Valens Semiconductor Partners with Seven MIPI A-PHY Silicon Vendors, Successfully Completing Product Interoperability Testing to Advance the MIPI A-PHY Ecosystem in China and Globally
Valens Semiconductor (NYSE: VLN) has announced successful interoperability testing with seven MIPI A-PHY silicon vendors: Analogix, ESWIN Technology, Motorcomm, OmniVision Technologies, Silergy, SimChip, and Velink. This marks a important milestone for the adoption of A-PHY technology, particularly in China's robust ecosystem.
MIPI A-PHY is the first automotive industry standard for in-vehicle asymmetric high-speed connectivity. Valens, as the first company to offer compliant chipsets and achieve OEM design wins, conducted weeks-long testing events that demonstrated strong product maturity across all vendors.
The standardization aims to enhance supply chain security and reduce vendor dependency. China's ecosystem has shown particular interest, with vendors developing various A-PHY products including platforms, SoCs, silicon, camera sensors, and development tools in response to Chinese OEM demand.
Valens Semiconductor (NYSE: VLN) ha annunciato il successo dei test di interoperabilità con sette fornitori di silicio MIPI A-PHY: Analogix, ESWIN Technology, Motorcomm, OmniVision Technologies, Silergy, SimChip e Velink. Questo rappresenta una tappa importante per l'adozione della tecnologia A-PHY, in particolare nell'ecosistema robusto della Cina.
MIPI A-PHY è il primo standard dell'industria automobilistica per la connettività asimmetrica ad alta velocità all'interno dei veicoli. Valens, essendo la prima azienda a offrire chipset conformi e a ottenere vittorie nel design OEM, ha condotto eventi di test della durata di settimane che hanno dimostrato una forte maturità del prodotto tra tutti i fornitori.
La standardizzazione mira a migliorare la sicurezza della catena di approvvigionamento e a ridurre la dipendenza dai fornitori. L'ecosistema cinese ha mostrato un interesse particolare, con fornitori che sviluppano vari prodotti A-PHY tra cui piattaforme, SoC, silicio, sensori per fotocamere e strumenti di sviluppo in risposta alla domanda degli OEM cinesi.
Valens Semiconductor (NYSE: VLN) ha anunciado con éxito pruebas de interoperabilidad con siete proveedores de silicio MIPI A-PHY: Analogix, ESWIN Technology, Motorcomm, OmniVision Technologies, Silergy, SimChip y Velink. Esto marca un hito importante para la adopción de la tecnología A-PHY, particularmente en el robusto ecosistema de China.
MIPI A-PHY es el primer estándar de la industria automotriz para la conectividad asimétrica de alta velocidad dentro del vehículo. Valens, como la primera empresa en ofrecer chipsets compatibles y lograr victorias en diseño OEM, llevó a cabo eventos de prueba de varias semanas que demostraron una fuerte madurez del producto entre todos los proveedores.
La estandarización tiene como objetivo mejorar la seguridad de la cadena de suministro y reducir la dependencia de los proveedores. El ecosistema chino ha mostrado un interés particular, con proveedores desarrollando varios productos A-PHY, incluyendo plataformas, SoCs, silicio, sensores de cámaras y herramientas de desarrollo en respuesta a la demanda de los OEM chinos.
발렌스 반도체 (NYSE: VLN)는 7개의 MIPI A-PHY 실리콘 공급업체와의 상호 운용성 테스트에 성공했다고 발표했습니다: Analogix, ESWIN Technology, Motorcomm, OmniVision Technologies, Silergy, SimChip, Velink. 이는 A-PHY 기술 채택을 위한 중요한 이정표로, 특히 중국의 강력한 생태계에서 그렇습니다.
MIPI A-PHY는 차량 내 비대칭 고속 연결을 위한 최초의 자동차 산업 표준입니다. 발렌스는 호환 가능한 칩셋을 제공하고 OEM 디자인 승리를 달성한 최초의 회사로서, 모든 공급업체에 걸쳐 강력한 제품 성숙도를 입증하는 몇 주간의 테스트 이벤트를 진행했습니다.
표준화의 목표는 공급망 보안을 강화하고 공급업체 의존도를 줄이는 것입니다. 중국의 생태계는 특히 관심을 보였으며, 공급업체들은 중국 OEM의 수요에 대응하여 플랫폼, SoC, 실리콘, 카메라 센서 및 개발 도구와 같은 다양한 A-PHY 제품을 개발하고 있습니다.
Valens Semiconductor (NYSE: VLN) a annoncé le succès de tests d'interopérabilité avec sept fournisseurs de silicium MIPI A-PHY : Analogix, ESWIN Technology, Motorcomm, OmniVision Technologies, Silergy, SimChip et Velink. Cela marque une étape importante pour l'adoption de la technologie A-PHY, en particulier dans l'écosystème robuste de la Chine.
