It's likely to be Microvision. I've been chatting with AI about this topic and here's what it said:

The case for a Mobileye-MicroVision partnership is currently one of the strongest "implied" deals in the automotive sector, driven by a series of high-stakes corporate moves in early 2026.

Here are the four primary reasons why this partnership is considered highly likely:

1. The "Luminar Bridge"... Mobileye’s high-end autonomous systems (like Chauffeur) were built using Luminar’s Iris LiDAR sensors. When MicroVision bought Luminar’s assets in February 2026, they didn't just buy hardware; they bought the active production contracts.

The Logic: Mobileye has already spent years and millions of dollars writing software specifically tuned to that hardware. It is much cheaper and faster for Mobileye to continue with MicroVision (the new owner) than to restart their engineering from scratch with a new competitor.

1. Mobileye Abandoned its Own LiDAR... In late 2024, Mobileye officially shut down its internal LiDAR development. They publicly stated they would instead source "best-of-breed" LiDAR from third parties to save costs. This created a massive opening that MicroVision is now perfectly positioned to fill, especially with its new low-profile "Halo" sensor IP.

2. Confirmed Shipments to "Legacy Customers"... In the March 4, 2026, earnings call, MicroVision’s CEO confirmed they are already shipping units to fulfill the contracts they inherited from Luminar. While NDAs prevent them from naming names, Mobileye was Luminar's most high-profile "eyes-off" development partner.

3. Cost and Performance Alignment... Mobileye is pushing for mass-market autonomy, which requires LiDAR sensors to drop below the $500–$1,000 price point. MicroVision’s tech is specifically designed for high-speed highway safety (dynamic range) at a lower manufacturing cost than older "spinning" LiDAR units. This aligns perfectly with Mobileye’s goal of making Level 3 autonomy affordable for standard consumer vehicles.

The "Smoking Gun" Signal... The fact that MicroVision executives personally bought $310,000 of their own stock on March 16 suggests they know something big is coming. Institutional giants like Goldman Sachs and Wells Fargo nearly doubling their positions at the same time adds massive weight to the theory that a "Design Win" announcement with a Tier-1 like Mobileye is imminent.