Arbe Robotics Ltd. · NASDAQ:ARBE
Arbe Robotics — Investor Day (December 2021)
20 slides from Arbe Robotics's investor day presentation, Dec 7, 2021
Slide 1: Driving the Radar Revolution
Radar Revolution. Delivered. Driving the Radar Revolution Dec 7, 2021 Kobi Marenko, CEO Investor & Analyst Day
Slide 2: Disclaimer
Disclaimer Introduction Use This presentation is for information purposes only and has been prepared by Arbe Robotics Ltd. to provide interested parties with information concerning Arbe. Arbe expressly disclaims, any representation or warranty, express or implied, as to the reasonableness of the ass
Slide 3: Disclaimer (cont’d)
Disclaimer (cont’d) (vii) Arbe’s expectation that radars are crucial to the automotive industry and will be deployed in nearly all new vehicles as a long range, cost-effective sensor with the fewest environmental limitations; (viii) Arbe’s belief that the Arbe Radar Chipset heralds a breakthrough in
Slide 4: Arbe: First Mover & Market Leader in 4D Imaging Radar
Arbe: First Mover & Market Leader v in 4D Imaging Radar Mission: From safe roads to autonomous driving World’s First Arbe Today Ultra high resolution radar solution 30 Strategic $312M Founded in team members In 2025 Relationships with 2015 115 v v Global Tier 1s and Projected Proprietary chipset Aut
Slide 5: Imaging Radar: Grabbing Industry’s Attention
Imaging Radar: Grabbing Industry’s Attention v Ra d ar Sensor Design Focus v v gy olo n ch te s or s en er w Ne Time 2005 2022 Radar holds huge Old gen declined due New ultra-high res imaging technological promise to tech limitations tech moves radar back to sensor suite lead Development focused on
Slide 6: Industry Leadership: Imaging Radar Technology
Industry Leadership: v Imaging Radar Technology Introducing the Perception 4 Perception Imaging False Alarms Radar 3 Elimination Affordable 2 Sustainable Advantage: 1 • Arbe’s proprietary chipset v v Stationary 0 All Object Detection Weather & • Leveraging the most Lighting advance silicon process •
Slide 7: Industry Leadership: Customers Choice
Industry Leadership: Customers Choice v Current Customers 2022 Target Win 8 out of 20 projects currently in evaluation OEM TOP 10 OEM AI-based radar tech for v v perception RoboTaxi TOP 5 OEM Pre-production Pilot Program Investor & Analyst Day 7
Slide 8: Industry Leadership: Tier 1 Relationships
Industry Leadership: Tier 1 Relationships v Design-in Short listed Tier 1s Developing and Shipping Top Tier 1s in the US and Europe Arbe-based Automotive Radar Systems v v Top ADAS tier 1 Non-automotive 4 out of 5 Shipping samples, Won an OEM deal Production ready by Q4 22 with BAIC Investor & Analy
Slide 9: Path to Production: Guaranteed Capacity
Path to Production: Guaranteed Capacity GlobalFoundries will • Qualify and characterize • Guaranty AEC-Q100 qualification • Lead production line • Fully own final chip testing • Manage chipset supply chain Latest 4D Experienced Multi-billion Imaging Radar Global semiconductor technology foundry Guar
Slide 10: The Path to Production: Production Readiness
The Path to Production: Production Readiness v Chip Production China System Production v v Europe & USA System Production Q2 Q3 Q4 Q1 Q2 Q3 Q4 2022 2022 2022 2023 2023 2023 2023 Based on current estimations Investor & Analyst Day 10
Slide 11: The Path to Production: Q3 Financial Results
