1, Velodyne’s Golden Age
In 2005, when David Hall started to join the second great invention of his life, it was probably that the wave of automatic driving will be so rapidly.
His previous invention is a subwoofer audio.
This year, David Hall created an expensive high-line mechanical rotary laser radar to participate in the DARPA Challenge.
A few years later, Velodyne Lidar’s landmark product HDL-64 put into production, and later became a tool for automatic driving vehicles for a long time for a long time.
This 64-wire mechanical rotary laser radar is once in the second-hand market.
At this time, there is an investor to talk about the premise of the investment of automatic driving company, that is, there is a 64-line large flower pot without loading Velodyne on the other side.
In 2016, Velodyne got Baidu’s 150 million US dollars in the Ford, and officially entered the Chinese market.
In 2017, Velodyne is a 128-wire laser radar in the laser radar field for global show.
The careful people will see that in the same year, the domestic, such as Hi-ray and Sagitar, launch mechanical products, and began to enter the mainstream vision of the industry.
In 2018, Velodyne put out “Automatic Driving Star Avenue” at the Beijing Auto Show, when all the automatic driving star companies in China were gathered together.
On the 2019 CES, it is far from the leaders of the domestic head vehicle enterprises to see the prototype of Velodyne solid state laser radar Velabit, and the board is scheduled to automatically drive the vehicle R & D.
This is an era of Velodyne alone.
However, it is noted that it seems to be a laser radar era of Velodyne, in a somewhat strange node, stopping.
In the context of the China-US trade warfare, the automatic driving winter in 2019 quietly came. The old star rookie fate varies, and the foundation of the founding team in the founding team has changed rapidly, and Jingchi Technology is also a Baidu’s lawsuit. two….
The laser radar order in the automatic driving area is suddenly reduced, and Velodyne’s operating conditions in China seem to have in winter.
Snowing, it is, the eve of the 2019 Baidu World Conference, Baidu Apollo on the large-scale Robotaxi team in Changsha.
At this time, Apollo automatically drives the laser radar of the vehicle head, from the 128 line of Velodyne, it has been replaced with 40-line products of Haiyi.
The following story we all know that at the end of 2019, Velodyne began layoffs worldwide, and the Chinese office was deeply affected, and it was close to the sales in the next year.
2, are you separated, or it is retreat?
On the soil of Silicon Valley, the genetically rooted genetic root of the fairy tongs has almost no players can avoid.
On the journey of Velodyne pushes the popularity of laser radar, there is similar story.
Levanoski and Google, Uber’s grievances, Dr. Peijun, the head of Velodyne, founded the CEPTON, Dr. Li Yimin jointly founded Innovusion.
It can be said that Velodyne’s genes and blood flow in Silicon Valley automatically drive and carry every corner of the laser radar field.
On the opponent of Chinese companies, the opponents of the ring, did not hinder Velodyne’s continuous advancement on the technical road.
From the 2017 Frankfurt Show, Velodyne has been moving with mobile phone and mixed solids two routes.
On January 2020, Velodyne’s solid state laser radar Velamit was officially released, and finally “100 yuan US golden radar” became reality. I went out in the media’s eyes, and now I seem to be a strategic choice.
We can see from the presentation of Hesheng from the past time, the market in mechanical laser radar is nearly saturated in the past two years, and the list of large customers a year is not stable.
Velodyne also requires a gradually weak mechanical market, turning to increase the development of mixed solid, full solid laser radar and supporting software.
At the same time, during this time in Velodyne, there is not only Luminar, but also the hardware giants such as HuMinar. The entire laser radar industry pattern has taken place with a daytime root in the entire laser radar industry. Variety.
Today, in the automatic driving industry, the system equipped with laser radar has opened the tide of the front mass production, the nasal ancestor Velodyne of the past mechanical rotary laser radar, how to attack the strategy in the new era of mass production?
Let’s take a look at how Velodyne CEO Anand Gopalans answer.
The following is a recent, the heart of the car and the Velodyne CEO’s interview dialogue. The following Q represent the heart of the car, A represents Velodyne Ceo Anand Gopalan.
Q: Dr. Anand Gopalan Hello, please introduce, Velodyne Lidar’s latest work?
A: Velodyne mission is to promote safety travel and intelligent communities through innovative laser radar solutions, thereby changing people’s lives.
