MicroVision Shifts Focus to 'Lidar 2.0' Commercialization

Company highlights Luminar deal, first shipments to Europe, and four-pillar strategy for scaling lidar technology

Mar. 3, 2026 at 2:23am

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MicroVision executives outlined the company's transition from a 'technology-proving phase' to a 'commercialization-focused era' they're calling 'Lidar 2.0.' CEO Glen De Vos discussed MicroVision's four-pillar strategy centered on portfolio breadth, cost optimization, software leverage, and disciplined execution. The company highlighted its acquisition of Luminar as a way to expand its product offerings and accelerate commercialization through customer relationships.

Why it matters

MicroVision's shift to 'Lidar 2.0' reflects broader industry trends moving away from 'hardware bragging rights' toward value creation, lower costs, and scalable execution across automotive and non-automotive applications. As lidar technology matures, the focus is now on deploying lidar systems that deliver measurable customer value rather than just impressive sensor capabilities.

The details

MicroVision CEO Glen De Vos said the company is building four key capabilities to lead in 'Lidar 2.0': a portfolio spanning short-range and long-range use cases, a 'design-to-cost' philosophy to enable volume, a software-centric approach to increase flexibility and system capability, and disciplined capital deployment and execution. The company recently acquired Luminar to expand its product offerings and accelerate commercialization through existing customer relationships.

  • MicroVision began shipping product against purchase orders transferred from Luminar this week.
  • The company's CFO search is ongoing and targeted for completion in the second quarter of 2026.

The players

Glen De Vos

CEO of MicroVision, who outlined the company's 'Lidar 2.0' strategy and rationale for acquiring Luminar.

Hans-Werner Kaas

Senior Partner Emeritus at McKinsey & Company, who moderated the fireside chat with MicroVision's CEO.

MicroVision

A technology company specializing in laser scanning and sensing solutions, including its proprietary PicoP® scanning technology for displays and 3D sensing.

Luminar

A lidar technology company that MicroVision recently acquired to expand its product portfolio and accelerate commercialization.

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What they’re saying

“We must not let individuals continue to damage private property in San Francisco.”

— Robert Jenkins, San Francisco resident

What’s next

The judge in the case will decide on Tuesday whether or not to allow Walker Reed Quinn out on bail.

The takeaway

MicroVision's shift to 'Lidar 2.0' highlights the industry's evolution from technology demonstrations to a focus on delivering measurable customer value through cost-optimized, scalable lidar solutions. The company's acquisition of Luminar aims to accelerate this transition by expanding its product portfolio and leveraging existing customer relationships.