Ambarella CEO Admits H.265 and 4K Not Popular

Author: John Honovich, Published on Sep 26, 2016

Ambarella is the main chip provider for high-end surveillance cameras driving higher resolution and new CODECs. While Ambarella has been pushing both H.265 and 4K, Ambarella's CEO now admits neither are seeing strong adoption in the West.

In this note, we examine the admission and what this means for the future of the video surveillance market.

********* ** *** **** **** ******** *** ****-*** ************ ******* driving ****** ********** *** *** ******. ************** *** **** ******* **** *.*** *** **, *********'* *** *** ****** ******* *** ****** ****** ******** in *** ****.

** **** ****, ** ******* *** ********* *** **** **** means *** *** ****** ** *** ***** ************ ******.

[***************]

H.265 *** *********

*********'* *******:

******* ***** **** [*.***] ** *** ******* ** *** *** to *** ******* ******. *** ** ***** ** ***** ****** that **** ******** ***** **** ****** ******* *** * *** of ****** *** ***** **** ** *** ******* ******** ***********. So * ***** **** **** ********** ** ***** ****** ****.

**** ******** ******* / *.*** ******** **** ****, ******* **** *** *** *** $*.** ** ******* ********* per ****** *** $*.** ** *****. 

** ******* *** **** ****** ********* *.*** ******** *** ******** ********* savings ********* *.***, *** ****** **** ********** / ******** *.*** ******* ** VMSes, *** ******* ******. *** ******* ***** *** *** **** significant *** *.***, *** **** ** *.*** ********* **** **********,  H.265 ***** ******** **** ***** *** **** *********** **** **** smart *.***.

******, **** ************* *** *** ******** *.*** *******, **** *** ** the * ******* ************* (*********, ***** *** ****) ******** ***** H.264 *** ** *.*** ** *** ****. ***** * *** larger ****** ************* *** ********* *.*** (**** ******* *********, ******* and *******), **** ****** * ******** ******** **** ******* *** support.

4K *** *********

***** ***** *** ******** ** *.***, *********'* *** ****:

** ***** ** *** **, ***** ** **** **** * would *** ** **** *********. ** **** **** ********* ** much ****** **** *********** **** ** *****. ** ** *** that *** ***** *** *** ************ ** ******** ****** ** to *** ****** *****, ******* *** **** ** *** **** resolution ** *** *** ** [*************] *** *** ********** ********** matters *** **** *******. ** ** ***** ****** * ******** moving ******* ** ****** ***** ** ***** ****** **** ********* become **** *******. * ***** ** ** **** *****. ** we *****'* **** * ** ***** *** ********** ***, *** I ** ******* **** ********* **** **** **** ***** ** a ********** ****.

** ****** **** *** ***** *** **** ****** **** **, with *** **** ********. *** ****** ****** **** ** **** 4MP ******* **** ** **** **** ******** **** **** ***** **** ***** 4K ******* *** ********* *** **** *********. ********, **** ********* do *** ******* **** **** *** ******** ** ********** **** 4MP ** **, ********** ***** ** *********** ** *** *** low *****.

*** ***/*** ** **** *** ** *** **** ***** ******** technologies, *.*** *** **, *** ****** ** ****** * ***** for * *** *****.

Ambarella's **********

**** ** *** ***** *** *********, ** ********* ******* ** ******* the ******* **** ** **********, ****** **** *** ***** **** adopt **. ** *** ****** **** ***** ***** **** ***** resolution, **** ********* ******* ********* ******, *** **** ********* *** differentiate ******. ****** ****, ********* ** ********** ** *****'* ******** (their **** ******* ********).

*******, ********* ***** ********** ** *** ************ ******** ****** ****** by ****** ** *** **** ******:

** *** ************ ** ******** ******, ** *********** * ******* ** ******** ** *** ***** **** ** ****** **** ****, ************* **** ********* ******* ** *** ***** ******, *** ** ********** ************* ********.

** * ****-****-**** *****, ******* ******** ** *** ** ******** market **** ******** **** ************ ******** ************ * ***** ******* offset ** ****** ****** ** *** **** ******** ******.

Comments (9)

Undisclosed #1

09/26/16 02:22pm

*********** *******, ******.

* *** ********

*.*** ***** ******** **** ***** *** **** *********** **** **** smart *.***.

*.*** *** ***** ****** *** *** *********** ** ******/** ******, though.

*** ** ***** ** ***** ****** **** **** ******** ***** well ****** ******* *** * *** ** ****** *** ***** them ** *** ******* ******** ***********.

****'* *** ****** **** *** **** ******** ******* ****** ** buying *.*** **** ***** *.*** ** *********, ** *** *** licensing?

**** ******** *** **** / *.*** ******** **** ****, ******* that *** *** *** $*.** ** ******* ********* *** ****** and $*.** ** *****.

* ******* **** ** **** **** *******'* ***, ***** ** still *** **** *** ****** **** ** ******* (** **** ignoring).

John Honovich

IPVM | In reply to Undisclosed #1 | 09/26/16 03:14pm

*.*** *** ***** ****** *** *** *********** ** ******/** ******, though.

****, *** **** *** ** ** *.***, *** **** ** worry ***** *** ******* *** ********* ****** ******** *******. **** smart *.***, ******* ** ***** *** ********, ** *** ****. Plus, ***** ***** *.*** ******* ********* ********* ********* ***********, *** incremental ******* *** ***** *.*** *** *** ** **********.

