对话速腾无人车事业部总裁徐钰滨：实现真正的L4，离不开高线数激光雷达丨L4十人谈

Core Viewpoint - The Robotaxi industry is moving towards large-scale commercialization, with digital lidar technology expected to capture over 90% of the market share by 2026 [6][10][49]. Group 1: Robotaxi Development and Market Trends - The current development of Robotaxi emphasizes safety, with lidar being a crucial component for 24/7 operation [2][6]. - The transition from mechanical to solid-state and now to digital lidar is driven by the need for cost-effective and safe solutions for Robotaxi deployment [3][10]. - By 2026, the Robotaxi market is anticipated to experience significant growth, with a projected 3 to 5 times increase in market size [49][51]. Group 2: Technological Advancements in Lidar - Digital lidar technology is evolving, with features integrated into chips, enhancing performance and reducing costs [10][41]. - The company has successfully developed self-researched SPAD-SoC chips that have passed automotive-grade reliability certification, marking a significant milestone [4][10]. - The digital lidar products are designed to meet the high standards required for fully autonomous vehicles, ensuring safety and operational efficiency [30][41]. Group 3: Strategic Partnerships and Customer Engagement - The company has established deep partnerships with leading Robotaxi firms, providing tailored support and co-development to address specific challenges [4][20][25]. - The shift from retrofitting to front-mounted production models is crucial for scaling Robotaxi operations, aligning with market demands [16][50]. - The company has built trust with clients through proactive engagement and support, which has led to securing significant orders from major players like Didi and Baidu [6][27][52]. Group 4: Future Outlook and Industry Position - The company is confident in achieving over 90% market share in the Robotaxi lidar segment due to its technological advantages and production capabilities [6][10]. - The anticipated growth in the Robotaxi sector is supported by advancements in technology and favorable regulatory developments [49][51]. - The company aims to maintain its leadership position by continuously innovating and adapting to market needs, focusing on long-term partnerships rather than short-term profits [20][28].