One of the world's largest automotive groups has chosen Arbe Robotics' radar chipset for a Level 3 automated driving program covering multiple brands in China. Series-production radar deliveries are set to begin in the fourth quarter of 2027, Arbe and its partner announced September 8.
The contract runs through Hirain Technologies, a Beijing-based automotive electronics supplier founded in 2003 that will manufacture, integrate and validate the complete radar system. Level 3 means the car handles the driving in defined conditions and the driver can take their eyes off the road — a standard that demands sensors deliver far more precise data than ordinary driver-assistance radars. Arbe's chipset generates that denser picture, according to the announcement. Hirain builds the system around it.
The automotive group is not named. The announcement, and an accompanying Form 6-K filed with the SEC on September 8, describe it only as "one of the world's largest automotive groups," with the program spanning multiple brands under that group.
Shares closed 16.93% higher at $0.7431 after the announcement, on dollar volume of about $86 million across roughly 236,000 trades.
The win matters most as a commercial milestone rather than an immediate revenue event. In the six months ended June 30, 2026, Arbe recorded about $1.2 million in revenue — compared with about $314,000 in the same period a year earlier — the majority from chipset sales, according to financial statements filed with the SEC on September 4. The net loss in that period was about $18.5 million. At June 30, the company held about $5 million in cash and roughly $36.6 million in short-term bank deposits. Every new share issued makes the existing ones a smaller slice of the same company, and Arbe has been issuing: the share count rose from about 109 million at the start of 2026 to about 127 million by June 30, according to the same filing.
In January 2026, Arbe raised roughly $17 million net in a public offering, selling shares at $1.40 each. The September 8 filing's own risk disclosure names the possibility of Nasdaq delisting if the share price stays below $1.00 — which, at Tuesday's close, it did.
The Q4 2027 delivery schedule is set ahead of vehicle start of production, meaning Hirain needs the chipsets validated and ready before cars begin rolling off the line. Arbe's own risk language in the September 8 filing named the core uncertainty plainly: the program might "not advance to start of production on the anticipated schedule or at all."