Dec. 17, 2020
LightCounting updates forecast for gross sales of automotive LIDAR modules and VCSEL arrays for smartphones.
The self-driving automobile was a dream deferred even earlier than the Covid-19 outbreak introduced the worldwide financial system to a standstill. By early 2020, plans to launch robotaxi providers paused or scaled-down as pleasure over driverless automobiles gave technique to recognizing the lengthy work and heavy expense of bringing the know-how to market. For a lot of the yr, the pandemic pressured firms to tug their automobiles from the highway, ship workers to earn a living from home, and look rigorously at their stability sheets. With the fallout from pandemic-related shutdowns and the looming menace of a resurgence, international automobile gross sales are down 14% this yr in contrast with pre-Covid-19 estimates and 22% decrease than anticipated in 2021.
Some firms are taking the chance to reveal the promise of autonomous autos for contact-free supply, these efforts serve principally to indicate how far the trade stays from large-scale, really driverless deployments. There’s a consensus that autonomous automobile builders are in for a bumpy journey and that consolidation is inevitable. However there may be additionally widespread confidence that the undertaking of constructing self-driving automobiles is extra pressing than ever.
We have seen a shift in technique from the businesses within the sector. The method a few years in the past was a really ideological stance of idea autos. Right now’s trade method seems to be extra collaborative. Each the distributors and the shoppers are pragmatically in search of options to security, safety, and infrastructure necessities to assist a totally autonomous future.
On a brighter aspect, there have been a number of blank-check offers that search to money in on the automotive-sensor increase or the tail finish of it. The fourth quarter introduced us IPO’s of Velodyne, Luminar, and with Innoviz and Aeva subsequent in line. Lidar makers have been attracting contemporary capital as they work with automakers to introduce restricted autonomous options. The market could also be within the ditch now, nevertheless it won’t be there for lengthy, as illustrated within the determine under.
COVID-19 negatively impacted gross sales of all smartphones within the first 6-9 months of 2020, however the demand is getting stronger now. Gross sales of iPhone12 are exceeding expectations and we’re projecting for a modest 10% development for VCSEL array gross sales in 2020. Nonetheless, we decreased our expectations for adoption of 3D face recognition on Android telephones. This can be a very handy, however hardly a will need to have characteristic for almost all of customers. Google doesn’t provide a face recognition perform of their newest Pixel5 telephones. Future functions of world-facing sensors, together with LIDAR in iPhone12, have but to show themselves.
The up to date reportanalyzes the brand new enterprise alternative for suppliers of optical parts available in the market for 3D depth sensors utilized in smartphones and automotive lidar. It evaluations completely different 3D sensing applied sciences and the optics required, with a deal with vertical-cavity surface-emitting laser (VCSEL) arrays. The report consists of historic knowledge on shipments of those merchandise in 2017-2020 and forecast for 2021-2025. It provides an evaluation of the main distributors and technical challenges confronted by suppliers, and discusses doubtless future developments within the provide chain.
Extra info on the report is on the market at: http://lightcounting.com/merchandise/lidar/