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written by reader Bill Spencer Founders Forecast Don’t buy Apple

By bklandrum, September 27, 2021

What is Bill Spencers 50 Billion Dollar opportunity for a camera maker and a Lidar Sensor maker? Does anyone know what Apple Suppliers he is teasing on this one?
Thanks
Brenda

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lennypoulin
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lennypoulin
October 26, 2021 5:38 pm

I have the same question. I hope Travis will post something soon.
A Google search found lot’s of “Key Market Players” in the LiDAR market:
Leica Geosystems AG (Sweden), Trimble, Inc. (US), Teledyne Optech (Canada), FARO Technologies, Inc. (US), RIEGL Laser Measurement Systems GmbH (Austria), Sick AG (Germany), Quantum Spatial (US), Beijing SureStar Technology Co. Ltd. (China), Velodyne Lidar, Inc. (US), and YellowScan (France)
I also found: INVZ • Innoviz Technologies Ltd.
Mobile Eye is already in use: MBLY
Ledderteck.com (Canada) is trading on the German stock market
If anyone can narrow down this competitive field to the most dominant players, please advise.

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