![]() Freedom Photonics is a manufacturer of unique and innovative photonic components, modules and subsystems, Black Forest Photonics provides full custom ASIC designs and services, providing Full Custom ASIC/ROIC Designs & Services and Optogration builds advanced Photodetectors. These companies include Freedom Photonics, Black Forest Engineering, and Optogration. The receiver, detector and laser solutions of Luminar's Iris LiDAR is developed by its Advanced Technologies & Services segment companies. One thing that differentiates the Iris Lidar is that there are multiple components and solutions that are vertically integrated. The Iris LiDAR offers a cost effective and automotive grade LiDAR solution that for Tier 1s and OEMs. This compares to a 950nm based LiDAR which Innoviz offers. The Iris LiDAR combines the laser transmitter and receiver to bring a 1550nm based LiDAR. Luminar's main product is its Iris LiDAR. The level of autonomy increases from L0 to L5, with the human fully responsible for all dynamic driving tasks in L0, while in L5, the automated driving system is the one that makes all the decisions for all dynamic driving tasks.Īs such, the near-term business opportunities for LiDAR players like Luminar and Innoviz is in up to 元 today. L1, L2 and 元 means driver assistance, partial driver automation and conditional driver automation respectively. The level of automation ranges from L0, which means no driving automation, to L5, which means full driving automation. This means that in the near-term, the opportunity will be to enhance, and not replace, the driver. Similar to Innoviz, Luminar sees the near-term opportunities for the market being in the ADAS and highway autonomy space. At the end of the day, its products and solutions are meant to bring about next generation ADAS and highway autonomy for passenger and commercial vehicles. Luminar has spent the last 10 years building its LiDAR, chip-level up, meeting the cost, performance, and safety requirements of its customers. ![]() Its current portfolio includes both sensor hardware and perception and decision making software that was developed in-house, as well as a high definition 3D mapping engine for new levels of vehicle automation and better vehicle safety features. Austin is currently the CEO of Luminar while Jason is serving as the company's chief technology officer. Luminar was founded in 2012 by Austin Russell and Jason Eichenholz. Let's start off with a brief introduction into Luminar. While this is my first Luminar article on Seeking Alpha, I have posted a deep dive research into LAZR stock in Outperforming the Market, where I go deeper into the customer order book, competitive landscape, financials and valuation of the company.Īpart from Luminar, I have also done extensive research on other LiDAR players, like Innoviz ( INVZ), including a deep dive into the company in Outperforming the Market for those who are interested in the theme. As I will elaborate below, I think that Luminar has one of the best product and software solutions portfolio in the industry, led by an owner-operator, and with a manufacturing strategy meant to have sufficient control and at the same time, enabling rapid scaling and cost efficiencies. I am of the view that we are at an inflection point in the LiDAR industry as automotive players are increasingly making their strategic LiDAR sourcing decisions in the next one to two years, with many of them in the process of doing so. Today, in this article, I will be sharing my research findings and thoughts on a leading LiDAR player, Luminar Technologies ( NASDAQ: LAZR). This article was first posted in Outperforming the Market on June 16, 2023.
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