COO Highlights Product Focus and Possibilities for New Tier 1 Partners
On February 21, WTR hosted a fireside chat with COO T.R. Ramachandran. This report contains a transcript of the conversation, which can be accessed on-demand. The link is accessible in our full report. Ramachandran talked about the three main facets of his COO role at AEye: (1) product management, which makes sure its products are a good fit; (2) engineering, which makes sure its products cannot only be built and delivered but are also robust and perform well; and (3) operations, which is all about supply chain, cost, reliability, quality, and manufacturing. As AEye is transitioning from an R&D to a product company, Ramachandran is critical to its reference designs being able to meet key Tier 1 and OEM criteria. The latest change is a 50% reduction in the overall size of the lidar. This will allow 4Sight Flex, the new product, to fit anywhere in the vehicle. It could be behind a windshield, on the roof, or in a grill. This makes it possible for AEye to engage with a wide variety of customers, both automotive and non-automotive with the same product. Ramachandran has found that a key pain point is how it delivers enhanced safety for high-speed driving. This is the first market the company plans to focus on before broader expansion into other verticals. While there have been some delays, the automotive ADAS business should be ramping up over the next couple of years. The lidar TAM is expected to grow from $3 billion to $42 billion over the next 10 years. AEye is a provider of adaptive, high-performance LiDAR for driver-assistance, vehicle autonomy, smart infrastructure, and logistics applications. AEye’s 4Sight™ Intelligent Sensing Platform, with its adaptive sensor-based operating system, focuses on what matters most: delivering faster, more accurate, and reliable information. AEye’s 4Sight™ products, built on this platform, are ideal for dynamic applications that require precise measurement imaging to ensure safety and performance. View all our fireside chats and reports on AEye on our website.
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