and algorithms [27][28]. Market Size - The market size for robot lidar is expected to grow from 193.68 billion RMB in 2025 to 404.52 billion RMB by 2030, with a CAGR of 15.87%. The growth is driven by the rapid expansion of the robotics industry and increasing penetration rates of lidar in various applications [57][61]. Competitive Landscape - The competitive landscape is characterized by a concentration of market share among leading companies such as Hesai Technology and RoboSense, with a projected market share of 95% for the top four companies in the overall lidar market [75][80]. The competition is shifting towards ecosystem collaboration, integrating lidar with algorithms and downstream applications [81].
2025年机器人激光雷达行业词条报告