[루미나]모빌아이 배신

Luminar Technologies Inc. stock dropped more than 17% on Tuesday, extending its losing streak to a fifth consecutive session, as word that Mobileye plans to make its own lidar sensors reached investors.

 

Reuters reported Tuesday that Intel Corp.’s INTC, +0.39% autonomous-driving division plans to develop its own sensors that would potentially cost less, and a source confirmed to MarketWatch that Mobileye plans to develop in-house lidar sensors to use in driverless cars by 2025.

모빌아이 2025년까지 자체 개발하겠다고 발표

 

Mobileye plans to use Luminar’s LAZR, -17.62% sensors until the development is complete, and make a decision about how to proceed at that time, the person with knowledge of the plans said.

 

Luminar and Mobileye signed a deal in November for Luminar to supply lidar for Mobileye’s pilot fleet of “robotaxis” in a few cities around the world.

Reuters quoted Mobileye’s Chief Executive Amnom Shashua as saying that the first autonomous systems with cameras, radar and Luminar units will cost between $10,000 and $20,000, a cost spread over many trips since they are being used in robotaxis.

 

In-house sensors would be cheaper, he told Reuters.

A Luminar spokesperson said the company agrees that “achieving high-performance lidar at a sub-$1,000 cost is key for production vehicles, and the fact that we’re the first and only company to make that happen has enabled us to land the first production deals in the industry for autonomy.”

 

과연 자체 개발한 라이다가 루미나보다 좋을지는 미지수지만, 아무리 행복회로 돌려봐도 너무 큰 악재다.

 

“Mobileye partnered with us directly for that reason, with Luminar contractually delivering lidar that exceeds these cost and performance requirements for their 2022 launch and beyond,” the company said.

Luminar went public earlier this month after a merger with a blank-check company, and the Palo Alto, Calif., company’s stock soared into double-digit gains in the first few trading sessions post the IPO. It has lost about 40% in the past five sessions. Luminar stock traded 3% lower in the extended session Tuesday.

 

루미나는 2022년 상용화, 모빌아이는 2025년 상용화 3년의 갭이 있지만 자체개발하겠다는 발언 자체가 문제다. 이번 합병 이전에 가장 큰 모멘텀을 만들어 줬던 재료가 모빌아이인데, 이제 없는 것이다. 20달러를 지지하기는 커녕 내가 제시한 17달러도 지지하기 어렵다. 

 

그리고 그동안 모빌아이가 루미나 기술력을 인정한다고 판단했는데, 자체개발이라니? 예전 테슬라가 본인들에게 했던 것처럼 맛보고 버리겠다는 말 아닌가? 

 

2025년은 아직 먼 미래지만 그 안에 더 좋은 재료가 나오지 않는다면, 가망이 없다. 하지만 주가가 10달러에서 왔다갔다 할 때도 모빌아이는 상상도 못할 재료였다. 루미나는 주가를 관리하는 회사니 아마 또 좋은 재료를 물어오지 않을까 싶다. 물로 그 전에 17달러 깨지고 횡보하겠지만.......  

 

이제와서 이런 기사 내도 별로 와닿지 않는다.