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2021-09-25

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MicroVision Will Be a Winner if It Can Make Lidar Cheap

MVIS stock continues to react to news about its forthcoming automotive lidar system

MicroVision Will Be a Winner if It Can Make Lidar Cheap

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But MVIS stock began to soar last fall on news it was developing a lidar system for the automotive sector.\nBetween the start of December 2020 and Feb. 16 of this year, MVIS stock rocketed up by more than 920%. After a quick correction, it’s surged several times since, hitting a decade-long high close of $26.44 on April 26.\nThat’s classic meme stock performance. However, MicroVisiondoeshave a shot at a big win in a huge industry. At its current price in the $15 range, is MVIS stock worth considering for your portfolio?\nLidar Versus Relying on Cameras\nMuch of the drama around MVIS stock has been a direct result of&nbsp;Tesla(NASDAQ:TSLA). There is a, “Will they or won’t they?” element to this. Tesla is the leading electric car manufacturer — but more importantly in this context, it’s seen as a leader in the race to autonomous cars.\nTesla CEO Elon Musk has repeatedly dismissed lidar. He’s called it a“crutch”and “a fool’s errand.” In 2019,he told attendee&nbsp;sat Tesla’s first Autonomy Day Event, “Anyone relying on lidar is doomed. Doomed!”\nOne of Musk’s key complaints about lidar is its expense. Prices have come down, but early in the autonomous car race, a lidar system for a single vehicle&nbsp;could cost $70,000.\nTesla has been betting that camera-based systems have improved to the point where they can match lidar’s depth-sensing lasers. However, a very public&nbsp;series of crashes&nbsp;by Tesla vehicles on Autopilot raised questions about this approach.\nWhile Elon Musk may still be trashing lidar publicly, it seems that behind the scenes, Tesla is experimenting with adding lidar to its Autopilot sensor suite. There have been multiple reports over the past six months of Tesla vehicles equipped with&nbsp;prominent lidar sensors.\nA big part of the MVIS stock story in 2021 has been retail investors reacting to discussions on the subject by&nbsp;Reddit&nbsp;users onr/WallStreetBets.&nbsp; So yes, MVIS has been a classic meme stock. But MicroVision would obviously benefit if Tesla were to start using lidar sensors.\nFor example, MVIS stock saw one big spike in February, which was assisted&nbsp;by this Medium post&nbsp;that suggested it could “skyrocket” over the next few years. The author wrote that the company may have game-changing technology that would be the perfect match for Tesla.\nMicroVision’s Cheap Lidar Has Competition\nMicroVision’s pitch is effective lidar sensors that are cheap enough for automakers —&nbsp;even Tesla — to adopt them. The company says its lidar system will&nbsp;meet or exceed&nbsp;original equipment manufacturer (OEM) requirements. Additionally, it will do so with an average selling price (ASP) of less than $1,000.\nThat’s a far cry from the days of a $70,000 lidar system. MicroVision — and its investors — are banking on the price being low enough to win over automakers.\nBut there’s one fly in the ointment here. MicroVision isn’t the only one developing a cheap lidar system. In fact, a leading competitor has already announced a&nbsp;$500 lidar system.\nThat means MicroVision will be introducing its first automobile lidar sensor while going up against an established company whose system could seriously undercut it. Even worse, the lidar system Tesla has been testing on the road is apparently&nbsp;manufactured by this competitor.\nOf course, Tesla is far from the only game in town. But having the company adopt your lidar system for its cars is a big win that’s likely to influence other car makers.\nThe Bottom Line on MVIS Stock\nThis&nbsp;Portfolio Grader&nbsp;“B”-rated stock could be a long-term growth winner. MicroVision has other products that have potential, including components&nbsp;used in AR glasses.\nHowever, the real win would be chalking up a contract to supply automakers with a lidar system. That is a huge market. When the company reported its second-quarter earnings on Aug. 4, it said the system would be&nbsp;available in limited quantities&nbsp;in Q4.\nAdditionally, it had this to say about its system and automakers:\n<blockquote>\n “The feedback we’ve received from potential customers so far has been very positive. With our proprietary active scan locking architecture based on proven technologies, we believe our lidar meets and exceeds their product expectations and will be the most cost effective lidar product to address their needs.”\n</blockquote>\nIf you decide now is the time to make a move, keep in mind that as a meme stock, announcements — by MicroVision, competitors, Tesla or other auto makers — could have an oversized effect on MVIS stock. Be prepared for ongoing drama.","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MicroVision Will Be a Winner if It Can Make Lidar Cheap</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicroVision Will Be a Winner if It Can Make Lidar Cheap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-09 14:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/09/mvis-stock-will-be-a-winner-if-it-can-make-lidar-cheap/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nMicroVision, Inc.