If you know, Velodyne believes that safer travel can save countless lives, and protect road users from injury. This complements the convenient and reliable transportation system worldwide.
I believe that our solution will create new choices for those who are difficult to obtain safe transportation services, such as disabled, older and inconvenient transportation.
In addition, we have seen how Velodyne laser radar improves transportation efficiency, safety and sustainability in smart cities.
Q: What is the most important three jobs on Velodyne?
A: First, I want everyone to know that Velodyne revolutionary sensor and software solutions are unique, they can guarantee flexibility, high quality and high performance to meet the needs of various industries.
Second, it is simple to say that everything done by Velodyne is for laser radar.
From the beginning, we are the leadership of the industry, our team’s dedication and hard work have maintained this industry to maintain this industry. Our innovation, patents, extensive technology and manufacturing capabilities are unparalleled in the laser radar industry.
Finally, Velodyne advocates the security of all people, and we are committed to providing safer, sustainable, accessible traffic and infrastructure for the global community.
Q: In the past year, Velodyne led the laser radar company’s listing, and the competition in the entire industry is more intense. Do you think there is enough space in the market to accommodate all of these laser radar companies survive, even more Company listing?
A: Velodyne is a leader in laser radar. The story of the laser radar industry is Velodyne as the story of the leader, many other companies and participants follow our footprints, the same is true.
Today, we have more than 300 customers, including the main OEMs and leading technology companies in 25 market segments. Another good example you mentioned just is that Velodyne is the first pure laser radar company that openly listed.
Since then, several laser radar companies have successfully launched. There are also several companies to try to go public, but later retreat. In addition, there are many large-scale start-up companies.
Through these things, I think the market has space to accommodate more laser radar companies, but not much.
Compared with these other participants, I have two things I want to point out:
The first is the scale, based on the public statement of each company, Velodyne’s number of sensors produced in a quarter is more than 2020, all other laser radar companies. All of our trading data is true, produced and delivered sensors, and we have more than 10 years of long history. Our business travel all over the continents.
The second is the application diversity of laser radar solutions. Different applications may require different types of laser radar technology.
As mentioned earlier, Velodyne’s revolutionary sensors and software solutions provide flexibility, high quality and excellent performance products, which can meet the needs of many industries.
Based on all available public information, we seem to be the only company that can produce and put into use in a wide range of applications, this is far ahead of competitors.
Q: So, in addition to the automotive industry, what are the different applications in the laser radar solution? What progress has been made in these areas?
A: Velodyne’s laser radar solution covers almost all areas, including ADAS senior driver auxiliary systems, automatic driving technology, robotics, smart cities, logistics transport, industrial robotics, and more.
There are many application examples of Velodyne laser radar, and our laser radar allows users to operate 24 hours under a variety of weather and illumination conditions.
The first example is a company that manufactures automatic transport vehicles that transport cargo and luggage at the airport, which simplifies airport logistics and improves efficiency.
Another example is an autonomous robot equipped with Velodyne laser radar to perform dangerous work, including cave exploration, rescue mission, support construction and improve agricultural processes.
In China, our solution helps automation robots provide medical supplies during the epidemic and guarantees safety, I am very proud of this.
Q: Since mentioned the epidemic, what impact of the new crown epidemic caused the laser radar industry and the automatic driving industry?
A: The epidemic has caused the vigorous development of e-commerce. Now people need to order various products online than ever, and hope they can appear at their doorstep in 24 hours or less.
Therefore, laser radar and automatic driving have revealed better prospects.
During the entire supply chain process, the speed of automatic driving innovation and implementation is accelerating – from transport ports to long-distance trucks, until the last mile delivery, you will see a major change, and it is really driving automation and enhancement. Safety system.
Velodyne has a unique advantage that as a participant in the laser radar industry, a diversity is achieved throughout the supply chain.
With our high-performance laser radar technology, customers can provide automation solutions in agriculture, long-distance and mid trucks, warehouses, shopping centers, and last mile delivery areas.
By doing this, we can achieve autonomous, effective and sustainable food from the farm to the doorstep.
Q: Can you share some information about Velarray H800, VelarRay M1600, and Velabit?
A: Velodyne has recently launched the VelarRay H800 and VelarRay M1600.
