Valens Semiconductor and Imavix Engineering Combine to Offer the First MIPI A-PHY-Based Platform for Machine Vision; CIS Corporation Announces the Industry's First A-PHY-Compliant Camera, Integrating the Valens VA7000 Chipset

Rhea-AI Summary

Valens Semiconductor (NYSE: VLN) and imavix engineering announced a production-ready MIPI A-PHY-based platform for machine vision on December 2, 2025. The platform pairs Valens VA7000 chipsets with Imavix IP, an Efinix FPGA reference design, and MVTec HALCON support, converting A-PHY input to 10Gbps GigE Vision v3.0 (RDMA) output for IPC connectivity.

CIS Corporation unveiled the industry's first A-PHY-compliant camera module at 22mm×22mm×22mm, claiming smaller size and improved EMC robustness. The platform, reference design, and camera will be shown at ITE Yokohama, Dec 3–5, 2025.

News Market Reaction

+0.64%

1 alert

+0.64% News Effect

On the day this news was published, VLN gained 0.64%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Q3 25 Revenue: $17.3M Q3 25 Revenue Guidance Range: $15.1M–$15.6M Q3 25 GAAP Gross Margin: 63.0% +5 more

8 metrics

Q3 25 Revenue $17.3M Above guidance of $15.1M–$15.6M and up from $17.1M in 2Q25

Q3 25 Revenue Guidance Range $15.1M–$15.6M Prior guidance that Q3 25 revenue ultimately exceeded

Q3 25 GAAP Gross Margin 63.0% Modestly below prior quarter 63.5% but above guidance

Adjusted EBITDA $(4.3)M Loss narrower than expected $(7.4)M–$(6.8)M range in Q3 25

4Q 25 Revenue Guidance $18.2M–$18.9M Management outlook for next quarter revenue

Expected FY25 Growth 20% y/y Management expectation for near full-year revenue growth

Cash Balance $93.5M Quarter-end cash with no debt reported in Q3 25 update

Value Base Ownership 21,299,896 shares (20.79%) Beneficial ownership disclosed in Schedule 13D/A as of Nov 10, 2025

Market Reality Check

Price: $1.52 Vol: Volume 289,799 is at 0.44...

low vol

$1.52 Last Close

Volume Volume 289,799 is at 0.44x its 20-day average of 660,022, indicating subdued trading interest ahead of the announcement. low

Technical Shares at $1.63 are trading below the 200-day MA of $2.11 and sit 53.43% under the 52-week high, though still 18.98% above the 52-week low.

Peers on Argus

While VLN was down 1.18%, semiconductor peers were mixed: MRAM up 5.54%, ALMU up...

1 Down

While VLN was down 1.18%, semiconductor peers were mixed: MRAM up 5.54%, ALMU up 2.94%, NA up 3.33%, while SQNS and WOLF declined. Momentum scans flagged only GCTS moving down, suggesting VLN’s action was stock-specific rather than a broad sector move.

Common Catalyst Peer headlines involved conferences and corporate events (e.g., ALMU conference participation, NA annual meeting), not directly related to machine vision connectivity or MIPI A-PHY.

Historical Context

5 past events · Latest: Dec 08 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 08	Conference meetings	Positive	+1.2%	Planned CES 2026 meetings to showcase connectivity solutions across key end-markets.
Dec 08	Conference meetings	Positive	+1.2%	Repeat CES 2026 meetings announcement with investor and customer engagement focus.
Dec 02	Product platform launch	Positive	+0.6%	Launch of MIPI A-PHY-based machine vision platform and first compliant camera.
Dec 02	Product platform launch	Positive	+0.6%	Duplicate entry of A-PHY platform and camera introduction for machine vision.
Nov 12	Earnings update	Positive	-5.6%	Q3 25 beat on revenue and EBITDA with strong cash, followed by share price drop.

Pattern Detected

Recent news shows mostly modest positive price reactions to corporate and technology updates, but the strong Q3 beat coincided with a -5.56% move, indicating occasional negative reactions to fundamentally positive developments.

