LiDAR：市场占有率分析、产业趋势与统计、成长趋势预测（2024-2029）

预计2024年全球光达市场规模为2.57兆美元，预计2029年将达6.38兆美元，预测期内（2024-2029年）复合年增长率为19.93%。

推动LiDAR市场成长的主要因素之一是LiDAR系统在无人机中的使用不断增加，LiDAR在工程和建筑应用中的使用，LiDAR在地理资讯系统（GIS）应用中的使用，4D LiDAR的出现，放宽围绕在各种应用中使用商用无人机的法规。无人机和自动驾驶汽车的安全问题以及价格实惠的轻型摄影测量设备阻碍了市场扩张。

主要亮点

在全球范围内，特别是在开发中国家，工程和土木建设活动的规模和范围已显着扩大，以适应人口增长。从测绘到进行计划可行性研究，施工活动的每个阶段都需要越来越多的技术。光达技术可以轻鬆、准确地对大面积区域进行详细调查。此外，全球定位系统辅助的雷射扫描器和高灵敏度相机可协助工程师确保设计符合计划标准并提供准确的可行性评估。因此，许多光达服务供应商正在扩张。

根据美国人口普查局的数据，2002 年至 2021 年间，美国的公共住宅支出大幅增加。与 2020 年相比，2021 年公共部门在住宅开发计划上的支出超过 90 亿美元。增幅最大的是2020年，公共住宅支出增加至91.9亿美元，大幅高于去年的68.9亿美元。预计未来几年美国的新住宅将会增加。

在石油、天然气和采矿领域，雷射雷达技术使科学家和测绘专业人员能够以比以往更高的精度、准确度和弹性在更广泛的范围内调查建筑和自然环境。政府对自动化的激励措施以及在防洪和管理等各种政府部门活动中采用光达也正在推动产业成长。在印度，运输部已强制要求在新建高速公路施工前使用光达系统进行测量。

例如，2021 年 8 月，高科技雷射公司 A Bozeman 获得了一份价值数百万美元的合同，负责扫描和绘製该国最大天然气公用事业公司之一的甲烷排放。该公司已与南加州天然气公司/SoCalGas 签署了一份价值 1200 万美元的合同，使用 LiDAR（光检测和测距）技术来调查天然气洩漏。

COVID-19 的爆发影响了世界各地的工业。汽车业是光达的主要采用者之一。疫情爆发导致多家生产工厂关闭，影响了需求。半导体材料的短缺进一步加剧了这种情况。中国工业协会修正了2020年的预测，预计受新冠肺炎疫情影响，上半年销售量将下降10%，全年销售量将下降5%。

光达市场趋势

机器人车辆是推动市场的因素之一

在这一领域，正在考虑将光达技术应用于无人驾驶汽车、自动导引运输车（AGV）、无人驾驶车辆和无人机。 ADAS（进阶驾驶辅助系统）是高阶驾驶辅助系统的缩写。光达是目前用于自动驾驶和自动驾驶汽车开发的最尖端科技之一。 LiDAR（光检测和测距）可供自主无人机、机器人和车辆用于导航、障碍物侦测和避免碰撞。

光达使自动驾驶汽车、自动自动导引运输车和其他无人机能够做出准确的决策，避免人为错误，并且不易发生碰撞。近年来，由于技术进步和光达感测器的相对成本降低，这一数字有所增加。借助光达，自动驾驶汽车可以 360 度观察世界。您还可以获得高度准确的深度资讯。

AGV 上的 LiDAR 感测器发送一系列雷射脉衝来测量物体与车辆之间的距离。这些编译后的资料创建了作战区域的 360 度环境地图。这种映射允许 AGV 无需额外的基础设施即可在设施中导航。

在机器人车辆上使用 LiDAR 需要使用多个 LiDAR 来绘製车辆周围环境的地图。光达的使用需要高水准的感测器冗余，以确保乘员的安全。完全自动驾驶和机器人载客车辆的适当开发尚未到来，预计光达也将在其中发挥重要作用。

用于机器人导航的雷射雷达提供有关车辆在环境和物体上的位置的重要测距资讯。电子商务的快速发展和对职场安全的日益重视正在推动自主移动机器人（AMR）和自动导引运输车（AGV）市场的显着成长。这些因素可能会推动机器人车辆对雷射雷达应用的需求。

