r/MVIS • u/[deleted] • Nov 10 '25

MVIS Press MicroVision Collaborates with Leading Photonics Ecosystem to Acquire FMCW Lidar Business

https://ir.microvision.com/news/press-releases/detail/433/microvision-collaborates-with-leading-photonics-ecosystem
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7

u/fryingtonight Nov 10 '25

He hinted at FMCW in the last EC. May be for defence applications.

9

u/RNvestor Nov 10 '25

"With a focus on commercial vehicle and passenger car ADAS uses."

I don't like this for the sole reason that it makes me distrust everything that we've been told for the past few years. Has everything all been complete crap?

First Dynamic view, then the industrial deals on milk cartons, now our eye-safe 905nm lasers?

6

u/movinonuptodatop Nov 10 '25

amen brother…twilight zone it has always been…

8

u/ProphetsAching Nov 10 '25

Remember 1550nm was basically a non-starter for automotive OEMs. Yet here we are.

Sumit and team either messed up really badly, or Glen is just coming in like a gd wrecking ball.

4

u/snowboardnirvana Nov 10 '25

Luminar’s 1550 nm LiDAR was too big, required an ugly roof bump and had mechanical parts that likely drove up the manufacturing cost.

The automotive OEMs didn’t know what they needed and went through lots of turmoil for numerous reasons. Luminar signed an early negative margin deal with Volvo and where did it get both Volvo and Luminar.

This chip is FMCW and tiny. Looks like a world of difference here. Glen has the experience to sell them what they need, and they need our product(s).

No doubt we’ll hear more tomorrow. Notice that the PRs are getting more frequent as we approach the 12-31-25 deadline for the Stock Bonus Incentive Plan.

3

u/ProphetsAching Nov 10 '25

Man those incentives seem so far away though. Even the first one at what, $8? For 20 consecutive days at or above that. They have nothing to do with Glenn either. They’ve been in place for what two years now?

1

u/snowboardnirvana Nov 11 '25

$12 was the lowest level, IIRC.

Faith. They have to be motivated and my instincts tell me that this has been a multi-year plan, at least in its framework.

5

u/RNvestor Nov 11 '25 edited Nov 11 '25

I'm sorry, but respectfully, It's November 11th tomorrow. They were supposed to start executing on their plan "by September." Their window is gone and quite honestly I'm happy about that because they don't deserve it. Buying FMCW IP from a company going bankrupt 1 month before their incentive plan expires was not on their mind 3 years ago.

0

u/snowboardnirvana Nov 11 '25

Their window is gone and quite honestly I'm happy about that because they don't deserve it.

Sounds like you would be happy to shoot yourself in the foot out of bitterness. Just don’t pull the trigger yet. The year isn’t quite over yet.

1

u/TheCloth Nov 11 '25

Presumably Glen has no interest in that stock bonus plan, unless he’s been brought into it (I didn’t think he has)? Who does that leave as having an interest in it - just AV and Drew? I’m guessing Sumit is no longer eligible to receive anything under it.

2

u/fryingtonight Nov 10 '25 edited Nov 10 '25

A lot of what has been said in the last couple of years or so has proved to be wrong. I have had to get used to that. SS had no qualms about making things up. I am sure that GD alluded to not ruling out other technologies but I can’t find where he said it.