Ambarella Inc 's Comment on Competitors and Industry Peers
The global semiconductor market in general, and the video and image processing
markets in particular, are highly competitive. We expect competition to increase
and intensify as more and larger semiconductor companies enter our markets and
as we enter new markets. Increased competition could result in price pressure,
reduced profitability and loss of market share, any of which could materially
and adversely affect our business, revenue and operating results.
Our competitors range from large, international companies offering a wide range
of semiconductor products to smaller companies specializing in narrow markets.
In the wearable sports camera market, our primary competitors are vertically
integrated divisions of camera device OEMs, including Sony Corporation, or Sony,
and Panasonic Corporation, as well as HiSilicon Technologies Co., Ltd., or HiSilicon,
and Socionext Inc., or Socionext, an entity created from the merger of the system
LSI businesses of Fujitsu Ltd. and Panasonic Corporation. In the IP security
camera market, our primary competitors include Fullhan Microelectronics Co.,
Ltd., Geo Semiconductor, Inc., Grain Media, Inc., which was recently acquired
by Novatek Microelectronics Corp., or Novatek, HiSilicon, Intel Corporation,
or Intel, Movidius Ltd., which was recently acquired by Intel, OmniVision Technologies,
Inc., or OmniVision, Qualcomm Incorporated, or Qualcomm, Realtek Semiconductor
Corp., Socionext, and Texas Instruments Incorporated, or Texas Instruments,
as well as vertically integrated divisions of IP Security camera device OEMs,
including Axis Communications AB and Sony. In the automotive camera market,
we compete against Allwinner Technology Co., Ltd., Alpha Imaging Technology
Corp., Core Logic, Inc., Novatek, NXP Semiconductors N.V., OmniVision, Qualcomm,
Renesas Electronics Corporation, Sunplus Technology Co. Ltd., and Texas Instruments.
Our primary competitors in the UAV camera market include HiSilicon, Intel, NVIDIA
Corporation and Qualcomm. Our primary competitors in the infrastructure market
include GigPeak, Inc., Intel, and Texas Instruments. Certain of our customers
and suppliers also have divisions that produce products competitive with ours.
Our ability to compete successfully depends on elements both within and outside
of our control, including industry and general economic trends. Many of our
competitors are substantially larger, have greater financial, technical, marketing,
distribution, customer support and other resources, are more established than
we are, and have significantly better brand recognition and broader product
offerings which may enable them to develop and enable new technology into product
solutions better or faster than us and to better withstand adverse economic
or market conditions in the future.
Our ability to compete successfully in the rapidly evolving HD video market
depends on several factors, including:
the design and manufacturing of new solutions, including software, that anticipate
the video processing and integration needs of our customers’ next-generation
products and applications;
performance of our solutions, as measured by video and still picture image
quality, resolution and frame processing rates;
power consumption of our solutions;
the ease of implementation of our products by customers;
the strength of customer relationships;
the selection of the foundry process technology and architecture tradeoffs
to meet customers’ product requirements in a timely manner;
reputation and reliability;
customer support; and
the cost of the total solution.
We believe we compete favorably with respect to these factors, particularly
because our solutions typically provide high-performance and low power consumption
video, efficient integration of our advanced algorithms, exceptional storage
and transmission efficiencies at lower power, highly-integrated SoC solutions
based on a scalable platform, and comprehensive and flexible software. We cannot
ensure, however, that our solutions will continue to compete favorably or that
we will be successful in the face of increasing competition from new products
introduced by existing or new competitors.
Overall company Market Share Q3 2022 |
despite revenue deterioration, Ambarella Inc inceased its market share in this segment. company inceased its market share in this segment to approximate 0.22 %.
<< More on AMBA Market Share.
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*Market share is calculated based on total revenue.
