Velodyne??Luminar??Aeva??Aurora??Ouster?????????????棬?????????μ????????????“???”????

???????????????????????????е?????????LiDAR??????????????2021??????????????????????“???”?????????У?Luminar??Aeva??Aurora??Ouster???????????????????????????????????????????????????????????????????????????????????ADAS???????????????????????＼?????????ò???????????

??????з?????????????????Velodyne——?????????2020????????????????????????SPAC??Э????????е???——??????2021????????6190?????????????35%??

Velodyne

2021?????????????Velodyne??????1750???????????2020???????????????????λ???????????????????“???”????????3000??????????

????Velodyne???????????????????Ted Tewksbury???????Velodyne?μ??????й??CEO????????2021??11??10?????????????????????????5000?????????????????????????????????????????

“??????????????????????伸?????????????????????????????Ч???????????????硣”Ted Tewksbury?????“Velodyne?????ó???????????????????”

???????????????????????????????Velodyne?????????????????????????????Ted Tewksbury????????????????“????????”??????Щ?????????

“???????Щ???????????г????????????????????Velodyne???????????????????????????????????????????????????????????????λ??”Ted Tewksbury???????“????????????????????????????‘????????’??????——??????????????????????ADAS?е??????”

????????????????????綽???????Ted Tewksbury????????????30%???????????????????á????δ????Velodyne?????????2022????????????????1000???????1200????????

Luminar

Luminar?????й?Austin Russell??Velodyne??????????????棬???乫???????й?????????????????“?????????”?????й??????????????

Austin Russell???????“2022???????????????????????????????????????????????в?????????????”

????????棬Luminar??????2021?????????????1230???????????3190?????——?????????????2020??????????????????????Volvo????÷?????-?????Mercedes-Benz????????????????ù?????????????

?????????????2021????????1.5??????????——????2020???????——????Luminar?????SPAC??????ζ?????????????????н?8????????????????

???δ????Austin Russell??????????????2022???????????4000?????????Luminar??????????????“Iris”????????????????????????????????????

Austin Russell??????????????????2021??Luminar?????Celestica??Fabrinet??????????????????????????????????????????÷?????-??????Э?顣

Luminar??÷?????-?????????Э?飬????Austin Russell

“??÷?????-?????????Э???????????????????й??”Austin Russell??????“????????????????????????????????????????в?????????????￡??????????????????????????????????????????????”

Aeva

λ?????????Velodyne??????Aeva???????2021???????????2020???????????930???????????Aeva????????8000????????????——??????Luminar?????Aeva???????????????д????????????

Aeva?????й??????????Soroush Salehian?????“Aeva???????????2021??????????——???????????????????——?????????????????·??”

Aeva???????????????????????????FMCW????????＼???????????????????“Aeries II”?????????????“????????????????????????????4D???????”??

Aeva?????????????????Nikon?????????????????????????????????????á???Luminar?????Aeva???Fabrinet?????????????????

Soroush Salehian??????????綽??????????Fabrinet??????Aeva???????????о???飬?μ?????????????????????????????????????????????????Ρ?

Soroush Salehian????????????п?????????????????????????2022???????????????????????

“?????Aeva??FMCW??????????????????е????????裬???????????????????‘Aeries II’?????????ò???????????????????????????????????”Soroush Salehian?????

Aurora??Ouster

Aurora??Ouster??2022??2??????????????????????????????????????Aurora??????????????FMCW??????????????????????????????????7.31???????“????????”?8300???????

?????Aurora??2021??11???????SPAC???????Ｏ??18????????????????2021??12??31?????????????????16????????????????????

Aurora??????????????????US Express??????????Э?顣?????????????????????PACCAR???????Aurora??????????????

??????λ?????????????Ouster?????????????????SPAC???У?????????Sense Photonics???乫???2021?????????3360???????????????7060???????????????

Ouster?????й?Angus Pacala??????????????????“????”???????2022???????????6500???????8500????????

?????????

?????????????LiDAR????????????-2022?桷

??????????????????????-2020?桷

???????????????????????????????-2021?桷

??????????VCSEL???????г?-2021?桷

?????????????????????ü??г?-2021?桷