Ambarella vs u-blox
Ambarella is larger by market cap ($3.6B vs $1.3B). Ambarella reports higher tracked revenue ($391M vs $324M). Both are primarily Edge & IoT SoC companies.
Shared segment: Design (Fabless).
Side-by-side
| Ambarella | u-blox | |
|---|---|---|
| Market cap | $3.6B | $1.3B |
| Revenue | $391M (FY2026) | $324M (FY2024) |
| Primary segment | Edge & IoT SoC | Edge & IoT SoC |
| Market position | niche | major |
| Country | United States | Switzerland |
| Tracked suppliers | 3 | 2 |
| Tracked customers | 1 | 0 |
| Chokepoint / criticality | 50/100 | 0/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Ambarella and u-blox compare
- Size: Ambarella 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 u-blox (Switzerland).