5Moยท

Aeva share presentation

I stumbled across Aeva Technologies $AEVA (-8,34ย %) and honestly find the story quite exciting ๐Ÿ‘€

Briefly explained:

Aeva develops FMCW-LiDAR technology - sensors that not only see where where something is, but also how fast it is moving ๐Ÿš—๐Ÿ’จ

๐Ÿ‘‰ This is a major advantage over traditional LiDAR systems.


๐Ÿ“Š Numbers & growth

  • Turnover currently still relatively low (typical for early-stage)
  • Expected strong growth in the coming years ๐Ÿ“ˆ
  • Focus on Series production from the middle of the decade
  • Partnerships in the automotive & industrial sector, among others

๐Ÿ‘‰ Means: not yet a cash machine - but scalable model with a lot of upside


๐ŸŒ Why could this be big?

  • Autonomous driving ๐Ÿš˜
  • Industrial automation ๐Ÿญ
  • Smart infrastructure & robotics ๐Ÿค–

And this is exactly where Aeva comes in - with a technology that many call Next Gen LiDAR see.


โš ๏ธ Risks (very clear!)

  • No stable profitability yet โŒ
  • Strong competition (e.g. large tech players)
  • Dependence on whether autonomous driving really catches on
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1 Commentaire

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These systems are comparatively expensive compared to other sensors. Some vehicle manufacturers have banned them from their vehicles or never installed them - for cost reasons. Other manufacturers are now starting to install them (again in some cases).
Scalability is therefore fragile and difficult to predict.

However, I cannot say what the situation will be in other areas of application.
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