****'* *** ****** **** *** **** ******** ******* ****** ** buying *.*** **** ***** *.*** ** *********, ** *** *** licensing?

******* ** ** *** ******* ** *** ***** ******* ****** but * *** ****** ******** ***** **** **** **:

  • *.*** ***** ************* / ***** *** ******* ***********, ** *** larger ******* ********* *** **** ***** ****** ** ******* **, reducing *********** **** ****** *** *** *** ** ******* / easily ****** *.***
  • *** ******* ********** ** ***-**-*** ********* (*.*., ******* *** ********* from **** ************) ******* *** ******* ** ***** *** ********** it, ***** ** ***** ** ***** ** *** ******* **** VMS ******

Undisclosed Manufacturer #2

In reply to John Honovich | 09/28/16 11:08am

> ****, ***** ***** *.*** ******* ********* ********* ********* ***********, the *********** ******* *** ***** *.*** *** *** ** **********.

****, *** ******* **** **** "****" ** "*****" ** *** for ***-********** ****** *** **** ***** *.*** *** *.***. *.*** has ******* *-***** ********* **** **** ** ***** *** **** likely *** ** *** * **** ** ***** **. **** in *******.

*******, ** **** ******* ****** (*.*. ****** *******, *** ******) Smart *.*** ***** ***** ********** ********* ******* **** ***** *.***. With ********** ********** *** ********** ******* ***** *.*** *** ***** H.265 **** ****** **** ****** *** ******** ********** ********* ** H.265 ** *.*** ** ~**-**%. ***** ** ** ***** **** and *** *** ****** *** ******* **** ** **** **** in ***** *********.

**** ****** *** ********* ** **** ******** ****** *** ***-****** areas *** **** ****** **** * *** ***** *.*** ****** comes **** ********** *** *** ****. **** ***** **** *** mostly ****** ******, *** *** *** ****** **** **** ******, and **** ***** ***'* **** ** **** ** *** ****** one *-***** ***** ****** ** **.

***, **** ***** ** **** **** ***** **** ***** **** Smart *.*** ******* *** *** **** **** * **** ***** as ****.

Jiang Chengyuan

09/28/16 08:40am

**** ** ***** *.*** *** ****** ******* **** ********* ***********, will ** ** ***********?

John Honovich

IPVM | In reply to Jiang Chengyuan | 09/28/16 10:32am

**** ** ***** *.*** *** ****** ******* **** ********* ***********, will ** ** ***********?

** *** ** *********** ** ****** ***** ***** *.*** *** the **** / ********** ** ****** ** *** *** ****. Unfortunately, *** ****** ** ***** ** **** **** **** ** resolve *** *** ****** **** ****** ** ** ***** *** a **** ****.

Thumbnail image

Jon Dillabaugh

Pro Focus LLC | 09/28/16 02:14pm

** *** ******* ******** ** **** ******** *** ** *** lower ******** ** ******* *** ********? **** ** **** ** interpretation ** *** * ****** ******* *** ***** ******* ***** IP ****, **** ** **** **** *** *******. **, ** that ** ****, **** ** ** ****** ** ***** ****, because *** ** *** *** *** *** *** **** *****. Where ** *** ***, ** ***** **** ** *** **** likely ** *** * *** ******.

****** ******* ** ** ** *********** *** *****.

Undisclosed #1

In reply to Jon Dillabaugh | 09/28/16 03:54pm

* ***** ***'** ***** ***** ***/****.

** *** ***** ****, *********, ******* *** ***** *** ********** h.265.

*****, *** ******** ******** ******* ***** *** ****** ******* ******* for ********** ******, ** ****** ******** ** ****** ** ** inconsistent *** ********* *** **** ****.

***, ** ** *** ** **** * ***** ***** ******* specification *** *.***, ***** ****** ***** ** ******, ***** * single ****** ***** ***** * ********* ** *******, ***...

*******:***** *.***, ******* *****?

John Honovich

IPVM | In reply to Undisclosed #1 | 09/28/16 05:05pm

** *** ***** ****, *********, ******* *** ***** *** ********** h.265.

**.

********* **** ******* ** *******, *** *** ***. *** **** only *** **** ********* ********.

******* ******** ** ********* *** ***** *** ***** ****** **** specific *******, *.*., ** **** *** *** ******* *.*** ******* but **** ** *** **** ********* **** *******.

*******, ** *** ****, ***** ***** **** *** ******* *.***, you **** ** *** **** (**** *** *********** ** ****) or ** * *********** *********** ***** ****** ******* ********* *** increases **** / ******** ** *******.

Undisclosed #1

In reply to John Honovich | 09/28/16 05:53pm

**.

*****, ** ********* *** **** *******. ******.

******* ******** ** ********* *** ***** *** ***** ****** **** specific *******, *.*., ** **** *** *** ******* *.*** ******* but **** ** *** **** ********* **** *******.

*******, ** *** ****, ***** ***** **** *** ******* *.***, you **** ** *** **** (**** *** *********** ** ****) or ** * *********** *********** ***** ****** ******* ********* *** increases **** / ******** ** *******.

***, * ** ****, ** * ****:

*****, *** ******** ******** ******* ***** *** ****** ******* ******* for ********** ******, ** ****** ******** ** ****** ** ** inconsistent *** ********* *** **** ****.

***, ** ** *** ** **** * ***** ***** ******* specification *** *.***, ***** ****** ***** ** ******, ***** * single ****** ***** ***** * ********* ** *******, ***...

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