[ARBE] Small cap leader with the best radar chipset for L3, L4 and multiple orders

Arbe sells chipsets directly to OEMs and or their 4x Tier-1 partners. In July 2024 they won a Top 10 OEM with revenue that begins in 2026. This is a direct sale of chipsets to the OEM who is contracting a 3rd party Tier-1 to construct the radars for them. Details on quanities is light, but it is considered as substantial to Arbe for its ability to expand to multiple models/platforms of the OEM. The big difference between Arbe (48x48) and Mobileye (32x48) is that Arbe has a dedicated processor that connects to 4x 12rx and 2x 24tx chips for a total of 7 chips, while Mobileye is a cascaded solution around 18 total chips. Arbe is able to charge a price similar to NXP's basic 96 channel radars and has better perfornance over Mobileye with a lot lower complexity, cooling, and power consumption.