激光雷达也开始卷安全了

Core Viewpoint - The emphasis on safety in the lidar industry is becoming increasingly critical, with companies like Hesai Technology highlighting that the lower limit of safety is essential for the upper limit of performance to be meaningful [3][4]. Group 1: Safety Concerns - The frequent mention of safety by industry leaders indicates a shift in focus from technical specifications to safety as a primary concern in the lidar sector [3]. - The integration of multiple sensors, including lidar, is seen as a necessary redundancy for ensuring safety in autonomous driving systems [4]. - Incidents such as the Xiaomi SU7 fire have sparked discussions on the importance of lidar for providing additional reaction time in emergencies [5]. Group 2: Technological Innovations - Hesai Technology has introduced photon isolation technology to address issues of false positives and negatives in lidar systems, which is crucial for ensuring safety [7]. - The company is also focusing on cost reduction through chip integration, launching the Fermi C500, a high-performance smart control chip based on a self-controlled RISC-V architecture [7]. Group 3: Market Dynamics - The lidar market is highly concentrated, with the top three companies—Huawei, Hesai Technology, and Suteng Juchuang—holding over 90% of the market share [8]. - All leading companies are actively enhancing the safety features of their lidar products, with Huawei introducing a lidar-camera fusion product and Suteng Juchuang launching a high-precision lidar [8]. Group 4: Regulatory Environment - New regulations, such as the stringent L2-level driving assistance safety standards, are pushing companies to elevate safety measures in their lidar systems [9].