Arbe Robotics Ltd. · NASDAQ:ARBE
Arbe Robotics — Investor & Analyst Webinar (April 2022)
28 slides from Arbe Robotics's conference presentation, Apr 7, 2022
Slide 1: The Time is Now: Ultra-High Resolution Imaging Radar for True Road Safety and Autonomy
Radar Revolution. Delivered. The Time is Now: Ultra-High Resolution Imaging Radar for True Road Safety and Autonomy Investor & Analyst Webinar
Slide 2: Disclaimer
Disclaimer This presentation contains certain “forward-looking statements” within the meaning of the Securities Act of 1933 and the Securities Exchange Act of 1934, both as amended by the Private Securities Litigation Reform Act of 1995. The words “expect,” “believe,” “estimate,” “intend,” “plan,” “
Slide 3: Autonomous Cars Are Not Yet Here…
Autonomous Cars Are Not Yet Here… • In 2020, you’ll be a “permanent backseat driver”, claimed The Guardian (2015) • “10 million self-driving cars will be on the road by 2020”, read a Business Insider headline (2016) • General Motors, Waymo, Toyota, and Honda expected to be making self-driving cars b
Slide 4: Instead, We Get News Like This…
Instead, We Get News Like This… Vehicles are still missing machine perception: The ability to sense and interpret the world around them. We expect autonomous vehicles to be better than human. We cannot accept failures! Investor & Analyst Webinar 4
Slide 5: It's The Sensing, Stupid! Cameras
It’s The Sensing, Stupid! Cameras: Issues with everyday use cases, not just corner cases! • Limited by weather and lighting • At risk of blinding • Cannot measure velocity • Lack depth perception • Limited in range Investor & Analyst Webinar 5
Slide 6: Current Radars are a Hazard
Current Radars are a Hazard Radars: Not advanced enough for L2+ and NCAP safety! • Extremely limited resolution • No elevation • Cannot reliably detect stationary objects Investor & Analyst Webinar 6
Slide 7: Current Radars are a Hazard: Stationary Objects
Current Radars are a Hazard: Stationary Objects Lack of resolution - especially in elevation – results in ignoring stationary objects. This is unacceptable for perception and free space mapping. Investor & Analyst Webinar 7
Slide 8: Free Space Mapping
Free Space Mapping Investor & Analyst Webinar 8
Slide 9: Current Radars are a Hazard
Current Radars are a Hazard Radars: Not advanced enough for L2+ and NCAP safety! • Extremely limited resolution • No elevation • Cannot reliably detect stationary objects • High false alarm rate • Unable to track multiple targets Bottom line: Current radars are irrelevant for perception. Investor &
Slide 10: Current Radars are a Hazard: False Alarms
Current Radars are a Hazard: False Alarms False alarms are the reason current radars are not trustworthy. “We had horrible experiences with the traffic- aware cruise control slamming on the brakes for no apparent reason, with nothing ahead or passing cars. Behavior can be 5-10 mph slowdowns or in so
Slide 11: Sensor Suites Without Radars Are Even Worse…
Sensor Suites Without Radars Are Even Worse… My Vision-only Myvehicle vehiclethinks systems thinks the the see moon There is nothing ghosts moon isinacemetery is a yellowyellow light light funny about this… Source: Electrek Owners of Model 3 and Model Y vehicles have been reporting an increased numb
Slide 12: An Industry-Wide Challenge
An Industry-Wide Challenge The automotive industry is shifting to autopilot and full autonomy. If that shift is based on current sensors, we’ll end the decade with more accidents instead of fewer. This will be a widespread issue, we need to address it now. Investor & Analyst Webinar 12
Slide 13: Imaging Radar Resolves the Shortcomings of Traditional Radars
Imaging Radar Resolves the Shortcomings of Traditional Radars Supercharging mature radar technology with high resolution addresses the causes of autopilot accidents. Mapping environment -> avoiding dynamic and static obstacles Eliminating false alarms -> Eliminating phantom braking Higher sensitivit
Slide 14: Finding the Sensor Suite Solution For All Use Cases
