Copyright thehindubusinessline
EmbedUR Systems, a Silicon Valley and Chennai-based embedded solutions company, which provides software for chips deployed in devices, has seen a 28-30 per cent growth in CY2024 and is focused on sustaining this growth amid global headwinds. Rajesh C. Subramaniam, Founder and CEO embedUR systems, told businessline that due to the wider economic situation involving the US government shutdown, tariffs and other inflationary pressures and supply chain issues, the company will be achieving a growth of 15-20 per cent this year. He however believes that the company could double down next year and see a big growth spike of 55-70 per cent when the headwinds in the industry clear up. embedUR Systems specializes in Edge AI services, embedded systems, and IoT solutions and it provides software solutions for smart devices such as smart medical badges, smart energy meters, mining equipment, smart tractors and Wi-Fi routers. The company established its Chennai office in 2008, and in 2023, it committed a ₹500 crore investment in India over 5 years to strengthen its expertise in new technologies. According to Subramaniam, the company has already deployed ₹100 crore of the planned investment in 2024 and plans to deploy a similar amount this year. He added that the employee strength is projected to reach 600 to 700 by the end of the year. India’s chip market, Subramaniam suggests, is poised for volume-led expansions, but the intense price sensitivity will keep margins lower than global peers. He estimates that 60–70 per cent of demand in India will come from low-tier devices and the the profit pools for companies will remain concentrated in US and European high-value markets. The geopolitical tensions that have put a stress on the global chip market is expected to stabilise by the quarter ending March 2026, he anticipates. These have dented the wider chip market, have had a disproportionate impact on smaller low-power, low cost vendors when compared to the hyper scale chipmakers, he adds. “Companies like Nvidia and AMD who have the ability to offer compute at a hyperscale are thriving. In contrast, those who are not able to cater to that segment are going through a rough patch and increasingly adding more compute and advanced technologies like AI into their chips to catch up” Subramaniam added. Published on October 29, 2025
