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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