MIPI A-PHY est le premier standard de l'industrie automobile pour la connectivité asymétrique à haute vitesse dans les véhicules. Valens, en tant que première entreprise à offrir des chipsets conformes et à obtenir des victoires en conception OEM, a mené des événements de test de plusieurs semaines qui ont démontré une forte maturité des produits chez tous les fournisseurs.
La standardisation vise à améliorer la sécurité de la chaîne d'approvisionnement et à réduire la dépendance envers les fournisseurs. L'écosystème chinois a montré un intérêt particulier, les fournisseurs développant divers produits A-PHY, y compris des plateformes, des SoC, du silicium, des capteurs de caméra et des outils de développement en réponse à la demande des OEM chinois.
Valens Semiconductor (NYSE: VLN) hat erfolgreiche Interoperabilitätstests mit sieben MIPI A-PHY-Siliziumanbietern angekündigt: Analogix, ESWIN Technology, Motorcomm, OmniVision Technologies, Silergy, SimChip und Velink. Dies stellt einen wichtigen Meilenstein für die Einführung der A-PHY-Technologie dar, insbesondere im robusten Ökosystem Chinas.
MIPI A-PHY ist der erste Standard der Automobilindustrie für asymmetrische Hochgeschwindigkeitsverbindungen im Fahrzeug. Valens, als erstes Unternehmen, das konforme Chipsets anbietet und OEM-Designgewinne erzielt, führte wochenlange Testveranstaltungen durch, die eine starke Produktreife bei allen Anbietern zeigten.
Die Standardisierung zielt darauf ab, die Sicherheit der Lieferkette zu verbessern und die Abhängigkeit von Anbietern zu verringern. Das chinesische Ökosystem hat ein besonderes Interesse gezeigt, wobei Anbieter verschiedene A-PHY-Produkte entwickeln, darunter Plattformen, SoCs, Silizium, Kamerasensoren und Entwicklungstools, um auf die Nachfrage chinesischer OEMs zu reagieren.
- First company to offer MIPI A-PHY compliant chipsets with OEM design wins
- Successful interoperability testing with seven major silicon vendors
- Strong market position in China's growing automotive connectivity ecosystem
- Technology enables reduced system costs and improved supply chain security
- Faces competitive pressure in rapidly evolving automotive technology market
- Success dependent on broader industry adoption of A-PHY standard
- Operating in cyclical semiconductor industry with market uncertainties
Insights
Valens Semiconductor's announcement represents a significant strategic milestone in the standardization of automotive connectivity technology. The successful interoperability testing with seven silicon vendors strengthens the MIPI A-PHY ecosystem and positions Valens as a leader in this emerging standard.
The achievement is particularly noteworthy as it addresses a critical barrier to widespread adoption of new connectivity standards - multi-vendor compatibility. By demonstrating interoperability across different implementations, Valens has substantially de-risked the technology for automotive OEMs who typically avoid proprietary solutions that create vendor lock-in.
The strong momentum in China's automotive ecosystem is strategically valuable. Chinese OEMs are typically faster to adopt new technologies, potentially providing Valens with early commercial validation before global expansion. This regional strength could accelerate the network effects needed for the standard to reach critical mass.
As the first company to market with A-PHY compliant chipsets and secure OEM design wins, Valens has established an important first-mover advantage. The inclusion of sensor manufacturers like OmniVision in the ecosystem is particularly significant, as it enables more elegant integrated solutions with "a smaller form factor, lower power consumption, and reduced cost" - benefits that directly address automotive designer priorities.
While the commercial impact will take time to materialize given typical automotive development cycles, this announcement demonstrates that Valens is successfully executing on its standardization strategy, potentially creating a sustainable competitive advantage in a growing segment of automotive connectivity.
HOD HASHARON,
MIPI A-PHY is the first standard in the automotive industry for in-vehicle asymmetric high-speed connectivity. Valens is a leader in MIPI A-PHY, offering the first chipsets on the market to comply with the standard and the first to achieve design wins with OEMs.
Achieving interoperability is a pivotal milestone in the establishment of an industry standard, backed by a strong ecosystem. This type of standard would increase supply chain security and decrease dependency on vendor pricing. As part of the weeks-long interoperability testing, which took place across multiple events, Valens established A-PHY links with all vendors, indicating strong product maturity for A-PHY silicon.
"MIPI A-PHY has strong momentum all around the world, and we're especially excited about what we're seeing in
"This successful interoperability testing between multiple A-PHY vendors is further proof of the maturing A-PHY ecosystem," said Peter Lefkin, Executive Director of the MIPI Alliance. "These testing events complement the rollout of the MIPI A-PHY Compliance Program, which will allow system designers to validate their A-PHY devices. Taken together, these initiatives are important milestones and signals for OEMs that MIPI Alliance is delivering on its promise to develop the most robust SerDes specification for the automotive market."
