Table of Content

FOREWARD
Executive Summary
Table of Contents
List of Exhibits
1. Scope of Research and Assumptions
2. Research Methodology - Data Collection, Analysis, and Forecast
3. Automotive Industry Post COVID-19 – Impact
3.1. Impact on passenger vehicles industry
3.2. Impact on commercial vehicles industry
4. ADAS and Autonomous Vehicles Landscape
4.1. AV Value Chain
4.2. Factors driving development and deployment of autonomous vehicles
4.3. Key Players and Case Studies - Autonomous Vehicle Companies
5. What is LiDAR’s Total Addressable Market - ADAS and Autonomous Vehicles Forecast
5.1. ADAS L2 Vehicles
5.2. L2+/L3 Vehicles
5.3. L4 - Highway Driving
5.4. L4/5 - Urban Driving - Robotic Vehicles
5.5. ADAS Commercial Vehicles
5.6. Autonomous Commercial Vehicles
6. LiDAR Market Trends and Forecast - LiDAR Shipment (million units) and Market Size ($million)
6.1. Breakdown by Autonomy Levels: L2+/L3, L4-Highway, L4/5-Robotaxis/Shuttles/Pods, Autonomous Commercial Vehicles
6.2. Breakdown by Technology Types: Mechanical scanning, MEMS, OPA, Flash, & FMCW
6.3. Breakdown by Markets:United States, China, Western Europe, Asia Pacific(excl. China)
7. LiDAR Technology Trends & Adoptions
7.1. Mechanical scanning
7.2. MEMS
7.3. Flash
7.4. OPA
7.5. FMCW
7.6. Others
8. LiDAR Sub-component Technology Trends & Adoptions
8.1. LiDAR Laser Illumination Technologies: VCSEL, EEL
8.2. LIDAR Laser Wavelength and Material: 905nm vs 1550nm
8.3. LiDAR Beam Steering Technologies: mechanical scanning, micro mechanical, pure solid-state (scanning, fixed beam), hybrid/other
8.4. LiDAR Photodetector Technologies (APD, SiPM, SPAD arrays)
9. LiDAR Sub-components - Pricing Trends, Market Size, and Shipments
9.1. VCSEL vs EEL - Market Size, Pricing Trend, and Shipments
9.2. APD vs SiPM and SPAD - Market Size, Pricing Trends, and Shipment
10. LiDAR Pricing Trends: Current vs When mass production is achieved
10.1. Breakdown by Autonomy Levels: L2+/L3, L4-Highway, L4/5-Robotic Vehicle
10.2. Breakdown by Technology Types: mechanical scanning, MEMS, OPA, Flash, FMCW
11. LiDAR Development and Deployment Competition - Among Tier 1 suppliers
11.1. Leading Tier 1 suppliers for the development and deployment of LiDAR sensing
11.2. Comparison of strategic developments of Tier 1 suppliers in the LiDAR ecosystem
12. LiDAR Manufacturers and Competition
12.1. Who is leading the race to LiDAR mass-production?
12.2. Which LiDAR Manufacturer-Tier 1 Supplier-OEM partnership is leading and who is following?
12.3. What are the timelines of second, third, and fourth generation LiDAR deployment by leading LiDAR players?
12.4. LiDAR Manufacturers - Comparison on automotive grade LiDAR offerings and USPs
13. LiDAR Sub-component Suppliers and Competition
13.1. Who are the leading VCSEL suppliers? And their comparison
13.2. Who are the leading APD/SPAD/SiPM suppliers? And their comparison
13.3. Who are the leading power semiconductor suppliers? And their comparison
14. Appendices
14.1. SAE Defined Autonomy Levels
14.2. How Automotive Industry is re-defining autonomy levels
14.3. Interview Excerpts
14.4. Secondary Sources
14.5. List of Acronyms