Lantronix Edge AI Drone Solution Integrates Gremsy and Teledyne FLIR Platforms for Longer, More Efficient Flight Times
Lantronix (NASDAQ: LTRX) has announced a strategic collaboration with Gremsy, integrating its NDAA/TAA-compliant Edge AI drone solution with Teledyne FLIR platforms. The solution, built on Lantronix's Open-Q™ 5165RB System on Module with Qualcomm® Dragonwing™ processor, powers Gremsy's new drone platform and Lynx ISR payload.
The integration enables enhanced power efficiency, longer flight times, and real-time AI capabilities while meeting strict compliance requirements for defense applications. The solution is already in production, generating early revenue across government, energy, agriculture, and infrastructure sectors. Key features include edge-based AI processing, real-time analytics, and operation in extreme environments from -25°C to +85°C.
The collaboration positions Lantronix for growth in the drone market projected to reach $57.8B by 2030, focusing on high-margin opportunities in defense and commercial sectors.Lantronix (NASDAQ: LTRX) ha annunciato una collaborazione strategica con Gremsy, integrando la sua soluzione per droni Edge AI conforme NDAA/TAA sulle piattaforme Teledyne FLIR. La soluzione, basata sul System on Module Open-Q™ 5165RB di Lantronix con processore Qualcomm® Dragonwing™, alimenta la nuova piattaforma di droni di Gremsy e il payload Lynx ISR.
L'integrazione consente una maggiore efficienza energetica, tempi di volo più lunghi e capacità di IA in tempo reale, rispettando al contempo i requisiti di conformità per applicazioni difensive. La soluzione è già in produzione, generando entrate iniziali nei settori governativo, energetico, agricolo e infrastrutturale. Le principali caratteristiche includono elaborazione IA edge-based, analisi in tempo reale e funzionamento in ambienti estremi da -25°C a +85°C.
La collaborazione posiziona Lantronix per la crescita nel mercato dei droni, che si prevede raggiungere i 57,8 miliardi di dollari entro il 2030, concentrandosi su opportunità ad alto margine nei settori difesa e commerciale.
Lantronix (NASDAQ: LTRX) ha anunciado una colaboración estratégica con Gremsy, integrando su solución de drones Edge AI conforme NDAA/TAA con las plataformas Teledyne FLIR. La solución, basada en el Open-Q™ 5165RB System on Module de Lantronix con procesador Qualcomm® Dragonwing™, impulsa la nueva plataforma de drones de Gremsy y la carga útil Lynx ISR.
La integración permite una mayor eficiencia energética, tiempos de vuelo más largos y capacidades de IA en tiempo real, al tiempo que cumple con estrictos requisitos de conformidad para aplicaciones de defensa. La solución ya está en producción, generando ingresos tempranos en los sectores gubernamental, energético, agrícola e infraestructura. Las características clave incluyen procesamiento de IA en el borde, análisis en tiempo real y funcionamiento en entornos extremos desde -25°C hasta +85°C.
La colaboración posiciona a Lantronix para el crecimiento en el mercado de drones, que se proyecta alcance los 57,8 mil millones de dólares para 2030, enfocándose en oportunidades de alto margen en los sectores defensa y comercial.
Lantronix (NASDAQ: LTRX)가 Gremsy와 전략적 협력 관계를 발표했고, NDAA/TAA 준수 Edge AI 드론 솔루션을 Teledyne FLIR 플랫폼에 통합합니다. 이 솔루션은 Lantronix의 Open-Q™ 5165RB System on Module과 Qualcomm® Dragonwing™ 프로세서로 구축되어 Gremsy의 새로운 드론 플랫폼과 Lynx ISR 페이로드에 동력을 제공합니다.
통합은 방위용 애플리케이션에 대한 엄격한 규정 준수를 충족하면서 전력 효율성 향상, 비행 시간 연장 및 실시간 AI 기능을 가능하게 합니다. 이 솔루션은 이미 생산 중이며 정부, 에너지, 농업 및 인프라 부문에서 초기 매출을 창출하고 있습니다. 주요 특징으로는 엣지 기반 AI 처리, 실시간 분석 및 -25°C ~ +85°C의 극한 환경에서의 작동이 있습니다.
