I had a brief look a couple of weeks ago and decided because I knew that Yole had ranked Valeo as number one with 28% of the global market share their claims to be the leader cause Aeva’s claims to fall rather flat. They were were ranked six or seven in a list of 12 Lidar startups so even amongst startups they fell short.
LiDAR is a very competitive space and Valeo is the market leader and Brainchip have hooked themselves a shooting star so I say let Valeo worry about the competition but in the end they will all want AKIDA technology.
The global LiDAR automotive market is said to be worth $US50 billion by 2025 if Valeo continue to pick up 28% $US14 billion that is a let’s not get greedy Brainchip is going to be very well positioned even if only Valeo are using AKIDA.
Here is an article that refers to even Huawei are chasing this market:
The global lidar market share is exposed! France's Valeo ranks first: Huawei's ranking is surprising
2022-04-29 16:38 HKT
However, at the China Association of Automobile Manufacturers, Huawei officially released its self-developed lidar products and solutions. The 96-line medium and long-distance lidar was the first to be unveiled, which allows cars to have rapid perception capabilities in these complex scenarios.
In order to ensure that Huawei's lidar equipment can meet the needs of huge manufacturers, after Huawei has quickly established the first pilot production line of car-grade lidar, it has also begun to plan an annual output of 100,000 sets/line of car-grade lidar. For the Pilot production line factory, Huawei has also made a direct statement about this. It will directly cut the price of Lidar equipment with a price of up to 10,000 yuan or even hundreds of thousands of yuan to the 1,000 yuan mark, because Huawei has already released To put it harshly, Huawei will reduce the manufacturing cost of lidar equipment to US$200 or even US$100. The cost of lidar equipment is also a core element of Huawei's consideration. It has been said that the cost will be reduced to US$200 in the future, or even US$100. It's 100 dollars.
And on September 2nd, Yole Développement, a world-renowned market research organization, officially released a report "Lidar for Automotive and Industrial Applications", which clearly mentioned the current market share list of lidar suppliers, the first level in France. The automotive supplier Valeo has 28%, ranking first in the world, while Huawei's lidar equipment market share has reached 3%, ranking twelfth in the world. Of course, once Huawei really beats the price, it will be even bigger in the future. The market awaits Huawei.
My opinion only DYOR
FF
AKIDA BALLISTA