Ambarella on Computer Vision and US Hikua Ban

Author: John Honovich, Published on Sep 10, 2018

Ambarella, a widely-used video surveillance component supplier, is betting on the rise of computer vision and is already seeing a sales impact from the US government ban of Dahua and Hikvision, according to a recent investor's call.

cvflow us gov ban hikvision dahua

In this note, we share details from that, examining Ambarella's new chips, how Ambarella is hoping customers will use it to improve video analytics and who is winning and losing from the US government ban.

*********, * ******-**** ***** ************ ********* ********, ** ******* ** the **** ** ******** ****** *** ** ******* ****** * sales ****** **** *** ** ********** *** ** ***** *** Hikvision, ********* ** * ****** ********'* ****.

cvflow us gov ban hikvision dahua

** **** ****, ** ***** ******* **** ****, ********* *********'* new *****, *** ********* ** ****** ********* **** *** ** to ******* ***** ********* *** *** ** ******* *** ****** from *** ** ********** ***.

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

Ban ****** - ***** ***** ****

***** *** ********* **** **** **** ** *** ***, **** Ambarella** * *** ******:

*.*. **** - **** *. ****** ******** ******* ************* *** for ****** **** ****, ***** *** ******** ******* **** *** and **** ** **** ****** ** ******** **** ****, **** negatively ****** *** *** ******* ***** ** ******** ********* *** likely ******** ***** ****** *** *** *********.

*** ****** ** ******* *********, **** ********* *** ***** ******* orders *** **** ********, ********* **** ***** ********'* ****:

** * ****** ** *** *.*. *** ** ********* ** security ******* **** ********* *** *****, ** *** ****** **** near-term ********* ** *** ******, ************ ** *** **** *** of *** ******* ***** ******** ********** **** *** ****** ********.

*** ****** ******** *** ***** *** ********* ** *** ************* import ******** '********' **** ** ** *** ***.

*******, ********* **** ***-******* ********* *** **********:

** **** **** ** ********** ******** ** ****** **** ***-******* customers, *** ** **** *** *** *** ******** ****** ** revenues ***** ***** ** *** ****.

**** ****** *** ******* *** ********** ****** ******* ****** ** manufacturers **** ******* ***** * ****** ** * **** *** to ****** *** ********* ********** ** ***** ******* ** *** near ******.

4K / ****** ********** ********

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

Computer ****** / ** / *****

***, *********, **** **** ** *** ******** *** ******* ***** to ******** ******, ** **********,***** ****** *** **** ****, **** ********* ******:

** ******* **** *** ******** ******* **** ******** ****** ********** will ******** ** **** ** * ********** ** ***** ************ IP ****** *******, ********* ***** *** *** ************* ** **** as *** *********** ** ******** *******. **** **** ******* *** opportunity *** ** ** ******** *** ***** ************ *** ****** and ** **** *** ***** *******.

*** ********* ******* *** ***** ***** ** ** *** **** learning ** *** **** ***** **** ** ***** ********, ******** the ****** ** *** **** ****** ************ ***** *** ** identify *** ********** ******, ****, *******, *.*., ** ********* *** false ****** **** ******, *******, *********, *********, ***. **** ****** so **** ******** ******* (****** ********* ******** *******).

*** **** **** **** ** ****** ** **** * ****** of **** ************* ** *********'* ********** ** ****** ************ **** orders ** ********:

** *** ********* ** *** ******** ******** ** *** *** computer ****** *** ** ** ******** ****** ****** *** **** forward ** ********* ***** ** **** ********** ** *** ***** half ** **** ****.

*******, ***** ******* *** ***** ** ** *********, ** ********* is ********** * * ** ** ******** ** **** ***** component *******:

******** ** *** **** ******** ******** ** *** ***** ************ with *** *********, *** ******* ** **** **** ** ** to ** ****** **** *** ******* ******* **** ** *** security ****** ******, *** *** ** ******** **** ****** **** that.

***** ****, ********* ********* ****, *** ***, **** **** ** for ****-***, ********* ******* *** **** **** ** ******** *** chip ******* ******** ***** ***** ** *** ******:

* ** ***** **** ***'** ********** ** *** ******** ******** top **% ** *** ****** ***** *** ***** ** *** current ****** ***** ** ******** ****** ****** *****. *** *** are ********** ***** ** **** ** *** ********* *** *********** price ***** ** ****** *** ******* **-********* ****, ******* ** do ****** **** *** ** ** ******** ** ****** *** transition **** *** ***** ** ** ********, *** ******** **** demand ***** *****, *** *********** ******** **** ** **** ** be ******** *** ****.

