{"slug":"ambarella","name":"Ambarella","name_en":"Ambarella","ticker":"AMBA","updated_at":"2026-07-12T04:11:30.739+00:00","canonical":"https://valuechain.wiki/ambarella","same_as":["https://finance.yahoo.com/quote/AMBA","https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1280263"],"citable":"밸류체인 그래프 기준 Ambarella의 직접 연결 기업은 2곳(관계 기준 공급 1·매출 1)이고, 사슬을 2차까지 넓히면 36곳에 닿는다. 링크의 근거 출처는 4건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Ambarella is directly linked to 2 companies (1 supply, 1 revenue relationships) and reaches 36 companies within two hops; the links are backed by 4 dated sources, 1 of them primary filings (as of 2026-07-12).","kicker":"나스닥 · 엣지 AI 비전 SoC · 로봇·드론·자동차","kicker_en":"NASDAQ · Edge AI vision SoC · robotics/drones/automotive","lead":"엣지 AI 비전 SoC 기업(팹리스). 누적 엣지 AI 매출 $10억, AI SoC 4,200만개 설치, 로봇·드론·자동차·보안에 370개+ 양산 프로젝트. FY2025 엣지 AI가 매출 70%+. 2026년 CV7로 로봇·드론·산업자동화용 AI 인지를 겨냥. 휴머노이드의 눈·인지를 TSMC 생산으로 잇는 칩 노드.","lead_en":"An edge AI vision SoC maker (fabless). $1B cumulative edge AI revenue, 42M AI SoCs installed, 370+ production projects across robotics, drones, automotive and security. Edge AI was 70%+ of FY2025 revenue. Its 2026 CV7 targets AI perception for robots, drones and industrial automation. The chip node for humanoid vision and perception, made at TSMC.","segments":{"fy":2025,"parts":[{"desc":"저전력 온디바이스 추론 SoC — 엣지 AI가 매출 70%+, CV7로 로봇·드론 겨냥.","name":"엣지 AI 비전 SoC(CV5·CV7)"},{"desc":"ADAS·영상보안·무인기 비전 SoC — AI SoC 4,200만개 설치 기반.","name":"자동차·드론·보안"}],"total":"누적 엣지 AI 매출 $1B","concentration":"엣지 AI 70%+. 로봇·드론·자동차 비전."},"segments_en":{"fy":2025,"parts":[{"desc":"Low-power on-device inference SoCs — edge AI is 70%+ of revenue, with CV7 targeting robots/drones.","name":"Edge AI vision SoC (CV5/CV7)"},{"desc":"ADAS, video-security and uncrewed-system vision SoCs — on a base of 42M installed AI SoCs.","name":"Automotive/drone/security"}],"total":"$1B cumulative edge-AI revenue","concentration":"Edge AI 70%+; robot/drone/auto 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Materials","tier":3,"returns_yearly":{"2021":106,"2022":-30.5,"2023":26.1,"2024":-47.4,"2025":173.9,"2026":-15.7}},{"slug":"carl-zeiss-smt","name":"Carl Zeiss SMT","name_en":"Carl Zeiss SMT","tier":3,"returns_yearly":null},{"slug":"trumpf","name":"TRUMPF","name_en":"TRUMPF","tier":3,"returns_yearly":null}],"analysis":"로봇·드론·자동차·보안의 '눈과 인지'를 담당하는 엣지 AI 비전 SoC 팹리스로, 누적 엣지 AI 매출 $10억·AI SoC 4,200만개 설치·370개+ 양산 프로젝트로 저전력 온디바이스 추론에 특화됐다. FY2025 엣지 AI가 매출의 70%+를 차지하고 2026년 CV7로 로봇·드론·산업자동화 AI 인지를 겨냥하는데, 휴머노이드·로봇 확산이 신수요를 여는 성장 트리거다. 리스크는 칩을 TSMC에 위탁생산해 첨단 노드 캐파에 종속된다는 점과 소비자·자동차 수요 사이클 변동이다. 그래프상 상류는 TSMC(생산)이고, 하류는 로봇·드론·ADAS OEM으로, 엣지 비전 채택이 이 노드로 수요를 전파한다.","analysis_en":"A fabless edge-AI vision-SoC maker providing the 'eyes and perception' of robots, drones, automotive and security, specialized in low-power on-device inference with $1B cumulative edge-AI revenue, 42M AI SoCs installed and 370+ production projects. Edge AI was 70%+ of FY2025 revenue, and its 2026 CV7 targets AI perception for robots, drones and industrial automation, with humanoid/robot adoption the trigger opening new demand. Risks are dependence on TSMC's advanced-node capacity (it is fabless) and the volatility of consumer/automotive demand cycles. Upstream on the graph is TSMC (manufacturing); downstream are robot, drone and ADAS OEMs, whose edge-vision adoption propagates demand into this node.","analysis_asof":"2026-07-09"},"edges":[{"direction":"revenue","counterparty":"로봇·드론·산업자동화 (비전 SoC)","counterparty_slug":null,"confidence":"high","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"로봇·드론·산업자동화 OEM에 엣지 AI 비전 SoC 공급(370+ 프로젝트).","note_en":"Edge AI vision SoCs to robot, drone and industrial-automation OEMs (370+ projects).","sources":[{"stance":"confirms","publisher":"Ambarella","publisher_en":"Ambarella","kind":"filing","lang":"en","published_at":"2026-03-01","url":"https://ambarella.gcs-web.com/news-releases/news-release-details/ambarella-inc-announces-fourth-quarter-and-fiscal-year-2026","title":"Ambarella FY2026 실적(엣지 AI $1B)","title_en":"Ambarella FY2026 results (edge AI $1B)","excerpt":"엣지 AI가 매출 70%+, CV7 로봇·드론.","excerpt_en":"Edge AI 70%+ of revenue; CV7 for robots/drones."