Ambarella : Fubon Securities 2025 6 12 2025 final

Published: 2025-06-11 11:07:07 ET AMBA

Published on 06/11/2025 at 11:07

June 12, 2025

Grand Hyatt, Taipei, Taiwan

Louis Gerhardy, VP Corporate Development

AMBARELLA.COM COPYRIGHT AMBARELLA 2025

Advanced edge deep learning AI inference hardware and software

Founded on the premise that video is a unique type of data requiring an optimized SoC architecture

Santa Clara, CA

Company HQ

Detroit

Dayton

Munich

Par ma

VisLab

Sha nghai

Seo ul

Tokyo

Hsin chu

2025

>32M AI SoCs shipped

cumulatively

2021

Acquisition of

2015

Acquisition of

Ambarella's deep neural network AI inference processor integrated with a state- of-the-art video & radar perception yields highly optimized domain controller SoCs

VisLab, a pioneer in CV and autonomous driving software, acquired in 2015

Oculii, a pioneer in high-definition radar perception technology, acquired in 2021

World-class engineering team

~530 software, algorithm and image processing engineers globally

2nm in development, 5nm ~30% revenue, 10nm ~50% of revenue

>10yrs of strong VLSI execution with step "A" silicon into production

Advanced AI networks, including GenAI, are enabled with our 3rd generation

products (sampling today) and expected to be a key growth driver

Low-power and high-performance SoCs for auto and IoT markets

Scalable family allows SW to be reused across a customer's portfolio

934+

HEADCOUNT

AI revenue contribution begins

Shenzhen

2012

IPO, NASDAQ: AMBA

2004

Ambarella founded

Significant R&D investment funded by operations and strong balance sheet

>$1.2 billion cumulative R&D investment into AI

$259 million net cash; no debt; 16 consecutive years of positive free cash flow

AI R&D investment

begins

AMBARELLA.COM COPYRIGHT AMBARELLA 2025 3

Ambarella's Long History of Technological Innovations

Edge AI the foundation for our growth

Edge AI CNN Networks

2nd Gen CVflow® 10nm, 5nm (CV2x, CV5x)

Multi-modal AI / Transformer Networks

3rd Gen CVflow®

5nm

(CV7x, CV3-AD, N1)

Human Viewing

Video Processors

(A1, A3, A5S, S2, H1)

Automotive

(ADAS)

Automotive (Autonomy)

AMBARELLA

Founded 2004

Higher levels of efficiency and new capabilities enabled with edge AI

Edge AI enables:

Privacy and security

Realtime processing

Reduce network bandwidth requirement

Low power consumption

Synergies between cloud and edge AI processing -AI processing throughout the network hierarchy

Disclaimer

Ambarella Inc. published this content on June 11, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on June 11, 2025 at 15:06 UTC.