LiDAR for Automotive and Industrial Applications Challenges and markets opportunities

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1 From Technologies to Markets LiDAR for Automotive and Industrial Applications Challenges and markets opportunities SAMPLE Market report 2018

2 REPORT OBJECTIVES (1/2) Provide a clear understanding of applications and related technologies Ecosystem identification and analysis: Determine applications range Technical market segmentation Economic requirements by segment Key players by market and analysis Market size and market forecast in $M and Munits Analysis and description of market and technologies involved: Major global actors Detailed applications per market segment Technology identification for different products and processes Competing technologies Main technical challenges Ecosystem Market Techno 2

3 METHODOLOGIES & DEFINITIONS Yole s market forecast model is based on the following elementary structured blocks: Yole s analysis framework 3

SCOPE OF THE REPORT Applications Consumer applications of LiDAR

You can refer to our report on 3D sensing for more information on

From spaceship docking guidance to consumer handheld products,

Out of scope Consumer Mobile phones In scope Automotive ADAS

4 SCOPE OF THE REPORT Applications Consumer applications of LiDAR are not addressed in this report. You can refer to our report on 3D sensing for more information on this report. From spaceship docking guidance to consumer handheld products, LiDAR are expanding into new applications. Out of scope Consumer Mobile phones In scope Automotive ADAS Robotic cars Trucks Flying taxis Industrial Topography Wind Robots Underwater Space, scientific, and military Planets Atmosphere AR/VR Military ADAS: Advanced driver assistance systems 4

5 SCOPE OF THE REPORT Technologies LiDAR 1D In scope 2D/3D A strict definition of LiDAR is difficult to obtain. We have limited ourselves to imaging LiDAR. Out of scope *except 1D AEB for automotive Non MEMS Macromechanical scanning Mechanical MEMS scanner Scanning Non mechanical Optical phased array Electrooptic Non scanning Flash LiDAR Risley prisms Micromotion AEB: Auto Emergency Braking MEMS: Micro-Electro Mechanical System 5

6 HISTORY OF LiDAR The idea of sensing the atmosphere using light appeared before the invention of the laser. Slowly, the LiDAR is spreading across applications. In the 1960s, atmospheric research was the first application of LiDAR. Atmosphere: altitude and spectroscopy The invention of the laser allowed for the first development of the LiDAR. In the 1930 s, EH Synge conceived the LiDAR. In 1960, TH Maiman conceived the first laser. In 1971, the Apollo 15 mission used a LiDAR to map the surface of the moon Since the 2000s, LiDAR have been used in archeology. Space exploration Archeology Topology Transportation Industrial robots Consumer Wind

7 LIDAR: FROM TECHNOLOGIES TO APPLICATIONS 7

LIGHT FOR DISTANCE MEASUREMENT Several techniques are available to measure distances with

Pulse Laser triangulation Courtesy of AZO Sensors.

Frequency modulation Time of Flight Phase-shift Distance measurement using light Confocal

8 LIGHT FOR DISTANCE MEASUREMENT Several techniques are available to measure distances with light. By scanning the measuring system, 2D or 3D images can be obtained. Pulse Laser triangulation Courtesy of AZO Sensors. Light is used in several ways to measure distances. Frequency modulation Time of Flight Phase-shift Distance measurement using light Confocal sensors Courtesy of Bestech Australia. Intensity-based Interferometry Courtesy of Garry Berkovic, Courtesy of Renishaw LiDAR Technologies and Markets Report 8

to 200 m) 1550 nm Pulse LiDAR LiDAR span

9 LiDAR RANGES LiDAR ranges in automotive applications Up to 250 km Different LiDAR might happen for different ranges in automotive applications. Space Range Technique Up to 17.5 km Short (up to 10 m) Middle (up to 100 m) Flash LiDAR nm Pulse LiDAR Up to 10 km Turbulences Long (up to 200 m) 1550 nm Pulse LiDAR LiDAR span over centimeters to hundreds of kilometers. Up to 10 m Up to 45 m Underwater Up to 200 m Vehicles Meteorological Up to 2 m Robots Consumer Energy Wind 9

AUTOMOTIVE LiDAR PLAYERS Multi-channels Macro-mechanical scanning Other mechanical scanning MEMS LiDAR Optical-phased array LiDAR Flash LiDAR 1540 nm 1350 nm Pulse LiDAR 1550 nm 1550 nm Phase shift