** ******, **** ** ********* ******** *** ******** ** ******* this, *** ************* **** ** ******* *** ******** *** *********** models ** **** ********* ** ****.

**** *********** *** ******** ******** ****** ********* *****, ****************** ********, *** *** **** *******. *********'* *********, ********** **** *****, is **** **** ***** ****** ************* (**** ******** ** **** to ***** ** *********, ***.) ******* *** ***** ********, ****** it ****** ** ******** / ****** **** ****.

** *** ***** ****, ********* **** **** **** ***** *** Hikvision *** ******* ** ***** *** *****, ******, ** ** not ***** **, **** ** *** **** ***** ***** ***** work:

* **** **** ********* *** ***** *** ** **** ******* on ***** ****, *** ******* *** *****, ** ********* ** be ***** ********. **, * ***’* **** *** *** *********** that *** ******** ********* ** **** ** **, ****’* ********* we ******** ** **** ****, *** * ***** **** *** CV **** ***** ***, **’** ****** ***** *** *** ** this ****.

Growth / ******* *********

*********'* ***** *********** ** ****, ******* ** **** **** */*** ***** ****, as ***** ******** *** ******** ***** *** **** ***** *** shifted **** **** *********.

***, *********'* **** ********* ****** ** ******** ( *.*., ***** surveillance) ** *** ******* ***** **** **** **** ***** **** our ********:

******** ** ***** ** ***** ** ** ** ***** **% of *******. *** ****, **** **** ** ** *** ***-***, so **** ****** ******** *** * ****** *** ** ************** for *** *********.

*******, ******* * ******* ** *** *********'* ******* ***** **** Dahua *** ********* ** *** ******* ***** ** *** **%:

**’* ******** ***** **% **** ***** *********, **% **** ***** into ***-******* *********.

[****: ** ******* ******* ********* * ***** ** *********'* ******* from ***** *** ** ********** *** *** ****** *** ******** vs ************ ***** ** *** **% ******** *****.]

****** ** *****, ********* ** ********** ** ******* **** *** far ***** ******* ****** ********* ****.

*******, ****** ** ********, ******** ******** (**** **** ** ****) are ******** ******** **** ** *** ************ **** **** *** no ******:

** ** ********, ****-****-**** ****** *** *** ** ******** ******** revenues, ***** ************ ******** ******** **** ****.

***** **** ****, ********* **** **** **** ** ******** *** ban's ******* *** *** *** ********* / ******* ***** ********* are ** ********** ******** ****** ***** ******* **** **** *** drive *********** ******.

Comments (11)

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

*** **** **** % ** *****’* ******* *** ********* *******?

*******, *** ***** *** ***** ***** ******* ******* *********, **** and ** *** *****?

***** ** ** ******** ****** *** **** ******* ****** ******* to ******* *** **** *** ******/*** ******** ** *** *** all ********? **** *********** ** *** ******* ********* ********, *** could ****** **** ********* ** ******, ** *****-******** ******** **** demand ******* ************ **** **** ** ******** ** *** ***.

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

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

*'* **** **** ****** *** ******** * *** ****.

#*, ********* ***** *** ********* ** ***** ********** **** *** as ***** **** ***********:

** *** ** ******** ****** ******, *** ******* *********** ******* Fullhan **************** **., ***., *** *************, ***., ***** *****, ***., which *** ******** ******** ** ******* **************** ****., ** *******, HiSilicon, ***** ***********, ** *****, ******** ***., ***** *** ******** acquired ** *****, ********** ************, ***., ** **********, ******** ************, or ********, ******* ************* ****., *********, *** ***** *********** ************, or ***** ***********, ** **** ** ********** ********** ********* ** IP ******** ****** ****** ****, ********* **** ************** ** *** Sony.

********* ******* ***** *********'* ******* ******** *** ***** ****** **** Hongjia ** **** * ******** ** *******.

**** ****, ********* ***** ~$** ******* *** ****** **** **** did ** ****, **********:

** ***:

*** **** **** % ** *****’* ******* *** ********* *******?

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

** **** ********* ************ **** **** *** *******, ***** ** 2017 ** *** ******* ******** ** ****** ** *** ****** units.

***'* *** **** **** ** - ** ******* ******* **** year, ******** ****** ** **, ********** ***** ** ******** ******* New ****.

