The $3 Billion Camera Chip Manufacturer - Ambarella
Author: John Honovich, Published on Jun 23, 2015Login to read this IPVM report.
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Comments (8)
Undisclosed #1
3 billion seems high. I can't even find them here in last year's "Yole". I'm guessing because their chips are so expensive.
How much are they are surveillance play? Do they say? Btw, here's the "Yole" by application. Security is the smallish Earth like planet, far left middle.
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Steve Mitchell
Many outside the industry still assume security is a hot growth market. They’re likely to hear that they’re a supplier to these big name security manufacturers and assume there’s growth there. From that respect I can understand (some) over-valuation.
We are all going to go to H265 eventually—even if the bandwidth savings are being over hyped. In that regard they’re ahead (for now) but will be under a lot of pressure if they can’t compete on price and when other major suppliers get on board.
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