Don't be fooled by the wire harness "arms race."
"Thousand-line" lidar is becoming the new marketing term "Tianwangshan" in the field of smart driving sensors.
At the same time, as more and more car companies begin to set their sights on ultra-high line-count lidar, the three leading suppliers, Hesai, Huawei, and Sagitar, which account for more than 90% of the market share, will officially enter the era of "thousand-line" competition in 2026.
The battle for the "thousand-line" lidar in 2026 will first start with Huawei Qiankun.
The confidence of competition, who will make a profit first?
In early March, Huawei Qiankun released a new generation of dual-optical path image-level 896-line lidar. Through the "high-definition picture-in-picture" imaging effect, and with the attitude of "the highest specification in mass production in the world", it officially pushed the perception capabilities of smart cars from "point cloud level" to "image level".
The ability to "identify 14cm obstacles from 120 meters away" is one of Huawei's important selling points. In addition, the two models announced at the press conference were launched for the first time, one is the million-dollar Zunjie S800, and the other is the 500,000-yuan Wenjie
In early March, Huawei Qiankun released a new generation of dual-optical path image-level 896-line lidar. Through the "high-definition picture-in-picture" imaging effect, and with the attitude of "the highest specification in mass production in the world", it officially pushed the perception capabilities of smart cars from "point cloud level" to "image level".
The ability to "identify 14cm obstacles from 120 meters away" is one of Huawei's important selling points. In addition, the two first models announced at the press conference are the million-dollar Zunjie S800 and the 500,000-yuan Wenjie M9. It can also be seen from the model that the cost of this radar is still an order of magnitude higher (10,000 to 20,000 yuan higher than the 192 line), and it can only be deployed on at least 500,000 yuan models.
The exclusive front-end installation site will provide the "thousand-line level EM4 + all-solid-state blind-filling E1" digital lidar combination for its new generation of front-end mass-produced Robotaxi models to achieve 360° omnidirectional accurate perception without blind spots.
This also marks the first time that Luobo Kuaipao will realize the on-board application of trunk-level lidar. In addition, Didi Bicycle has deployed 10 of this combination of lidars.
I should mention here that Goldman Sachs predicts that China's driverless taxis will reach 500,000 in 2030, and the market size is expected to reach US$47 billion in 2035. By then, bicycles equipped with 6 to 10 lidars may become the mainstream configuration solution for Robotaxi.
But speaking of it, EM4 is a product that has been released in 2025. At that time, Sagitar Juchuang said that it could flexibly customize various implementation plans such as 520 lines, 720 lines, 1080 lines, and 2160 lines according to the needs of car companies. This solution is based on the SPAD-SoC+VCSEL area array chip architecture, and the hardware is highly integrated. Of course, since it is customized, it must be done by a customer.
Then, on March 12, Sagitar Juchuang announced that it had obtained the exclusive pre-installation contract for Baidu's self-driving travel service platform "Luobaopao" and will provide its "thousand-line-level EM4 + all-solid-state blind-filling E1" digital lidar combination for its new generation of pre-installed mass-produced Robotaxi models to achieve 360° omnidirectional accurate perception without blind spots.
This also marks that Luobo Kuaipao will realize the on-board application of thousand-line laser radar for the first time. In addition, Didi Bicycle has deployed 10 of this combination of lidars.
I should mention here that Goldman Sachs predicts that China's driverless taxis will reach 500,000 in 2030, and the market size is expected to reach US$47 billion in 2035. By then, bicycles equipped with 6 to 10 lidars may become a popular configuration solution for Robotaxi.
But speaking of it, EM4 is a product that has been released in 2025. At that time, Sagitar Juchuang said that it could flexibly customize various implementation plans such as 520 lines, 720 lines, 1080 lines, and 2160 lines according to the needs of car companies. This solution is based on the SPAD-SoC+VCSEL area array chip architecture, and the hardware is highly integrated. Of course, since it is customized, it must be done by a customer.