v The Path to Production: Q3 Financial Results Revenue ($M) OpEx ($M) Adjusted EBITDA ($M)* 8.49 1.73 7.43 -0.27 v v 3.36 -0.33 -0.37 -0.41 -0.44 2.89 -0.64 0.14 0.67 -0.8 0.39 0.19 0.29 Q1-Q3 2020 Q1-Q3 2021 Q3 2020 Q3 2021 Q1.20** Q2.20 Q3.20 Q4.20 Q1.21 Q2.21 Q3.21 • Adjusted EBITDA excludes non-
Slide 12: Future of Automotive Autonomy
FUTURE OF AUTOMOTIVE AUTONOMY AUTOMOTIVE 4D RADAR TO BE AN INTEGRAL COMPONENT OF VEHICLE AUTONOMY PRESENTATION FOR ARBE ROBOTICS December 2021 Jabez Mendelson: Industry Manager, TechVision – Frost & Sullivan The Growth Pipeline™ Company Powering Clients to a future shaped by growth 12
Slide 13: Vehicles by Levels of Autonomy
VEHICLES BY LEVELS OF AUTONOMY L2 AND L3 LEVELS WILL SEE EXPONENTIAL GROWTH IN THE AV SPACE Registered Vehicles by Autonomous Driving Levels, Global, 2020–2035 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 Level 5 Level 4
Slide 14: Rise of Sensor Requirements with Functionalities by Levels of Autonomy
RISE OF SENSOR REQUIREMENTS WITH FUNCTIONALITIES BY LEVELS OF AUTONOMY Next-generation Sensors: Functionality by Level of Autonomy, NA and Europe, 2020–2030 Functionality by level of Levels of autonomy Autonomy L1: Feet off L2: Hands off L3: Eyes off L4: Mind off L5: Passenger All round vision based
Slide 15: Key Sensor Technologies Impacting the Automotive Industry
KEY SENSOR TECHNOLOGIES IMPACTING THE AUTOMOTIVE INDUSTRY Emerging sensor technologies influencing the development of connected and autonomous vehicles 4D Imaging Camera LiDAR 2D Radar Radar Price x x ✓ ✓ HD Mapping ✓ ✓ x ✓ User privacy x ✓ ✓ ✓ Object Classification ✓ ✓ x ✓ Weather and light impact
Slide 16: 4D Radar – An Overview and Opportunities in the Automotive Industry
4D RADAR – AN OVERVIEW AND OPPORTUNITIES IN THE AUTOMOTIVE INDUSTRY WHAT IS 4D RADAR? 4D imaging radar use the concept of echolocation and time of flight to perform 3D space mapping and to image in the time scale of a mobile autonomous EVOLVING ROLE OF vehicle or drone which will help overcome AUTOM
Slide 17: Sales Forecast to 2030—Radar
SALES FORECAST TO 2030—RADAR 4D IMAGING RADARS WILL COMPETE WITH FORWARD-FACING LIDAR Radar technology: Percent sales forecast by radar sensor type and level of autonomy, NA and Europe, 2020–2030 100% 80% 60% L5 40% L4 Sales L3 20% L2 0% L1 LRR LRR LRR LRR LRR LRR LRR LRR LRR LRR LRR SRR/MRR SRR/MRR
Slide 18: Factors in Favor of Technology Advancement in Automotive Industry
FACTORS IN FAVOR OF TECHNOLOGY ADVANCEMENT IN AUTOMOTIVE INDUSTRY AV Regulations: Overview of Regulations, Global, 2020–2025 STRONG TAILWINDS RADAR DEMAND ON OF MASSIVE GROWTH INVESTMENT TRAJECTORY Technology developers, Demand for 4D Imaging automotive OEMs and Radar growing on the Government / Fed
Slide 19: Future of Automotive - Growth Opportunities
FUTURE OF AUTOMOTIVE- GROWTH OPPORTUNITIES Diverging Market to Create Opportunities for Technology Companies Novel Business Models to Expand Automotive Revenue Pools New Dimensions in Passenger Transportation to Revolutionize Travel Source: Frost & Sullivan 19
Slide 20: Frost & Sullivan’s 2021 Award: European 4D Imaging Radar
FROST & SULLIVAN’S 2021 AWARD: EUROPEAN 4D IMAGING RADAR IN AUTONOMOUS VEHICLES INDUSTRY – EXCELLENCE IN BEST PRACTICES “Frost & Sullivan’s research finds competing 4-D radar vendors struggle to provide the high resolution, long-range, and accuracy achieved by Arbe Robotics’ technology, as well as t