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.
Key products
- CVflow vision SoCs