Luminar Investor Presentation Deck
INVESTMENT HIGHLIGHTS
Large and Rapidly Growing TAM(¹)
• <$5B today, projected to grow to >$150B in 2030E
• Near-term focus on passenger and commercial vehicle autonomy on highways + ADAS applications
Breakthrough Technology Built From Scratch
• Differentiated lidar architecture and component-level innovation built from the chip-level up
• 96 patents issued/allowed +77 applications pending (2)
Scaling the World's First Auto-Grade Autonomous Technology
• Only lidar meeting OEM specs to safely enable highway autonomy for series production
• Robust scalable architecture designed for passenger and commercial production vehicles
Deeply Integrated Hardware/Software Solution
• Proprietary software purpose built to unlock full Luminar lidar capabilities
• Jointly building full-stack highway autonomy and proactive safety products
Awarded Industry's First Series Production Contract for Autonomy by Volvo
• Luminar hardware and software powering Volvo's next-gen consumer vehicle platform, starting in 2022E
• 50 OEM and other commercial/strategic partners, including 7 of the of world's top 10 automakers
Strategic Partnership with Daimler Truck to Bring Autonomy to Series Production
• To align interests and strengthen the partnership, Daimler Truck has acquired a minority stake in Luminar
• Partnering with significant majority of self-driving truck start-ups and traditional truck OEMs
Compelling Growth, Margin, and Cash Flow Profile
• Robust customer base and visibility to series production enables rapid expansion of backlog
• High shareholder return potential from scalability, integrated HW + SW products and low capital intensity
Deep Bench of Industry Leaders
• Visionary leadership with track record of innovation and execution in the auto industry
¹ Includes lidar plus AV and ADAS software; Source: Luminar estimates incorporating data from IHS Markit, LMC Automotive,
Company Filings, and Wall Street equity research.
2 Source: United States Patent and Trademark Office. Data as of 11/9/20.
OUR VISION IS TO MAKE
AUTONOMOUS TRANSPORTATION
SAFE AND UBIQUITOUS
LUMINAR
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