MicroVision (MVIS) Investor presentation summary

Lidar 2.0 strategy

• Strategy shifts from hardware-first technology demonstrations to use-case performance, cost discipline, open software and diversified revenue.

• Portfolio spans short-range sensors under 50m, long-range 50–300m and ultra-long-range 500–1,500m, with 905nm flash, 1550nm ToF and 1550nm FMCW technologies.

• Open software and AI-enabled point cloud and perception tools aim to reduce hardware complexity and cost, and support integration from sensor data through the application layer.

End markets

• Industrial uses include warehouse and logistics, port and yard automation, mining, construction, agriculture and power; product features include solid-state design, ruggedness and onboard software.

• Security and defense applications emphasize compact integration on drones and unmanned vehicles, real-time mapping in GNSS-denied areas, obstacle detection and autonomous navigation.

• Automotive positioning centers on lower total system cost, flexible sensor placement and customizable software from raw point clouds to ADAS features.

Market and industry context

• Addressable lidar market estimated at $40B, growing 25% annually, driven by perception-enabled autonomy across industries.

• More than 50% of lidar companies have disappeared over the past decade; 40+ entered in 2016–2020, with fewer than 20 remaining in 2026.