Aeva

Automotive and industrial customers negotiate hard and often expect learning‑curve price declines. Aeva’s differentiated FMCW can command premiums in safety‑critical, long‑range perception, but the company’s own disclosures show gross margins only recently positive (Q1 2026 GM implied about 31 percent) and still offset by large operating expenses.

As programs reach C‑sample and SOP, pricing will face competitive benchmarks from ToF and other FMCW approaches. For now, latent pricing power is unproven and depends on sustained technical lead and qualification wins.