이 협력은 Lantronix를 2030년까지 578억 달러로 예상되는 드론 시장의 성장에 위치시키며, 방위 및 상업 부문에서 고마진 기회에 중점을 둡니다.
Lantronix (NASDAQ: LTRX) a annoncé une collaboration stratégique avec Gremsy, intégrant sa solution Drone Edge AI conforme NDAA/TAA aux plateformes Teledyne FLIR. La solution, basée sur le Open-Q™ 5165RB System on Module de Lantronix avec le processeur Qualcomm® Dragonwing™, alimente la nouvelle plateforme de drones de Gremsy et la charge utile Lynx ISR.
L’intégration permet une meilleure efficacité énergétique, des temps de vol plus longs et des capacités d’IA en temps réel tout en respectant les exigences de conformité pour les applications de défense. La solution est déjà en production, générant des revenus précoces dans les secteurs gouvernemental, énergie, agriculture et infrastructure. Les caractéristiques clés incluent le traitement IA en périphérie, l’analyse en temps réel et le fonctionnement dans des environnements extrêmes de -25°C à +85°C.
La collaboration positionne Lantronix pour la croissance sur le marché des drones, que l’on prévoit atteindre 57,8 milliards de dollars d’ici 2030, en se concentrant sur des opportunités à marge élevée dans les secteurs de la défense et commercial.
Lantronix (NASDAQ: LTRX) hat eine strategische Zusammenarbeit mit Gremsy angekündigt und integriert seine NDAA/TAA-konforme Edge-AI-Drohnenlösung in Teledyne FLIR-Plattformen. Die Lösung, basierend auf dem Open-Q™ 5165RB System on Module von Lantronix mit dem Qualcomm® Dragonwing™-Prozessor, treibt Gremsys neue Drohnenplattform und Lynx ISR-Payload an.
Die Integration ermöglicht eine verbesserte Energieeffizienz, längere Flugzeiten und Echtzeit-KI-Fähigkeiten, während gleichzeitig strenge Compliance-Anforderungen für Verteidigungsanwendungen erfüllt werden. Die Lösung ist bereits in Produktion und generiert frühzeitige Einnahmen in den Bereichen Regierung, Energie, Landwirtschaft und Infrastruktur. Wichtige Merkmale umfassen Edge-basierte KI-Verarbeitung, Echtzeitanalytik und Betrieb in extremen Umgebungen von -25°C bis +85°C.
Die Zusammenarbeit positioniert Lantronix für Wachstum im Drohnenmarkt, der voraussichtlich bis 2030 57,8 Milliarden USD erreichen wird, mit Fokus auf margenstarke Chancen im Verteidigungs- und kommerziellen Sektoren.
Lantronix (ناسداك: LTRX) أعلنت عن تعاون استراتيجي مع Gremsy، ودمج حلها للطائرات بدون طيار المعتمد NDAA/TAA لإطار عمل الذكاء الاصطناعي على الحافة مع منصات Teledyne FLIR. الحل قائم على Open-Q™ 5165RB System on Module من لانترونيكس بمعالج Qualcomm® Dragonwing™، ويزود منصة Gremsy الجديدة للطائرة بدون طيار وحمولة Lynx ISR بالطاقة.
يتيح التكامل كفاءة طاقة محسّنة، فترات طيران أطول، وقدرات ذكاء اصطناعي في الزمن الحقيقي، مع مطابقة صارمة لمتطلبات الامتثال للتطبيقات الدفاعية. الحل قيد الإنتاج بالفعل، وبدأ يدر إيرادات مبكرة عبر قطاعات الحكومة والطاقة والزراعة والبنية التحتية. تشمل الميزات الرئيسية المعالجة AI على الحافة، التحليلات في الزمن الحقيقي، والتشغيل في بيئات قاسية من -25°C إلى +85°C.
