Ambarella vs Espressif Systems
Both are primarily Edge & IoT SoC companies. Espressif Systems is larger by market cap ($4.1B vs $2.8B). Ambarella reports higher tracked revenue ($391M vs $383M).
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Side-by-side
| Ambarella | Espressif Systems | |
|---|---|---|
| Market cap | $2.8B | $4.1B |
| Revenue | $391M (FY2026) | $383M (FY2025) |
| Primary segment | Edge & IoT SoC | Edge & IoT SoC |
| Market position | niche | leader |
| Country | United States | China |
| Tracked suppliers | 3 | 3 |
| Tracked customers | 1 | 0 |
| Chokepoint / criticality | 50/100 | 0/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-10-09. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Ambarella and Espressif Systems compare
- Size: Espressif Systems is the larger company by market cap.
- Revenue: Ambarella reports higher tracked revenue.
- Supply-chain criticality: Ambarella has the higher chokepoint score (50/100 vs 0/100).
- Footprint: Ambarella (United States) vs Espressif Systems (China).
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Cite as: wafergraph, “Ambarella vs Espressif Systems”, https://wafergraph.com/compare/ambarella-vs-espressif (data as of 2026-10-09).
Frequently asked questions3
- Is Ambarella bigger than Espressif Systems?
- Espressif Systems is larger by market cap ($4.1B vs $2.8B).
- What's the difference between Ambarella and Espressif Systems?
- Ambarella is a niche in Edge & IoT SoC based in United States; Espressif Systems is a leader in Edge & IoT SoC based in China. Both operate in the Design (Fabless) segment.
- Who are Ambarella's and Espressif Systems's suppliers?
- wafergraph tracks 3 suppliers for Ambarella and 3 for Espressif Systems.