# Ambarella (AMBA)
> 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.
Canonical: https://valuechain.wiki/ambarella · Updated: 2026-07-12T04:11:30.739+00:00 · Source: ValueChain.wiki (refined facts, cited)

**인용용 요약**: 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).

## Financials & segments
- 총매출: 누적 엣지 AI 매출 $1B
- 고객 집중도: 엣지 AI 70%+. 로봇·드론·자동차 비전.
- 사업부문: 엣지 AI 비전 SoC(CV5·CV7), 자동차·드론·보안

## Annual stock return (as of 2026-07-10)
- 2021: +121%
- 2022: -59.5%
- 2023: -25.5%
- 2024: +18.7%
- 2025: -2.6%
- 2026 YTD: +9.1%

## Value-chain annual returns (top→bottom: demand → node → supply; YTD as of 2026-07-10)
| Company | Chain | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
| --- | --- | --- | --- | --- | --- | --- | --- |
| AeroVironment | lead1 | -28.6% | +38.1% | +47.1% | +22.1% | +57.2% | -40.2% |
| Ambarella | node | +121% | -59.5% | -25.5% | +18.7% | -2.6% | +9.1% |
| TSMC | benef1 | +12.1% | -36.7% | +42.3% | +92.6% | +55.9% | +43.6% |
| 섬코 | benef2 | -4.3% | -3.9% | +21.3% | -48.1% | +41.7% | +225.8% |
| GlobalWafers | benef2 | +26.9% | -29.9% | +14.3% | -39% | +48.9% | +171.6% |
| 어플라이드 머티어리얼즈 | benef2 | +83.6% | -37.5% | +68% | +1.1% | +59.6% | +135% |
| 램리서치 | benef2 | +53.7% | -40.7% | +88.6% | -6.8% | +139.2% | +105% |
| Onto Innovation | benef2 | +112.9% | -32.7% | +124.6% | +9% | -5.3% | +103.6% |
| KLA | benef2 | +68% | -11.2% | +56% | +9.4% | +94.5% | +91% |
| SCREEN Holdings | benef2 | +40.7% | -13.2% | +220.1% | -24.1% | +84.9% | +86.3% |
| Teradyne | benef2 | +36.8% | -46.3% | +24.8% | +16.5% | +54.4% | +85.9% |
| Resonac | benef2 | -2.6% | -4% | +37.5% | +30.3% | +137.9% | +80.4% |
| 도쿄일렉트론 | benef2 | +40.4% | -14.5% | +89.8% | -4.4% | +61.6% | +78.2% |
| 퀴니티 일렉트로닉스 | benef2 | · | · | · | · | · | +76.3% |
| Entegris | benef2 | +44.6% | -52.5% | +83.5% | -17.1% | -14.6% | +72.8% |
| ASML | benef2 | +64.1% | -30.5% | +39.9% | -7.7% | +55.8% | +68.6% |
| Global Unichip | benef2 | +21.4% | +67.6% | +99.4% | -13.7% | +101.4% | +66.4% |
| BESI | benef2 | +33.7% | -6.1% | +121.8% | -9.3% | +35% | +56.2% |
| Fujimi | benef2 | +64.7% | -1.6% | +40.4% | -24.2% | +28.4% | +54.6% |
| 신에쓰화학 | benef2 | +6.3% | +3.1% | +57.8% | -15.6% | +7.6% | +44% |
| Tokyo Ohka Kogyo | benef2 | -2.7% | -3% | +63.8% | +4.3% | +111.5% | +42.9% |
| Ebara | benef2 | +58.1% | +2.3% | +76.1% | +41% | +84% | +32.3% |
| ASM International | benef2 | +44.2% | +2.9% | +68.7% | +10.3% | +25.9% | +28.8% |
| Linde | benef2 | +33.4% | -4.4% | +27.7% | +3.2% | +3.2% | +25.1% |
| Cadence Design Systems | benef2 | +36.6% | -13.8% | +69.6% | +10.3% | +4% | +22.9% |
| Lasertec | benef2 | +78.9% | +2.4% | +57% | -60.6% | +138.9% | +22.4% |
| Advantest | benef2 | +17% | -2.3% | +155.7% | +49.5% | +196% | +17.1% |
| Air Liquide | benef2 | +14.1% | +7.9% | +20.9% | +8.5% | -4.8% | +12.5% |
| 디스코 | benef2 | -6.6% | +27.7% | +218.5% | +11.6% | +49.6% | +10.2% |
| 이오테크닉스 | benef2 | +7.6% | -28.2% | +130.5% | -16.2% | +163.2% | +0.7% |
| HPSP | benef2 | · | · | +216.5% | -30.4% | +54.7% | -4.5% |
| Synopsys | benef2 | +42.1% | -13.4% | +61.3% | -5.7% | -3.2% | -5.2% |
| Photronics | benef2 | +68.9% | -10.7% | +86.4% | -24.9% | +35.8% | -6.6% |
| 리노공업 | benef2 | +21% | -5.3% | +18.3% | +9.5% | +150.1% | -30.3% |
| 이코르 | benef3 | +52.7% | -41.7% | +25.4% | -4.2% | -42.8% | +444.2% |
| MKS Instruments | benef3 | +16.4% | -51% | +22.6% | +2.2% | +54.4% | +131% |
| 어드밴스드에너지 | benef3 | -5.7% | -5.4% | +27.5% | +6.6% | +81.6% | +47.2% |
| SMC Corporation | benef3 | +0.9% | +4.5% | +28.6% | -28% | +4.2% | +26.6% |
| 듀폰 | benef3 | +15.4% | -13.4% | +14.4% | +1% | +28.7% | +12.6% |
| 요코가와전기 | benef3 | -15.9% | +23.6% | +30.6% | +18.8% | +52.3% | +9.4% |
| 원익QnC | benef3 | +26.2% | +2% | +11.9% | -33.7% | +53.4% | +9.3% |
| 지멘스 | benef3 | +12.2% | +5.1% | +20.1% | +28% | +26.4% | +8.7% |
| 티씨케이 | benef3 | -10.1% | -16.9% | +2.8% | -28.7% | +225.7% | -2.5% |
| 호야 | benef3 | +10.8% | -3% | +34.4% | +11.3% | +24.9% | -2.9% |
| 히타치 | benef3 | +40.6% | +16.7% | +75.4% | +71.1% | +37.5% | -11.8% |
| 하나머티리얼즈 | benef3 | +106% | -30.5% | +26.1% | -47.4% | +173.9% | -15.7% |