Recent Company History

Over the past months, VLN reported a Q3 FY25 beat with revenue of $17.3M and continued growth, yet the stock fell 5.56% afterward. It then announced the MIPI A-PHY-based machine vision platform with Imavix and CIS on Dec 2, 2025, which saw a modest 0.64% gain. A later CES 2026 meetings announcement on Dec 8, 2025 produced a 1.19% rise. Today’s platform news fits this pattern of incremental, technology-focused milestones with generally mild price responses.

Market Pulse Summary

This announcement highlights Valens’ expansion of its MIPI A-PHY connectivity into machine vision th...

Analysis

This announcement highlights Valens’ expansion of its MIPI A-PHY connectivity into machine vision through a production-ready platform with Imavix and an A-PHY-compliant camera from CIS. It complements earlier fundamentals, including Q3 25 revenue of $17.3M, expected 20% y/y growth, and cash of $93.5M. Investors may track adoption of the VA7000-based designs, follow-on design wins in industrial imaging, and subsequent regulatory filings or ownership updates, such as the 20.79% stake disclosed by Value Base affiliates.

Key Terms

MIPI A-PHY, FPGA, GigE Vision, Electromagnetic Compatibility (EMC), +3 more

7 terms

MIPI A-PHY technical

"first production-ready MIPI A-PHY-based platform for implementing the high-performance"

MIPI A-PHY is an industry standard that defines a long-distance physical wire connection for high-speed video and sensor data between chips and modules in vehicles and other devices. Investors care because broad adoption simplifies wiring, cuts component and manufacturing costs, and enables more cameras and sensors per product—factors that can boost sales and profit margins for suppliers and chipmakers much like a common power socket makes many appliances compatible and cheaper to build.

FPGA technical

"designed on an FPGA from Efinix. The solution inputs A-PHY and outputs"

A field-programmable gate array (FPGA) is a type of computer chip whose internal wiring can be changed after it is made, allowing engineers to program custom hardware functions without designing a new chip. For investors, FPGAs matter because that flexibility lets companies quickly adapt products to new software, standards, or customer needs—like a toolbox that can be rearranged to build different machines—so demand and pricing can shift with trends in data centers, telecommunications, AI, and specialized electronics.

GigE Vision technical

"outputs 10Gbps GigE Vision (v3.0 based on RDMA), allowing for connectivity"

GigE Vision is an industry standard that lets high-performance cameras send large amounts of image and video data over ordinary Ethernet (network) cables. Think of it as a wide, reliable highway that moves camera pictures quickly and in a consistent format so different devices and software can work together. Investors care because it lowers integration costs, speeds deployment of automation and imaging systems, and can expand markets for companies that make industrial cameras, medical scanners, and machine-vision software.

Electromagnetic Compatibility (EMC) technical

"offering major improvements in EMC robustness.The platform is based on Valens'"

Electromagnetic compatibility (EMC) is the ability of an electronic device or system to work properly without creating or being disrupted by unwanted electrical noise from other devices. For investors, EMC matters because failing to meet regulatory EMC standards can block sales, force expensive redesigns, cause recalls or fines, and slow product launches — like ensuring neighbors don't all shout at once so everyone can be heard without disturbance.

Industrial PC (IPC) technical

"output for IPC connectivity. The IP core is now available, complete"

An industrial PC (IPC) is a ruggedized computer built to operate reliably in harsh factory, energy, transportation, or outdoor settings where temperature extremes, dust, vibration, or continuous use would break a normal desktop. Investors care because IPCs are a core enabling component of automation and industrial digital upgrades—like the durable engine in a production line—and their demand and pricing trends can signal broader capital spending and technology adoption in industrial sectors.

GenICam technical

"solutions implementing standard machine vision interfaces based on GenICam, image sensor"

GenICam is an industry standard that defines how industrial and scientific cameras describe their features and how software talks to them, so cameras from different makers can work with the same programs. For investors, widespread GenICam support means a company’s imaging products are easier to integrate, sell, and scale across customers and systems, lowering adoption friction and commercial risk much like a universal plug that fits many devices.

