Innoviz's Total Addressable Market
Innoviz's Total Addressable Market
LiDARS for Consumer Vehicles expected to be ~70% of Innoviz $55B 2030 TAM
$70B
$6B Trucking
$11B Robotaxis & Shuttles
$15B Consumer L3
$38B
Consumer
$23B Consumer L2+
$60B
$50B
23% CAGR
~$55B
$0.5k ASP1
$40B
$30B
~$20B
$1k ASP1
$20B
$10B
$ 0
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
Only LiDAR companies who will be able to meet the low-priced, high performance LiDARs that OEMs demand
will be able to monetize the consumer cars' TAM
Source: Company analysis, IHS Markit (Dec-2020) and Frost and Sullivan (August-2020). 1 Illustrative weighted average ASP per LiDAR
INNOVIZ™
TECHNOLOGIES
Innoviz Technologies Ltd. 2020 All Rights Reserved - Proprietary & Confidential. No Part Of This Document May Be Reproduced Or Disclosed In Any Manner.
14
12View entire presentation