Arbe Robotics (ARBE) 27th Annual Needham Growth Conference summary

Company overview and financial position

• Develops 4D imaging radar for autonomous vehicles, drones, and robots, with global offices and 150 employees, 75% in R&D.

• Dual-listed on Tel Aviv and Nasdaq; recently raised $48M in equity and $30M in convertible debt.

• Manufactures chipsets with GlobalFoundries, with assembly and testing across multiple countries.

• Strong partnerships with Tier 1 suppliers in both Western and Chinese markets, and collaboration with NVIDIA and Horizon Robotics.

• Holds 15 patents and is in final selection with 10 of the top 15 global OEMs.

Product and technology highlights

• Offers a 4D imaging radar with a 48x48 channel array, surpassing regulatory and industry requirements for ADAS and autonomous driving.

• Radar provides long-range, high-resolution detection in all weather and lighting conditions, supporting Level 2 to Level 5 autonomy.

• Enables free space mapping and object classification, crucial for safe hands-free driving.

• Product is more power-efficient and less complex than competitors, with production readiness expected by Q1 2025.

• Only two companies, including this one, meet the latest channel array standards for perception radar.

Market outlook and regulatory drivers

• 4D perception radar is entering the market at Level 2/2+ autonomy, with research projecting 15% market share by 2030.

• Regulatory mandates (NHTSA, NCAP) require advanced radar for safety features like AEB and zero road fatalities by 2030.

• Anticipates increased radar adoption, with up to six perception radars per car at higher autonomy levels.

• Early revenue expected from China, with ramp-up in 2026 and shipments toward 2027–2028 to meet regulatory deadlines.

• $40M in preliminary orders from Chinese Tier 1s to secure capacity for OEM demand.