Aeva's Pitch Deck for Next-ADAS and AV

Robust Growth Trajectory We sell perception solutions across four verticals - 4D LiDAR System + Perception Software for Automotive, Industrial, and Security Estimated Annual Revenue (2020-2025) Includes +$550MM from Aeva's Top 7 Current Partners $880 Silicon Photonics Engine + Software algorithms for Consumer Electronics Sales to Automotive OEMs for production vehicles expected to commence in 2024 and include ADAS and Autonomous solutions for Passenger Vehicles, Trucks and Mobility / Tech - - - Top 7 partners represent +80% of 2025E Automotive revenue Strategic partnerships across trucking, passenger car, and mobility drive broad adoption across Automotive and represent high-growth revenue opportunities Multi-year manufacturing partnership agreement for production with ZF significantly expands Aeva's 4D LiDAR distribution reach to the world's top OEMS Existing customer demand beyond automotive to deploy Aeva's 4D LiDAR for production in: - Depth sensing and Biometric applications for consumer electronics. Autonomous navigation and safety function for industrial robotics Annual Revenue ($MM) $286 $75 $5 2020E $11 $35 2021E 2022E 2023E 2024E 2025E 2025E Revenue Breakdown By Vertical By Type - Next generation security application Prior to series production which is expected to occur in 2024E, revenue is primarily from: - - Automotive development unit sales Non-automotive development unit sales NRE revenue Source: Aeva estimates Consumer 12% NRE Revenue 4% Auto Security 7% 78% Industrial 3% AEVA Solutions Revenue 96% 26

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