Recently, several lidar manufacturers have announced large orders and partnerships in the robotaxi sector, accelerating their efforts to seize the industry's "next big boom." Simultaneously, applications such as assisted driving, robotic lawn mowers, and self-driving trucks are also rapidly expanding into the market. From Hesai Technology securing $40 million in overseas orders, to RoboSense integrating into NVIDIA's ecosystem, to Tudatong expanding into the commercial vehicle market, lidar is entering a multi-scenarios, multi-track race. Industry insiders believe the lidar industry is shifting from technological breakthroughs to a race for application scenarios. While the market landscape remains uncertain, those who can pioneer successful application paths and accumulate practical experience will be well-positioned for the next phase of the industry's explosion.