10 AUTOMOTIVE LiDAR PLAYERS Multi-channels Macro-mechanical scanning Other mechanical scanning MEMS LiDAR Optical-phased array LiDAR Flash LiDAR 1540 nm 1350 nm Pulse LiDAR 1550 nm 1550 nm Phase shift CW LiDAR Most automotive LiDAR players are considering pulse LiDAR. FMCW 1550 nm 10 µm Except when noted, wavelength is between 830 nm and 940 nm. CW: Continuous Wave FMCW: Frequency Modulated Continuous Wave 10

AUTOMOTIVE LiDAR ECOSYSTEM Photodetectors LiDAR systems Laser

players Optical elements FPGA ADC MEMS Optical filters

Avalanche Photodiode EEL: Edge-Emitting Laser FPGA:

Micro-Electro-Mechanical System PD: Photodiode SiPM: Silicon

11 AUTOMOTIVE LiDAR ECOSYSTEM Photodetectors LiDAR systems Laser sources PD/APD SPAD/SiPM Active players EEL VCSEL IC R&D players Optical elements FPGA ADC MEMS Optical filters Amplifier Optical systems ADC: Analog Digital Converter APD: Avalanche Photodiode EEL: Edge-Emitting Laser FPGA: Field-Programmable Gate Array IC: Integrated Circuit MEMS: Micro-Electro-Mechanical System PD: Photodiode SiPM: Silicon Photomultiplier SPAD: Single-Photon Avalanche Diode VCSEL: Vertical Cavity Surface-Emitting Laser 11

12 AUTOMOTIVE LiDAR FORECAST BY TECHNOLOGY 18

13 ROBOTIC VEHICLE MARKET TREND Emergence of the robotic vehicle market Known facts and a few hypothesis to build 5 years prediction. 13

14 BIG PICTURE OF LIDAR MARKET OPPORTUNITIES TIMELINE 2017 LiDAR Market size $300M LiDAR cost $5000 LiDAR for Robotic vehicle Public Pod Transport Agriculture R&D The LiDAR market is a significant market just starting, but first real implementation should not be where most people think. Due to high cost of manufacturing, LiDAR ASP will remains high for some years, therefore ROI matters, only commercial applications will have an interest in this technology to save driver s cost (i.e. taxis, trucks, buses ) Emerging Technology (Start-ups) LiDAR for Robotized vehicle Commercial/Goods Transport (Convoy) On-demand Taxis (L5) Full-scale Implementation (Large groups/new ventures) Pervasive Technology (Large Automotive groups) 2022 LiDAR Market size $3.5B LiDAR cost $ LiDAR for Autonomous Individual Transport Personal vehicle (L4/L5) LiDAR Market size $11B LiDAR cost $ LiDAR Technologies and Markets Report 14

15 PRIVATE INVESTMENTS IN THE LiDAR INDUSTRY Private investments have seen a sharp increase in This investment still increased slightly in (These data shows only public information.) Total: $M 395 Total: $M 402 $M 15 $M 27 $M 4.3 $M 74 $M 3.2 LiDAR companies have raised more than $800 million in two years. Total: $M 7.8 Unknown $M 4 $M 3.5 $M 36 $M 150 $M 0.6 $M 0.3 $M 50 $M 101 $M 22.1 $M 16.0 $M 36.0 Total: $M 7 $M 1.8 $M 0.03 $M 16.1 $M 180 $M 36.0 $M 10.0 $M 7.0 $M 2.0 $M 9.0 $M 8.0 $M

M&A IN LiDAR 01/12/2017 02/08/2016 27/10/2017 $52.

Geometric systems Software vision solutions LiDAR company

3M Optical packaging 28/09/2017 09/10/2017 3D image processing

16 M&A IN LiDAR 01/12/ /08/ /10/2017 $52.5M Time of Flight cameras Acquisitions are taking place in many aspects of LiDAR technology. 03/03/ /02/ /25/ /05/2016 Automotive LiDAR Geometric systems Software vision solutions LiDAR company 18/02/2017 Automotive LiDAR 13/03/2017 $605.3M Optical packaging 28/09/ /10/2017 3D image processing Automotive LiDAR $36.5M 3D image processing 3D cameras 12/04/2018 Black Forest Engineering Photodetectors means bought. 16

17 AUTOMOTIVE LiDAR FORECAST BY TYPE OF VEHICLES 17

18 AUTOMOTIVE LiDAR FORECAST BY TECHNOLOGY 18

LiDAR Teach-In OSRAM Licht AG June 20, 2018 Munich Light is OSRAM

LiDAR Teach-In OSRAM Licht AG June 20, 2018 Munich Light is OSRAM www.osram.com LiDAR Teach-In June 20, 2018 Munich Light is OSRAM Agenda Introduction Autonomous driving LIDAR technology deep-dive LiDAR@OS: Emitter technologies Outlook LiDAR Tech Teach-In June 20, 2018