Trend four: New performance, new scenarios,4D millimeter wave radar opens a new growth cycle of the industry
Continued advantages + performance upgrades,4D millimeter wave radar is a major evolution of millimeter wave radar
4D millimeter wave radar adds "altitude" detection information, and the performance is further improved
4D millimeter wave radar adds "altitude" detection information, and the performance is further improved
The "4D" of 4D millimeter wave radar refers to the four dimensions of height, distance, orientation and speed. Compared with traditional millimeter wave radar,4D millimeter wave radar increases the output of "altitude" dimension detection information.
The output results of the 4D millimeter wave radar show a stereoscopic point cloud, which has improved the recognition degree, sensitivity and resolution compared with the traditional millimeter wave radar.
4D millimeter wave radar may have the performance potential of approaching low beam lidar, but it is not a replacement
4D millimeter wave radar and 16-line / 32-line / 64-line low beam lidar imaging quality is similar, but in the background of the development of LIDAR to high line number, the competitive relationship between the two is weak, not a substitute relationship. The 4D millimeter wave radar point cloud is on the same order of magnitude as the low line beam lidar, so the performance of the two is comparable, but it cannot reach the level of the high line number lidar.
4D millimeter wave radar and LiDAR are mainly complementary in two aspects of speed measurement accuracy and harsh environment operation.
"Performance + cost" encourages car companies that choose a multi-sensor route to actively deploy 4D millimeter wave radar
Millimeter wave radar chip drive 4D millimeter wave radar price drop considerably. Millimeter-wave radar chip costs can be significantly reduced under the "CMOSSoC+AmP" technology.
In the context of the continuous decline in the cost of millimeter wave radar and the continuous improvement of performance brought by 4D, Tesla's pure visual route scheme may change. Car companies mainly consider the functional experience upgrade and cost benefit brought by 4D millimeter wave radar.
Although the start is late but the starting point is higher, the domestic 4D radar module enterprise or overtaking the corner with technology and strategy
In the Chinese market of intelligent and intelligent driving competition, the existing millimeter-wave radar 4D is one of the choices for domestic car companies to face competition and provide better experience, and the future model equipped with 4D millimeter-wave radar is expected to continue to increase.
Angle radar as a breakthrough: Domestic millimeter wave radar manufacturers began to achieve mass production of Angle radar in 2018, although the start is late but the starting point is higher.
Focusing on local small car enterprises and new power customers: Compared with the international manufacturers who will mainly focus on the first-line Oems and forward radar strategies, domestic millimeter wave radar module manufacturers give full play to their local advantages, develop customers through the path of "domestic small car enterprises → first-line independent brands → international first-line car factories", and use the rise of domestic new forces to be more tolerant and friendly to domestic suppliers The opportunity of more flexible fixed-point mechanism, efforts to do large-scale and complete quality improvement, will be expected to cut into the forefront of the millimeter wave radar supply chain from the long-term.
Domestic radar products can still maintain price advantages to form differentiated competition under the condition of high data openness and high service quality:
High data openness,High service quality,Price advantage
Post time: Jan-20-2024