Valens Semiconductor (NYSE:VLN) August 2025 GAAP and non-GAAP Measures Certain statements in this presentation (this "Presentation") are "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the use of words such as "estimate," "plan," "project," "forecast," "intend," "will," "expect," "anticipate," "believe," "seek," "target" or other similar expressions that pred ...

Company Overview - Valens Semiconductor is a fabless semiconductor company listed on NYSE under the ticker VLN[13] - The company reported revenues of over $40 million in Q1 2025[13] - Valens has accumulated over $0.5 billion in cumulative R&D expenses[13] Financial Performance & Goals - Valens' revenue for 2024 was $57.9 million, with $36.3 million from Cross-Industry Business and $21.6 million from Automotive[68] - Q1 2025 revenue reached $16.8 million, with a GAAP gross margin of 62.9%[71] - The company is targeting revenue between $220 million and $300 million by 2029, with a CAGR of approximately 30%-40%[75] - Valens anticipates revenue between $71 million and $76 million for 2025, representing a year-over-year growth of approximately 23%-31%[76] Market Opportunities - The automotive market presents a $4.5 billion TAM by 2029, requiring 1.4 billion chips per year[25, 45] - The video conferencing market has a TAM of $350 million by 2028/29, needing approximately 17 million chips per year[25, 31] - The industrial/machine vision market is projected to reach a TAM of $460 million by 2028/29, with a demand for approximately 32 million chips per year[25, 53] - The single-use medical market represents a $625 million TAM, requiring 125 million chips per year[25, 57]

Core Insights - The partnership between Valens Semiconductor and ESWIN Computing aims to leverage their combined expertise to meet the increasing demand for MIPI A-PHY products in China [1][3] - MIPI A-PHY is the first automotive industry standard for high-speed sensor and display connectivity, with rapid adoption in China, where seven silicon vendors have completed interoperability testing [2][3] - Valens Semiconductor is a leader in MIPI A-PHY, offering the first compliant chipsets, the VA7000 Series, and has secured design wins with OEMs [2][4] Company Overview - Valens Semiconductor specializes in high-performance connectivity solutions, enabling advancements in audio-video installations, videoconferencing, and autonomous driving technologies [4] - ESWIN Computing focuses on AI-driven intelligence solutions, utilizing next-generation RISC-V architecture and domain-specific algorithms to provide competitive system-level solutions [5]