【车企智驾大战打响后,有头部激光雷达厂称:“爆单了”,三巨头吞掉超9成市场】金十数据3月25日讯,3月以来,激光雷达密集上车的消息不断。车企智驾“军备竞赛”升级,激光雷达厂商显然成了大赢家。有头部激光雷达厂商内部人士称,“爆单了”。“对于激光雷达供应商来说的话,通过定点基本上就能看得出来自己未来1-2年的量,今年是会大规模再上量的一年。”不过,在爆单的背后,另有激光雷达厂商内部人士表示,这一行业市场集中度高,但头部间暗潮汹涌,在车企上量后采取AB供趋势下,激光雷达厂商的订单互相都有可能会被切,比如目前比亚迪在合作速腾聚创外,有部分车型也由禾赛科技供应。
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