Ambarella on Computer Vision and US Hikua Ban

By: 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.

*********, * ******-**** ***** surveillance ********* ********, ** betting ** *** **** of ******** ****** *** is ******* ****** * sales ****** **** *** US ********** *** ** Dahua *** *********, ********* to * ****** ********'* call.

cvflow us gov ban hikvision dahua

** **** ****, ** share ******* **** ****, examining *********'* *** *****, how ********* ** ****** customers **** *** ** to ******* ***** ********* and *** ** ******* and ****** **** *** US ********** ***.

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

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

***** *** ********* **** been **** ** *** ban, **** *********** * *** ******:

*.*. **** - **** S. ****** ******** ******* Authorization *** *** ****** Year ****, ***** *** recently ******* **** *** and **** ** **** effect ** ******** **** 2019, **** ********** ****** our *** ******* ***** IP ******** ********* *** likely ******** ***** ****** for *** *********.

*** ****** ** ******* happening, **** ********* *** Dahua ******* ****** *** 2019 ********, ********* **** in*** ********'* ****:

** * ****** ** the *.*. *** ** purchases ** ******** ******* from ********* *** *****, we *** ****** **** near-term ********* ** *** orders, ************ ** *** high *** ** *** product ***** ******** ********** with *** ****** ********.

*** ****** ******** *** Dahua *** ********* ** the ************* ****** ******** 'overseas' **** ** ** the ***.

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

** **** **** ** offsetting ******** ** ****** from ***-******* *********, *** we **** *** *** the ******** ****** ** revenues ***** ***** ** the ****.

**** ****** *** ******* for ********** ****** ******* growth ** ************* **** project ***** * ****** to * **** *** to ****** *** ********* components ** ***** ******* in *** **** ******.

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

*********** ************ ** ****, 4K*** ****** ********** ****** have **** *************. *************** ***** ********* ** increase ********, ** ****** ** higher ********** * ******* growth ******.

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

***, *********, **** **** in *** ******** *** shifted ***** ** ******** vision, ** **********,***** ****** *** **** chip, **** ********* ******:

** ******* **** *** security ******* **** ******** vision ********** **** ******** to **** ** * percentage ** ***** ************ IP ****** *******, ********* those *** *** ************* as **** ** *** replacement ** ******** *******. This **** ******* *** opportunity *** ** ** increase *** ***** ************ per ****** *** ** grow *** ***** *******.

*** ********* ******* *** users ***** ** ** run **** ******** ** the **** ***** **** do ***** ********, ******** the ****** ** *** only ****** ************ ***** but ** ******** *** categorize ******, ****, *******, e.g., ** ********* *** false ****** **** ******, shadows, *********, *********, ***. that ****** ** **** security ******* (****** ********* ******** *******).

*** **** **** **** is ****** ** **** a ****** ** **** announcements ** *********'* ********** on ****** ************ **** orders ** ********:

** *** ********* ** the ******** ******** ** our *** ******** ****** SoC ** ** ******** camera ****** *** **** forward ** ********* ***** in **** ********** ** the ***** **** ** next ****.

*******, ***** ******* *** going ** ** *********, as ********* ** ********** a * ** ** increase ** **** ***** component *******:

******** ** *** **** starting ******** ** *** price ************ **** *** customers, *** ******* ** CV22 **** ** ** to ** ****** **** our ******* ******* **** in *** ******** ****** market, *** *** ** probably **** ****** **** that.

***** ****, ********* ********* that, *** ***, **** will ** *** ****-***, expensive ******* *** **** have ** ******** *** chip ******* ******** ***** costs ** *** ******:

* ** ***** **** you're ********** ** *** category ******** *** **% of *** ****** ***** now ***** ** *** current ****** ***** ** security ****** ****** *****. But *** *** ********** right ** **** ** are ********* *** *********** price ***** ** ****** out ******* **-********* ****, because ** ** ****** that *** ** ** continue ** ****** *** transition **** *** ***** to ** ********, *** customer **** ****** ***** price, *** *********** ******** that ** **** ** be ******** *** ****.

** ******, **** ** Ambarella ******** *** ******** to ******* ****, *** manufacturers **** ** ******* and ******** *** *********** models ** **** ********* of ****.

