Since March, there have been constant reports of laser radars being installed in cars. The "arms race" among car companies for intelligent driving has escalated, and laser radar manufacturers have clearly become the big winners. An insider from a leading laser radar manufacturer said, "Orders have exploded." "For laser radar suppliers, they can basically see their volumes in the next 1-2 years through fixed-point orders. This year will be a year of large-scale volume increase." However, behind the explosion of orders, another insider from a laser radar manufacturer told Blue Whale Auto that the industry has a high degree of market concentration, but there are undercurrents among the top players. After car companies increase their volumes, they adopt the AB supply trend, and orders from laser radar manufacturers may be cut by each other. For example, BYD is currently cooperating with Sagitar, and some of its models are also supplied by Hesai Technology.