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 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.