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The company is **ARBE** which manufactures ultra high - resolution 4D radar for use in L3, L4, L5 autonomous vehicles, including for robotics, defence and SMART cities for V2X and V2E.
It **currently has at least 4 signed preliminary serial orders with major OEMs, excluding 2 agreements for China's and Sweden's SMART city initiatives.**
On 29th December 2025, Arbe was **selected by China's state - owned automotive maker to commence SOP (Start of Production) in December 2026 for L4 autonomous vehicles.**
Pulling details from my personal repository of details but do your own DD. For transparency, I own 60,000 shares with cost basis heavily weighted in the low 1$.
# Let's talk upcoming catalysts
\- CES 2026 where Arbe - [Perciv.AI](http://Perciv.AI) will have a live demo on the streets of Las Vegas using Arbe's radar chipset and Perciv.AI's machine - learning stack as a show to replace LiDAR.
[https://www.linkedin.com/posts/arbe-robotics\_three-ces-ces2025-activity-7412059248454664192-OyZj?utm\_source=share&utm\_medium=member\_desktop&rcm=ACoAAAbYj8UBXAVtgHVElPoG2xzx0cJwL33xgO8](https://www.linkedin.com/posts/arbe-robotics_three-ces-ces2025-activity-7412059248454664192-OyZj?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAbYj8UBXAVtgHVElPoG2xzx0cJwL33xgO8)
\- Possible Arbe - Magna International - Nvidia Robotaxis announcement
Magna has a partnership with Nvidia. Magna is also Arbe's Tier - 1 partner (Arbe supplies radar chipset to Magna).
CES 2025
>*Arbe to Showcase How Rich, Ultra-High-Definition Perception Radar Transforms Vehicle Safety and Autonomy at CES 2025*
>TEL AVIV, Israel, Jan. 6, 2025 /PRNewswire/ -- Arbe Robotics Ltd. (NASDAQ: ARBE) (TASE: ARBE), a global leader in Perception Radar solutions, announced today that in collaboration with NVIDIA, Arbe is enhancing free space mapping and AI-driven capabilities to further advance the automotive industry. Arbe will showcase its groundbreaking ultra-high-definition radar that is revolutionizing vehicle safety and autonomy at CES 2025.
[https://ir.arberobotics.com/news/press-releases/detail/141/arbe-collaborates-with-nvidia-to-enhance-radar-based-free](https://ir.arberobotics.com/news/press-releases/detail/141/arbe-collaborates-with-nvidia-to-enhance-radar-based-free)
Q3 2025 earning calls
>**A leader in Artificial Intelligence computing ordered radar development kits** for its full-stack autonomous-driving software development.
[https://ir.arberobotics.com/news/press-releases/detail/161/arbe-announces-q3-2025-financial-results](https://ir.arberobotics.com/news/press-releases/detail/161/arbe-announces-q3-2025-financial-results)
Magna did not demonstrate the platform in Q4 2025 so it is speculated that CES 2026 might be the better place for big announcement.
>Magna plans to unveil a working demonstration platform **expected in Q4 2025**. As part of this, Magna will tap NVIDIA Drive-OS for development, integration, validation and production workflows.
[https://www.magna.com/stories/news-press-release/2025/magna-and-nvidia-team-up-to-advance-next-gen-automotive-technologies](https://www.magna.com/stories/news-press-release/2025/magna-and-nvidia-team-up-to-advance-next-gen-automotive-technologies)
Japan auto show
\- [https://en.japantravel.com/chiba/tokyo-auto-salon/12996](https://en.japantravel.com/chiba/tokyo-auto-salon/12996)
Beijing auto show
\- [http://www.beijingautoshow.com/](http://www.beijingautoshow.com/)
Detroit auto show
\- [https://detroitautoshow.com/news/detroit-auto-show-announces-2026-show-dates/](https://detroitautoshow.com/news/detroit-auto-show-announces-2026-show-dates/)
# Facts
# Product Specification (feel free to pull up radars from each players and compare):
\- Best in-class 4D imaging radar: 48 transmitter (TX) x 48 receiver (RX) channels = 2304 channels
\- 100, 000 detection frames/s
# Awards and Recognitions (Western and China Awards)
\- An extremely prestigious automotive award in China: First Prize for Technological Invention Award - Key Technologies and Application of Fusion Perception for Intelligent Driving in Complex Scenarios
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[https://www.hirain.com/news\_detail/414.html](https://www.hirain.com/news_detail/414.html)
\- Arbe Wins Innovation Award in 2025 Just Auto Excellence Awards
[https://ir.arberobotics.com/news/press-releases/detail/155/arbe-wins-innovation-award-in-2025-just-auto-excellence](https://ir.arberobotics.com/news/press-releases/detail/155/arbe-wins-innovation-award-in-2025-just-auto-excellence)
\- Arbe Wins “Sensor Technology Solution of the Year” In 2025 AutoTech Breakthrough Awards Program
[https://finance.yahoo.com/news/arbe-wins-sensor-technology-solution-120000440.html](https://finance.yahoo.com/news/arbe-wins-sensor-technology-solution-120000440.html)
# Confirmed Preliminary Serial Production Agreement:
19 April 2021
\-signed agreement to supply AutoX (rebranded as Tensor Auto) with 400,000 radar chipset. [https://ir.arberobotics.com/news/press-releases/detail/34/autox-selects-arbes-4d-imaging-radar-platform-for-level-4](https://ir.arberobotics.com/news/press-releases/detail/34/autox-selects-arbes-4d-imaging-radar-platform-for-level-4)
15 November 2022
\- Has confirmed preliminary serial production agreement with Chinese Tier - 1 HiRain Technology for 340,000 radar chipset and another fresh order with a Chinese Robotaxi company.