(NASDAQ:MVIS) has been quietly churning out high tech imaging and laser scanning technology for years. But MVIS stock began to soar last fall on news it was developing a lidar system ...\n\n<a href=\"https://investorplace.com/2021/09/mvis-stock-will-be-a-winner-if-it-can-make-lidar-cheap/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MVIS":"维视图像"},"source_url":"https://investorplace.com/2021/09/mvis-stock-will-be-a-winner-if-it-can-make-lidar-cheap/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198149268","content_text":"MicroVision, Inc.(NASDAQ:MVIS) has been quietly churning out high tech imaging and laser scanning technology for years. But MVIS stock began to soar last fall on news it was developing a lidar system for the automotive sector.\nBetween the start of December 2020 and Feb. 16 of this year, MVIS stock rocketed up by more than 920%. After a quick correction, it’s surged several times since, hitting a decade-long high close of $26.44 on April 26.\nThat’s classic meme stock performance. However, MicroVisiondoeshave a shot at a big win in a huge industry. At its current price in the $15 range, is MVIS stock worth considering for your portfolio?\nLidar Versus Relying on Cameras\nMuch of the drama around MVIS stock has been a direct result of Tesla(NASDAQ:TSLA). There is a, “Will they or won’t they?” element to this. Tesla is the leading electric car manufacturer — but more importantly in this context, it’s seen as a leader in the race to autonomous cars.\nTesla CEO Elon Musk has repeatedly dismissed lidar. He’s called it a“crutch”and “a fool’s errand.” In 2019,he told attendee sat Tesla’s first Autonomy Day Event, “Anyone relying on lidar is doomed. Doomed!”\nOne of Musk’s key complaints about lidar is its expense. Prices have come down, but early in the autonomous car race, a lidar system for a single vehicle could cost $70,000.\nTesla has been betting that camera-based systems have improved to the point where they can match lidar’s depth-sensing lasers. However, a very public series of crashes by Tesla vehicles on Autopilot raised questions about this approach.\nWhile Elon Musk may still be trashing lidar publicly, it seems that behind the scenes, Tesla is experimenting with adding lidar to its Autopilot sensor suite. There have been multiple reports over the past six months of Tesla vehicles equipped with prominent lidar sensors.\nA big part of the MVIS stock story in 2021 has been retail investors reacting to discussions on the subject by Reddit users onr/WallStreetBets.  So yes, MVIS has been a classic meme stock. But MicroVision would obviously benefit if Tesla were to start using lidar sensors.\nFor example, MVIS stock saw one big spike in February, which was assisted by this Medium post that suggested it could “skyrocket” over the next few years. The author wrote that the company may have game-changing technology that would be the perfect match for Tesla.\nMicroVision’s Cheap Lidar Has Competition\nMicroVision’s pitch is effective lidar sensors that are cheap enough for automakers — even Tesla — to adopt them. The company says its lidar system will meet or exceed original equipment manufacturer (OEM) requirements. Additionally, it will do so with an average selling price (ASP) of less than $1,000.\nThat’s a far cry from the days of a $70,000 lidar system. MicroVision — and its investors — are banking on the price being low enough to win over automakers.\nBut there’s one fly in the ointment here. MicroVision isn’t the only one developing a cheap lidar system. In fact, a leading competitor has already announced a $500 lidar system.\nThat means MicroVision will be introducing its first automobile lidar sensor while going up against an established company whose system could seriously undercut it. Even worse, the lidar system Tesla has been testing on the road is apparently manufactured by this competitor.\nOf course, Tesla is far from the only game in town. But having the company adopt your lidar system for its cars is a big win that’s likely to influence other car makers.\nThe Bottom Line on MVIS Stock\nThis Portfolio Grader “B”-rated stock could be a long-term growth winner. MicroVision has other products that have potential, including components used in AR glasses.\nHowever, the real win would be chalking up a contract to supply automakers with a lidar system. That is a huge market. When the company reported its second-quarter earnings on Aug. 4, it said the system would be available in limited quantities in Q4.\nAdditionally, it had this to say about its system and automakers:\n\n “The feedback we’ve received from potential customers so far has been very positive. With our proprietary active scan locking architecture based on proven technologies, we believe our lidar meets and exceeds their product expectations and will be the most cost effective lidar product to address their needs.”\n\nIf you decide now is the time to make a move, keep in mind that as a meme stock, announcements — by MicroVision, competitors, Tesla or other auto makers — could have an oversized effect on MVIS stock. Be prepared for ongoing drama.","news_type":1},"isVote":1,"tweetType":1,"viewCount":636,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}