Does anyone know which companies are supplying the cameras and LiDAR sensors to Apple?
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They were rumored to be in talks with most of the LiDAR suppliers earlier this year, but I haven’t seen anything specific. That’s not going to be a volume business for at least five years, I expect, and it’s very likely that Apple will play suppliers off each other to get the best terms, so the real financial impact is a long way off… but sometimes rumors and early contracts cause pops in stock prices.