The collaboration positions Lantronix for growth in the drone market projected to reach $57.8B by 2030, focusing on high-margin opportunities in defense and commercial sectors.
Lantronix（纳斯达克股票代码：LTRX）宣布与Gremsy建立战略合作伙伴关系，将其符合 NDAA/TAA 要求的边缘 AI 无人机解决方案与 Teledyne FLIR 平台集成。该解决方案基于 Lantronix 的 Open-Q™ 5165RB 系统模块，搭载 Qualcomm® Dragonwing™ 处理器，为Gremsy 的新无人机平台和 Lynx ISR 有效载荷提供动力。
该集成在提升电源效率、延长飞行时间和实现实时 AI 能力方面具有优势，同时符合用于防务应用的严格合规要求。该解决方案已进入量产阶段，在政府、能源、农业和基础设施等领域初步实现收入。主要特征包括边缘端 AI 处理、实时分析，以及在 -25°C 至 +85°C 的极端环境下运行。
该合作使 Lantronx 在预计到 2030 年无人机市场将达到 5780 亿美元的增长中具备竞争力，重点关注防务和商业领域的高利润机会。
- Solution already generating early revenue with production shipments underway
- NDAA/TAA compliance provides competitive advantage in defense sector
- High-margin opportunity in mission-critical applications
- Extended drone flight times through improved power efficiency
- Strategic positioning in drone market projected to reach $57.8B by 2030
- Highly competitive market with established players
- Success dependent on drone market adoption and growth
Insights
Lantronix's NDAA-compliant drone solution with Gremsy and Teledyne FLIR strengthens position in high-margin defense/commercial markets with production already generating revenue.
Lantronix has made a strategic move into the fast-growing drone market with its edge AI computing solution now being integrated into Gremsy's camera gimbal platforms and Teledyne FLIR's thermal-visible camera systems. The most significant aspect of this announcement is that the solution is already in production with multiple customers, indicating immediate revenue impact rather than merely future potential.
The NDAA/TAA compliance of Lantronix's system represents a crucial competitive advantage in defense and government applications, where these regulatory requirements are mandatory. This compliance essentially creates a higher barrier to entry, protecting Lantronix from competitors who cannot meet these stringent standards.
The technology differentiation centers on power efficiency enabling extended drone flight times - a critical metric in drone operations where every minute of additional flight time translates to expanded mission capabilities. This directly addresses one of the primary limitations in current drone technology.
From a market positioning perspective, Lantronix is targeting the intersection of two high-growth technology segments: edge AI computing and autonomous drones. The drone market projection of
What's particularly notable is the company's focus on high-margin opportunities across multiple sectors (government, energy, agriculture, infrastructure), suggesting this isn't a volume-based strategy but rather a premium positioning approach targeting higher-value applications that can sustain better profit margins.
Lantronix's strategic expansion into drone technology creates high-margin revenue opportunities with existing production, strong compliance advantages, and multi-sector scalability.
This announcement represents a significant revenue diversification for Lantronix. The company is leveraging its expertise in compute modules to enter the high-growth drone market with a differentiated, compliant solution that's already shipping - meaning immediate revenue recognition rather than speculative future income.
The economics of this strategy are compelling for several reasons. First, by focusing on the computing platform rather than manufacturing complete drones, Lantronix maintains capital-light operations while capturing high-value components of the supply chain. Second, the NDAA/TAA compliance creates a moat around government and defense applications, which typically command premium pricing and have longer, more stable procurement cycles.
Most importantly, the company explicitly states this represents a high-margin opportunity, suggesting the drone compute platform carries better profitability than their traditional product lines. This aligns with Lantronix's stated strategy of expanding into more profitable market segments.
The market timing appears well-calculated. By entering as drones transition from consumer novelties to serious commercial and defense tools, Lantronix positions itself in the higher-value segments of a market projected to reach
While specific financial projections aren't provided, the announcement notes production shipments are already underway, indicating this isn't a pre-revenue initiative but rather an already-commercialized opportunity that should contribute to near-term financial results while establishing a foundation for long-term growth.