********* **** ************** *****-*** ********* (*.*., *******) ********* **,***,***,***.** ** ***** ** 2017, ***** ** ~$*.* *******.

******** **** ***** *** ******* ***** ***** *** ****** ** ~$43 (*.*., *.* ******* ******* / **.* ******* *******).

~$** *** ****** ** ***** ***, ********* ** ******* ********* but ***** ** ******** ********* ** *** *** **** **** to ****, **** ***** ************, ***.

*******, ** **** ** ******** **** ****, **** ***** ***** they ** *** *** * *** ** ********* **** ** they *** ** *** **** ** *** ****** *** ***** be **** ** *** **** ******* ******* ** *** $** level.

****** *** *** ****** **** **** ** ***********, *** ** know. ******* ** **** ****** ******** ****.

* **** ********* ** *** ******* *** **** ** *** security ******** ***** **** **** **** ********* *** **** ****. While ***** **-********* ***** *** **** **** ** *** ******** a ****** ******, * ***** ** *** ***** ***** *** away **** **** ********* ***** "******" ** ************ *******.

*** *********** ***** ******* ****** **** ** *** **** ** uniformity ** *** *** ****. ******** *** **** ********* *********** (setup, ***** ********, *********, ***.), *** **** *** ****** ****** to ********** ******* ******** ** *** *** ** ***** *** simple ** ***** *** *******. *** *** *** ***** ***** analytics ******* ****** **** *********** ***-******** ** ****** *****-*******-****.

***** ** *** ***** **** ****** ********** ***** ** ***** ad ******, ********* ****-****, ********** ******* ****-**** *** ***** ****** that **** ** ** **** ******** ** ********* *******, * don't ***** ** *** ***** ** *** ***** ****** ** this ******* ** *** ****** ** ***** *** ********* (** any ***** *********).

****, ** ** *** **** ***** *****'* **** ***** **-******* chips ****** ***, ** **** ************ **** ********** ** *** really * ****** *********.

*********, *** **** ** *** ***** **** ********* **** ***** how "****" ** ** ** **** ********* ** ***** ***** using ****-****** ***** *** ****. ** **** ****** **** ** drive ******** ** ***** ***** **** ****** ***** ********** *********** services ** **** ********* **** *** ********** ** ***** *** chips. ***** *** * *** ** ****** ********* ********* *** there, **** ***** ****** ******* **** **** ********* ******* **** to ***** *****. **** ***** **** ** **** ** ***** some **** ** ********* *********** ***** ********* ** ********* ***** get ****** ** ***** ********* *** * ***** *********** *****, that *** * ****** ******* **** *****'* **** ***** *** analytics ***** ***** **** **** ***** ******* **** ******.

**** ** ** ********* *****: **** ********* **** ******** ***** VMS's ***** ** *** ** ****** *** ****. ***** ** way ****** ** **** ******.

**** **** **** **** ***** ********* **** ** ********* ** the ***/****? ** **, *** ** *** ****** **** ***** to ** *******?

** * ********* ****, ***** **'* **** **** **** ***** processors **** ******* ******** ******, *** ******** ** **** ****** Networks ****** ** ** ****. **** *** ******** **** *** track ******* *** *********** ******* '***', '******', '****', '********' *** 'raindrop'.

** * ********* ****, ***** **'* **** **** **** ***** processors **** ******* ******** ******, *** ******** ** **** ****** Networks ****** ** ** ****. **** *** ******** **** *** track ******* *** *********** ******* '***', '******', '****', '********' *** 'raindrop'.

***'* *** ****, *** **** ***'* *********** ******* *********** **********. There **** **** ******** **** ****-***** *** ********* ******* ** standard ***'* *** ****...

****, *** ******* *** ******* ** ****** ***** *** **** to ********, *** **** *****/******* ****** ********* *** *** **** chances ** ***** ****** ***/** ****** *************** ********. * ****** built ** *********** ******* ***/******/****/********/******** ** *** ***** ** ********** today ***** ****** *** ** * *** *****/*** **** ****-***** solution.

******* ***** *** ***** **** ** **** * **** *** where * ******** **** **** **** **** ********.

** ******* ** **** ** * ******** (*** ***) ** security/VCA ************, *** **** ** ** ********** ******** ******(*) ***/** vehicle(s) *** *** *** ***** ******* ***** ******* ** ****** accurate ******/************* *** ******** ***** ******.

