Aeva's Pitch Deck for Next-ADAS and AV

Operational Benchmarking CY2019A-CY2022E Revenue CAGR 192% Median: 14% 24% 4% NVIDIA. XXILINX AEVA 2022-2025 CY2019A-CY2022 E Average Gross Margin 63% Median: 67% 69% 65% XXILINX AEVA 2025 CY2019A-CY2022 E Average EBITDA Margin 39% AEVA 2025 L I Overall Median: 16% NVIDIA. Overall Median: 67% Overall Median: 38% Median: 38% 45% 3.1.% NVIDIA® XXILINX 187% Median: 126% AEVA Median: 30% 51% 65% 31% -8% MOBILEYEⓇ Ambarella 2014-20171 LUMINAR 2022-20252 Velodyne 2021-20242 TESLA Median: 68% Median: 61% 75% 60% 64% 58% 21% MOBILEYEⓇ Ambarella 2014-20171 LUMINAR 20252 Velodyne 20242 TESLA Median: 27% 51% Median: 33% 44% -2-2% 3% MOBILEYEⓇ Ambarella 2014-20171 1Mobileye financials dated to pre-announcement unaffected date of March 10, 2017. 2 Luminar investor presentation as of September 30, 2020; Velodyne investor presentation as of July 1, 2020. Sources: Factset, Capital IQ as of October 30, 2020, Company filings 17% LUMINAR 20252 Velodyne 20242 TESLA Computing Platforms Vision Based Traditional LiDAR Disruptive Autotech 32

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