What’s at stake?
Among all sensors designed into modern vehicles, lidars have seen the most upheaval – to a degree unanticipated even by leading lidar companies. There are no assurances even lidar pioneers like Valeo can keep up with the rapidly changing market landscape.
The causes for this volatility, or attributed to dynamism, include technology advancements, the rise and fall of robotaxis, rapid growth in Chinese EVs, a geographical split among OEMs marketing automated vehicles (L2+, L2++ vs L3), and the death of lidar companies who rode the SPAC boom until their investors bailed.
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