Table of Content

Strategic Imperatives
Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the LiDAR Industry
Growth Opportunities Fuel the Growth Pipeline Engine™
Growth Opportunity Analysis—LiDAR
LiDAR Scope of Analysis
LiDAR Segmentation
Key Competitors in the LiDAR Industry
Key Growth Metrics—LiDAR
LiDAR Value Chain
Growth Drivers—LiDAR
Growth Restraints—LiDAR
Market Analysis—LiDAR
Forecast Assumptions and Pricing Trends—LiDAR
Total Addressable Market
Total LiDAR Shipments
Unit Shipment Forecast by Technology
Revenue Forecast by Technology
Revenue Forecast Analysis—LiDAR
Competitive Environment—LiDAR
Growth Opportunity Analysis—Scanning LiDAR
Key Growth Metrics—Scanning LiDAR
Revenue and Unit Shipment Forecast—Scanning LiDAR
Revenue Forecast Analysis—Scanning LiDAR
Growth Opportunity Analysis—Non-scanning LiDAR
Key Growth Metrics for Non-scanning LiDAR
Revenue and Unit Shipment Forecast, Non-scanning LiDAR
Revenue Forecast by Technology Used
Unit Shipment Forecast by Technology—Non-scanning LiDAR
Forecast Analysis—Non-scanning LiDAR
Technology Overview—LiDAR
Society of Automotive Engineers (SAE) Definitions
Overall AD Roadmap
The Rise of Sensor Requirements with Functionalities by Levels of Autonomy
The Evolution of LiDAR
Technology Roadmap—LiDAR
LiDAR Classification
ToF—LiDAR Principle
FMCW Technology in LiDAR
Applications of LiDAR Based on Range
Key Assessment Points for LiDAR
LiDAR Performance Capabilities
LiDAR Offerings
LiDAR Ecosystem
LiDAR Suppliers
Velodyne
Quanergy
Innoviz
Luminar
Continental
Aurora
Valeo
LiDAR—Vehicle Use Cases
Robo-taxi/Autonomous Shuttle Use Cases
OEM Use Cases
OEM Use Cases (continued)
Ideal Use Case—Consumer Mobility
Growth Opportunity Universe—LiDAR
Growth Opportunity 1—Integration of LiDAR to the Sensor Suite will Improve Perception and Redundancy
Growth Opportunity 1—Integration of LiDAR to the Sensor Suite will Improve Perception and Redundancy (continued)
Growth Opportunity 2—Robo-taxis and Autonomous Shuttles will Use Scanning LiDAR
Growth Opportunity 2—Robo-taxis and Autonomous Shuttles will Use Scanning LiDAR (continued)
Growth Opportunity 3—Passenger Cars aimed at Ownership will Integrate Non-scanning LiDAR
Growth Opportunity 3—Passenger Cars aimed at Ownership will Integrate Non-scanning LiDAR (continued)
Next Steps
Your Next Steps
Why Frost, Why Now?
List of Exhibits
List of Exhibits (continued)
Legal Disclaimer