PCIe technical

"deep expertise in implementing PCIe host interfaces with DMA streaming engines"

PCIe (PCI Express) is a high-speed connection standard used inside computers and servers to link components like graphics cards, storage drives, and network adapters so they can send data quickly to each other. Investors care because faster, more efficient PCIe support can make a product more competitive—think of it as wider, faster highway lanes for data—which affects device performance, upgrade flexibility, manufacturing cost and customer demand.

AI-generated analysis. Not financial advice.

The growing MIPI A-PHY ecosystem, and a joint demonstration of the camera and platform, supported by Efinix and MVTec, will be unveiled at the ITE show in Yokohama, Japan

HOD HASHARON, Israel, ŽIROVNICE, Czech Republic, and TOKYO, Dec. 2, 2025 /PRNewswire/ -- Valens Semiconductor (NYSE: VLN) and imavix engineering s.r.o (Imavix) today announced the first production-ready MIPI A-PHY-based platform for implementing the high-performance A-PHY connectivity standard in machine vision. The platform will allow camera vendors to design products that are smaller, more robust, and lower cost than traditional machine vision cameras.

In addition, based on this platform, Japanese imaging solutions leader CIS Corporation has announced the first A-PHY camera module for machine vision. At just 22mmx22mmx22mm, the new camera is less than half the size of widely used machine vision cameras on the market, while offering major improvements in EMC robustness.

The platform is based on Valens' A-PHY chipsets and Imavix's IP, supported by machine vision software HALCON from MVTec and designed on an FPGA from Efinix. The solution inputs A-PHY and outputs 10Gbps GigE Vision (v3.0 based on RDMA), allowing for connectivity to IPCs widely used in machine vision. The IP core is now available, complete with a validated reference design for rapid product integration and development.

Legacy machine vision standards such as GigE Vision, USB3 Vision, and CoaXPress each excel in individual applications; however, the evolving requirements of Industry 4.0 now drive demand for connectivity solutions that are even more integrated, cost-optimized, and resilient. The VA7000 chipset, based on the automotive-grade MIPI A-PHY standard, offers best-in-class Electromagnetic Compatibility (EMC) performance, high-speed data transmission over long and simple cables, and includes built-in advanced diagnostics for link monitoring and preventive maintenance.

"The demand for our standard-compliant chipsets is undeniable," said Gili Friedman, Head of the Cross-Industry Business Unit at Valens Semiconductor. "With MIPI A-PHY, integrators now have the best of all worlds: Sufficient bandwidth to support high resolution cameras on the market, long enough link distances for most machine vision applications, unprecedented noise immunity, and a host of other important benefits. We're already seeing a number of products being developed using this reference design, built on the important groundwork we laid alongside Imavix."

"MIPI A-PHY offered everything that the machine vision industry needed, except for the ability to connect to an Industrial PC (IPC)," said Jan Pech, CEO of imavix engineering s.r.o. "With our IP, developed alongside Valens, we've removed that obstacle. The market has been ready to shift away from legacy standards, and with our solution we are facilitating this transition using standard machine vision software."

"We're proud to be the first to deliver an A-PHY-compliant camera for machine vision," said Yusuke Muraoka, President, CIS Corporation. "We are confident that our customers will begin implementing this technology in their machine vision systems before long, enabling flawless, high-resolution vision for a variety of applications, including machine vision, factory automation, logistics/robotics, intelligent transportation systems, and more."

At ITE 2025, taking place in Yokohama, Japan on December 3-5, 2025, Valens will display the A-PHY platform and CIS camera at booth #RT-D2. There, visitors will also be able to observe the rapidly evolving MIPI A-PHY ecosystem with multiple A-PHY-enabled products on display.

In addition, Valens and the MIPI Alliance will jointly deliver a presentation on the A-PHY standard's applications in machine vision.

Title: MIPI A-PHY Applications in Industrial Imaging - Machine Vision and Industrial Camera Use Cases

Presenters:

Peter Lefkin, Executive Director & Secretary, MIPI Alliance
Shintaro Iguchi, GM Japan, Valens Semiconductor

Date: December 3

Time: 13:00 – 13:50.

