Dec. 26 at 8:27 PM
$AEVA $INVZ $MVIS No, since 2021 I was right on almost everything about lidar technology. I forcasted that all mechanical lidars will have no future. Waymo, Argo AI, Bosch, and Luminar lost the lidar race and left the market or are bankrupt. To name only few. I forecasted that for all of them. Only mechanical lidars that are left are
$OUST spinning lidars and Valeo Scala 3 etc. Will also lose all RFQs if they are still in one. I am almost the only one that has forecasted that for all of them correctly. You can prove it with my posts since 2021.
Spinning lidars will be replaced in most use cases in the next years with flat lidars. Ouster and Valeo will not win any big automotive contract with thm. They have only chances if they get their solid-state lidars ready. Valeo needs still several years for it and that migth be too late. Nobody knows why Ouster cannot finish its DF series.
Happy new year with
$MVIS leading lidar market by new contracts in 2026.
