Multi-track racing upgrade, the "locking war" in the lidar industry is heating up.

In recent times, many LiDAR manufacturers have successively announced large orders and partnerships in the field of unmanned taxi, accelerating the seizing of the industry's "next breakthrough point"; at the same time, applications such as in-vehicle assisted driving, lawn mowing robots, unmanned trucks, etc. are also quickly opening up market opportunities. From Hesai Technology signing a $40 million overseas order, to SureGenius joining NVIDIA's three major ecosystems, to ToodaoTong expanding into the commercial vehicle racing track, LiDAR is experiencing a multi-scene, multi-track rush to seize the market. In the eyes of industry insiders, the LiDAR industry is shifting from technological breakthroughs to scene competition. Before the market structure solidifies, whoever can first establish a viable application path and accumulate practical experience is likely to occupy a favorable position before the next stage of industry outbreak.