MicroVision (MVIS) Fireside chat summary

Introduction and agenda

• The session featured Hans-Werner Kaas as host and Glen De Vos, CEO of MicroVision, discussing the evolution of the lidar industry and MicroVision's strategic direction.

• The agenda included industry trends, company strategy, recent acquisitions, and audience Q&A.

Background and experience of the speaker

• Glen De Vos has extensive leadership experience in automotive technology, previously with Aptiv and Delphi, and now leads MicroVision's transition from R&D to commercialization.

Current industry trends

• The lidar industry is transitioning from technology demonstration (Lidar 1.0) to scalable, value-driven deployment (Lidar 2.0).

• There is a shift from hardware-centric innovation to solutions that emphasize cost, software integration, and broad applicability across automotive, industrial, security, and defense markets.

• Industry consolidation is accelerating, with acquisitions playing a key role in building comprehensive portfolios.