Secondly, the volume of lidar is getting bigger and bigger, and the amount of L4 autopilot data is getting bigger and bigger, which promotes the development of autopilot data labeling industry. After reducing the cost, lidar was quickly rolled out. When applied to L3 and above autopilot, the amount of data generated by L4 level will be as high as 4000GB. Data labeling is the basis of automatic driving algorithm training, which will promote the development of data labeling industry. The industry threshold has been raised, and the demand exceeds the supply: after the launch of lidar, the labeling will be expanded from 2D to 3D.
Furthermore, the real pain point of L3 must be that the congested urban roads will change. This also represents the change from L2 to L3, from function to scene. This is the real opportunity in the cockpit. However, the transition from function to scene forces us to define the boundaries of cockpit intelligence according to different levels of autonomous driving. Because L3 can free hands, but the driver's attention still needs to pay attention to the road conditions.
You know, intelligent driving has a vast space and a long growth cycle. China's autonomous driving is in the transition stage from L2 to L3. It is estimated that by 2030, the penetration rate of L4 self-driving cars will reach 20%. The growth track is long and snowy, and investment opportunities are constantly emerging. Vehicle driving safety is related to personal safety. Industry barriers are high, technology is difficult, and there are many investment opportunities in related industries. The lidar, operating system, autopilot acceleration chip and high-precision map of the upstream sensing layer are emphatically introduced.