例如，智慧雷射雷达感测器系统供应商RoboSense于2022年11月发表了一款新产品RS-LiDAR-E1（E1）。 RS-LiDAR-E1是一款基于内部开发的自订晶片和快闪记忆体技术平台的360度可见光闪光固态雷射雷达。 E1帮助伙伴缩小智慧驾驶感知差距，提升所有自动驾驶和自动驾驶车辆场景的感知能力，作为实现自动驾驶核心能力的关键一环。

此外，在户外运行的移动机器人不仅可以依靠 GPS 等地理定位功能，还可以依靠雷射雷达等感测技术来确定其当前位置和目的地。 LiDAR 感测器分为导航感测器或避障感测器。由于其广泛的应用，随着电子商务销售的增加，预计机器人车辆的需求将会增加。电子商务销售的增加预计将推动机器人车辆光达市场的发展。

例如，Velodyne Lidar 于 2022 年 6 月宣布，作为多年协议的一部分，波士顿动力将在机器人中使用其雷射雷达感测器。据该公司称，其雷射雷达感测器使移动机器人（AMR）能够在各种条件下自主操作，包括温度变化和暴雨。机器人可以使用感测器获取即时 3D 感测资料，用于定位、测绘、物件分类和物件追踪。

拉丁美洲预计将出现显着成长

拉丁美洲森林茂密，被认为是新兴经济体，提供了巨大的扩张和挖掘机会。由于该地区的原始性质加上雷射雷达技术，预计该地区将在所研究的市场中呈现稳健成长。

根据联合国粮食及农业组织（FAO）统计，拉丁美洲和加勒比海地区总面积的49%被森林覆盖。该地区森林面积8.91亿公顷，约占世界森林面积的22%。该地区拥有世界57%的原始森林，是生物多样性保育的重要地区。

已发表的一项研究表明，利用光达技术绘製哥伦比亚乔科热带森林地区的树木多样性地图。 2021 年 4 月发表的一项研究概述瞭如何整合离散光检测和测距 (LiDAR) 等技术来绘製各种指标图，以改善热带森林地区的树木多样性。我们展示了整合植被清查和遥感资料的潜力建立准确的地图。此外，透过使用光达资料，他们能够得出与光学和SAR影像资料相关的森林结构指标。

此外，据粮农组织称，森林总面积的 14% 被分配用于生产功能。该地区重要的森林资源为雷射雷达技术在林业中的应用创造了广阔的前景。透过在这些森林地区使用配备光达的无人机，可以创建 3D 模型来显示人类活动的影响。此外，光达能够穿透树木覆盖，使其在该地区森林茂密的地区非常有用。

除了林业技术的应用外，该地区的另一个特征是拥有大量的农业用地。粮农组织将拉丁美洲和加勒比海地区定位为全球粮食安全的支柱，其使命是推动农业粮食系统转型，到 2050 年养活 100 亿人。如此雄心勃勃的目标，加上地区农产品出口的增加，预计将促进该行业的技术采用。

光达产业概况

光达市场分散，许多大大小小的参与者在市场上竞争。透过产品和技术发布、策略合作伙伴关係、收购、扩张和合作，这些参与者寻求在市场上获得竞争优势。该市场的主要企业包括 Sick AG、Teledyne Optech、Quanergy Systems Inc、Velodyne LiDAR、3D Laser Mapping Ltd 和 Denso Corporation。

2022 年 6 月，新型 Leica Chiroptera-5 测深 LiDAR 感测器的点密度提高了 40%，深度穿透力提高了 20%，并具有卓越的地形灵敏度，可实现更准确的水文测绘。与前几代相比，这种最新的测绘技术提高了感测器的地形灵敏度、点密度和深度穿透能力。这项新技术提供高解析度雷射雷达资料来支援各种应用，包括航海图、沿海基础设施设计、环境监测以及山体滑坡和侵蚀风险评估。

2022年5月，Quanergy Systems Inc.的光学相位阵列（OPA）技术、LiDAR感测器和智慧3D解决方案供应商成功侦测到250公尺距离处的物体。它是业界首款采用可扩展 CMOS 硅製造工艺的真正固态固体，旨在实现经济高效的大批量製造，并于 2021 年证明范围扩展达 2.5 倍。我们正在 S3 系列的商业化道路上不断前进激光雷达。

