Valens Semiconductor Ltd. and Imavix Engineering announced a production‑ready MIPI A‑PHY platform built on Valens’ VA7000 chipset, the first of its kind to deliver high‑speed, low‑noise data over long, simple cables while preserving the EMI resilience that has become a hallmark of Valens’ technology.
The platform enabled the first A‑PHY‑compliant camera module from CIS Corporation, a 22 mm × 22 mm × 22 mm module that is less than half the size of typical machine‑vision cameras. The compact design and improved electromagnetic compatibility will be showcased at the ITE 2025 trade show in Yokohama, Japan, starting December 3.
Valens’ Q3 2025 results provide the financial backdrop for the launch. Revenue rose to $17.3 million, a 12.3% beat over the $15.40 million consensus, driven by a 75% contribution from the Cross‑Industry Business (CIB) segment and a favorable product‑mix shift that increased gross margin to 63.0%, up from 60.4% in Q4 2024. The earnings per share of –$0.04 beat the –$0.07 estimate by 42.9%, reflecting disciplined cost control and the higher‑margin mix in CIB.
Strategically, the MIPI A‑PHY platform signals Valens’ intent to diversify beyond automotive and ProAV into industrial machine vision and medical imaging. The VA7000 chipset, originally designed for automotive ADAS, is now being leveraged for high‑bandwidth, long‑reach connectivity in factory automation, with a projected $460 million TAM by 2029. While the company remains in a net‑loss position, the improved gross margin and expanding product portfolio strengthen its long‑term profitability outlook.
Market reaction to the announcement was positive: the company’s stock rose 2.2% on the day of the launch, a move attributed to the first production‑ready MIPI A‑PHY platform and the broader market’s recognition of Valens’ expansion into a high‑growth sector. The prior Q3 earnings release also saw a 3.71% rise, driven by revenue and EPS beats and a higher gross margin, underscoring investor confidence in Valens’ execution.
Management emphasized the significance of the launch. CEO Yoram Salinger said the platform “demonstrates Valens’ ability to translate automotive‑grade technology into new markets.” CFO Guy Nathanzon highlighted the company’s “consistent revenue growth and strong balance sheet” as foundations for future expansion, while Gili Friedman, Head of the Cross‑Industry Business Unit, noted that the platform “provides integrators with the bandwidth, reach, and noise immunity needed for next‑generation machine‑vision cameras.”
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