Edge-AI vision SoCs · Robotics, drones & automotive
Ambarella
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.
AMBA Updated Jul 12, 2026 3 AI consumers· 2 recurring
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).
Financials & Segments
- Total revenue · $1B cumulative edge-AI revenue
- Customer concentration · Edge AI 70%+; robot/drone/auto vision.
- Segments · Edge AI vision SoC (CV5/CV7) · Automotive/drone/security
Revenue from
- Robots · drones · industrial automation (vision SoC) High confidence
Edge AI vision SoCs to robot, drone and industrial-automation OEMs (370+ projects). - Automotive · security (ADAS · CMS) Medium confidence
Automotive ADAS and video-security vision SoCs. - AeroVironment Medium confidence
Supplies edge AI vision SoCs for uncrewed systems.
Pays to
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | 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 | -11.2 |
| TSMC | benef1 | +12.1 | -36.7 | +42.3 | +92.6 | +55.9 | +41.9 |
| Global Unichip | benef2 | +21.4 | +67.6 | +99.4 | -13.7 | +101.4 | +122.8 |
| SUMCO Corporation | benef2 | -4.3 | -3.9 | +21.3 | -48.1 | +41.7 | +100.6 |
| GlobalWafers | benef2 | +26.9 | -29.9 | +14.3 | -39 | +48.9 | +98.1 |
| Teradyne | benef2 | +36.8 | -46.3 | +24.8 | +16.5 | +54.4 | +84.6 |
| Lam Research | benef2 | +53.7 | -40.7 | +88.6 | -6.8 | +139.2 | +80.1 |
| Applied Materials | benef2 | +83.6 | -37.5 | +68 | +1.1 | +59.6 | +77.6 |
| Resonac | benef2 | -2.6 | -4 | +37.5 | +30.3 | +137.9 | +73.5 |
| Onto Innovation | benef2 | +112.9 | -32.7 | +124.6 | +9 | -5.3 | +69.8 |
| Entegris | benef2 | +44.6 | -52.5 | +83.5 | -17.1 | -14.6 | +65.1 |
| ASML | benef2 | +64.1 | -30.5 | +39.9 | -7.7 | +55.8 | +61.1 |
| KLA | benef2 | +68 | -11.2 | +56 | +9.4 | +94.5 | +53.3 |
| Qnity Electronics | benef2 | · | · | · | · | · | +47.8 |
| SCREEN Holdings | benef2 | +40.7 | -13.2 | +220.1 | -24.1 | +84.9 | +33.7 |
| Tokyo Electron (TEL) | benef2 | +40.4 | -14.5 | +89.8 | -4.4 | +61.6 | +30.3 |
| Advantest | benef2 | +17 | -2.3 | +155.7 | +49.5 | +196 | +29.9 |
| Fujimi Incorporated | benef2 | +64.7 | -1.6 | +40.4 | -24.2 | +28.4 | +23.4 |
| Air Liquide | benef2 | +14.3 | +8.1 | +21.1 | +8.7 | -4.6 | +21.3 |
| BESI | benef2 | +33.7 | -6.1 | +121.8 | -9.3 | +35 | +20.3 |
| EO Technics | benef2 | +7.6 | -28.2 | +130.5 | -16.2 | +163.2 | +17.8 |
| ASM International | benef2 | +44.2 | +2.9 | +68.7 | +10.3 | +25.9 | +16.7 |
| Tokyo Ohka Kogyo (TOK) | benef2 | -2.7 | -3 | +63.8 | +4.3 | +111.5 | +14.1 |
| Shin-Etsu Chemical | benef2 | +6.3 | +3.1 | +57.8 | -15.6 | +7.6 | +13.8 |
| Linde | benef2 | +33.4 | -4.4 | +27.7 | +3.2 | +3.2 | +13.1 |
| HPSP | benef2 | · | · | +216.5 | -30.4 | +54.7 | +9.2 |
| Ebara | benef2 | +58.1 | +2.3 | +76.1 | +41 | +84 | -4.2 |
| Cadence Design Systems | benef2 | +36.6 | -13.8 | +69.6 | +10.3 | +4 | -6.4 |
| Lasertec | benef2 | +78.9 | +2.4 | +57 | -60.6 | +138.9 | -8.5 |
| Photronics | benef2 | +68.9 | -10.7 | +86.4 | -24.9 | +35.8 | -9 |
| Synopsys | benef2 | +42.1 | -13.4 | +61.3 | -5.7 | -3.2 | -16.2 |
| Disco Corporation | benef2 | -6.6 | +27.7 | +218.5 | +11.6 | +49.6 | -17.3 |
| Leeno Industrial | benef2 | +21 | -5.3 | +18.3 | +9.5 | +150.1 | -37.1 |
YTD as of 2026-09-04 · source: Yahoo Finance
Ambarella operates across NASDAQ, Edge AI vision SoC, robotics/drones/automotive. It remained weak at -2.6% in 2025 and -11.2% in 2026. The supply side (avg +41.9%) has moved harder than the stock (-11.2%). That is the classic bottleneck pattern: supplier volume leverage is being priced before this layer's own margin. Among connected nodes the furthest ahead is TSMC (+41.9%) and the furthest behind is AeroVironment (-40.2%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. The chip node for humanoid vision and perception, made at TSMC.
Analysis generated from returns as of 2026-09-04Analyst ratings
Consensus: Buy 2 · Hold 1 · Sell 0 · Avg. target $109 · Price $62.89 (09-04) · Upside +73%
| Broker | Rating | Target | Published | |
|---|---|---|---|---|
| Rosenblatt Securities · Kevin Cassidy | Buy | $120 | Jun 30, 2026 | Report ↗ |
| BofA Securities · Vivek Arya | Neutral | $96 | May 29, 2026 | Report ↗ |
| Susquehanna · Christopher Rolland | Positive | $110 | May 29, 2026 | Report ↗ |
Rosenblatt named Ambarella a 'physical AI pure play' and H2 2026 top pick with a $120 target, while Susquehanna and BofA both raised targets sharply after the April-quarter results.