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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爲Luminar的最大激光雷達客戶,這與馬斯克過去的批評相矛盾
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(納斯達克股票代碼:TSLA)首席執行官埃隆·馬斯克將激光雷達傳感器描述爲自動駕駛汽車的 “柺杖”。然而,特斯拉已成爲激光雷達製造商Luminar Technologies, Inc.(納斯達克股票代碼:LAZR)的最大客戶。

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在週二的業績中披露的那樣,在2024年第一季度,特斯拉貢獻了Luminar收入的10%以上,總收入超過200萬美元。

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的收入較2023年第四季度下降了5%,這主要是由於對非汽車客戶的傳感器銷售減少。但是,TechCrunch報告稱,對特斯拉的銷售增加緩解了這種下降。特斯拉在第一季度成爲Luminar最大的激光雷達客戶。

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

另請閱讀: Luminar Technologies透露特斯拉是第一季度最大的客戶,股票收益上漲

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

該公司還報告收入同比增長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公佈的第一季度淨虧損爲1.257億美元,比去年的虧損(1.467億美元)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.

在宣佈裁員20%並計劃將其大部分激光雷達傳感器生產外包以擴大業務規模之後,Luminar披露了這些財務細節。

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.

已觀察到特斯拉在一些測試車輛上使用激光雷達和其他傳感器,據報道,特斯拉早在2021年就與Luminar合作,儘管該協議的細節仍未公開。

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在業績中提到了特斯拉,因爲它遵循了傳統的美國證券交易委員會指導方針,列出了佔其收入10%或以上的客戶。這一披露是在特斯拉預計於8月8日發佈機器人出租車披露之前。

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.

馬斯克一直認爲使用激光雷達進行自動駕駛汽車導航是 “愚蠢的差事”,他在2019年特斯拉的 “自主日” 期間批評了這項技術,將其與多個不必要的附錄進行了比較。

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.

同時,分析師稱Luminar Technologies的銷量受到電動汽車(電動汽車)需求疲軟的打擊,這是由於負擔得起和缺乏足夠的充電基礎設施。

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).

在過去的12個月中,Luminar Technologies的股票下跌了74%以上。投資者可以通過Direxion Moonshot Innovators ETF(紐約證券交易所代碼:MOON)和第一信託納斯達克人工智能與機器人ETF(納斯達克股票代碼:ROBT)獲得股票敞口。

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

免責聲明: 該內容部分是在人工智能工具的幫助下製作的,並由Benzinga編輯審閱和發佈。

Tesla Assembly. Photo via Wikimedia Commons

特斯拉裝配。照片來自維基共享資源

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