AMBA's vs. Competition, Data
(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)
COMPANY NAME |
MARKET CAP (in millions of $) |
REVENUES (in millions of $) |
INCOME (in millions of $) |
EMPLOYEES |
Ambarella Inc |
AMBA |
3,620.98 |
247.00 |
-72.00 |
706 |
Akoustis Technologies Inc |
AKTS |
247 |
18.40 |
-68.11 |
0 |
Intel Corporation |
INTC |
125,250 |
68,244.00 |
11,621.00 |
110,600 |
Kaleyra Inc |
KLR |
50 |
335.51 |
-47.98 |
0 |
Texas Instruments Incorporated |
TXN |
169,485 |
20,028.00 |
8,749.00 |
30,000 |
Maxim Integrated Products Inc |
MXIM |
28,030 |
2,632.53 |
827.26 |
7,115 |
Qualcomm Inc |
QCOM |
152,708 |
42,958.00 |
11,772.00 |
41,000 |
Analog Devices Inc |
ADI |
93,619 |
12,013.95 |
2,748.56 |
15,900 |
Nvidia Corp |
NVDA |
530,876 |
29,738.00 |
7,741.00 |
13,775 |
Sony Group Corporation |
SONY |
116,509 |
72,597.32 |
6,500.61 |
0 |
Broadcom Inc |
AVGO |
252,812 |
33,203.00 |
11,495.00 |
21,000 |
Cirrus Logic Inc |
CRUS |
5,793 |
1,994.86 |
297.51 |
1,596 |
Diodes Inc |
DIOD |
4,334 |
1,984.54 |
312.21 |
8,586 |
Dsp Group Inc |
DSPG |
531 |
138.10 |
-3.13 |
328 |
Gbt Technologies Inc |
GOPH |
255 |
0.91 |
-3.87 |
7 |
Semileds Corp |
LEDS |
11 |
7.28 |
-2.71 |
187 |
Monolithic Power Systems Inc |
MPWR |
22,062 |
1,670.64 |
391.25 |
2,002 |
Marvell Technology Inc |
MRVL |
39,984 |
4,432.73 |
-349.34 |
3,749 |
Macom Technology Solutions Holdings Inc |
MTSI |
4,710 |
695.65 |
330.65 |
1,800 |
Magnachip Semiconductor Corporation |
MX |
481 |
403.67 |
-0.24 |
2,520 |
Maxlinear Inc |
MXL |
3,256 |
1,043.40 |
97.81 |
753 |
Nve Corp |
NVEC |
347 |
32.18 |
18.28 |
45 |
On Semiconductor Corporation |
ON |
36,295 |
8,493.50 |
1,875.10 |
34,000 |
Power Integrations Inc |
POWI |
5,157 |
699.02 |
188.74 |
646 |
Pixelworks Inc |
PXLW |
124 |
69.84 |
-16.74 |
215 |
Qorvo Inc |
QRVO |
10,789 |
4,050.65 |
1,070.24 |
7,900 |
Rubicon Technology Inc |
RBCN |
4 |
3.65 |
0.93 |
20 |
Resonant Inc |
RESN |
297 |
2.18 |
-35.97 |
53 |
Silicon Laboratories inc |
SLAB |
6,607 |
865.32 |
67.31 |
1,279 |
Semtech Corp |
SMTC |
2,170 |
633.83 |
81.40 |
1,282 |
Skyworks Solutions Inc |
SWKS |
18,365 |
5,680.00 |
1,263.60 |
10,000 |
Alpine 4 Holdings Inc. |
ALPP |
127 |
79.70 |
-12.30 |
0 |
Amplitech Group Inc |
AMPG |
26 |
17.84 |
-2.60 |
5 |
Nxp Semiconductors N v |
NXPI |
51,409 |
11,941.00 |
2,292.00 |
31,000 |
Wolfspeed Inc |
WOLF |
10,156 |
873.90 |
-34.70 |
4,017 |
Allegro Microsystems Inc |
ALGM |
8,060 |
861.40 |
151.13 |
4,063 |
Synaptics Incorporated |
SYNA |
5,024 |
1,747.70 |
234.40 |
1,775 |
Silicom Ltd |
SILC |
281 |
128.46 |
10.54 |
0 |
SUBTOTAL |
1,709,861.56 |
330,567.60 |
69,487.39 |
357,924 |
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