Ambarella, Inc. operates as a developer of semiconductor processing solutions for video that enable high-definition (HD) video capture, sharing, and display. The company’s system-on-a-chip (SoC) designs integrate HD video processing, image processing, audio processing and system functions onto a single chip, delivering exceptional video and image quality, differentiated functionality and low power consumption. In the camera market, the company’s platform enables the creation of video content in wearable sports cameras, automotive aftermarket cameras, professional and consumer Internet protocol (IP), security cameras, telepresence cameras, and camcorders. In the infrastructure market, its solutions manage IP video traffic, broadcast encoding and transcoding and IP video delivery applications. Customers The company sells its solutions to original design manufacturers (ODMs) and original equipment manufacturers (OEMs) worldwide. In the camera market, its video processing solutions are designed into products from OEMs, including Avigilon Corporation; Axis Communications AB; Dahua Technology Co., Ltd.; DropCam, Inc.; GoPro Inc.; Hikvision Digital Technology Co.; and Robert Bosch GmbH and affiliated entities, who source its solutions from ODMs, including Asia Optical Co. Inc.; Chicony Electronics Co., Ltd.; DigiLife Technologies Co.; San Jet Technology Corp.; and Sky Light Digital Ltd. In the infrastructure market, the company’s solutions are designed into products from OEMs, including Harmonic Inc.; Motorola Mobility, Inc. (owned by Arris Group, Inc.); and Telefonaktiebolaget LM Ericsson, who source its solutions from ODMs, such as Plexus Corp. Sales and Marketing The company sells its solutions worldwide using both its direct sales force and logistics providers. It has direct sales personnel covering the United States and Asia. It operates sales offices in Santa Clara, California, and Hong Kong, and business development offices in China, Japan, South Korea, and Taiwan. Suppliers The majority of the company’s SoCs are supplied by Samsung Electronics Co., Ltd. in South Korea. It also has products supplied by Global UniChip Corporation in Taiwan. Strategy Major elements of the company’s strategy are to extend its technology leadership; deepen and expand its customer relationships; target new applications requiring connectivity, HD video processing, and low power; and utilize its global business infrastructure. Research and Development For the year ended January 31, 2014, the company’s research and development expense was $48.8 million. Intellectual Property As of January 31, 2014, the company had 25 issued and allowed patents in the United States plus 13 additional continuation patents, 3 issued patents in China, 1 issued patent in Japan, as well as 35 pending and provisional patent applications in the United States. The issued and allowed patents in the United States expire beginning in 2024 through 2031. Competition The company’s primary competitors in the wearable sports and IP security camera markets include Fujitsu Limited; HiSilicon Technologies Co., Ltd.; Geo Semiconductor, Inc.; and Texas Instruments Incorporated, as well as divisions of consumer device OEMs, such as Canon Inc., Panasonic Corporation, and Sony Corporation. In the automotive aftermarket camera market, it competes against Alpha Imaging Technology Corp.; Core Logic, Inc.; Novatek Microelectronics Corp.; and Sunplus Technology Co. Ltd. The company’s primary competitors in the infrastructure market include Intel Corporation; Magnum Semiconductor, Inc.; and Texas Instruments Incorporated. History Ambarella, Inc. was founded in 2004. The company was incorporated in the Cayman Islands in 2004.
ambarella inc (AMBA:NASDAQ GS)
3101 Jay Street
Santa Clara, CA 95054
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