This is a quote from the last cc and imo referring to the ADAS market and the company's solid state Digital Flash series sensor with the new L4 chip. Perhaps the most interesting part of the quote is "behind closed doors".
<<"So, I see the coming product releases as the most significant, most transformational set of product releases in the company’s history, roughly a doubling of our addressable market. And, we’re already seeing some of that impact again, positive impact where we’re able to share our roadmap behind closed doors with our most important customers. So, a lot more to come on that" (CEO Pacala 1Q2025 ER)<<
This Seeking Alpha article references a $70billion TAM.
<<Ouster offers LiDAR and associated software to a broad range of customers. While investor focus has been on the use of LiDAR in autonomous vehicles, there are diverse opportunities, particularly at the right price point. Ouster estimates that it has a $70 billion TAM, which is fairly evenly split across the smart infrastructure, robotics, industrial, and automotive end markets.
 Table 1: Ouster TAM (source: Created by author using data from Ouster)>>
seekingalpha.com |
