Ambarella

Ambarella, Inc. (Nasdaq: AMBA) is an edge AI semiconductor company headquartered in Santa Clara, California. The company develops low-power, high-resolution video processing and computer vision semiconductors.

Ambarella's products are used in a wide variety of human and computer vision applications, including video security, advanced driver assistance systems (ADAS), electronic mirrors, drive recorders, driver/cabin monitoring, autonomous driving, and robotics applications. The company's systems-on-chip (SoCs) offer high-resolution video compression, advanced image processing, and powerful deep neural network processing to enable intelligent cameras to extract valuable data from high-resolution video streams.

Ambarella's product portfolio includes its CVflow family of AI vision processors, which combine image processing, video encoding/decoding, and neural network processing capabilities. The CV2 family established Ambarella in the AI inference market and is expected to be about 60% of total revenue in fiscal year 2024. The newer CV3 family targets more challenging AI inference workloads such as autonomous driving. Ambarella has cumulatively shipped over 17 million AI inference processors for IoT and automotive applications.

In fiscal year 2024, Ambarella expects AI products to represent approximately 60% of its total revenue, up from 45% the previous year. The company's blended average selling price increased over 20% in fiscal year 2023 due to the shift toward higher-value AI chips. Ambarella is continuing to invest in R&D to develop more advanced AI inference processors and software platforms.