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 as of 2026-07-09)

## Money in · revenue from (3)
### 로봇·드론·산업자동화 (비전 SoC) (high)
- note: 로봇·드론·산업자동화 OEM에 엣지 AI 비전 SoC 공급(370+ 프로젝트).
- [confirms] Ambarella (EN, filing, published 2026-03-01) https://ambarella.gcs-web.com/news-releases/news-release-details/ambarella-inc-announces-fourth-quarter-and-fiscal-year-2026: "엣지 AI가 매출 70%+, CV7 로봇·드론."
- [confirms] GlobeNewswire (EN, news, published 2026-01-05) 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: "엣지 AI가 매출 70%+, CV7 로봇·드론."

### 자동차·보안 (ADAS·CMS) (mid)
- note: 자동차 ADAS·영상보안 비전 SoC.
- [confirms] Ambarella (EN, filing, published 2026-03-01) https://ambarella.gcs-web.com/news-releases/news-release-details/ambarella-inc-announces-fourth-quarter-and-fiscal-year-2026: "42M AI SoC 설치 기반."

### AeroVironment (mid)  → /aerovironment.md
- note: 무인기 비전용 엣지 AI SoC 공급.
- [confirms] BeyondSPX (EN, research, published 2026-01-01) https://beyondspx.com/quote/AVAV/news/aerovironment-secures-743-million-additional-contract-ceiling-for-switchblade-systems-receives-549-m: "무인기 비전용 엣지 AI SoC 공급."

## Money out · pays to (2)
### TSMC (high)  → /tsmc.md
- note: 엣지 AI 비전 SoC(CV5·CV7)를 TSMC에 위탁생산.
- [confirms] Ambarella (EN, filing, published 2026-03-01) https://ambarella.gcs-web.com/news-releases/news-release-details/ambarella-inc-announces-fourth-quarter-and-fiscal-year-2026: "엣지 AI 비전 SoC(CV5·CV7)를 TSMC에 위탁생산."
- [confirms] GlobeNewswire (EN, news, published 2026-01-05) 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: "엣지 AI 비전 SoC(CV5·CV7)를 TSMC에 위탁생산."
- [confirms] AInvest (EN, research, published 2026-01-01) https://www.ainvest.com/news/ambarella-edge-ai-leadership-drones-automotive-vision-pioneering-wave-ai-powered-innovation-2601/: "엣지 AI 매출 70%+, 로봇·드론·자동차 비전."

### EDA·IP·R&D (비공개) (low)
- note: 설계 EDA·IP·R&D.
- [confirms] Ambarella (EN, filing, published 2026-03-01) https://ambarella.gcs-web.com/news-releases/news-release-details/ambarella-inc-announces-fourth-quarter-and-fiscal-year-2026: "팹리스 비전 SoC 설계."

## 질문별 엔드포인트
- 누가 앰바렐라의 고객인가? 앰바렐라의 매출은 어디서 오는가? → https://valuechain.wiki/ambarella/customers.md
- 앰바렐라의 주요 공급사는 어디인가? 앰바렐라의 비용은 누구에게 가는가? → https://valuechain.wiki/ambarella/suppliers.md
- 앰바렐라 주가가 움직이면 누가 수혜를 보는가? 앰바렐라의 가치사슬 파급은 어디까지인가? → https://valuechain.wiki/ambarella/ripple.md
- 증권가가 보는 앰바렐라: 목표주가와 투자의견은? → https://valuechain.wiki/ambarella/consensus.md

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