????????????????LiDAR????????????????????????????????????????????????????г???

???????????????????????????????????????????????????????LiDAR???г???

LiDAR???????????????????????????????????????????????????????????????????????????LiDAR??????light imaging???????detection??????ranging???????????д???????????????????????????????????????з?????????????о?????????LiDAR??????????????????????????????????????????????????????????????LiDAR??????????

CB Insights???????????????????????????????10.49????????漰87????????2015????????91??????LiDAR???????????????

?1??2012~2015??????????????????

????4?￡???????Luminar Technologies?????????????????????????3.6???????????????Canvas Ventures??GVA Capital??1517 Fund????Peter Thiel????????????????????????????????Luminar????LiDAR??????????????????????????????????????LiDAR?????ù?????????й?Austin Russell????22??

?????????ò???????LiDAR????????????????????????????Velodyne???????????1.5???????????LiDAR??????????Uber Technologies??Waymo???????????????????Waymo??Alphabet/Google???????????????????????????

????????Χ????????????????????????????????Porsche Digital???????????????????100?????????????????????????Porsche Digital?????Thilo Koslowski??????????????“????????????δ???????????豸??????δ????????????д??”

???в??????????????????з?LiDAR?????????????????????????????????????????????????????????????????????з???????

Quanergy Systems???CEO Louay Eldada??????????LiDAR?з??????????????????Quanergy Systems???λ????????????????????У?Sunnyvale, Calif?????ù????????????Daimler??Delphi Automotive??Samsung Ventures??Sensata Technologies ?????????????????1.2???????

Eldada???LiDAR????????“LiDAR?????????δ?????????????????????????????????????Щ????μ?????????????????????е????á?” ???????????Quanergy???????????“??????????????????????????????????????????????????????????????????????????????ó?????????????????CMOS?????????????TSMC??????????????”

????????????????????LiDAR?????????????????????幫??????????????????????????????????LiDAR??????о???Eldada?????“????????????????????????????????????徧???????????”

Quanergy?к???????????????????????????????????????о??????????????LiDAR???????????????????????????????

??????8?·?Quanergy??????????9000???????B????????????2014????????? 3000 ??????? A ?????????“?????????????LiDAR?????У?”Eldada???????“?????????????????????????????????п????κ??????в??”

Eldada????????????????ò???λ???????????????27?????о?????????????Quanergy???????????2012??

LiDAR???????

LiDAR?????????????г???λ????????????San Jose, Calif.????Cepton Technologies?????Nvidia??GPU??????????????????LiDAR???????LiDAR???????????????????????????ù????????似??????????200??????塣

????????????????г??о?????Yole Developpement??MEMS??Imaging???????Pierre Cambou ???“??????LiDAR??????????????????3D?????????????Google Earth-type?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????ú??????”

Cambou??????????????Velodyne?? LiDAR?????????????1.5??????????????????????ASC????????????

Konica Minolta???MOBOTIX?????????????????????????Quanergy?????????9000???????B???????

????Cambou?????????????Intel??3????????153 ????????????ADAS????Mobileye??????????????????????t????????????????

?Щ???

????????????????????Trough of Disillusionment?????????????Gartner?????Peak of Inflated Expectations??????

???Gartner???????????????????The Hype Cycle?????????????????Gartner???????????????????????????????????????????????????????????????5????Σ???????????????Peak of Inflated Expectations??????????????? (Trough of Disillusionment)?????е????????

Cambou????????????Gartner?????????????????“???????????????????????????????????Clayton Christensen????????”

?????????“ADAS?????????????????????????1???????50%??????????????????????????????????????????ü???????????????????????????????????????????Google????????????????????????????????????????????????Google???????????????????齫?????????????????????????????????????”

???????????????Trough of Disillusionment??Σ???????????????? “??????????????????IoT??”Cambou???“??Yole?????????????????2020????500???λ??IoT??÷??????????????????????????????????????????????????????????????????????г??????????????????????????“

??????????ж??????????????Yole????????????????????????????????????????????????????ó????????????????г??н????δ???????г????????Щ??δ???????г?????????г????????

“ADAS???????е????????????”Cambou???“????????????????????????????????????????????????????????????????????????????е??????????????????????????Mobileye????????????????????????????????????????????????????????????????????????????????????”

Cambou???????????????????????????????????????“????????????????????????????????????????????????”

????????????

???????????г???????????????????????α???????????????г???????????????????????????????????????Hesai????2013???????????LiDAR??????????ù????2014???????й??????????????1600?????????????????Pagoda Investment Advisors???? Grains Valley???????????Grains Valley Venture Capital??????????????????Jiangmen Venture Capital????LightHouse???????????LightHouse Capital Management??????????????

??????Щ???????Vista??TetraVue?????Robert Bosch?????????(Robert Bosch Venture Capital)??Nautilus Venture Partners??????Catalyst????(Samsung Catalyst Fund)??躣????(Hon Hai Precision Industries)???????1000????????躣?????????????????(Foxconn Technology Group)?????????????????????flash????LiDAR?????????????2008??????????????????1000?????????????????

???????Bozeman??Blackmore Sensors &Analytics????????????????????????LiDAR?????????350???????A?????????Next Frontier Capital??Millennium Technology Venture Partners??????ù????????2017????????????????????????????????Rapid Innovation Fund???????????????????￡?Blackmore??????????????????????HRS-3D-PS LiDAR??

????Berkeley??Civil Maps?????????????????ù?????????LiDAR???????????????????????????????????????????AME Cloud Ventures??Motus Ventures??StartX Stanford??Wicklow Capital?????660??????????????????

λ????????ī????????????????Albuquerque, N.M.????TriLumina??Sandia??????????Sandia National Laboratories?????????????????????Caterpillar??Denso???????????????????920????????????????????LiDAR??????????????????弤???????з???TriLumina??????2010??????????Analog Devices???????????????????????LiDAR???????????飬???????з??????TriLumina???????淢?傷?????С?

???????????Baraja??????????????????????100??????????????儷??LiDAR???????????????????Blackbird Ventures????????????

????????Kfar Saba??Innoviz Technologies?????Amiti Ventures??Delek Investments??Magma Venture Partners??Vertex Venture Capital??Zohar Zisapel?????900???????A??????????LiDAR???????????????????????鱨????Israeli Intelligence Corps?????????????????

????????Oryx Vision????????????ù????????????????＼???????????????LiDAR?????????????ü????漰????????λ??Petah Tikva?? Oryx Vision?????????2009???????????Bessemer Ventures??Maniv Mobility??Trucks VC????????1700???????A?????????????????????30??????????????

??????飺

2017??12??22???????????????????“??????”???????????＼??????á????????????????????У???????2017???????????????????????????????漰?????????ü??г??????????????????????·??? ???????????????????????????????ams????????????????????????????е???????????????????????μ???飬???????

??????????
????guolei@memsconsulting.com
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??????????????????г?-2017?桷

??????????????????????г?-2016?桷

??????????г?-2016?桷

??LeddarTech??????????LiDAR????飺LeddarVu??

?????????????????????Quanergy S3????2017?????????????

????10????ù????LiDAR????????????4??????????