**** *********** *** ******** computer ****** ********* *****, with************** ********, *** *** **** notable. *********'* *********, ********** else *****, ** **** many ***** ****** ************* (from ******** ** **** to ***** ** *********, etc.) ******* *** ***** platform, ****** ** ****** to ******** / ****** with ****.

** *** ***** ****, Ambarella **** **** **** Dahua *** ********* *** working ** ***** *** chips, ******, ** ** not ***** **, **** or *** **** ***** chips ***** ****:

* **** **** ********* and ***** *** ** have ******* ** ***** chip, *** ******* *** years, ** ********* ** be ***** ********. **, I ***’* **** *** the *********** **** *** customer ********* ** **** on **, ****’* ********* we ******** ** **** with, *** * ***** when *** ** **** comes ***, **’** ****** raise *** *** ** this ****.

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

*********'* ***** *********** ** ****, ******* by **** **** */*** since ****, ** ***** previous *** ******** ***** hit **** ***** *** shifted **** **** *********.

***, *********'* **** ********* market ** ******** ( i.e., ***** ************) ** the ******* ***** **** than **** ***** **** our ********:

******** ** ***** ** going ** ** ** least **% ** *******. And ****, **** **** be ** *** ***-***, so **** ****** ******** and * ****** *** of ************** *** *** remainder.

*******, ******* * ******* of *** *********'* ******* comes **** ***** *** Hikvision ** *** ******* notes ** *** **%:

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

[****: ** ******* ******* estimated * ***** ** Ambarella's ******* **** ***** but ** ********** *** not ****** *** ******** vs ************ ***** ** the **% ******** *****.]

****** ** *****, ********* is ********** ** ******* with *** *** ***** costing ****** ********* ****.

*******, ****** ** ********, consumer ******** (**** **** or ****) *** ******** stronger **** ** *** professional **** **** *** no ******:

** ** ********, ****-****-**** growth *** *** ** consumer ******** ********, ***** professional ******** ******** **** flat.

***** **** ****, ********* will **** **** ** navigate *** ***'* ******* and *** *** ********* / ******* ***** ********* are ** ********** ******** vision ***** ******* **** work *** ***** *********** demand.

Comments (11)

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

*** **** **** % of *****’* ******* *** Ambarella *******?

*******, *** ***** *** other ***** ******* ******* HiSilicon, **** *** ** out *****?

***** ** ** ******** during *** **** ******* review ******* ** ******* and **** *** ******/*** chipsets ** *** *** all ********? **** *********** is *** ******* ********* anywhere, *** ***** ****** more ********* ** ******, as *****-******** ******** **** demand ******* ************ **** what ** ******** ** the ***.

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

****** **** ***** *** Wisenet ****
******* **** **** ** their *** ******

*'* **** **** ****** can ******** * *** more.

#*, ********* ***** *** companies ** ***** ********** they *** ** ***** main ***********:

** *** ** ******** camera ******, *** ******* competitors ******* ******* **************** Co., ***., *** *************, Inc., ***** *****, ***., which *** ******** ******** by ******* **************** ****., or *******, *********, ***** Corporation, ** *****, ******** Ltd., ***** *** ******** acquired ** *****, ********** Technologies, ***., ** **********, Qualcomm ************, ** ********, Realtek ************* ****., *********, and ***** *********** ************, or ***** ***********, ** well ** ********** ********** divisions ** ** ******** camera ****** ****, ********* Axis ************** ** *** Sony.

********* ******* ***** *********'* initial ******** *** ***** member **** ******* ** also * ******** ** Fullhan.

**** ****, ********* ***** ~$32 ******* *** ****** what **** *** ** 2016, **********:

** ***:

*** **** **** % of *****’* ******* *** Ambarella *******?

**** ********. * ***'* know *** * *** some ******* ******. ** last ****,********* ****:

** **** ********* ************ more **** *** *******, while ** **** ** the ******* ******** ** excess ** *** ****** units.

***'* *** **** **** 70 - ** ******* cameras **** ****, ******** growth ** **, ********** since ** ******** ******* New ****.

********* **** ************** *****-*** ********* (*.*., cameras) ********* **,***,***,***.** ** sales ** ****, ***** is ~$*.* *******.

