アルベ・ロボティックス【ARBE】の掲示板
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A Crunch 12 months
It is now crunch time for ARBE and its competitors; Innoviz (INVZ) stole a march on the rest with its recent significant design wins (as predicted in this article, Lidar Review leading to buy Innoviz recommendation. Kobi Marenko (CEO of ARBE) said in the Earnings call following the Q2 results that between September and March, they expect ten decisions from different auto companies that Arbe has completed testing with; each decision accounts for revenue somewhere between $30 million and $100 million per year. As soon as he said that, the CFO jumped in, saying that these figures were from Identified customers and they thought revenue would go higher. Arbe has consistently guided to $300 million in revenue per annum, requiring three big wins out of the ten they are bidding on.
リカオン
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ARBE is unique in its approach, as it develops its high-resolution 4D RADAR chip in collaboration with GLOBALFOUNDRIES (GFS) based on GFs 22nm architecture. ARBE's chipset can decode the 4D point cloud (position + velocity for every point in the cloud) and feed that information to the car's main information system. Arbe is also developing the algorithms necessary to interpret the information received.
The Market
The market for automotive radar was around $20 billion in 2020 and is growing with a CAGR of 10%. Current automotive radar helps with collision avoidance, cruise control, parking assist, and some blind spot detection.
The market for LIDAR is forecast to be $3.4 billion in 2026, with a CAGR of over 20%.
Arbe's 4D radar system will be targeting both of these markets with its products capable of fulfilling both roles simultaneously.