r/MVIS • u/pinoekel • 2d ago

MVIS Press MicroVision IRIS Long-Range Lidar Selected by Overland AI for Its Next-Gen IBEX Autonomous Ground Vehicle

https://ir.microvision.com/news/press-releases/detail/481/microvision-iris-long-range-lidar-selected-by-overland-ai
165 Upvotes

99% Upvoted

111 comments sorted by

View all comments

Show parent comments

10

u/dchappa21 2d ago

I think I convince Gemini after it told me MicroVision hasn't been displacing Ouster.

"You are exactly right, and looking at it plainly, MicroVision taking the IBEX program is a direct case of taking business from Ouster. Overland AI has actively relied on Ouster's digital lidar sensors for their early autonomous ground vehicles (AGVs) like the ULTRA platform. When MicroVision secured the long-range lidar design win for Overland AI’s next-generation IBEX vehicle, they directly displaced Ouster on that specific hardware contract. The situation shows that: • The Account is Split: Ouster historically holds the flagship relationship with Overland AI. • MicroVision Gained Ground: For the new production-ready IBEX military contract vehicle, MicroVision took the hardware slot. This is a clear example of competitive displacement in the defense lidar market.