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  • (wondrous electronic music)

  • - Welcome to CES 2021.

  • My name is Aaron Jefferson, VP of Product.

  • And I'm here today to talk to you about needs for speed,

  • enabling highway autonomy.

  • And I want to key in on that word speed.

  • Many of the systems today are limited

  • in terms of the ODD or the speed capability of the system,

  • whether it's Level 2 or Level 2+.

  • Those systems have the limited say,

  • sensing and perception technology

  • to enable you to take your hands off the wheel,

  • take your eyes off the road,

  • and really be able to drive autonomously.

  • First, let me give you a little background about Luminar,

  • some of our company highlights, that is.

  • So we came up with this really great

  • breakthrough technology for Lidar,

  • really enabling us to see long distance

  • high resolution sensing technology

  • to enable highway autonomy.

  • Our belief is that and our vision

  • is to make highway autonomy safe and ubiquitous,

  • safety being a key goal there,

  • and ubiquitous meaning available for all.

  • So if we look at overall,

  • our integrated autonomous and safety solution,

  • we are the world's first autonomous solution

  • for series production.

  • There are a lot of different activities for development

  • and spinning systems

  • that aren't really designed

  • to go into a vehicle for production.

  • From day one, our concept was development activity

  • leading to a production platform,

  • which includes all the aspects

  • of what it takes to qualify for automotive grade.

  • We're not just built on sensor technology.

  • We're also built on our software.

  • What our sensor does is really unlock,

  • I would say, a clarity of the environment

  • and the environmental space

  • more than any other sensor this out there.

  • But with that clarity,

  • you can take that information

  • and really develop software

  • and unlock features and capabilities

  • that have never been on the market before.

  • And the key thing is

  • you don't want to just provide the function or the feature,

  • but you also want to do it in a robust way

  • with great confidence.

  • And that's what our sensor delivers.

  • And then we have our top tier,

  • which is essentially the software stack

  • that enables the functionality.

  • Path, planning, and vehicle control.

  • We have the capability to develop that.

  • We're working with several partners to develop that.

  • And we work in conjunction with our tier one.

  • So it really just depends on the model

  • being used by our end customer,

  • but essentially, we are being built,

  • and we are partnering,

  • and we're developing a solution

  • that goes from the sensing

  • all the way to the full stack development

  • and releasing the function at a vehicle level.

  • Now, if you take a look at the market,

  • we like to look at it in two halves, I would say.

  • One is ADAS.

  • ADAS includes everything from Level 0, basic AEB,

  • all the way up to say,

  • the systems you see really on the market today,

  • Level 2, Level 2+ systems

  • where the driver still has to remain engaged,

  • maybe can take their hands off,

  • but their eyes always have to remain on the vehicle,

  • I mean, on the road.

  • What we've noticed in this space,

  • and if you look at the numbers on the bottom left there,

  • it hasn't really been effective

  • at reducing the number of fatalities.

  • Still over a million fatalities globally,

  • still tons, I think 50 million accidents.

  • And if you look at the United States in particular,

  • 35,000 deaths on the highway every year.

  • And that's a real problem.

  • And that number has remained stagnant for a while.

  • Our belief is that with Lidar,

  • you can greatly improve the effectiveness of these systems

  • and really start to hit those numbers and knock those down.

  • The other half of the market is autonomous driving.

  • And autonomous really means driver out of the loop.

  • Anything under that is automated or ADAS.

  • For autonomous driving,

  • we are really looking at unlocking the capability

  • of allowing the driver to disengage

  • and do that in a safe manner,

  • meaning the vehicle knows what to do.

  • It can detect objects or threats well ahead of its path.

  • It can understand the maneuverability

  • and what it can and can't do.

  • And it has a redundancy in the safety behind it

  • to really deliver the capability.

  • So when we look at those two halves,

  • we say, okay, there's a really great opportunity

  • to greatly improve active safety.

  • And we call that proactive safety.

  • And then there's a,

  • I mean, we are the ones,

  • we believe, to unlock the autonomous space.

  • And we're really focused on Level 3 for a highway,

  • again, because once you get to the city

  • and you're talking Level 4 or 5,

  • and no steering wheels, and pedals, and brakes,

  • you get into a situation

  • where you have an extremely difficult ODD.

  • Over time, we believe that will be solved,

  • but the immediate benefit to an end consumer,

  • to someone buying a private vehicle is the highway autonomy.

  • So next, I would like to talk to you

  • about our industry leading performance.

  • We've talked a lot about unlocking autonomy

  • and it's important that we understand

  • in terms of where Luminar is

  • in relation to the rest of the market.

