MicroVision (MVIS) Fireside chat summary

Introduction and agenda

• The session featured Hans-Werner Kaas as host and Glen De Vos, CEO of MicroVision, focusing on the evolution of the lidar industry from innovation to scalable deployment and commercialization.

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

Background and experience of the speaker

• Glen De Vos has nearly a year at MicroVision, with prior leadership roles at Aptiv and Delphi, bringing deep expertise in automotive technology and perception systems.

Current industry trends

• The lidar industry is transitioning from a hardware-first, high-cost, Silicon Valley-driven phase (Lidar 1.0) to Lidar 2.0, focused on scalable deployment, value creation, and cost efficiency.

• Industry consolidation is ongoing, with MicroVision actively acquiring companies to strengthen its portfolio and accelerate commercialization.

• Customers now demand affordable, value-driven solutions that enable features like Level 3 autonomy and advanced safety, with price sensitivity a key barrier to mass adoption.