Kista, 20 October 2026. Sivers Semiconductors AB (STO: SIVE) announced that its strategic LiDAR customer has initiated production orders for its automotive and industrial sensing customers. Shipments will begin in Q4 2026 against rolling production orders as the programs move into production phase in 2027.
Sivers will supply continuous-wave distributed feedback (CW DFB) lasers and optical amplifiers for the customer's LiDAR platforms. The program, announced in March 2026, has an estimated cumulative revenue potential of USD 53 million to USD 138 million over the customer's product lifecycle.
"We are pleased to see this strategic program advance from design-win to production, with our customer placing first production orders," said Alex McCann, Managing Director of Sivers Semiconductors' photonics business. "This key milestone reflects confidence in our technology, our production facility and its reliability to meet the customer's requirements for volume production."
The company cited Yole Group projections that the global automotive LiDAR market will expand from USD 861 million in 2024 to USD 3.8 billion by 2030, a compound annual growth rate of 28 percent. LiDAR is also gaining traction in industrial markets, including robotics and autonomous machinery.
Source: Sivers Semiconductors news
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