China-based State-owned Automaker Selects Hirain and Arbe's Ultra High-Definition Radar for its L4 Vehicle Program
Rhea-AI Summary
Arbe (NASDAQ: ARBE) said a China-based state-owned automaker selected Hirain Technologies and Arbe's Ultra HD radar for its Level 4 autonomous vehicle program, with vehicle start of production (SOP) planned for December 2026 and thousands of vehicles expected to reach market in 2027.
The chosen solution pairs Hirain's LRR610 radar with Arbe's chipset featuring 48 receive and 48 transmit RF channels and a dedicated processor for AI-based post-processing. The radar will serve as the front-facing radar on each vehicle and aims to enable advanced safety and autonomy for urban and highway environments.
Positive
- SOP scheduled for December 2026
- Thousands of vehicles expected to be released in 2027
- Chipset with 48 receive and 48 transmit RF channels
- Front-facing radar specification for each vehicle in the program
Negative
- Customer concentration: single China-based state-owned automaker program
- Schedule dependence on December 2026 SOP for near-term deployment
News Market Reaction
On the day this news was published, ARBE gained 9.71%, reflecting a notable positive market reaction. Argus tracked a peak move of +17.6% during that session. Our momentum scanner triggered 30 alerts that day, indicating elevated trading interest and price volatility. This price movement added approximately $12M to the company's valuation, bringing the market cap to $138M at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
ARBE fell 2.83% while key AI/infra peers like REKR (-0.95%), AISP (-5.35%), HPAI (-4.25%), ZENA (-6.3%), and BKKT (-4.01%) were also down, but no peers appeared in the momentum scanner, suggesting stock-specific drivers dominate.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 08 | Bond terms update | Negative | -7.9% | Proposed extension and amended terms for series A convertible bonds. |
| Nov 18 | Conference participation | Neutral | -1.5% | Management participation in ROTH Technology Conference one-on-one meetings. |
| Nov 17 | Q3 2025 earnings | Negative | -10.3% | Low Q3 revenue with gross and operating losses and loss guidance. |
| Oct 30 | Earnings call notice | Neutral | -3.1% | Announcement of Q3 2025 results release and related conference call. |
| Oct 16 | Technology award | Positive | -9.6% | Winning “Sensor Technology Solution of the Year” for perception radar. |
Recent news — including financial updates, bond terms, conferences, and even an industry award — has often been followed by negative price reactions, with one clear divergence on the positive award headline.
Over the last few months, ARBE’s news flow has centered on financing terms, operating performance, and industry recognition. A Dec 8, 2025 proposal to amend convertible bonds and extend milestones saw a negative reaction. Q3 2025 results on Nov 17 highlighted low revenue and sizeable losses, also followed by a decline. Neutral items like conference participation and earnings call scheduling likewise coincided with modest pullbacks. Even the Oct 16, 2025 technology award produced a selloff, underscoring a pattern of weak reactions to varied news as ARBE now announces an L4 radar selection in China.
Market Pulse Summary
The stock moved +9.7% in the session following this news. A strong positive reaction aligns with the strategically important L4 radar win in China, where production is planned for December 2026 and thousands of vehicles are expected in 2027. Historically, ARBE has often sold off after news, including awards and earnings, so a sharp gain on this contract selection would mark a shift. Investors would need to weigh prior loss-making financials and financing actions against the potential scale and execution risk of this new program.
Key Terms
level 4 autonomous technical
start of production technical
rf channels technical
ai-based post-processing technical
AI-generated analysis. Not financial advice.
Arbe's high-performance radar selected to enable advanced safety and automated driving capabilities, with Start of Production planned for December 2026
After several years of joint development, Hirain's LRR610 Radar, powered by Arbe's chipset, was selected for the automaker's L4 program, with thousands of vehicles expected to be released to the market during 2027. Arbe's proprietary chipset has the largest channel array count in the industry with 48 receiving and 48 transmitting RF channels, a dedicated processor chip that provides dense data enabling AI-based post-processing. The radar will be installed as the front-facing radar on each vehicle.
"Level 4 autonomous vehicles require the highest standards on radar resolution, accuracy, and reliability," said Chengjian Fan, CTO of Hirain Technologies. "By leveraging Arbe's high-resolution radar chipset, we are able to deliver the highly detailed and accurate sensing capabilities required for complex urban environments and the long-range detection in high resolution needed for driving at high speed on the highway. In these scenarios, where traffic density, vulnerable road users, and edge cases are most common, our top priorities are safety, unmatched perception, and smooth, predictable vehicle behavior."
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Arbe will present a live demonstration of its automotive-grade radar technology at CES 2026, Booth 4551, West Hall, LVCC. To schedule a demo of Arbe's advanced radar technology, visit https://arberobotics.com/ces2026/
About Arbe
Arbe (Nasdaq: ARBE), a global leader in ultra-high-resolution radar solutions, is driving a radar revolution. Its cutting-edge radar chipset delivers up to 100 times more detail than other radar systems, empowering automakers and radar Tier-1s to develop truly safe driving systems that scale from ADAS to hands-free, eyes-off capabilities and up to full vehicle autonomy. Arbe's technology addresses the most critical use cases by delivering real-time, 4-dimensional imaging that enables the perception stack with information such as precise mapping of drivable free space in highway and urban environments across all weather and lighting conditions. With its transformative impact across passenger, commercial, and industrial vehicle segments, as well as other advanced safety applications, Arbe is redefining the role of radar in next-generation mobility.
Headquartered in
About Beijing JingWei Hirain Technologies
Founded in 2003, Beijing Jingwei Hirain Technologies Co., Inc.("Hirain") strives to be a world-class provider of electronic systems and technology services. Guided by the principles of "Value Innovation and Customer Focus", we specialize in the automotive and transportation industries, offering a comprehensive portfolio that includes Automotive Electronics, R&D Services and Solutions, integrated systems and specialized vehicles, and intelligent transportation solutions to clients worldwide. Headquartered in
Cautionary Note Regarding Forward-Looking Statements
This press release contains, and the demonstrations at CES and statements made at such demonstrations will contain, "forward-looking statements" within the meaning of the Securities Act of 1933 and the Securities Exchange Act of 1934, both as amended by the Private Securities Litigation Reform Act of 1995. The words "expect," "believe," "estimate," "intend," "plan," "anticipate," "may," "should," "strategy," "future," "will," "project," "potential" and similar expressions indicate forward-looking statements. Forward-looking statements are predictions, projections and other statements about future events that are based on current expectations and assumptions and, as a result, are subject to risks and uncertainties. These risks and uncertainties include whether and when we receive secure the orders and the extent of any orders we receive; our ability to meet expectations with respect to our financial guidance and outlook; the acceptance our technology, the timing and completion of key product and project orders and milestones; expectations regarding our collaborations and business with third parties; the effect of tariffs and trade policies of
Information contained on, or that can be accessed through, the Company's website or any other website or any social media is expressly not incorporated by reference into and is not a part of this press release.
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SOURCE Arbe
FAQ
What did Arbe announce about the L4 vehicle program and ARBE's role?
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How many RF channels does Arbe's chipset provide for the LRR610 radar?
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