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Tesla Surprisingly Becomes Luminar's Largest Lidar Customer, Contradicting Musk's Past Criticism

Tesla Surprisingly Becomes Luminar's Largest Lidar Customer, Contradicting Musk's Past Criticism

特斯拉出人意料地成为Luminar的最大激光雷达客户,这与马斯克过去的批评相矛盾
Benzinga ·  05/08 12:28

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk has described lidar sensors as a "crutch" for autonomous vehicles. Yet Tesla has become the largest customer of lidar manufacturer Luminar Technologies, Inc. (NASDAQ:LAZR).

特斯拉公司(纳斯达克股票代码:TSLA)首席执行官埃隆·马斯克将激光雷达传感器描述为自动驾驶汽车的 “拐杖”。然而,特斯拉已成为激光雷达制造商Luminar Technologies, Inc.(纳斯达克股票代码:LAZR)的最大客户。

As disclosed in Luminar's earnings report on Tuesday, in the first quarter of 2024, Tesla contributed over 10% of Luminar's revenue, totaling more than $2 million.

正如Luminar在周二的财报中披露的那样,在2024年第一季度,特斯拉贡献了Luminar收入的10%以上,总收入超过200万美元。

Luminar's revenue decreased 5% from the fourth quarter of 2023, primarily due to reduced sensor sales to non-automotive customers. However, this decline was mitigated by increased sales to Tesla, which became Luminar's largest lidar customer in the first quarter, TechCrunch reports.

Luminar的收入较2023年第四季度下降了5%,这主要是由于对非汽车客户的传感器销售减少。但是,TechCrunch报告称,对特斯拉的销售增加缓解了这种下降。特斯拉在第一季度成为Luminar最大的激光雷达客户。

Also Read: Luminar Technologies Stock Jumps On Earnings As Company Reveals Tesla Was Biggest Customer In Q1

另请阅读: Luminar Technologies透露特斯拉是第一季度最大的客户,股票收益上涨

The company also reported a 45% increase in revenue year-over-year.

该公司还报告收入同比增长45%。

For the first quarter, Luminar reported a net loss of $(125.7) million, an improvement over last year's $(146.7) million loss.

Luminar公布的第一季度净亏损为1.257亿美元,比去年的亏损(1.467亿美元)有所改善。

Following the announcement of a 20% workforce reduction and plans to outsource much of its lidar sensor production to scale the business, Luminar disclosed these financial details.

在宣布裁员20%并计划将其大部分激光雷达传感器生产外包以扩大业务规模之后,Luminar披露了这些财务细节。

Tesla has been observed using lidar and other sensors on some test vehicles and reportedly partnered with Luminar as early as 2021, although specifics of the agreement remain undisclosed.

已观察到特斯拉在一些测试车辆上使用激光雷达和其他传感器,据报道,特斯拉早在2021年就与Luminar合作,尽管该协议的细节仍未公开。

Luminar noted Tesla in its earnings because it names customers accounting for 10% or more of its revenue, adhering to traditional SEC guidelines. This disclosure precedes Tesla's anticipated robotaxi reveal on August 8.

Luminar在财报中提到了特斯拉,因为它遵循了传统的美国证券交易委员会指导方针,列出了占其收入10%或以上的客户。这一披露是在特斯拉预计于8月8日发布机器人出租车披露之前。

Musk has consistently argued that using lidar for autonomous vehicle navigation is a "fool's errand," criticizing the technology during Tesla's "Autonomy Day" in 2019 by comparing it to having multiple unnecessary appendices.

马斯克一直认为使用激光雷达进行自动驾驶汽车导航是 “愚蠢的差事”,他在2019年特斯拉的 “自主日” 期间批评了这项技术,将其与多个不必要的附录进行了比较。

Meanwhile, analysts flagged Luminar Technologies as its volumes were hit by weaker demand for EVs (electric vehicles) due to affordability and lack of adequate charging infrastructure.

同时,分析师称Luminar Technologies的销量受到电动汽车(电动汽车)需求疲软的打击,这是由于负担得起和缺乏足够的充电基础设施。

Luminar Technologies stock lost over 74% in the last 12 months. Investors can gain exposure to the stock via Direxion Moonshot Innovators ETF (NYSE:MOON) and First Trust Nasdaq Artificial Intelligence And Robotics ETF (NASDAQ:ROBT).

在过去的12个月中,Luminar Technologies的股票下跌了74%以上。投资者可以通过Direxion Moonshot Innovators ETF(纽约证券交易所代码:MOON)和第一信托纳斯达克人工智能与机器人ETF(纳斯达克股票代码:ROBT)获得股票敞口。

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

免责声明: 该内容部分是在人工智能工具的帮助下制作的,并由Benzinga编辑审阅和发布。

Tesla Assembly. Photo via Wikimedia Commons

特斯拉装配。照片来自维基共享资源

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