******** **** ***** *** average ***** ***** *** camera ** ~$** (*.*., 3.1 ******* ******* / 72.5 ******* *******).

~$** *** ****** ** quite ***, ********* ** Western ********* *** ***** be ******** ********* ** how *** **** **** to ****, **** ***** distributors, ***.

*******, ** **** ** anywhere **** ****, **** would ***** **** ** not *** * *** of ********* **** ** they *** ** *** high ** *** ****** and ***** ** **** to *** **** ******* cameras ** *** $** level.

****** *** *** ****** with **** ** ***********, let ** ****. ******* to **** ****** ******** here.

* **** ********* ** not ******* *** **** on *** ******** ******** doing **** **** **** analytics *** **** ****. While ***** **-********* ***** may **** **** ** the ******** * ****** easier, * ***** ** are ***** ***** *** away **** **** ********* being "******" ** ************ cameras.

*** *********** ***** ******* things **** ** *** lack ** ********** ** the *** ****. ******** has **** ********* *********** (setup, ***** ********, *********, etc.), *** **** *** really ****** ** ********** outside ******** ** *** way ** ***** *** simple ** ***** *** cameras. *** *** *** other ***** ********* ******* varies **** *********** ***-******** to ****** *****-*******-****.

***** ** *** ***** more ****** ********** ***** of ***** ** ******, searching ****-****, ********** ******* meta-data *** ***** ****** that **** ** ** more ******** ** ********* cameras, * ***'* ***** we *** ***** ** see ***** ****** ** this ******* ** *** extent ** ***** *** Ambarella (** *** ***** chipmaker).

****, ** ** *** like ***** *****'* **** other **-******* ***** ****** now, ** **** ************ from ********** ** *** really * ****** *********.

*********, *** **** ** the ***** **** ********* talk ***** *** "****" it ** ** **** analytics ** ***** ***** using ****-****** ***** *** such. ** **** ****** want ** ***** ******** of ***** ***** **** should ***** ********** *********** services ** **** ********* port *** ********** ** these *** *****. ***** are * *** ** little ********* ********* *** there, **** ***** ****** welcome **** **** ********* porting **** ** ***** chips. **** ***** **** be **** ** ***** some **** ** ********* arrangement ***** ********* ** Ambarella ***** *** ****** to ***** ********* *** a ***** *********** *****, that *** * ****** company **** *****'* **** their *** ********* ***** build **** **** ***** designs **** ******.

**** ** ** ********* point: **** ********* **** struggle ***** ***'* ***** on *** ** ****** the ****. ***** ** way ****** ** **** effort.

**** **** **** **** video ********* **** ** relegated ** *** ***/****? If **, *** ** the ****** **** ***** to ** *******?

** * ********* ****, while **'* **** **** many ***** ********** **** offered ******** ******, *** benefits ** **** ****** Networks ****** ** ** real. **** *** ******** find *** ***** ******* and *********** ******* '***', 'person', '****', '********' *** 'raindrop'.

** * ********* ****, while **'* **** **** many ***** ********** **** offered ******** ******, *** benefits ** **** ****** Networks ****** ** ** real. **** *** ******** find *** ***** ******* and *********** ******* '***', 'person', '****', '********' *** 'raindrop'.

***'* *** ****, *** they ***'* *********** ******* specialized **********. ***** **** been ******** **** ****-***** DNN ********* ******* ** standard ***'* *** ****...

****, *** ******* *** variety ** ****** ***** you **** ** ********, the **** *****/******* ****** increases *** *** **** chances ** ***** ****** and/or ****** *************** ********. A ****** ***** ** distinguish ******* ***/******/****/********/******** ** the ***** ** ********** today ***** ****** *** be * *** *****/*** cost ****-***** ********.

******* ***** *** ***** like ** **** * case *** ***** * disagree **** **** **** last ********.

** ******* ** **** in * ******** (*** all) ** ********/*** ************, the **** ** ** accurately ******** ******(*) ***/** vehicle(s) *** *** *** rules ******* ***** ******* to ****** ******** ******/************* and ******** ***** ******.

