According to a recent LinkedIn post from Voyant Photonics, the company has shared results from a controlled comparison between its Carbon frequency-modulated continuous wave (FMCW) LiDAR sensor and a traditional time-of-flight (ToF) sensor, the Hesai XT32, in foggy conditions. The post suggests that the ToF-based XT32 experienced significant backscatter, producing a “wall of noise” that obscured stationary objects, while the Voyant Carbon FMCW system reportedly filtered out fog and delivered a clearer, more actionable point cloud.
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From an investor perspective, the post highlights a potential competitive advantage for Voyant Photonics in environments characterized by heavy environmental noise—such as warehouses, autonomous vehicles, drones, and robotics applications where visibility is frequently degraded. If these performance claims translate into real-world deployments at scale, FMCW-based solutions like Carbon could be positioned as a differentiated sensor choice for advanced driver assistance systems (ADAS), warehouse automation, UAVs, and broader robotics and computer vision markets. This may enhance Voyant Photonics’ value proposition relative to incumbent ToF LiDAR providers, potentially improving its prospects for commercial partnerships, design wins, and longer-term revenue growth in the LiDAR and silicon photonics segments.