其他福利：

• Excel 格式的市场预测 (ME) 表
• 3 个月的分析师支持

目录

第一章简介

• 研究假设和市场定义
• 调查范围

第二章调查方法

第三章执行摘要

第四章市场洞察

• 市场概况
• 产业吸引力－波特五力分析
  • 新进入者的威胁
  • 买方议价能力
  • 供应商的议价能力
  • 替代品的威胁
  • 竞争公司之间的敌对关係
• 市场驱动因素
  • 无人机的快速发展和应用不断增加
  • 汽车业的采用率提高
• 市场挑战
  • LiDAR系统高成本
• 产业价值链
• 技术简介
  • 测量过程选项
  • 雷射选项
  • 光束转向选项
  • 检测器选项
• COVID-19 对市场的影响

第五章市场区隔

• 应用
  • 机器人车辆
  • ADAS
  • 环境
    • 地形
    • 风
    • 农业和林业
  • 工业
• 类型
  • 航空（地形和深度）
  • 地面型（移动/静止）
• 地区
  • 北美洲
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东/非洲

第六章 竞争形势

• 公司简介
  • Leica Geosystems AG（Hexagon AB）
  • Sick AG
  • Trimble Inc.
  • Quanergy Systems Inc.
  • Faro Technologies Inc.
  • Teledyne Optech
  • Velodyne LiDAR Inc.
  • Topcon Corp.
  • RIEGL Laser Measurement Systems GmbH
  • Leosphere（Vaisala）
  • Waymo
  • RoboSense LiDAR
  • Denso Corporation
  • Innoviz Technologies Ltd
  • Neptec Technologies Corp.（Maxar）

第七章 市场展望

The Global LiDAR Market size is estimated at USD 2.57 trillion in 2024, and is expected to reach USD 6.38 trillion by 2029, growing at a CAGR of 19.93% during the forecast period (2024-2029).

One of the primary factors augmenting the LiDAR market growth is the increasing use of LiDAR systems in UAVs, the use of LiDAR in engineering and construction applications, the use of LiDAR in geographical information systems (GIS) applications, the emergence of 4D LiDAR, and the loosening of regulations surrounding the use of commercial drones in various applications. The market's expansion is being held back by safety concerns around UAVs and autonomous vehicles, as well as the accessibility of affordable and lightweight photogrammetry devices.

Key Highlights

• Globally, and especially in developing nations, the size and scope of engineering and civil construction activities have greatly increased to accommodate the growing population. All stages of building activities, from surveying and mapping to conducting project feasibility studies, call for an increasing amount of technology. LiDAR technologies can easily and accurately give a detailed survey of vast areas. Additionally, global positioning system-assisted laser scanners and extremely sensitive cameras assist engineers in creating designs that meet project criteria and accurate feasibility assessments. Many LiDAR service providers have expanded as a result of this.
• According to US Census Bureau, between 2002 and 2021, the United States saw a huge increase in the value of public residential construction spending. In comparison to 2020, the public sector spent over USD 9 billion on residential development projects in 2021. The highest increase occurred in 2020, when public residential spending increased to USD 9.19 billion, a significant increase over USD 6.89 billion the previous year. The overall value of new residential construction in the US is expected to increase over the coming years.
• In the oil and gas and mining sector, LiDAR technology allows scientists and mapping professionals to examine built and natural environments across a wide range of scales with greater accuracy, precision, and flexibility than ever before. The encouragement from the government in automation and the adoption of LiDAR in various government sector activities, like flood relief and management, are also driving the industry's growth. In India, the Transport Ministry mandated the use of LiDAR systems in surveying areas before constructing a new highway.
• For instance, in August 2021, A Bozeman, a high-tech laser company, scored a multimillion-dollar contract to scan and map methane emissions for one of the nation's largest gas utility companies. The company signed USD 12 million contract with Southern California Gas Company / SoCalGas to survey gas leaks with its LiDAR (Light Detection and Ranging) technology.
• The COVID-19 outbreak affected industries around the world. The automotive industry is one of the significant adopters of LiDAR. The outbreak has resulted in the shutdown of various production plants impacting the demand. Semiconductor materials scarcity has further aggravated the situation. The China Association of Automobile Manufacturers revised its predictions for 2020, projecting a 10% drop in sales for the first half of the year and 5% for the full year on account of the COVID-19 outbreak. According to the SMMT, car output was to fall by 18% in 2020 as a result of COVID-19 closing all the major UK plants.

