MicroVision (MVIS) Investor presentation summary

Industry transformation and market trends

• Lidar industry has shifted from technology focus (Lidar 1.0) to value-driven solutions (Lidar 2.0), emphasizing cost efficiency, diversified revenue, and software differentiation.

• Over half of lidar companies have exited the market in the past decade, with fewer than 20 expected to remain by 2026.

• The total addressable market is projected at $40B, growing 25% annually, driven by adoption across automotive, industrial, and defense sectors.

Product portfolio and technology

• Comprehensive portfolio covers short, long, and ultra-long range sensing, with open software frameworks and AI-enabled perception.

• Solutions are tailored for multiple verticals, including automotive, industrial, and security/defense, with ruggedized, cost-efficient, and customizable features.

• Software-driven approach reduces hardware complexity and cost, enabling turnkey and customizable applications.

Strategic execution and leadership

• Revenue acceleration is driven by converting commercial demand and leveraging established customer relationships.

• Leadership team brings decades of automotive, engineering, and financial expertise, with a track record in scaling and operational execution.

• Strategic acquisitions and partnerships have expanded capabilities and market reach, including integration of IBEO, Luminar, and Scantinel assets.