*********** ********** **** **** ********* ** *** ********* ** ******* on *** ******* ** ******* ******/******** ** * ***, object, ******* ** ******** ** ** ******* ***** **** ******* in *** ********* ** ***** ****** ******* ********* *** ********** overhead. **** ***** *****, *** ***** *** **** ** ****** separate **** ******** *********** *** ****** ****** ** ***** ******, thereby ******** *** ********** ****** ** *** ****.

*********** ********** **** **** ********* ** *** ********* ** ******* on *** ******* ** ******* ******/******** ** * ***, object, ******* ** ******** ** ** ******* ***** **** ******* in *** ********* ** ***** ****** ******* ********* *** ********** overhead. **** ***** *****, *** ***** *** **** ** ****** separate **** ******** *********** *** ****** ****** ** ***** ******, thereby ******** *** ********** ****** ** *** ****.

*** ****** ** *********** *** ******* **************. *** **** level ******** ** **** *** ****** ************** ********* ****** ** using * ****** ** ******* ** ** **** "****** **** of ******" ** "********** ******". * *****-**** ****** ** ******* size/shape, *** ****** **** *********** **** (****** ******* ********, ** determined *************) ** ****** **** * **** ** ****** ** either *** *****, ** *** *****, ** ** * ********* object ** ********. **** ***** *** ***** **** *** ****** like ********/*********, ******* ***, ****** *****, **** ******** ** ******** in ***, ***. *** ****** "**** ******** ********" **** ** applied ***** *** **** *** ******* **** ******* *** *****-**** (from * ******** ***********) ****/*** **** *******. ******** **** **** not **** ** ******* ***** ******* ** ********* * **** classification ** *******.

********** ** ******** **** ***-***** ******* ***** *** *********** ****** false ******. ** ***** **** ******** ********** **** ** *** system. **** ** **** **** **** ***** ** ********* **********, whether ****-***** ** ******-*****, ** *********** ***** ** *********** **** only * ****** ***** **** ** ** ***** ********** ** any ***** ****. ** *** *** ** ******** *** **** things, *** *** ****** ***** ** **** ** ** **** hardware *********, ** **** ******* * ***** ****** ***** *** were ******** *** **** ****** ************* ** *** ********.

* ***** **** **** ***** *********. **** ** * **** good *********** ** *** ******* ******** ***** ** *** ******* to ******** ******* *** *** **** **** ****** ****** ** implement **** ********/'*' ****** ******** ** ******* **************.

*'* * *** ******* ** **** ****** ********* ** ** seems ** ***** ** **** ** *** ******** ****** * had ** ***** **** **** ******** *******'* **** ********: "* system ***** ** *********** ******* ***/******/****/********/******** ** *** ***** ** technology ***** ***** ****** *** ** * *** *****/*** **** edge-based ********."

*** ******** **** ***** **** "** *** *** ** ******** too **** ******, *** *** ****** ***** ** **** ** up **** ******** *********, ** **** ******* * ***** ****** while *** **** ******** *** **** ****** ************* ** *** squirrel." ****, *** **** *'* ****** ** ***** *** ********! It's *** * ******, **'* *** * ***, * ***'* care, **'* ***** *** * ***'* **** ** ***** ** cycles ****** ** ******** *** ***** ** ***** ** ****** and ***** ** ** ******* **** ** ********* ****.

* ********** ** *** ** ******* **** **** ***** *** to ***********, **** *********** **************** ** ********* *********** ********** *** companies *** **** ** ************ **** ******** ** ****** ********. However, * **** **** * *********'* *** ** * **** at *** **** *** **** *** **** **** **** **** several *********** **** ******** *******, ***-*** ********* ********** (*.*.*** **** end, **** ***** *******) *** ******* **** ******** ******* ****** the **** *** ******** **** ******** **************, ******** *** ***** alarm *********** **** ***** ****** ***** ********* ****. ******* **** fit **** ***-**** ******** *** ****-***** ******** ** ********* **'** have ** ******** ****** *** **** *****.

******* **** ******** ******* ****** *** **** *** ******** **** improved **************, ******** *** ***** ***** *********** **** ***** ****** video ********* ****.

*** ********* **** *** *** ***** ** ** **** *** products ***** **** ****** ** **** ***** *********** ** ***** 1 **** *** **** ***, *****?

**** ** ** ********:******** *** ********* ***** ******** ** ** ****. *******, ****** ******** ** ** ********* ********, ******** *** chosen ***** ******** *** ****.

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