LiDAR Market Trends

Robotic Vehicles are among the Factors Driving the Market

• This segment is considering using LiDAR technology in robotic cars, automotive guided vehicles (AGVs), uncrewed vehicles, and drones. ADAS (Advanced Driver Assist System) is an acronym for Advanced Driver Assist System. LiDAR is one of the most advanced technologies currently being used to develop self-driving cars and autonomous vehicles. LiDAR (Light Detection And Ranging) can be used by autonomous drones, robots, and vehicles for navigation, obstacle detection, and collision avoidance.
• LiDAR enables self-driving vehicles, AGVs, and other drones to make precise judgments without human error, making them less susceptible to crashes. This has increased in recent years due to technological advancements and the relative cost reduction of LiDAR sensors. A self-driving car can see the world with a continuous 360-degree view thanks to LiDAR. It also allows for highly accurate depth information.
• When mounted on an AGV, a LiDAR sensor sends out a series of laser pulses that measure the distance between objects and the vehicle. This compiled data creates a full 360° environmental map of the operational area. The resulting mapping allows the AGV to navigate the facility without additional infrastructure.
• Using LiDAR in robotic vehicles entails using multiple LiDARs to map the vehicle's surroundings. The use of LiDAR is required for a high level of sensor redundancy to ensure the safety of its passengers. The proper development of fully autonomous or robotic vehicles for passengers is still in the works, and LiDAR is expected to play a significant role in these as well.
• LiDAR for robotic navigation provides critical distance measurement information about the environment and the vehicle's position on objects. Rapidly expanding e-commerce and a greater emphasis on workplace safety are driving massive growth in the Autonomous Mobile Robot (AMR) and Automatic Guided Vehicle (AGV) markets. Such factors will drive up demand for LiDAR applications in robotic vehicles.
• For example, RoboSense, a Smart LiDAR Sensor Systems provider, held a new product launch in November 2022, RS-LiDAR-E1 (E1), a flash solid-state LiDAR that sees 360° based on its in-house, custom-developed chips, and flash technology platform. E1 will help partners bridge the gap in smart driving perception and improve the all-scenario perception capability of automated and autonomous vehicles as a critical piece to realizing the core functions of autonomous driving.
• Furthermore, mobile robots operating outside can rely on geolocation capabilities such as GPS, as well as sensing technologies such as Lidar, to determine where they are and where they are going. LiDAR sensors are classified as navigation or obstacle avoidance sensors. The demand for Robot vehicles is expected to increase as E-commerce sales increase due to their wide range of applications. The market for LiDARs for robotic vehicle applications will be fueled by an increase in E-commerce sales.
• For instance, Velodyne Lidar Inc. announced in June 2022 that Boston Dynamics would use its lidar sensors in its robots as part of a multi-year agreement. According to the company, its Lidar sensors enable mobile robots (AMR) to operate autonomously in a variety of conditions, including changing temperatures and rainstorms. Robots can use their sensors to obtain real-time 3D perception data for localization, mapping, object classification, and object tracking.

Latin America is Expected to Observe Significant Growth

• Latin America has dense forest cover and can be identified as a developing economy, indicating significant expansion and excavation opportunities. Owing to the native nature of the region, coupled with LiDAR technology, the region is expected to witness solid growth in the studied market.
• According to the Food and Agriculture Organization (FAO) of the United Nations, 49% of the total area of Latin America and the Caribbean is covered by forests. The region's forest cover includes 891 million hectares, representing approximately 22% of the global forest area. The region is home to 57% of the world's primary forests, which makes it vital for biodiversity and conservation.
• Research studies have been published showing the use of LiDAR technology for mapping the tree diversity in the tropical forest region of Choco-Columbia. The study published in April 2021 outlines the method to map various metrics integrating discrete light detection and ranging (LiDAR), among other technologies, which shows the possibility of integrating inventories of vegetation and remote sensing data for building accurate maps of tree α-diversity in tropical forest regions. Further, the study mentioned that using LiDAR data was instrumental in deriving the forest structural metrics associated with optical and SAR image data.
• Furthermore, according to FAO, 14% of the total forest area has been earmarked for productive functions. The region's significant forest resources create a wide-open prospect for the adoption of the Lidar technology for its adoption in forestry. LiDAR-equipped drones can be used over these forest areas to create 3D models that illustrate the impact of human activity. Furthermore, owing to the capacity of LiDAR to penetrate tree cover makes it exceptionally useful for the region's thick forest-covered area.
• In addition to the applications of technology in forestry, the region is marked for its farming lands. FAO has titled Latin America and the Caribbean as the pillar for world food security with a mission of driving the necessary agri-food systems transformation to feed 10 billion people by 2050. Such ambitious goals, coupled with increasing regional agricultural exports, are expected to support the adoption of the technology in the sector.

