#Luminar 4 vs luminar ai full
#Luminar 4 vs luminar ai plus
#Luminar 4 vs luminar ai series

By combining the three into one Luminar Semiconductor program, Luminar effectively internalizes the design, production and supply of critical components to its lidar systems. Luminar Semiconductor combines the expertise of Black Forest Engineering in the development of 'custom signal processing chips', OptoGration's forte in the development of receiver chips and InGaAs photodetector processors used to 'convert optical power into an electrical current', and Freedom Photonics' proficiency in the development of core diode laser technologies critical to lidar systems.

Luminar Semiconductor: Following Luminar's acquisition of Black Forest Engineering in 2018, OptoGration in 2021, and Freedom Photonics in 2022, the company has merged the three components into Luminar Semiconductor.

#Luminar 4 vs luminar ai full

Whether the development of autonomous mobility is going to pause at ADAS within the foreseeable future due to regulatory and capital constraints in the industry, or eventually expand to full self-driving within our lifetime, Luminar has anchored its role in furthering related advancements by consolidating critical assets and talent across the supply chain through strategic acquisitions, acqui-hires, partnerships:

Lidar's Social Butterflyįrom automakers to contract manufacturers and insurance companies, there is almost no corner of the broader lidar and auto supply chain left untouched by Luminar.

Taken together, Luminar continues to reinforce the foundation to its longer-term growth story, with every step in its ongoing consolidation strategy being a pragmatic approach that contributes further to the durability of its fundamental prospects and, inadvertently, valuation upside potential.

#Luminar 4 vs luminar ai plus

And last but not least, Luminar's latest partnership with Plus also reinforces its efforts in expanding lidar applications beyond passenger vehicles, effectively diversifying its TAM to drive greater long-term growth opportunities. The company has even catapulted itself further into the latest AI frenzy by partnering with Scale.ai to further optimize its growing data advantage through 'Luminar AI Engine'.

#Luminar 4 vs luminar ai series

It has also deepened its series production partnerships with key OEMs during the quarter, while also diversifying its go-to-market strategy through the introduction of 'Luminar Insurance'. The company has also expanded its strategic contract manufacturing model's global footprint through a new partnership with TPK to accommodate burgeoning market opportunities in China and the broader APAC region. And the company's explosive growth in the first quarter, driven primarily by high-volume start of productions, alongside a slew of additional acquisitions across the supply chain continues to accommodate its ambitions to expand market share not just within the auto industry but also across adjacent verticals, including aerospace and defense.įollowing Luminar's integration of OptoGration, Black Forest Engineering, and Freedom Photonics in recent years - which the company has now amalgamated into 'Luminar Semiconductor' - it has proceeded with further consolidation within the industry through the latest acquisition of Seagate's lidar assets, as well as the hiring of engineers from the now shuttered Argo AI's lidar team.

As discussed in our previous coverage, Luminar remains a share gainer as consolidation continues to take place across the lidar supply chain. 2022 marked an inflection point for Luminar's ( NASDAQ: LAZR) business, transitioning from R&D to 'high-volume series production' with Chinese automaker SAIC's RISING AUTO R7 EV.