Finding the Sensor Suite Solution For All Use Cases Any sensor gap is unacceptable. Even if cameras were able to cover 99% of use cases, another sensor that gives real redundancy is still necessary. Camera + Lidar Camera + Traditional Radar Camera + Imaging Radar Long range Long range Long range All
Slide 15: Introducing Level 2+ Autonomy
Introducing Level 2+ Autonomy The higher the autonomy level: • the greater the demands placed on the sensor suite • the more sensors required Level 1 Level 2 Level 2+ Level 3 Level 4-5 Autonomy Level # of Sensors per Vehicle1 Perception is needed Imaging Radar 0-1 2-7 4-7 6-10 Radar 3 3-5 0-4 0-4 0-
Slide 16: Autonomy Levels: A Comprehensive Industry Shift
A Comprehensive Industry Shift Over the next decade, L2+ and L3 autonomy will become standard mass market vehicle features. L4 - L5 L4 - L5 L4 - L5 L2+ - L3 L2+ - L3 Autonomy Levels L2+ - L3 L0 - L2 L0 - L2 L0 - L2 20 25 30 35 40 20 20 20 20 20 Investor & Analyst Webinar 16
Slide 17: A Staggering Total Addressable Market (TAM)
A Staggering Total Addressable Market (TAM) 2025 TAM Opportunity1 A GROWING NUMBER OF VEHICLES + $11B $11B CAGR: 21% MULTIPLE RADAR SENSORS IN EACH SENSOR SUITE $6B $6B CAGR:8% = HUGE POTENTIAL $2B $1B CAGR:NM Lidar Camera Radar 1 Industry and Wall Street research estimates Investor & Analyst Webina
Slide 18: Now is the Moment the Wheels Are Set in Motion!
Now is the Moment the Wheels Are Set in Motion! 2030 2030 MARKET MAJORITY 2024 2024 HIGH VOLUMES 2023 2023 ORDERS PLACED 2022 2022 BUYING DECISIONS Investor & Analyst Webinar 18
Slide 19: Imaging Radar Markets
Imaging Radar Markets OEMs Trucks Delivery Robots RoboTaxi • 2025 and up • 2023 and up • 2023 and up • 2024 and up • Level 2.5 / Level 3 • Level 2.5 / Level 3 • Level 4 • Level 4 • High volume • Low volume, high price • Mid volume • Low volume , high price • Innovation and safety • Safety and effici
Slide 20: Arbe's Radar Revolution
Arbe’s Radar Revolution Investor & Analyst Webinar
Slide 21: What Makes Imaging Radar… Imaging Radar?
What Makes Imaging Radar… Imaging Radar? Simple- you should see a clear image, with elevation and free space mapping. No ambiguities or false alarms! The way to achieve this is by having large number of channels! Investor & Analyst Webinar 21
Slide 22: Why is Achieving 2K Channels is So Difficult?
Why is Achieving 2K Channels is So Difficult? Expanded channel array Evolution in Processing Capabilities Industry Arbe Number of Channels Processing Solution From 12 up to 192 2,304 • 12 • DSP • 48 • High end processor • 192 • FPGA • • • • q q • • q q q q Dedicated Rf • 2,304 • A dedicated processo
Slide 23: Arbe - Driving a Revolution in Safety and Autonomy
Arbe - Driving a Revolution in Safety and Autonomy The highest quality Creating a holistic The 1st radar to radar image on the sensor suite empower perception market algorithms Highest physical resolution, Complementing the camera to A paradigm-changing elimination of false alarms, and achieve full
Slide 24: Product Architecture and Applications
Product Architecture and Applications SLAM Free Space • High native resolution Tracking & Orientation Mapping • Patented modulation Classification ag e y Im alit • Dedicated radar processor Hig h Qu able to process very high ag e data rate er ov 0 °C 36 • Perception Imaging e S yst em enc capabiliti
Slide 25: 360° Coverage
360° Coverage Investor & Analyst Webinar 26
Slide 26: Miles Apart from Competitors
Miles Apart from Competitors Performance Leadership Affordable Price Point The first radar to meet the needs of the Optimized solution for the automotive industry perception teams with dedicated processing Fully Automotive Qualified First to Market We collaborate with With a production-ready solutio
Slide 27: Arbe: First Mover & Market Leader in 4D Imaging Radar
Arbe: First Mover & Market Leader 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 Proprietary chipset 2015 130 Global Tier 1s and Auto / Industrial P
Slide 28: END
END We’d love to continue the discussion! Contact us at: investors@arberobotics.com Investor & Analyst Webinar 30
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