LiDAR Industry Overview

The LiDAR Market is fragmented due to many large and small players churning the competition in the market. Through product and technology launches, strategic partnerships, acquisitions, expansion, and collaboration, these players try to gain a competitive edge in the market. Key players in the market are Sick AG, Teledyne Optech, Quanergy Systems Inc., Velodyne LiDAR, 3D Laser Mapping Ltd, Denso Corporation, etc.

In June 2022, the new Leica Chiroptera-5 bathymetric LiDAR sensor offers a 40% higher point density, a 20% improvement in water depth penetration, and better topographic sensitivity to produce more precise hydrographic maps. This most recent mapping technology improves the sensor's topographic sensitivity, point density, and depth penetration compared to earlier generations. The new technology provides high-resolution LiDAR data to assist various applications, including nautical charting, coastal infrastructure design, environmental monitoring, and risk assessments for landslides and erosion.

In May 2022, Optical Phased Array (OPA) technology from Quanergy Systems Inc., LiDAR sensors, and smart 3D solutions supplier successfully detected objects at a distance of 250 meters. This advances the path towards the productization of its S3 Series LiDAR, a true solid-state sensor using an industry-first, scalable CMOS silicon manufacturing process created for cost-effective, mass-market production by increasing the range demonstrated earlier in the year by 2.5 times what was demonstrated in 2021.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Threat of New Entrants
  • 4.2.2 Bargaining Power of Buyers
  • 4.2.3 Bargaining Power of Suppliers
  • 4.2.4 Threat of Substitutes
  • 4.2.5 Intensity of Competitive Rivalry
• 4.3 Market Drivers
  • 4.3.1 Fast Paced Developments and Increasing Application of Drone
  • 4.3.2 Increasing Adoption in the Automotive Industry
• 4.4 Market Challenges
  • 4.4.1 High Cost of The LiDAR Systems
• 4.5 Industry Value Chain
• 4.6 Technology Snapshot
  • 4.6.1 Measurement Process Options
  • 4.6.2 Laser Options
  • 4.6.3 Beam Steering Options
  • 4.6.4 Photodetector Options
• 4.7 Impact of COVID-19 on the Market

5 MARKET SEGMENTATION

• 5.1 Application
  • 5.1.1 Robotic Vehicles
  • 5.1.2 ADAS
  • 5.1.3 Environment
    • 5.1.3.1 Topography
    • 5.1.3.2 Wind
    • 5.1.3.3 Agriculture and Forestry
  • 5.1.4 Industrial
• 5.2 Type
  • 5.2.1 Aerial (Topographic and Bathymetric)
  • 5.2.2 Terrestrial (Mobile and Static)
• 5.3 Geography
  • 5.3.1 North America
  • 5.3.2 Europe
  • 5.3.3 Asia-Pacific
  • 5.3.4 Latin America
  • 5.3.5 Middle-East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Company Profiles
  • 6.1.1 Leica Geosystems AG (Hexagon AB)
  • 6.1.2 Sick AG
  • 6.1.3 Trimble Inc.
  • 6.1.4 Quanergy Systems Inc.
  • 6.1.5 Faro Technologies Inc.
  • 6.1.6 Teledyne Optech
  • 6.1.7 Velodyne LiDAR Inc.
  • 6.1.8 Topcon Corp.
  • 6.1.9 RIEGL Laser Measurement Systems GmbH
  • 6.1.10 Leosphere (Vaisala)
  • 6.1.11 Waymo
  • 6.1.12 RoboSense LiDAR
  • 6.1.13 Denso Corporation
  • 6.1.14 Innoviz Technologies Ltd
  • 6.1.15 Neptec Technologies Corp. (Maxar)

7 MARKET OUTLOOK