The Huawei Hisilicon shortage is impacting the global market, with major chip rival Ambarella addressing this in its most recent investor call.
In this report, we examine Ambarella's Q2 FY2021 (C2020) investor call, including comments on:
- Huawei HiSilicon shortages
- Dahua and Hikvision
- China v. outside of China growth opportunities
- New products using Ambarella SoC
- Panasonic switching from Huawei
- Ambarella's Q2 financial performance