What does Ambarella make?

Ambarella makes CVflow vision SoCs.

Who are Ambarella's key suppliers?

Ambarella's tracked suppliers include Samsung Electronics, TSMC, ASE Technology.

Who are Ambarella's customers?

Ambarella's tracked customers include Robert Bosch.

Where is Ambarella headquartered?

Ambarella is based in Santa Clara.

What part of the semiconductor supply chain is Ambarella in?

Ambarella operates in the Edge & IoT SoC segment, where it is a market niche.

Ambarella

Ambarella is a niche in the Design (Fabless) segment of the semiconductor & AI supply chain, headquartered in Santa Clara. Its key suppliers include Samsung Electronics, TSMC, ASE Technology. Its key customers include Robert Bosch.

Low-power computer vision SoCs for cameras and automotive.

Ticker: NASDAQ: AMBA
Headquarters: Santa Clara
Founded: 2004
Revenue: $391M (FY2026) · +37.1% YoY
Net income: $-76M
Operating margin: -21.1%
Market position: niche
Value-chain segment: Edge & IoT SoC
Key products: CVflow vision SoCs

About Ambarella

Ambarella, headquartered in United States, operates in the Edge & IoT SoC segment of the semiconductor & AI supply chain and is positioned as a market niche there. Its key products include CVflow vision SoCs. wafergraph maps 3 tracked suppliers and 1 tracked customer for Ambarella across the value chain. It has a supply-chain criticality score of 50/100, with 235 companies downstream of it.

Ambarella, Inc. is an American fabless semiconductor design company, focusing on low-power, high-definition (HD) and Ultra HD video compression, image processing, and computer vision processors. Ambarella's products are used in a wide variety of human and computer vision applications, including video security, advanced driver assistance systems (ADAS), electronic mirror, drive recorder, driver and in-cabin monitoring, autonomous driving, and robotics applications. Ambarella's system on chips (SoCs) are designed to deliver a combination of video compression, image processing, and computer vision performance with low-power operation to enable cameras to extract data from high-resolution video streams.

Role in the chain

Ambarella is a market niche in Design (Fabless) (Edge & IoT SoC), headquartered in United States. Low-power computer vision SoCs for cameras and automotive.

Diligence questions

The dataset records 3 tracked suppliers for Ambarella. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
3 of Ambarella's tracked suppliers are a monopoly or leader (including ASE Technology, Samsung Electronics, TSMC). Which of those are actually single-source for the process step you care about?
The dataset names 1 tracked customer for Ambarella. How concentrated is demand among those names, and which of them have a documented second source in this graph?
Ambarella is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
Ambarella trades as NASDAQ:AMBA. What does the latest reported period say about capacity and backlog versus the graph position above?
Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Ambarella