Aeva Technologies

Aeva Technologies is a niche in the Distribution & Misc segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include TSMC, Coherent, Lumentum Holdings. Its key customers include NVIDIA, Arista Networks, Cisco Systems.

FMCW lidar-on-chip sensors for automotive and industrial use.

Ticker
NASDAQ: AEVA
Headquarters
United States
Revenue
$18M (FY2025) · +99.4% YoY
Net income
$-145M
Operating margin
-705.8%
Market position
niche
Value-chain segment
Photonics & Optics
Key products
FMCW 4D lidar, lidar-on-chip silicon photonics

About Aeva Technologies

Aeva Technologies, headquartered in United States, operates in the Photonics & Optics segment of the semiconductor & AI supply chain and is positioned as a market niche there. Its key products include FMCW 4D lidar, lidar-on-chip silicon photonics. wafergraph maps 4 tracked suppliers and 3 tracked customers for Aeva Technologies across the value chain. It has a supply-chain criticality score of 50/100, with 235 companies downstream of it.

Role in the chain

Aeva Technologies is a market niche in Distribution & Misc (Photonics & Optics), headquartered in United States. FMCW lidar-on-chip sensors for automotive and industrial use.

Diligence questions

  1. The dataset records 4 tracked suppliers for Aeva Technologies. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 2 of Aeva Technologies's tracked suppliers are a monopoly or leader (including Broadcom, TSMC). Which of those are actually single-source for the process step you care about?
  3. The dataset names 3 tracked customers for Aeva Technologies. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. Aeva Technologies is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  5. Aeva Technologies trades as NASDAQ:AEVA. What does the latest reported period say about capacity and backlog versus the graph position above?
  6. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Aeva Technologies

Key products

  • FMCW 4D lidar
  • lidar-on-chip silicon photonics

Suppliers

Customers

More Distribution & Misc companies

Compare with

InnoLight Technology · Eoptolink Technology · Lumentum Holdings · Nokia · Coherent · Ciena

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Aeva Technologies — supply chain, financials & market position”, https://wafergraph.com/company/aeva (data as of 2026-09-05).

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