Valens Semiconductor
(NYSE:VLN)
May 2024
- leader in high-performance connectivity, transforming the digital experiences of people worldwide.
Valens Semiconductor's chipsets are powering state-of-the-artaudio-video installations, next- generation videoconferencing, and enabling the evolution of Artificial Intelligence, ADAS and autonomous driving.
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Valens Semiconductor
at a glance
Multi-Billion
Addressable
Market
in automotive (ADAS1, AD2) and diversified audio- video verticals
Broadly Deployed
across a variety of interfaces, applications and industries
Strong Cross- industry Value Proposition
high-performancecost-efficient connectivity offerings
Disruptive
Connectivity
Technology
with 15+ year track record of standard setting innovation
Fortress Balance Sheet $139.8M Cash Balance3, no debt
financial flexibility allows investing in innovations and pursuing growth opportunities
(1) | ADAS - Advanced Driver-Assistance Systems | 4 |
(2) | AD - Autonomous Driving |
- Cash, cash equivalents and short-term deposits as of March 31, 2024
Growing diversity and business opportunities in audio-videoconnectivity
Combined verticals represent ~$1B AV TAM per annum
Video conferencing in corporations and education
Providing seamless video- conferencing and educational experience in remote, hybrid and in-person models in rooms of all sizes
Industrial | Medical imaging | Command and control | |||||||||
signage | |||||||||||
Industry 4.0 increasingly relies | Integrated in diagnostic | Commercial advertising on | |||||||||
on camera sensors and AI- | equipment, assisted surgical | public buses; municipalities, | |||||||||
based computer vision systems | equipment, and operating room | airports and governments | |||||||||
video distribution | conveying public safety | ||||||||||
information | |||||||||||
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Constantly evolving audio-video market presents new opportunities
Long-reach extension of USB3.2 peripherals, the VS6320.
A new untapped large market opportunity
- Target verticals: corporate, education, industrial, and medical
- Emerging Market: well-positioned to capture substantial market share
- Unique proposition: cost-effective,low-power,multi-Gig,long-reach (100m/328ft) single-chip
- Q4 2023: Product launched
- Q1 2024: dozens of products in development by customers
- H2 2024: expecting initial revenues
Legrand | AV's global brands work together to leverage emerging technologies like the new VS6320 platform for long-reach USB 3.0 solutions. "We're excited to have the opportunity to add value to this platform for the Audio-Video and IT communities through our C2G and Vaddio portfolios by providing reliable extension of USB 3.2 connections in hybrid classrooms and meeting rooms of all sizes.
Timothy Troast
VP Technology & Product Strategy at Legrand | AV
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Constantly evolving audio-video market presents new opportunities
Multi-camera videoconferencing for a unified meeting room experience
- Bridging the physical and virtual divide in remote/hybrid meetings
- Developing a flexible, efficient, high-performance connectivity solution
- Leveraging our automotive technology in audio-video
- Collaboration with iCatch Technology to bring an AI-based360-degree multi- camera video conferencing solution to market
We are excited to be working with Valens Semiconductor. Our collaboration has enabled us to develop a cutting-edge solution that will change the way the world approaches videoconferencing settings. We believe that the multi-camera video solution based on Valens Semiconductor's VA7000 chipset family and iCatch Technology's latest V57 AI imaging SoC will raise the bar with regards to quality, long- distance transmission and system reliability in videoconferencing."
Chuck Liao
VP of Business Development of iCatch Technology
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Florida modernizes classrooms in school district with over 330,000 students
- Part of an awarded Elementary and Secondary School Emergency Relief (ESSER) Funded Conference Cameras initiative, and county's 2021-2026Strategic Plan
- Prepare for and avoid future closures of schools (K-12)and enable improved student achievements
- Logitech Cameras and Valens Audio-Video USB and Power extension solution is an easy-to-installand cost-effectivesolution
Florida's largest public school district's schools and teachers can now provide learning
experience to a much broader audience. Logitech's superb camera technology, coupled with Valens Semiconductor's extension solution are empowering schools like those in Florida and other educational institutions in eliminating gender disparities, increasing access, and ensuring continuous and equitable education. We believe that there is great potential for this type of collaboration between Logitech and Valens Semiconductor in K-12, academic institutions and corporations."
Gideon Ben-Zvi
Chief Executive Officer at Valens Semiconductor
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Playing a pivotal role in the mission to make roads safer
ADAS & autonomous driving
Enabling OEMs to level up and
provide enhanced safety as data rates rise with the unstoppable trend of proliferation of sensors and displays in vehicles
In cabin experience
Providing flawless in-cabin experiences in cars which are no longer simple means of transportation but entertainment centers on wheels
Long vehicles
360° visibility for maximum safety. Delivering an unparalleled combination of bandwidth and link distances for both surround view, ADAS and rear-view visibility for the trucking market
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Automotive connectivity market - key drivers
Valens Semiconductor will play an essential role in reliable ADAS & autonomous driving
Today's car architecture has been pushed to its limits
- Space, weight and complexity
- Driving a growing need for increased bandwidth, zero latency, and long-reach connectivity
Enhanced connectivity and processing capabilities
- Proliferation of cameras, radars and LiDARs increasing in-vehicle data production
Future proof technology required to enable software-defined vehicles
- Centralized processing is facilitating faster adoption of software-defined vehicles
- Increased resilience to Electromagnetic Interference (EMI)
Best-in-class EMC performance
- DSP-basedPHY technology - the only multi-gig solution with error-free links
- High-performance,long reach connectivity, simple, low-cost channels, flexibility
HPC
EMC RESILIENCE
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Valens Semiconductor Ltd. published this content on 08 May 2024 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 08 May 2024 10:18:39 UTC.