Strategic Collaboration positions Lantronix for long-term, high-margin growth in defense and commercial drone markets projected to reach
IRVINE, Calif., Oct. 02, 2025 (GLOBE NEWSWIRE) -- Lantronix Inc. (NASDAQ: LTRX), a global leader in compute and connectivity IoT solutions powering Edge AI applications, today announced that its NDAA/TAA-compliant solution has been selected by Gremsy, a leading global manufacturer of advanced camera gimbal stabilizers for drones and unmanned aerial vehicles (UAVs). Leveraging its strong history in camera applications, Lantronix continues to increase its momentum in the drone market with this breakthrough solution, which provides improved power efficiency for longer drone operational times while consuming less energy when processing tasks.
Built on Lantronix’s Open-Q™ 5165RB System on Module (SoM) based on the Qualcomm® Dragonwing™ processor, the solution powers Gremsy’s new drone platform and its Lynx ISR payload, built for seamless integration with the Hadron 640R dual thermal-visible camera from Teledyne FLIR OEM. This integrated solution is currently in production with multiple Lantronix customers.
Designed to enable drone integrators to deliver high-performance, low-power compute and real-time AI capabilities, this solution shortens Gremsy’s time-to-market while providing long-term revenue opportunities for Lantronix in the fast-growing commercial and defense drone sectors. With Lantronix’s relationship with Gremsy and other drone industry manufacturers, Lantronix has expanded its global go-to-market reach, strengthening its position as the trusted source for reliable, compliant solutions for enabling cameras for drones. This combination of AI performance and compliance creates a sustainable advantage for Lantronix in the rapidly expanding defense and autonomous systems market.
“Lantronix is a valued contributor to our next-generation platform, supporting the development of secure, compliant drone solutions. We chose Lantronix over the competition as it is the trusted global leader in the global drone industry as well as its long-standing relationship with Qualcomm. With its Qualcomm Dragonwing-based solutions, Lantronix delivers industry firsts, including a direct connection with the FLIR Hadron 640R, enabling the Lynx payload with Edge-based capabilities in real-time,” said Nguyen Van Chu, vice general director at Gremsy.
“With an increasing number of top-tier global drone customers, Lantronix is a critical enabler of secure, high-performance drone platforms,” said Saleel Awsare, CEO of Lantronix. “Our work with Gremsy as well as a growing number of drone industry manufacturers and developers demonstrates our ability to deliver at scale while meeting stringent NDAA and TAA requirements demanded in government and defense applications.”
“The integration of our Hadron thermal-visible camera module and Prism software into Lantronix’s solution brings advanced image signal processing and AI capabilities to edge devices,” said Mike Walters, VP of Product Management at Teledyne FLIR OEM. “It will now accelerate the development of next-gen, AI-enabled camera solutions in Gremsy’s secure, compliant drone platform for defense and industrial operations.”
Key Strategic & Financial Highlights:
- Production Shipments Underway: Lantronix is already generating early revenue and confirming design win momentum.
- High-Margin Opportunity: Lantronix’s solution is designed into mission-critical, high-value applications across government, energy, agriculture and infrastructure sectors.
- Regulatory Advantage: Lantronix’s solution is fully NDAA/TAA-compliant, essential for U.S. defense and federal integrations.
Differentiated Technology Driving Performance
Gremsy’s platform, powered by Lantronix’s edge AI solution, delivers:
- Edge-Based AI Processing: Onboard inference for object detection, scene recognition, SLAM and anomaly detection
- Real-Time Analytics: Enhanced operational decision-making for surveying, mapping, inspection and defense
- Extended Flight Times: Ultra-efficient power consumption for longer UAV missions
- Advanced Connectivity: Wi-Fi® 6 and rich I/O for HD video and sensor data streaming
- Rugged Design: Operation in extreme environments (-25°C to +85°C)
Lantronix: Building a Scalable AI Platform for Industrial and Defense Markets
With deep engineering services, a robust development ecosystem (supporting ROS2, Docker, and more) and ongoing expansion into edge AI and IoT, Lantronix is uniquely positioned to drive high-margin revenue across both defense and commercial drone applications. This Gremsy partnership reinforces Lantronix’s role as a trusted AI compute provider for global OEMs and highlights the company’s execution against its long-term growth strategy, which is focused on:
- Secure, compliant embedded compute
- High-growth verticals (drones, robotics, smart infrastructure)
- Recurring software and services expansion
Lantronix solutions and Engineering Services combine embedded compute technology, compliance expertise and flexible software support to accelerate customer product development. This scalable platform approach not only enables rapid time‑to‑market for Gremsy but also positions Lantronix to support future industrial IoT programs that require TAA and NDAA compliance.
