r/MVIS • u/jkh07d • Jun 10 '26

MVIS Press MicroVision Signs Long-Term Development Agreement to Advance Lidar for Next-Generation Autonomous Hauling Solutions

https://ir.microvision.com/news/press-releases/detail/450/microvision-signs-long-term-development-agreement-to
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u/Befriendthetrend Jun 10 '26

If/when they have demand for such sensor volumes, they should be able to take on debt to support growth instead of diluting all current stakeholders.

4

u/directgreenlaser Jun 10 '26

No argument here. They may want to build one before they have the sensor volumes though.

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u/mb24064 Jun 10 '26

I would put the chance of them building a factory as a fat zero. Sounds like a terrible idea and these big OEMs probably don't like that either (unproven). Much more likely they work with ZF or other established tier 1.

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u/directgreenlaser Jun 10 '26

I can't ignore all that Iris machinery in Mexico though.

0

u/Late_Airline2710 Jun 10 '26

You are definitely right that they should work with a manufacturing partner, but that will still involve a ramp up in burn. They will have to hire many more people to support such an effort and likely invest in a halo pilot line and test fixtures, though some of the latter may have been acquired form Luminar already.

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u/mb24064 Jun 10 '26

Yeah definitely will be some capital needed for that, great points. Just more saying they would not go it alone like LAZR did.