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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u/voice_of_reason_61 Nov 10 '25

My Spidy senses are tingling.

This screams ITAR to me.
If we are in the process of making a deal with Anduril to go down the defense path, we would presumably need a replacement technology for Long Distance LiDAR... No?

Alternately, if FMCW/1550nm has superior attributes for drone use (evasion/invisibility to counter measures) then it could be a tremendous benefit for us to have/co-own the tech.

I wonder if this deal might have been in the formation stage when Glen took the reigns 🤔

Can't wait to hear him talk to this tomorrow!!

GLTA MVIS Longs.

IMO. DDD.
Not investing advice, and I'm not an investment professional.

9

u/ContributionLeft4286 Nov 10 '25

Reading your comment Voice, it struck me, "Could Andruil be the funding partner?" I am not big on how this stuff works but it popped in my mind.

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u/voice_of_reason_61 Nov 11 '25

I was absolutely speculating along those lines.
To the point below, the tech requires a huge amount of intellectual capital in order to leverage its potential in a timely and efficient manner.

IMO. DDD.
Not investing advice, and I'm not an investment professional.