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Sivers to begin production for key LiDAR customer

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Shipments to start in Q4 2026 as automotive and industrial sensing programs move into production phase in 2027

Sivers Semiconductors has announced that its strategic LiDAR customer has initiated production orders for its automotive and industrial sensing customers.

Sivers will supply the continuous-wave distributed feedback (CW DFB) lasers and optical amplifiers powering the customer’s LiDAR platforms, positioning the company to support growing demand as production scales.

“We are pleased to see this strategic program advance from design-win to production, with our customer placing first production orders,” said Alex McCann, MD 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. As the program scales, we expect rolling production orders placed to lead times, in line with our customer’s multi-year production forecasts.”

Announced in March 2026, the program represents a significant long-term opportunity, according to Sivers, with estimated cumulative revenue potential of $53m to $138m over the customer’s product lifecycle.

The opportunity comes amid strong growth in automotive LiDAR, with Yole Group projecting the global market to expand from $861m in 2024 to $3.8b by 2030, representing a compound annual growth rate of 28 percent. Beyond automotive applications, LiDAR is gaining traction in industrial markets, including robotics and autonomous machinery.

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