*********** ********** **** **** squirrels ** *** ********* to ******* ** *** cameras ** ******* ******/******** as * ***, object, ******* ** ******** to ** ******* ***** help ******* ** *** reduction ** ***** ****** without ********* *** ********** overhead. **** ***** *****, one ***** *** **** to ****** ******** **** learning *********** *** ****** causes ** ***** ******, thereby ******** *** ********** burden ** *** ****.

*********** ********** **** **** squirrels ** *** ********* to ******* ** *** cameras ** ******* ******/******** as * ***, object, ******* ** ******** to ** ******* ***** help ******* ** *** reduction ** ***** ****** without ********* *** ********** overhead. **** ***** *****, one ***** *** **** to ****** ******** **** learning *********** *** ****** causes ** ***** ******, thereby ******** *** ********** burden ** *** ****.

*** ****** ** essentially *** ******* **************. The **** ***** ******** is **** *** ****** classification ********* ****** ** using * ****** ** filters ** ** **** "moving **** ** ******" to "********** ******". * first-pass ****** ** ******* size/shape, *** ****** **** calibration **** (****** ******* manually, ** ********** *************) to ****** **** * blob ** ****** ** either *** *****, ** too *****, ** ** a ********* ****** ** interest. **** ***** *** often **** *** ****** like ********/*********, ******* ***, aspect *****, **** ******** to ******** ** ***, etc. *** ****** "**** learning ********" **** ** applied ***** *** **** has ******* **** ******* the *****-**** (**** * resource ***********) ****/*** **** filters. ******** **** **** not **** ** ******* those ******* ** ********* a **** ************** ** default.

********** ** ******** **** non-human ******* ***** *** necessarily ****** ***** ******. It ***** **** ******** processing **** ** *** system. **** ** **** that **** ***** ** analytics **********, ******* ****-***** or ******-*****, ** *********** based ** *********** **** only * ****** ***** need ** ** ***** classified ** *** ***** time. ** *** *** to ******** *** **** things, *** *** ****** going ** **** ** up **** ******** *********, or **** ******* * valid ****** ***** *** were ******** *** **** cycles ************* ** *** squirrel.

* ***** **** **** first *********. **** ** a **** **** *********** of *** ******* ******** taken ** *** ******* to ******** ******* *** how **** **** ****** choose ** ********* **** learning/'X' ****** ******** ** improve **************.

*'* * *** ******* by **** ****** ********* as ** ***** ** bring ** **** ** the ******** ****** * had ** ***** **** your ******** *******'* **** sentence: "* ****** ***** to *********** ******* ***/******/****/********/******** in *** ***** ** technology ***** ***** ****** not ** * *** power/low **** ****-***** ********."

*** ******** **** ***** with "** *** *** to ******** *** **** things, *** *** ****** going ** **** ** up **** ******** *********, or **** ******* * valid ****** ***** *** were ******** *** **** cycles ************* ** *** squirrel." ****, *** **** I'm ****** ** ***** the ********! **'* *** a ******, **'* *** a ***, * ***'* care, **'* ***** *** I ***'* **** ** spend ** ****** ****** to ******** *** ***** it ***** ** ****** and ***** ** ** parking **** ** ********* line.

* ********** ** *** be ******* **** **** other *** ** ***********, some *********** **************** ** different *********** ********** *** companies *** **** ** implementing **** ******** ** future ********. *******, * will **** * *********'* bet ** * **** at *** **** *** that *** **** **** will **** ******* *********** deep ******** *******, ***-*** dependent ********** (*.*.*** **** end, **** ***** *******) and ******* **** ******** vendors ****** *** **** two ******** **** ******** classification, ******** *** ***** alarm *********** **** ***** recent ***** ********* ****. Whether **** *** **** low-cost ******** *** ****-***** solution ** ********* **'** have ** ******** ****** the **** *****.

******* **** ******** ******* within *** **** *** quarters **** ******** **************, tracking *** ***** ***** performance **** ***** ****** video ********* ****.

*** ********* **** *** the ***** ** ** true *** ******** ***** have ****** ** **** begun *********** ** ***** 1 **** *** **** now, *****?

**** ** ** ********:******** *** ********* ***** upcoming ** ** ****. *******, ****** ******** is ** ********* ********, Avigilon *** ****** ***** Movidius *** ****.

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