Valens Semiconductor Secures 4th VA7000 MIPI A-PHY Design Win with a Premium Carmaker Serving the Chinese Market

Rhea-AI Summary

Valens Semiconductor (NYSE: VLN) announced a fourth global VA7000 MIPI A-PHY design win with a premium automotive OEM serving the Chinese market. The OEM will integrate VA7000 chipsets into ADAS systems with a Start of Production (SoP) in 2027. This milestone raises Valens' total A-PHY design wins to four and reinforces MIPI A-PHY as a standards-based solution for high-speed sensor connectivity in next-generation ADAS and autonomous vehicle architectures. Valens will also showcase A-PHY developments and multiple A-PHY-enabled products at CES 2026 in a closed meeting room.

Positive

• 4th global VA7000 MIPI A-PHY design win
• Start of Production scheduled for 2027
• Design win targets a premium OEM serving China

Negative

• No financial terms disclosed for the SoP or design win

News Market Reaction

+1.27%

1 alert

+1.27% News Effect

On the day this news was published, VLN gained 1.27%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

A-PHY design wins: 4 design wins Start of Production: 2027

2 metrics

A-PHY design wins 4 design wins Global VA7000 MIPI A-PHY design wins to date

Start of Production 2027 Carmaker integration of VA7000 into ADAS vehicles

Market Reality Check

Price: $1.99 Vol: Volume 999,630 is 1.72x t...

high vol

$1.99 Last Close

Volume Volume 999,630 is 1.72x the 20-day average of 580,503 shares. high

Technical Price 1.57 is trading below the 200-day MA of 2.07 and 55.14% under the 52-week high.

Peers on Argus

Peers show a mixed pattern: MRAM up 5.76%, ALMU up 6.3%, NA up 2.59%, while SQNS...

Peers show a mixed pattern: MRAM up 5.76%, ALMU up 6.3%, NA up 2.59%, while SQNS is down 2.17% and WOLF down 5.17%. This mix suggests today’s connectivity design win for VLN appears more company-specific than part of a uniform semiconductor-sector move.

Historical Context

5 past events · Latest: Dec 29 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 29	ESG report release	Positive	-2.1%	Fourth annual ESG 2024 report outlining efficiency gains and governance initiatives.
Dec 29	ESG report release	Positive	-2.1%	Reiterated ESG progress including energy use, emissions and waste recycling.
Dec 8	Conference meetings	Positive	+1.2%	Planned customer, analyst and investor meetings at CES 2026 in Las Vegas.
Dec 8	Conference meetings	Positive	+1.2%	Repeat notice of CES 2026 meetings and technology demonstrations.
Dec 2	Product collaboration	Positive	+0.6%	Launch of MIPI A-PHY-based machine vision platform and first A-PHY camera.

Pattern Detected

Recent news – ESG reporting, trade show meetings, and A-PHY ecosystem updates – has led to modest single-digit moves, with both positive and negative reactions regardless of generally constructive headlines.

Recent Company History

This announcement adds another VA7000 MIPI A-PHY design win to Valens’ recent news flow. Over late 2025, the company highlighted ESG progress, an A-PHY-based machine vision platform, and planned meetings at CES 2026. Price reactions to those items were modest, between about -2.08% and 1.19%, indicating that prior operational and ESG updates produced only limited short-term price impact before this new automotive OEM win serving the Chinese market.

Market Pulse Summary

This announcement highlights Valens’ fourth MIPI A-PHY design win, this time with a premium automoti...

Analysis

This announcement highlights Valens’ fourth MIPI A-PHY design win, this time with a premium automotive OEM serving the Chinese market and targeting Start of Production in 2027. It builds on earlier A-PHY ecosystem steps, including a machine vision platform and CES 2026 outreach. Investors may focus on the pace of additional design wins, actual vehicle production ramps, and how these programs affect revenue in relation to the company’s recent trading near the lower half of its 52-week range.

