???????????????????????????????????????????????????????????????????????????????????????LiDAR????????????Ouster????????????????OUST?????????????傷???????????Sense Photonics????????????????

????Ouster??Sense Photonics??δ???????????????????????????δ?????

???SPAC???е?????????Flash????????﹩???Ouster

??????????????????Ouster???λ?????????????????????????????????????????????????2015????о?????????淢?傷??????VCSEL??????????????????????????SPAD????????????????????????????????????????2018????????????????????????????г??????????????

Ouster???????????????????????????＼?????????????о???????????????ü????????????????????????о???VCSEL??SPAD??????????????????Щ??????????????ν??“??????”?????????????????????????????????????????????????????????

2021??3?￡?Ouster?????????Colonnade Acquisition Corp.?????????????????????2021??3??12????????????“OUST”??????????????????????κ????Ouster??????3?????????????????????????з????????????????????????????Ouster?????Χ?????????г???????

Ouster??????????????

Ouster?????????????50??????????600???????й???Ouster??????????г?????2019??9?￡?Ouster?????????????й??г???????2020??4??????仧????????3????????Ouster????й??г??????????????????????й????????????????????????????????????????

Sense Photonics??????????????????????и???Э???

Sense Photonics??????λ?????????????????????????????VCSEL??SPAD????????????????????????????????????????????????????????????????????????г???????????????????????ADAS????????????AV??????

Sense Photonics??е?VCSEL??SPAD???????????????

Sense Photonics???????????????VCSEL??SPAD???????????????????????????????300?????????????????????????????????????????????????Sense Photonics???????????????????1000???????????PPS???????????????3D??????????￡??????????????????????200???PPS??

Sense Photonics?????????

????????￡?Sense Photonics???????????????????????????OEM????????????????????????????????????????????Щ???OEM??AV?????????????????????Tier 1???????????????????????????

Ouster?????????2021??Q2???

2021??8??10???Ouster??????2021??Q2?????2021??Q2?????????736??????????????72%???????26%???????????????1460????????53?????????????Э?飬??????4.22????????????????

2021?????Ouster???????????3300??~3500????????????????25%~27%??

Ouster?????й?Angus Pacala?????“??????????????????Ouster?????????????г?????????????????????????????????????裩?е??????????﹫??????????????????????????﹫????????????????????????????????????????????????Ouster??????????????????????????????????????????????????”

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?????????????????????ü??г?-2021?桷

??????????????????????-2020?桷

?????????ToF?????????????????-2020?桷