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Re:Google Has Spent Over $1.1B on Self-Driving Tech by Animats on Saturday September 16, 2017 @12:29AM (#15262877)
Who is going to scale up the best and most cost efficient solid state lidar?

Probably some big auto parts company. Continental [1] and Denso [2] are both building solid state LIDARs. Quanergy seems to be all hype.

Maybe automatic driving is just going to be a set of components Tier I auto parts makers sell to auto companies. That's how ABS braking and stability control works. Those are the companies that can make electronics work reliably in the automotive environment.

It may not be a race, either. Many major auto manufacturers expect to ship some form of automated driving in the 2020-2021 model year. There's no reason to expect one big winner here.

As for "transportation as a service", Avis, the car rental company, is getting ready to do that. They're servicing Google's self-driving test fleet in Austin, so they'll be ready to go into that business when the time comes.

[1] https://www.continental-automotive.com/en-gl/Passenger-Cars/... [2] https://www.wsj.com/articles/toyotas-biggest-supplier-to-tak...

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