Market CompetitionThe slower ramp of SuperVision volumes with Western OEM customers and share loss to in-house solutions are increasing concerns and lowering visibility into earlier anticipated high-growth opportunities.
Product Development DelaysAdvanced product (SuperVision/Chauffeur/Drive) wins remain slow to materialize, which could be a point of investor frustration.
Stock ValuationThe shares are trading at a high multiple with limited uncertainty priced in, limiting the perception of upside for the stock.