The VelarRay H800 and VelarRay M1600 provide the customer’s needs with the cost of the same value, and we have the ability to produce both sensors in large-scale production.
In detail, VelarRay H800 is designed for advanced driving assistance systems.
Advanced auxiliary driving has huge growth opportunities. The sensor’s remote field of view is combined with an excellent horizontal field of view, which can detect the goal early, thereby achieving a safe parking distance in a city and highway environment.
At the same time, the H800 can also enable ADAS feature, such as adaptive cruise control, lane maintenance auxiliary and pedestrian automatic emergency braking system. With the configurable frame rate, the H800 provides excellent point cloud density for high-resolution mapping and object classification tasks.
Second, our VelaRray M1600 is designed for the application of independent robots in the business and industrial environments.
It provides superior close-range perceived capabilities, which can be safer to more securely in many different environmental conditions.
The M1600 can achieve robotic automation, whether in warehouses, retail centers, industrial factories, or medical facilities. Finally, VELABIT is the smallest sensor of Velodyne. It has brought new multi-function and lower prices for 3D laser radar, and almost anyone from the car company to students can use it.
It can be configured for special applications, which can be embedded in almost anywhere, robot, drone and infrastructure. With Velabit, the possibility is unlimited.
Q: How do Velodyne determines which laser radar technology best meets the needs of customers?
A: Velodyne’s laser radar is involved in the automatic driving industry than any other company, we have also continued to cooperate with all major participants in the market.
Moreover, we have a deep understanding of the current and future customer needs.
In addition, due to our leadership, we have a stable and reliable contact with suppliers in the industry, including suppliers who provide product materials and suppliers who can produce massively.
We will understand, monitor and deploy all laser detectors and signal processing techniques based on specific application requirements and the maturity of technology.
Q: What is the strategic plan for Velodyne at a mass production?
A: Velodyne’s global large-scale manufacturing partnership and our proprietary automation manufacturing process allow our laser radar technology to deliver massively.
We have established a strong partnership with experts from Nikon, Veoneer and Fabinet, to reduce costs, provide the highest quality materials and provide manufacturing innovation.
In addition, we have developed miniaturization techniques for advanced sensor manufacturing.
Our VelarRay sensors use micro laser radar arrays, using Velodyne pioneering optical chip technology, making multi-channel laser radar technologies to a gap size. This constitutes the engine of the future laser radar sensor.
Micro laser radar array brings together the core elements of our laser radar work – the optical chip and Velodyne’s ASIC technology.
Miniaturization combines with Velodyne’s automatic crystal circular manufacturing process to achieve economic prices and high quality mass production.
Q: In the next few years, we will see which new products in Velodyne launched?
A: First, Velodyne will listen to the customer and analyze trends and market opportunities to help guide us to improve product roadmaps.
We will launch more sensors and software solutions in the next few years, but I want to keep it confidential.
A good example is our vella software.
We can regard Vella as a software kit that can develop many applications.
For example, Velodyne recently announced the development of sensors and software for pedestrian automatic emergency brake (PAEB), we published a lot of test information, which indicates that Velodyne’s laser radar is better than traditional camera and radar solutions, especially at night. Under conditions.
Q: We will pay attention to Velodyne’s message. Finally, do you sign whether the Shanghai Auto Show marks Velodyne to return to the Chinese market?
A: First, Velodyne has been active in the Chinese market, and we have never left. China is an important market for Velodyne.
Velodyne has many important customers in China, one of which is the main line technology, we have cooperated with it to accelerate the commercialization of unmanned trucks in China’s logistics market.
The intelligent people are another important customer of Velodyne, and they are headquartered in China, business all over the world. Intelligent manufacturer produces automatic driving vehicles, including smart sweepers, passenger cars and logistics vehicles.
You can see that now in China’s road, smart sweepers are equipped with our sensors.
Velodyne’s deep contact with China can also prove through our long-term relationship with Baidu. Baidu is Velodyne’s investor and will continue to use our sensors in the automatic driving service.
Finally, Velodyne is actively discussed with a number of Chinese companies to provide our laser radar solution to meet their needs.
China and Chinese companies are investing in automatic driving and intelligent urban infrastructure. Our laser radar solution is ideal for these applications, and we are working hard to make you see more Velodyne laser radar sensors in China and around the world.