[https://ir.arberobotics.com/news/press-releases/detail/83/arbe-announces-first-mass-quantity-commercial-preliminary](https://ir.arberobotics.com/news/press-releases/detail/83/arbe-announces-first-mass-quantity-commercial-preliminary)
28 July 2023
\- Has confirmed preliminary serial production agreement of 11.6M with Chinese Tier - 1 Weifu High Technology.
[https://ir.arberobotics.com/news/press-releases/detail/104/arbe-announces-an-11-6m-dollar-preliminary-order-from](https://ir.arberobotics.com/news/press-releases/detail/104/arbe-announces-an-11-6m-dollar-preliminary-order-from)
1 July 2024
\- Arbe selected by top 10 OEM for radar development
[https://ir.arberobotics.com/news/press-releases/detail/127/arbe-selected-by-top-oem-for-the-development-of-imaging](https://ir.arberobotics.com/news/press-releases/detail/127/arbe-selected-by-top-oem-for-the-development-of-imaging)
4 September 2024
\- Arbe to provide 4D imaging radar to China's Tianyi Transportation, via Swedish Tier - 1, for China's infrasturcture.
[https://ir.arberobotics.com/news/press-releases/detail/132/arbe-tier-1-sensrad-announces-signing-a-framework-agreement](https://ir.arberobotics.com/news/press-releases/detail/132/arbe-tier-1-sensrad-announces-signing-a-framework-agreement)
28 April 2023, 10 December 2025
\- Has a long standing collaboration with Chinese autonomous trucking company Kargobot (backed by DiDi). The 4 way partnership Arbe - Kargobot - Weifu High Technology - Horizon Robotics (Chinese Nvidia) that has achieved production level.
[https://www.metal.com/en/newscontent/103664273](https://www.metal.com/en/newscontent/103664273)
[https://ir.arberobotics.com/news/press-releases/detail/95/arbe-and-weifu-group-announce-strategic-cooperation-with](https://ir.arberobotics.com/news/press-releases/detail/95/arbe-and-weifu-group-announce-strategic-cooperation-with)
29 July 2025
\- Arbe is partnered with its Swedish Tier - 1 partner, Sensrad, for Sensrad's Hugin D1.
[https://ir.arberobotics.com/news/press-releases/detail/152/sensrad-delivers-first-radar-series-powered-by-arbes](https://ir.arberobotics.com/news/press-releases/detail/152/sensrad-delivers-first-radar-series-powered-by-arbes)
November 2025
\- Gapwaves has a deep and long standing collaboration with Sensrad which, on November 2025, has expanded to beyond automotives radar and into SMART cities, defence and telecommunications. Gapwaves allocated 20M to Sensrad for productionising Arbe's radar chipset following Gapwaves's issue of rights in November 2025.
[https://www.gapwaves.com/investors/rightsissue-2025/](https://www.gapwaves.com/investors/rightsissue-2025/)
29 December 2025
\- China state - owned automaker selected Arbe's radar chipset for SOP (start of production) in December 2026
[https://ir.arberobotics.com/news/press-releases/detail/164/china-based-state-owned-automaker-selects-hirain-and-arbes](https://ir.arberobotics.com/news/press-releases/detail/164/china-based-state-owned-automaker-selects-hirain-and-arbes)
# Sales and on - going validation
\-In validation with several major automotive OEMs with some speculation revolving around providing Mercedes Benz with Arbe's radar chipset.
\- BYD may be a possible customer
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[https://stephentobin.substack.com/p/event-interview-kobi-marenko-](https://stephentobin.substack.com/p/event-interview-kobi-marenko-)
\- Is partnered with Nvidia (announced on CES 2025)
[https://ir.arberobotics.com/news/press-releases/detail/141/arbe-collaborates-with-nvidia-to-enhance-radar-based-free](https://ir.arberobotics.com/news/press-releases/detail/141/arbe-collaborates-with-nvidia-to-enhance-radar-based-free)
\- Supplied radar chipset to Sensrad for defence application.
[https://ir.arberobotics.com/news/press-releases/detail/152/sensrad-delivers-first-radar-series-powered-by-arbes](https://ir.arberobotics.com/news/press-releases/detail/152/sensrad-delivers-first-radar-series-powered-by-arbes)
\- Supplied radar chipset to WATCHIT for marine time application.
[https://ir.arberobotics.com/news/press-releases/detail/157/arbe-tier-1-sensrad-secures-an-order-from-watchit-for-boat](https://ir.arberobotics.com/news/press-releases/detail/157/arbe-tier-1-sensrad-secures-an-order-from-watchit-for-boat)
# Financials
\- zero debt
\- cash runway of 2 years
\- the major investors in ARBE via convertible debentures are major automotive OEMs. In early December, ARBE proposed two new conditions to bond holders:
1. lower interest rates on bonds
2. increase escrow amount from 8.5M to 20M
both of which were accepted by the bond holders, signalling strong confidence and access to major de - risking events that retail investors are non - privy to.
[https://ir.arberobotics.com/sec-filings/all-sec-filings##document-612-0001213900-25-124538-2](https://ir.arberobotics.com/sec-filings/all-sec-filings##document-612-0001213900-25-124538-2)
# Downside:
\- This company has an unrivalled product moat. Over the years, the automotive OEMs have been delaying the "greenlighting" of the serial production agreement for L3, L4 and L5 due to macro economic (Covid, supply chain disruption, economic conditions in H1 2025) and regulatory conditions which led to its share price plunging. Given its zero debt, cash runway of 2 years and preliminary backlog of at least 4 agreements, I consider this a value play.
Arbe's preliminary serial production agreement will only record revenue when the OEMs greenlights the production rollout.
In terms of the autonomous driving landscape, 2026 is expected to be the year where L2 transitions into L3, L4.
This means you have to be patient.