AEye Inc

• AEye Apollo

Output & shipments

• Reported output

  2025-05-07 - AEye and LITEON confirmed production of first Apollo units from a new manufacturing line. - Apollo 4Sight Flex LiDAR production

  Source

Supply chain relationships

• Swiftstrike AI

  Outbound - Perception - AEye Inc supplies STRATOS lidar for Swiftstrike autonomous counter-UAS platform

  Source
• Lunar Outpost

  Outbound - Perception - AEye will supply Apollo long-range lidar for Lunar Outpost's Pegasus lunar vehicle

  Source

• LIDR - NASDAQ

• Matt Fisch - CEO and Chairman - Fisch leads AEye through adaptive lidar commercialization for automotive, smart infrastructure, logistics, rail, industrial, and robotics-adjacent perception markets.
• Conor Tierney - CFO and Chief Business Development Officer - Tierney leads finance and business development for AEye as it commercializes adaptive lidar for automotive, infrastructure, logistics, rail, and industrial perception markets.

Events

• 2026-09-16 - Partnership - AEye and Swiftstrike AI begin STRATOS lidar C-UAS integration

  Swiftstrike's modular platform combines distributed ISR sensors, counter-drone effectors and edge decision-support software. AEye rates STRATOS for object detection at distances up to 1.5 km, making it a candidate long-range sensing input. Swiftstrike uses a common perception and autonomy code base across its field hardware and simulation tools.

  Source
• 2026-09-01 - Contract Award - AEye Apollo selected for Lunar Outpost Pegasus vehicle

  Pegasus is being developed to transport Artemis astronauts across the lunar surface under NASA's Lunar Terrain Vehicle Services programme. Apollo is intended to support terrain perception, obstacle detection and autonomous navigation in lunar operating conditions. The award extends AEye's commercial lidar work beyond automotive, defence and industrial applications into space mobility.

  Source
• 2026-08-06 - Market Signal - AEye expands to 25 revenue-generating customers as Q2 revenue rises nine-fold

  The customer count increased 19% from Q1, while total commercial engagements grew 25% and active quotations increased by roughly 40%. Defence engagements doubled quarter over quarter and AEye's lead defence customer placed a third consecutive paid order. The company is evaluating Apollo lidar across uncrewed aerial and ground vehicles and counter-UAS applications.

  Source
• 2026-08-05 - Capability - AEye Apollo lidar validated on NVIDIA DRIVE AGX Thor

  Validation confirms sensor-to-compute interoperability through NVIDIA DRIVE OS. Pre-qualified status places Apollo within the Hyperion autonomous-driving development ecosystem. The milestone follows AEye’s January 2026 showcase of Apollo integrated with Thor and is a distinct formal validation step.

  Source
• 2026-01-06 - Partnership - AEye to showcase Apollo lidar integrated with NVIDIA AGX DRIVE Thor at CES 2026

  AEye said Apollo was integrated with NVIDIA AGX DRIVE Thor for demonstration at CES 2026. The company positioned the integration around next-generation physical AI and automotive sensing workflows. The announcement describes a named technical integration rather than a deployment or order.

  Source
• 2025-05-07 - Production Milestone - AEye and LITEON confirm production of first Apollo units from new manufacturing line

  AEye and LITEON said the first Apollo lidar units were produced from the new manufacturing line. The companies framed the milestone as a step toward scaled Apollo production. AEye said the line supports customer-ready automotive-grade output through its Tier 1 manufacturing partner.

  Source
• 2020-10-29 - Partnership - Continental invests in AEye and partners to develop long-range lidar for automated driving

  Continental announced a minority investment in AEye alongside a development partnership focused on long-range lidar systems. The companies said they would jointly develop automotive-grade lidar for advanced driver assistance and automated driving applications. Continental positioned the collaboration around integrating AEye's sensing technology into its broader automotive sensor stack.

  Source

Relationships

• Swiftstrike AI

  C UAS LIDAR Integration Partner - AEye and Swiftstrike AI are jointly developing integration of STRATOS lidar with Swiftstrike’s autonomous counter-UAS platform.

• NVIDIA

  Pre Qualified Sensor Support - AEye Apollo lidar is validated on NVIDIA DRIVE AGX Thor as a pre-qualified Hyperion sensor.

Comparable profiles

• MicroVision

  comparable profile - Automotive LIDAR Supplier

• RoboSense

  comparable profile - Automotive LIDAR Supplier

• Ouster

  comparable profile - Automotive LIDAR Supplier

• Aeva Technologies

  comparable profile - Automotive LIDAR Supplier

• Hesai Technology

  comparable profile - Automotive LIDAR Supplier

• Livox

  comparable profile - Automotive LIDAR Supplier

• Innoviz Technologies

  comparable profile - Automotive LIDAR Supplier

• Baraja

  comparable profile - Automotive LIDAR Supplier

• Seyond

  comparable profile - Automotive LIDAR Supplier

• PreAct Technologies

  comparable profile - Automotive LIDAR Supplier

• Cepton

  comparable profile - Automotive LIDAR Supplier

• Opsys Tech

  comparable profile - Automotive LIDAR Supplier

Shared workflows

• BYD

  workflow adjacency - Automotive Perception

• Geely Auto Group

  workflow adjacency - Automotive Perception

• Valeo

  workflow adjacency - Automotive Perception

• AUMOVIO

  workflow adjacency - Automotive Perception

Context tags

• LiDAR sensor supplier - Stack Layer - AEye supplies LiDAR sensor and perception systems.
• Automotive LiDAR supplier - Peer Group - AEye supplies automotive-grade LiDAR for ADAS and autonomous driving.
• Automotive perception - Workflow - AEye LiDAR supports automotive perception for ADAS and AV.
• Point-cloud perception - Capability - AEye provides point-cloud perception for 3D environment understanding.
• LiDAR perception software - Stack Layer - AEye provides LiDAR perception software for object detection and classification.
• Multimodal sensor fusion - Capability - AEye supports multi-modal sensor fusion.
• Autonomous vehicle perception supply chain - Customer Environment - AEye serves the autonomous vehicle perception supply chain.
• Robotics LiDAR supplier - Stack Layer - AEye LiDAR has robotics and automation applications.

• AEye Apollo selected for Lunar Outpost Pegasus vehicle

  2026-09-01 · Order / contract · Lunar Outpost selected AEye Apollo long-range lidar for integration into the Pegasus Lunar Terrain Vehicle under a multi-million-dollar commercial engagement.

  Source