Location: Annex Hall F201

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/.

About imavix engineering s.r.o

imavix engineering provides FPGA IP cores and related development and consultancy services. We offer solutions implementing standard machine vision interfaces based on GenICam, image sensor and camera interfaces, and PCIe host interfaces. Our main focus is on Ethernet and especially GigE Vision based transport layers including the RDMA/RoCEv2 technology. We also have deep expertise in implementing PCIe host interfaces with DMA streaming engines targeting both PC as well as embedded hosts with seamless integration of the GPUDirect technology. Visit the company website https://www.imavix.com/ for more information.

About CIS Corporation

CIS is a leading developer and manufacturer of high-quality industrial cameras, image processing systems, and software solutions serving diverse fields such as machine vision, broadcast, robotics, measurement, medical, ITS, and surveillance. Founded in 1978 and headquartered in Tokyo, Japan, CIS leverages multiple specialized development teams with deep expertise in camera and image processing system & software design, prototyping, and mass production. With over four decades of innovation and commitment to excellence, CIS continues to drive the evolution of imaging technology.

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 China-Taiwan relations; political, economic, governmental and tax consequences associated with our incorporation and location in Israel; and those factors discussed in Valens' Form 20-F filed with the SEC on February 26, 2025 under the heading "Risk Factors," and other documents of Valens filed, or to be filed, with the SEC. If any of these risks materialize or our assumptions prove incorrect, actual results could differ materially from the results implied by these forward-looking statements. There may be additional risks that Valens does not presently know or that Valens currently believes are immaterial that could also cause actual results to differ from those contained in the forward-looking statements. In addition, forward-looking statements reflect Valens' expectations, plans or forecasts of future events and views as of the date of this press release. Valens anticipates that subsequent events and developments may cause Valens' assessments to change. However, while Valens may elect to update these forward-looking statements at some point in the future, Valens specifically disclaims any obligation to do so. These forward-looking statements should not be relied upon as representing Valens' assessment as of any date subsequent to the date of this press release. Accordingly, undue reliance should not be placed upon the forward-looking statements.

Photo: https://mma.prnewswire.com/media/2832837/Bridge_Demo.jpg
Logo: https://mma.prnewswire.com/media/2832838/Imavix_Valens_CIS_Logo.jpg

Press Contacts
Yoni Dayan
Head of Communications
Valens Semiconductor Ltd.
Yoni.dayan@valens.com

Keyuri Parab
Senior Account Executive
Fusion PR
Keyuri.parab@fusionpr.com 

Jan Pech
CEO
imavix engineering s.r.o.
jan.pech@imavix.com

Investor Contacts
Michal Ben Ari
Investor Relations Manager
Valens Semiconductor Ltd.
michal.benari@valens.com

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SOURCE Valens Semiconductor

FAQ

What did Valens and imavix announce on December 2, 2025 regarding MIPI A-PHY for machine vision?

They announced a production-ready MIPI A-PHY platform integrating Valens VA7000 chipsets with Imavix IP and an Efinix FPGA reference design.

What are the specifications of the CIS camera integrating the Valens VA7000 chipset (VLN)?

CIS announced an A-PHY-compliant camera module sized 22mm×22mm×22mm and highlighted improved EMC robustness.

How does the new platform connect to industrial PCs (IPC) for machine vision?

The platform accepts A-PHY input and outputs 10Gbps GigE Vision v3.0 (RDMA) for IPC connectivity.

When and where will Valens display the A-PHY platform and CIS camera?

Valens will display them at ITE Yokohama, December 3–5, 2025, booth #RT-D2, with a joint MIPI presentation on Dec 3 at 13:00.

Which software and hardware partners support the A-PHY platform announced by Valens (VLN)?

The platform is supported by MVTec HALCON machine vision software and implemented on an Efinix FPGA reference design.

What benefits does Valens claim the VA7000 A-PHY chipset offers for machine vision (VLN)?

Valens cites long cable reach, high-speed data, best-in-class EMC performance, and built-in link diagnostics for preventive maintenance.