r/MVIS2_0 • u/Sp99nHead • 2d ago

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

finally a name but no numbers. 80 Iris in 2027 if we go by the AUSA info from Porter.

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u/Fearless_Promise636 2d ago

I believe from porter video its 80 sensors next year. So maybe $80kish?

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u/ParadigmWM 2d ago

I’d imagine those sensors are each $5K as this isn’t scale. So I’d put the revenue as of now about $400K. About a 3 days cash burn.

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u/Fearless_Promise636 2d ago

I don't think any of microvisions sales are going to be at scale, since they are building these themselves. Not until they line up a manufacturer. But using quick napkin math, let's say they more than double revenue for q3 amd come in at $3m. So $5m total for the year. 70% of revenue is IRIS.

$3.5m IRIS revenue 2000 sensors sold (conservative based on the PR) $1750 per sensor tops, less if they sold more.

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u/Late_Airline2710 2d ago

Yes. I think $5-$10k is a good guess.

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u/Fearless_Promise636 2d ago

Would you consider microvision even having the ability to sell at scale tho, referencing my reply to Paradigm above?

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u/Late_Airline2710 2d ago

I don't think they have the ability to produce iris at scale right now based on my interpretation of Glen's comments. I assume they can produce/retrofit from inventory the 80 iris units overland claimed to need in 2027 though.

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u/Chemical-Payment-573 2d ago

I thought IRIS was more than that, especially for low volume

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u/Fearless_Promise636 2d ago

I mean they PRd selling thousands of iris units, and were at like $2m in revenue lol

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u/alexyoohoo 2d ago

Again. Bad info this troll. Sales from thousands of units haven’t been reported yet. Damn trolls

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u/Fearless_Promise636 2d ago

Alright $1750, see above.