Key Terms

mipi a-phy, adas, autonomous systems, oem, +1 more

5 terms

mipi a-phy technical

"new design win for its VA7000 MIPI A-PHY-compliant chipsets"

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.

adas technical

"integrated into the ADAS systems of a premium global automotive OEM"

Advanced Driver Assistance Systems (ADAS) are electronic systems in vehicles that assist the driver with safety tasks. Examples include automatic emergency braking, lane keeping assist, and adaptive cruise control. These systems use sensors and cameras to improve vehicle safety.

autonomous systems technical

"frontrunner for next-generation ADAS and autonomous systems"

Autonomous systems are machines or technology that can operate and make decisions on their own, without needing constant human guidance. They use sensors, software, and rules to perform tasks independently, much like a self-driving car navigating traffic. For investors, understanding autonomous systems is important because they are transforming industries, increasing efficiency, and creating new opportunities for innovation and growth.

oem technical

"a premium global automotive OEM serving the Chinese market"

OEM stands for Original Equipment Manufacturer, which is a company that produces parts or components used in the final products made by other companies. For investors, understanding OEMs is important because their performance can impact the supply chain and overall success of major industries, especially those relying on specialized parts. Think of OEMs as the suppliers that provide the building blocks for larger products, like the engine parts for a car.

start of production technical

"with a Start of Production (SoP) in 2027"

The start of production is the point when a factory, mine, oil field or other facility begins making and delivering goods or resources on a commercial scale rather than just testing or building. For investors it marks a shift from spending on development to generating revenue and cash flow, similar to a new bakery moving from recipe trials to selling full batches every day — it helps signal when a project can begin contributing to profits and returns.

AI-generated analysis. Not financial advice.

HOD HASHARON, Israel, Jan. 6, 2026 /PRNewswire/ -- Valens Semiconductor (NYSE: VLN), the high-performance connectivity company, today announced a new design win for its VA7000 MIPI A-PHY-compliant chipsets, which will be integrated into the ADAS systems of a premium global automotive OEM serving the Chinese market. The announcement brings Valens to four A-PHY design wins globally and reinforces the connectivity standard as a frontrunner for next-generation ADAS and autonomous systems. 

The carmaker will integrate the VA7000 chipsets into its vehicles with a Start of Production (SoP) in 2027. MIPI A-PHY is the first standardized solution for high-speed sensor connectivity, and the only one with design wins across multiple silicon suppliers.

"We're thrilled to ring in the new year with another A-PHY design win in automotive," said Adar Segal, Head of Automotive Business at Valens Semiconductor. "As OEMs look to upgrade their ADAS and autonomous solutions, A-PHY is emerging as the key standards-based foundation for next-generation vehicle architectures. Valens continues to be widely recognized as the go-to silicon supplier for A-PHY, enabling OEMs and Tier 1s to confidently deploy this technology across their vehicle platforms."

At CES 2026, in a closed meeting room (#N231) at North Hall, LVCC, Valens showcase the evolving MIPI A-PHY ecosystem, with multiple A-PHY-enabled products on display.

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 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.

Press Contacts

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

Danielle Scotto
Director
Fusion PR
Danielle.scotto@fusionpr.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 (VLN) announce on January 6, 2026 about VA7000?

Valens announced a fourth global VA7000 MIPI A-PHY design win with a premium OEM serving the Chinese market.

When will the VA7000 be integrated into the OEM's vehicles (VLN)?

The OEM plans Start of Production (SoP) in 2027 for vehicles using VA7000 chipsets in ADAS systems.

How many A-PHY design wins does Valens (VLN) have after this announcement?

This announcement brings Valens to four A-PHY design wins globally.

Does Valens (VLN) disclose the financial value of the VA7000 design win?

No; the announcement does not disclose contract value, volumes, or financial terms.

What relevance does the VA7000 design win have for Valens' position in automotive (VLN)?

The company positions the VA7000 win as reinforcing MIPI A-PHY adoption and Valens as a go-to silicon supplier for next-generation ADAS architectures.

Will Valens (VLN) present A-PHY products at CES 2026?

Yes; Valens will showcase the evolving MIPI A-PHY ecosystem and multiple A-PHY-enabled products at CES 2026 in a closed meeting room.