（Arbe Robotics日线图，来源：TradingView）① The stock price of Arbe Robotics received enthusiastic speculation due to the announcement of cooperation with NVIDIA; ② The company will showcase its "revolutionary ultra-high-definition Radar" at this week's Consumer Electronics Show (CES).
On January 6, Caixin reported (Editor: Shi Zhengcheng) do you remember the automotive AI voice system developer that surged 143% last Friday? On Monday, the U.S. stock market welcomed a new speculation story.
As of the time of publication, Arbe Robotics has risen nearly 50%. Counting the previous trading day coinciding with AI application speculation, the stock price has nearly doubled in just two days.
(Arbe Robotics daily chart, source: TradingView)
Like the "script" of Sai Lun Si, Arbe Robotics announced cooperation with NVIDIA on Monday morning. The company is enhancing free space mapping and AI-based capabilities, and will showcase its "revolutionary ultra-high-definition Radar" at this week's Consumer Electronics Show (CES).
(Source: Company official website)
The company stated that the core of technological innovation lies in AI-based processing capabilities. Arbe's Sensors rely on a MIMO array consisting of 48 receiving channels and 48 transmitting channels, capable of providing long-range detection capabilities under various weather and lighting conditions, while supporting "tens of thousands of detections" for each frame.
In the introduction, Arbe claims that their Radar technology is "100 times more detailed than any other Radar on the market."
The "NVIDIA content" here refers to Arbe's high-resolution Radar being integrated with NVIDIA's in-vehicle computing platform DRIVE AGX, ultimately forming "hands-free" driving and real-time safety features.
Arbe states that with AI-enhanced perception Radar, it can provide some unique functions, such as detecting small objects on the road (tires, items dropped on the road), low obstacles, and non-reflective targets, managing complex urban road conditions with a "high dynamic range." At the same time, the high-quality data provided by this solution can be seamlessly integrated with cameras and other Sensors.
(Source: Company official website)
In terms of performance, Arbe is currently still a bona fide micro-enterprise. Last year's third-quarter report disclosed that the total revenue was only 0.1 million dollars, with a backlog of Orders amounting to 0.5 million dollars. Meanwhile, the operating expenses for the entire quarter were 12.2 million dollars.
The company expected that based on the full production plan of the chipset, there would be a wave of revenue growth in 2025.
As of the end of September last year, Arbe was collaborating with 16 OEM manufacturers, of which 12 had entered the bidding stage and 8 had entered the advanced perception project stage.
In its third-quarter report, Arbe mentioned that it was collaborating with Jingwei Hirun to develop advanced driver assistance systems for a China Auto Manufacturer, aiming to replace Lidar with Arbe. Meanwhile, the company's first-tier supplier has signed a framework agreement to provide 4D imaging Radar to Tianyi Transportation Technology.
