Millimeter wave radar: All-weather work makes it indispensable, but the resolution is low, it is also difficult to image; green laser pointer technology is very mature, is the main sensor of ADAS, at least 4-5 long-range millimeter-wave radar in L3 level L4/L5 level plus side demand even needs more than 8; the global market is still controlled by Bosch, China, Delphi, etc., but with the self-owned brand car manufacturers gradually apply the loading ADAS module, domestic millimeter wave manufacturers, such as China Automobiles, Desaixiwei, etc., have the opportunity to cut a cake in the process of perfecting products, building systems, and stabilizing mass production.
The camera is an absolutely mainstream visual laser sensor. Camera: automatic driving eye recognition logo, object, but can not dot matrix modeling, remote ranging; technology is the most mature, car application started early, as the absolute mainstream visual sensor in the ADAS stage 4 to 8 cameras are required depending on the function; due to the camera’s unique visual image recognition function, and as a redundant system for other sensor failures, the camera needs at least 6 or more; currently the leading enterprises in the industry due to cost, technology and customers Other advantages, new entrants are not easy to gain competitive advantage, and the key links have been operated by Sunny Optical and Oufei Technology for many years, and extended to the automotive field.
Based on the industry prospects and potential huge market, listed companies are optimistic about Desaixi and Sunny Optical. risk warning. The development of the autopilot industry was less than expected; the penetration of the car was less than expected; the product development, cost reduction was less than expected; the use of scene restrictions; laws and regulations limit the development of autopilot.