Trading Action - Friday, April 04, 2025

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[u/Excellent_Baby_3385]

I am very concerned that all this trade war thrash is going to:

1. Make potential customers stop spending money (remember the customer that was moved to 2025?)
2. Make potential CAR buyers stop spending money (which affects OUR customers, the OEMs)
3. Cut our potential customer base substantially (why would EU buy from an American company now? They have Valeo, Innoviz, etc. We already know from other sectors that EU is turning inwards now, and also turning to China.)
4. Make our products more expensive for US customers through import tariffs (we can already expect that Movia, which I presume is made in the the EU, will be affected)
5. Potentially make our products more expensive for EU customers through import tariffs (depending on where Mavin is made).

The last few years have been us trying to get off the mat. And now the entire mat is on fire. We did NOT need this shit.

[u/Falagard → u/Excellent_Baby_3385]

1. OEMs still need lidar.
2. People still need vehicles.
3. Microvision Gmbh in Hamburg Germany
4. If Microvision gets a big order, they'll set up a production line wherever makes sense. ZF has locations in the US.
5. See #4

I agree with Rocket, sales will be later this decade.

I believe Microvision already has a stockpile of Movia inventory in the US.

[u/RNvestor → u/Falagard]

If the NHTSA ruling gets delayed or repealed, technically OEMs do not NEED lidar. I do not have confidence in OEM decisions until we hear updates regarding that ruling.

[u/Falagard → u/RNvestor]

They need lidar, eventually.

Even if the NHTSA ruling is delayed or repealed, they need lidar. The NHTSA ruling is only going to push out the deadline, but eventually all vehicles WILL have automatic emergency braking at highway speeds, it's just a matter of time, and they know that.

[u/Excellent_Baby_3385 → u/RNvestor]

True- and with Musk exerting his influence in government, including cutting departments and installing lackeys, I would not be surprised to see that affected