Learn more about Lantronix’s Engineering Services, SOM solutions and additional Drone Applications at Lantronix.com.
*According to Drone Industry Insights’ 2025–2030 Global Drone Market Report
About Lantronix
Lantronix Inc. (Nasdaq: LTRX) is a global leader in Edge AI and Industrial IoT solutions, delivering intelligent computing, secure connectivity, and remote management for mission-critical applications. Serving high-growth markets, including smart cities, enterprise IT, and commercial and defense unmanned systems, Lantronix enables customers to optimize operations and accelerate digital transformation. Its comprehensive portfolio of hardware, software, and services powers applications from secure video surveillance and intelligent utility infrastructure to resilient out-of-band network management. By bringing intelligence to the network edge, Lantronix helps organizations achieve efficiency, security, and a competitive edge in today’s AI-driven world.
For more information, visit the Lantronix website.
About Gremsy
Gremsy is a world-renowned provider of advanced gimbal and camera systems for drones. Their high-quality solutions are designed to meet the demanding needs of professionals in industries such as filmmaking, surveying, and public safety. Gremsy’s commitment to precision, innovation, and ease of use makes them a trusted partner for UAV manufacturers, system integrators across the globe.
For more about Gremsy, visit https://gremsy.com/.
©2025 Lantronix, Inc. All rights reserved. Lantronix is a registered trademark. Other trademarks and trade names are those of their respective owners.
“Safe Harbor” Statement under the Private Securities Litigation Reform Act of 1995: This news release contains forward-looking statements within the meaning of federal securities laws, including, without limitation, statements related to Lantronix products or leadership team. These forward-looking statements are based on our current expectations and are subject to substantial risks and uncertainties that could cause our actual results, future business, financial condition, or performance to differ materially from our historical results or those expressed or implied in any forward-looking statement contained in this news release. The potential risks and uncertainties include, but are not limited to, such factors as the effects of negative or worsening regional and worldwide economic conditions or market instability on our business, including effects on purchasing decisions by our customers; our ability to mitigate any disruption in our and our suppliers’ and vendors’ supply chains due to the COVID-19 pandemic or other outbreaks, wars and recent tensions in Europe, Asia and the Middle East, or other factors; future responses to and effects of public health crises; cybersecurity risks; changes in applicable U.S. and foreign government laws, regulations, and tariffs; our ability to successfully implement our acquisitions strategy or integrate acquired companies; difficulties and costs of protecting patents and other proprietary rights; the level of our indebtedness, our ability to service our indebtedness and the restrictions in our debt agreements; and any additional factors included in our Annual Report on Form 10-K for the fiscal year ended June 30, 2024, filed with the Securities and Exchange Commission (the “SEC”) on Sept. 9, 2024, including in the section entitled “Risk Factors” in Item 1A of Part I of that report, as well as in our other public filings with the SEC. Additional risk factors may be identified from time to time in our future filings. In addition, actual results may differ as a result of additional risks and uncertainties about which we are currently unaware or which we do not currently view as material to our business. For these reasons, investors are cautioned not to place undue reliance on any forward-looking statements. The forward-looking statements we make speak only as of the date on which they are made. We expressly disclaim any intent or obligation to update any forward-looking statements after the date hereof to conform such statements to actual results or to changes in our opinions or expectations, except as required by applicable law or the rules of the Nasdaq Stock Market LLC. If we do update or correct any forward-looking statements, investors should not conclude that we will make additional updates or corrections.
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