},{"stance":"confirms","publisher":"GlobeNewswire","publisher_en":"GlobeNewswire","kind":"news","lang":"en","published_at":"2026-01-05","url":"https://www.globenewswire.com/news-release/2026/01/05/3212515/23306/en/Ambarella-Launches-Powerful-Edge-AI-8K-Vision-SoC-With-Industry-Leading-AI-and-Multi-Sensor-Perception-Performance.html","title":"Ambarella CV7 엣지 AI 비전 SoC(로봇·드론)","title_en":"Ambarella CV7 edge AI vision SoC (robots, drones)","excerpt":"엣지 AI가 매출 70%+, CV7 로봇·드론.","excerpt_en":"Edge AI 70%+ of revenue; CV7 for robots/drones."}]},{"direction":"cost","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"high","metric":null,"note":"엣지 AI 비전 SoC(CV5·CV7)를 TSMC에 위탁생산.","note_en":"Manufactures edge AI vision SoCs (CV5/CV7) at TSMC.","sources":[{"stance":"confirms","publisher":"Ambarella","publisher_en":"Ambarella","kind":"filing","lang":"en","published_at":"2026-03-01","url":"https://ambarella.gcs-web.com/news-releases/news-release-details/ambarella-inc-announces-fourth-quarter-and-fiscal-year-2026","title":"Ambarella FY2026 실적(엣지 AI $1B)","title_en":"Ambarella FY2026 results (edge AI $1B)","excerpt":"엣지 AI 비전 SoC(CV5·CV7)를 TSMC에 위탁생산.","excerpt_en":"Manufactures edge AI vision SoCs (CV5/CV7) at TSMC."},{"stance":"confirms","publisher":"GlobeNewswire","publisher_en":"GlobeNewswire","kind":"news","lang":"en","published_at":"2026-01-05","url":"https://www.globenewswire.com/news-release/2026/01/05/3212515/23306/en/Ambarella-Launches-Powerful-Edge-AI-8K-Vision-SoC-With-Industry-Leading-AI-and-Multi-Sensor-Perception-Performance.html","title":"Ambarella CV7 엣지 AI 비전 SoC(로봇·드론)","title_en":"Ambarella CV7 edge AI vision SoC (robots, drones)","excerpt":"엣지 AI 비전 SoC(CV5·CV7)를 TSMC에 위탁생산.","excerpt_en":"Manufactures edge AI vision SoCs (CV5/CV7) at TSMC."},{"stance":"confirms","publisher":"AInvest","publisher_en":"AInvest","kind":"research","lang":"en","published_at":"2026-01-01","url":"https://www.ainvest.com/news/ambarella-edge-ai-leadership-drones-automotive-vision-pioneering-wave-ai-powered-innovation-2601/","title":"Ambarella, 드론·자동차 비전 엣지 AI 리더십","title_en":"Ambarella edge-AI leadership in drones and automotive vision","excerpt":"엣지 AI 매출 70%+, 로봇·드론·자동차 비전.","excerpt_en":"Edge AI 70%+ of revenue; robot/drone/auto vision."}]},{"direction":"revenue","counterparty":"자동차·보안 (ADAS·CMS)","counterparty_slug":null,"confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"자동차 ADAS·영상보안 비전 SoC.","note_en":"Automotive ADAS and video-security vision SoCs.","sources":[{"stance":"confirms","publisher":"Ambarella","publisher_en":"Ambarella","kind":"filing","lang":"en","published_at":"2026-03-01","url":"https://ambarella.gcs-web.com/news-releases/news-release-details/ambarella-inc-announces-fourth-quarter-and-fiscal-year-2026","title":"Ambarella FY2026 실적(엣지 AI $1B)","title_en":"Ambarella FY2026 results (edge AI $1B)","excerpt":"42M AI SoC 설치 기반.","excerpt_en":"42M AI SoCs installed."}]},{"direction":"revenue","counterparty":"AeroVironment","counterparty_slug":"aerovironment","confidence":"mid","metric":null,"note":"무인기 비전용 엣지 AI SoC 공급.","note_en":"Supplies edge AI vision SoCs for uncrewed systems.","sources":[{"stance":"confirms","publisher":"BeyondSPX","publisher_en":"BeyondSPX","kind":"research","lang":"en","published_at":"2026-01-01","url":"https://beyondspx.com/quote/AVAV/news/aerovironment-secures-743-million-additional-contract-ceiling-for-switchblade-systems-receives-549-m","title":"AeroVironment, Switchblade $743M 계약·BlueHalo","title_en":"AeroVironment $743M Switchblade ceiling; BlueHalo","excerpt":"무인기 비전용 엣지 AI SoC 공급.","excerpt_en":"Supplies edge AI vision SoCs for uncrewed systems."}]},{"direction":"cost","counterparty":"EDA·IP·R&D (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"설계 EDA·IP·R&D.","note_en":"Design EDA, IP and R&D.","sources":[{"stance":"confirms","publisher":"Ambarella","publisher_en":"Ambarella","kind":"filing","lang":"en","published_at":"2026-03-01","url":"https://ambarella.gcs-web.com/news-releases/news-release-details/ambarella-inc-announces-fourth-quarter-and-fiscal-year-2026","title":"Ambarella FY2026 실적(엣지 AI $1B)","title_en":"Ambarella FY2026 results (edge AI $1B)","excerpt":"팹리스 비전 SoC 설계.","excerpt_en":"Fabless vision-SoC design."}]}]}