  • If you look at the graph to the right,

  • this will really explain how we founded

  • and designed our architecture from the beginning

  • we knew that the problem to solve

  • was high resolution at a long distance.

  • And we couldn't allow for that trade off.

  • If you look at the rest of the market,

  • and for a lot of reasons,

  • architecture selection, a solid state selection,

  • other things of that nature,

  • everybody has to make a trade off.

  • And what you don't see here is also a field of view.

  • There are some companies that can see really far,

  • say 150 meters.

  • However, their resolution is extremely low.

  • What that means is

  • if there are two objects out there 150 meters away,

  • they're gonna detect one

  • or they're going to highlight in their specifications

  • that they have a range detection of 150 meters.

  • But without the resolution,

  • it really doesn't make much of a difference.

  • Same way the other way.

  • If you were to say, hey,

  • I have the resolution, the high resolution.

  • I can detect two small objects separately from one another.

  • That's great.

  • But if you can only do that at 50 meters,

  • well, then I can do that with the radar.

  • So, do I need a Lidar in my system?

  • So, it's really important

  • that we provided the high resolution,

  • and the range, and also the field of view.

  • This just digs into that a little bit further.

  • I won't go into too much detail,

  • but essentially, if you look at the competition

  • and you look at what's required

  • to deliver into the market, right,

  • all these different factors play a part.

  • And if you're missing any of these,

  • it really does hinder your chances

  • at delivering the performance

  • and the say, automotive grade product

  • that the market needs.

  • And so this is just, again,

  • a deeper dive into that look.

  • Some of this, if you look at the competitors' side,

  • some of it's because of the selected 905 wavelength.

  • Some of it is because of the selected architecture.

  • And that really goes into why we selected what we did.

  • We built it from the standpoint

  • of what problem are we solving

  • and let's not make compromises around certain capability

  • that we know is gonna unlock the capability in the market.

  • Speaking of those architectures,

  • if you look at our system,

  • we really built things from the ground up

  • as was mentioned before.

  • If you look at our structure,

  • it is the scanning, the (indistinct), and the laser.

  • It's a very simple architecture,

  • again, that allows us to see

  • all the information that we need in a scene,

  • versus what we typically compare to

  • or have been compared to in the past

  • was a spinning Lidar,

  • which requires several lasers, several receivers.

  • And yeah, there's a ton of data there,

  • but there's a ton of cost associated with that.

  • And while that has developed some,

  • it still isn't an architecture

  • that will get you an affordable solution,

  • a robust solution in the market

  • that you can easily create an auto grade product

  • and then sell into the market.

  • It's one of the main reasons

  • you really don't see any spinning Lidar

  • in any production vehicles.

  • And it's also where we understood there were limitations

  • and we wanted to make sure

  • that we set up our architecture to solve the problem,

  • but also think about scalability,

  • think about cost,

  • think about manufacturability and production.

  • And we've done a really good job with that.

  • We really love this slide.

  • This is one of our favorite slides from my product group.

  • It is requirements that matter.

  • And essentially, what we want to explain to everybody

  • is everything on this page matters.

  • If you drop one ball here,

  • you essentially limit the chances

  • of your product being effective

  • and going into production.

  • The top row is really around performance.

  • You really want to bring that Level 3,

  • Level 4, hands off, eyes off value to the consumer.

  • You need that full top row.

  • Range, resolution, fidelity,

  • and the precision of the information,

  • the right field of view, the weather performance.

  • We need all of those pieces to work well.

  • What we're finding now is the bottom row,

  • when you really start

  • to get into discussions with customers,

  • you really start to explain to them what you have

  • and what you can deliver,

  • they also have a concern from the bottom row.

  • You know, how viable is your supply chain?

  • What's your manufacturing strategy?

  • Do you understand how to manufacture this

  • to where you can get yields that makes sense

  • and that will allow everybody

  • to feel safe about their product being developed?

  • Is it quality product?

  • Is it automotive grade?

  • You know, there are a lot of companies

  • that really focus on the performance

  • and a lot of companies fall short there,

  • and they're not even yet at the position

  • where they can think about the bottom row.

  • When you talk to the customers,

  • the premium OEMs, the volume OEMs,

  • every OEM that has

  • understands what it takes

  • to put a quality product into the market,

  • especially the automotive market.

  • That bottom row is just as important.

  • We were awarded a Volvo win.

  • And I want to be clear.

  • This Volvo win is a production award for SLP 2022.

  • This is not an experiment.

  • This is not a potential award.

  • This is a