Alex Zhang, CEO Technical Assistant at Analogix, said: "The momentum for MIPI A-PHY is undeniable, especially in
Li Ma, Co-CTO at ESWIN Technology Group, said: "We extend our gratitude to Valens Semiconductor for hosting the successful interoperability testing events, which revealed a robust and mature ecosystem of A-PHY vendors. Our A-PHY chip is operating remarkably well, and we're looking forward to releasing it to market."
Jason Lyu, Marketing Director at Motorcomm Electronic Technology, said: "Our A-PHY chip was interoperable with the Valens A-PHY chip at high bandwidth and with flawless performance. We hope that the A-PHY ecosystem can keep developing better and better, and that more and more OEMs and Tier1 can adopt this standard."
OmniVision Technologies is developing a sensor with integrated A-PHY, which will lead to a smaller form factor, lower power consumption, and reduced cost. Sensor integration is only possible with a standardized solution, and MIPI A-PHY in particular was designed from the ground up to streamline such integrations, with a small, low power serializer and a high-performance deserializer.
Heng Fan, Senior Director of design at OmniVision Technologies, said: "OmniVision is committed to driving innovation in automotive imaging, and integrating MIPI A-PHY directly into our sensors provides significant value for our OEM customers and partners."
Anjin Du, SerDes Product Line Manager at Silergy, said: "We're confident that this successful interoperability testing is only the beginning for A-PHY technology; A-PHY technology benefits such as the first industry standard and a true ecosystem, a lower system cost with light-weight cable and excellent noise cancelation & correction technology, have been recognized by the customer and that we're soon going to see it to be adopted across the global automotive industry."
Dr. Kai Lyu, Co-founder and Deputy General Manager at SimChip, said: "We began developing this product in response to tangible market demand, and we are investing significant resources to ensure that it reaches the market soon."
Dr. Chen, CTO at VelinkTech, said: "We founded our company, VelinkTech, because of A-PHY. Proprietary SerDes were not good for OEMs' cost or supply chain security, and MIPI's A-PHY, the world's first automotive SerDes standard, solved these issues."
About Valens Semiconductor
Valens Semiconductor (NYSE: VLN) is a leader in high-performance connectivity, enabling customers to transform the digital experiences of people worldwide. Valens' chipsets are integrated into countless devices from leading customers, powering state-of-the-art audio-video installations, next-generation videoconferencing, and enabling the evolution of ADAS and autonomous driving. Pushing the boundaries of connectivity, Valens sets the standard everywhere it operates, and its technology forms the basis for the leading industry standards such as HDBaseT® and MIPI A-PHY. For more information, visit https://www.valens.com/.
Forward-Looking Statements
This press release includes "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 predict or indicate future events or trends or that are not statements of historical matters. These forward-looking statements include, but are not limited to, statements regarding our anticipated future results, including financial results, our five-year plan, currency exchange rates, and contract wins, and future economic and market conditions. These statements are based on various assumptions, whether or not identified in this press release, and on the current expectations of Valens Semiconductor's ("Valens") management and are not predictions of actual performance. These forward-looking statements are provided for illustrative purposes only and are not intended to serve as and must not be relied on by any investor as a guarantee, an assurance, a prediction or a definitive statement of fact or probability. Actual events and circumstances are difficult or impossible to predict and will differ from assumptions. Many actual events and circumstances are beyond the control of Valens Semiconductor. These forward-looking statements are subject to a number of risks and uncertainties, including the cyclicality of the semiconductor industry; the effect of inflation and a rising interest rate environment on our customers and industry; the ability of our customers to absorb inventory; competition in the semiconductor industry, and the failure to introduce new technologies and products in a timely manner to compete successfully against competitors; if Valens fails to adjust its supply chain volume due to changing market conditions or fails to estimate its customers' demand; disruptions in relationships with any one of Valens' key customers; any difficulty selling Valens' products if customers do not design its products into their product offerings; Valens' dependence on winning selection processes; even if Valens succeeds in winning selection processes for its products, Valens may not generate timely or sufficient net sales or margins from those wins; sustained yield problems or other delays or quality events in the manufacturing process of products; our ability to effectively manage, invest in, grow, and retain our sales force, research and development capabilities, marketing team and other key personnel; our ability to timely adjust product prices to customers following price increase by the supply chain; our ability to adjust our inventory level due to reduction in demand due to inventory buffers accrued by customers; our expectations regarding the outcome of any future litigation in which we are named as a party; our ability to adequately protect and defend our intellectual property and other proprietary rights; our ability to successfully integrate or otherwise achieve anticipated benefits from acquired businesses; the market price and trading volume of the Valens ordinary shares may be volatile and could decline significantly; global political and economic uncertainty, including with respect to
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