deepgridSEMI

Pre-Series A · Hyderabad, India

Sensors & RoboticsTHERMAL

Thermal Camera Pod

The Thermal Camera Pod is a bolt-on long-wave infrared sensor module with an integrated lens heater and weatherised housing that feeds into the SoC2 compute box. Serving as the perception layer for night and monsoon operation, management projects the product to generate ₹16.0 Cr in FY2032 revenue at a 50% gross margin as a capability line closing the condition where visible cameras are weakest.

Listed price
₹50,000
FY2032 revenue
₹16 Cr
Share of plan
1.4%
Gross margin
50%
First revenue
FY2027
Volume plan
3,200 @ FY32
Concept render of a border surveillance tower seen from an operator cabin, with tracked targets on the glass
Thermal sensing for low visibilityConcept render · T100 domain

From input to outcome

Proposed product architecture. The scene illustrates its application, not a shipped kit.

  1. The LWIR sensor reads emitted heat rather than reflected light

  2. SoC2 runs detection on the thermal image, where a person is bright against cold road

  3. Classification separates people and animals from roadside clutter

  4. Detections join the same object list the cameras feed

The T100 Transformer NPU on the SoC2 dieTechnology: six domains, one tapeout

Drag to rotate. Conceptual layout, not a mask.

On the die

Thermal Camera Pod

Runs on one of the six domains:

  • T100 Transformer NPU

The case in brief

  • Management projects the Thermal Camera Pod to generate ₹16.0 Cr in FY2032 revenue across 3,200 units, representing a 1.4% group revenue share at a 50% gross margin.
  • Positioned as an aftermarket capability attach priced at ₹50,000, the pod feeds the SoC2 compute box to sustain detection when optical cameras fail in night, monsoon, dust, or smoke.
  • The product functions as a portfolio defense rather than a core margin driver, carrying its primary operational risk in imported thermal sensor supply.

What it is used for

Aftermarket Fleet Night and Monsoon Retrofit

Buyer
Fleets upgrading existing vehicles
The job
Commercial vehicle fleets face sharp perception degradation when operating visible-light cameras through night, monsoon rain, glare, dust, and smoke.
What DeepGrid supplies
DeepGrid supplies a bolt-on long-wave infrared sensor module with a weatherised housing, lens heater, and harness that connects to the SoC2 compute box to detect emitted heat from people and animals.

Smart Truck ADAS Tower Integration

Buyer
OEM cab and body engineer, Tier-1 HMI owner, and fleet safety officer
The job
Heavy commercial vehicles require continuous blind-spot and moving-off monitoring under AIS-186 and AIS-187 without high nuisance alert rates when visibility conditions collapse.
What DeepGrid supplies
DeepGrid integrates thermal sensing into retrofit mirror towers as one of eleven fused perception channels feeding directly into the SoC2 object list.

The story

A bolt-on long-wave infrared sensor pod that feeds existing compute boxes to resolve zero-visibility conditions.

The Thermal Camera Pod packages a long-wave infrared sensor, a dedicated lens, and an integrated heater inside a weatherised outdoor housing. Designed as an aftermarket capability upgrade priced at ₹50,000, the module connects directly via harness into the SoC2 compute box. It closes severe operating gaps where primary optical sensors degrade, with first revenue scheduled for FY2027.

  • ₹50,000Unit price
  • SensorsSegment
  • OutdoorOperating domain
  • FY2027First revenue
  • LWIR sensor and lensHardware component
  • Weatherised housing, lens heaterHardware component

Portfolio deck, slide 75: What it is

Emitted heat detection allows SoC2 to classify vulnerable road users and merge detections into the primary object list.

The LWIR sensor reads emitted heat rather than reflected light, making pedestrians and animals stand out against cold road surfaces through unlit conditions, glare, dust, and smoke. The SoC2 processor executes detection on the thermal stream, classifies obstacles away from roadside clutter, and routes them into the common object list alongside optical feeds. Thermal sensor supply is imported, representing the primary bill-of-materials risk in the sensor group.

  • Emitted heat detectionSensing principle
  • SoC2 thermal detectionCompute processing
  • People and animal classificationClassification stage
  • Common object listData fusion
  • Imported thermal sensor supplyPrimary supply dependency

Portfolio deck, slide 76: How it works

Commercial vehicle fleets attach thermal pods as aftermarket upgrades for night and monsoon haulage.

Purchasing is driven by fleets running high-risk night and monsoon operations where camera-only perception degrades sharply. DeepGrid distributes the pod through aftermarket channels, offering it as an add-on attach alongside AD0 and AD2 retrofits at the same fitment. Management assumes 0.10% capture of the $1.68B global automotive thermal camera market by FY2032.

  • Fleets upgrading existing vehiclesTarget buyer
  • Attach alongside AD0/AD2Sales model
  • AftermarketDistribution channel
  • Night and monsoon operationAdoption trigger
  • $1.68B global (2025)Demand pool
  • 0.10% (management projection)FY2032 pool capture

Portfolio deck, slide 77: Who buys it

A 50% gross margin capability line designed to harden the broader system rather than drive group margins.

Management projects the Thermal Camera Pod to generate ₹16.0 Cr in FY2032 from 3,200 annual units, representing 1.4% of total group turnover. The unit operates at a 50% gross margin, below corporate average, reflecting substantial physical sensor component costs. Its strategic role is to eliminate edge-case failure modes for higher-tier systems, with volume expansion governed by imported sensor supply.

  • ₹16.0 Cr (management projection)FY2032 revenue
  • 3,200 units (management projection)FY2032 volume
  • 1.4% (management projection)Group revenue share
  • 50% (management projection)Gross margin
  • Capability line, not profitPortfolio role
  • Imported thermal sensor supplyCritical dependency
Revenue and units by year (management projection)
  1. ₹0.2 CrFY2740 units
  2. ₹0.75 CrFY28150 units
  3. ₹2 CrFY29400 units
  4. ₹4.5 CrFY30900 units
  5. ₹9 CrFY311,800 units
  6. ₹16 CrFY323,200 units

Portfolio deck, slide 78: How it fits

What has to go right

DeepGrid depends on imported thermal sensor supply, which represents the highest bill-of-materials risk in the sensor group. The engineering team must maintain a robust sensor sourcing and calibration pipeline to reliably fuse thermal detections with visible camera feeds. In commercial vehicle deployments, DeepGrid operates strictly as a bounded camera-perception subsystem, requiring measured false-information testing and qualification through independent testing agencies such as ARAI or ICAT.

Key dependency LWIR sensor sourcing and calibration pipeline.

Further reading and viewing

Related products

Prices, volumes, revenues and margins are management projections. The text is written from the linked documents, and every figure in it appears in the source it came from.