Launch and Validation of IPG's CROSSBOW Laser Counter-UAV System
IPG successfully delivered multiple units of the CROSSBOW laser defense system to Lockheed Martin, six months ahead of schedule.
CROSSBOW is a scalable, cost-effective turnkey directed energy system designed to neutralize small drones (Group 1 and Group 2) that pose threats in military and civilian contexts.
Extensive field testing and customer demonstrations with Lockheed Martin validated the system's operational effectiveness against increasing drone threats.
The system will be showcased at DSEI London in September, with anticipated strong interest from defense and commercial sectors.
This development leverages IPG's core laser and photonics technologies, with manufacturing capabilities supporting high-volume production at disruptive price points.
Arlo announced a strategic partnership with ADT, the largest security company in North America, in June.
The partnership involves device and service revenue, with a unique structure that is not comparable to previous deals like Verisure or Nest.
Details of the partnership are expected to be announced closer to the end of 2025 or early 2026, with a significant impact on revenue starting in 2026.
Emerging Companion Chip Role in AI and Edge Applications
Lattice's FPGA solutions are increasingly positioned as companion chips for AI accelerators, sensors, and networking chips, supporting functions like bridging, sensor fusion, and board management.
Focus on small to midrange FPGAs optimized for near-sensor AI, less than 1 TOPS and under 1 watt, targeting industrial, automotive, and emerging humanoid robotics markets.
Management emphasizes the strategic shift to a support role in complex AI infrastructure, with a focus on contextual intelligence and near-edge AI.
Indie’s Strategic Expansion into Photonics and Quantum Communications
Indie’s newly formed Photonics group has secured notable design wins in quantum communications, specifically in quantum key distribution (QKD) systems, with deployment accelerating in the market.
The company’s laser product, LXM-U, delivers a 10x noise improvement over competitors, enabling longer range and higher performance in quantum secure communication systems.
Market size for photonics and quantum communications is projected to exceed $2.5 billion by 2030, positioning indie to capture a significant share due to its advanced optical components and low-noise laser technology.
Indie’s strategic focus includes developing solutions for automotive LiDAR and heads-up displays, leveraging its photonics expertise to diversify revenue streams.
Dafinchi
