00:00Something that came up in the earnings a number of times is what you're calling a paradigm shift
00:05of LiDAR from analog to digital architecture.
00:09But can you just explain that for the layman, essentially,
00:11someone who doesn't know the LiDAR market?
00:14It's a huge revolution.
00:16It's similar to the film camera, to the digital camera.
00:19So under this strong architecture, the LiDAR's performance can get a great leap.
00:25So, you know, under the traditional architecture, the analog architecture,
00:31the resolution of the LiDAR basically lingers at 64 to 128 channels.
00:36And under the digital architecture, it can be easily exceed 2,000 channels.
00:43And simultaneously, the costs have the unparalleled cost advantage.
00:50Let's talk about where most LiDARs are being used still,
00:53and that's for ADAS or Advanced Driver Assistance Systems.
00:57Most of yours as well going into the domestic market in China.
01:00What are the competitive pressures that you've seen there?
01:03First of all, let's talk about the ASP go down, this issue.
01:08And the decline in LiDAR ASP is not a bad thing, actually.
01:12But rather the result of our efforts.
01:15Our goal is to make LiDAR more affordable through continuously innovation so that it can become as ubiquitous as camera.
01:24So the reason for the previous sharp job in ASP is that over the past decades or so,
01:31we have been fully committed to launching new architecture to improve performance and reduce costs.
01:37So we invest heavily in R&D for new platform architecture almost every year.
01:43So continuously driving down costs through technological improvement.
01:49So the result is LiDAR has been successful, must-per-use for automotive application.
01:55The penetration rate is continuously rising.
01:57But as the architecture has now converged and no major transformation will occur.
02:05In addition, almost all the subsystems have been chips integrated.
02:10Therefore, for mature application, I do not expect a sharp job in prices.
02:16What is the size of the discount that you're prepared to offer, do you think, for your ADAS products?
02:21I can tell you is that it's not a sharp job and maybe like 10% or 20% and
02:30it's not like a magnitude job.
02:34RoboSense is working on a range of different robotic solutions.
02:38Some of this includes with hands.
02:40Some of this includes with cameras, the sort of eyes of the robots as well.
02:45But which products are you most excited about?
02:48I think we're looking for our next version of our active camera that will be launched at the end of
02:56this year.
02:57And I think in the next three to five years, it will become a large category that can compare or
03:03more than the LiDAR category.
03:07And what's so important about active cameras?
03:09With the active camera, you can easily have a very high resolution and accuracy detection capability.
03:18Also, you can work the whole day, no matter if it's the night and day.
03:22So you are planning to go into mass production for the active camera toward the end of this year.
03:27What's the sort of the production target that you have?
03:32So for this year, I don't put a lot of anticipated for revenue, but I think next year it will
03:40be surge.
03:41So for this year, I think it will be surge.
03:41So for this year, I think it will be surge.
03:41So for this year, I think it will be surge.
03:42So for this year, I think it will be surge.
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