Ambarella yana ba da hangen nesa mai amfani a cikin motoci da kyamarorin tsaro

Sabis don kwafi ciniki. Algo ɗinmu yana buɗewa da rufe kasuwancin ta atomatik.

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Mai tsara zane-zanen kwamfuta mai suna Ambarella (AMBA) na iya zama ɗan wasa na musamman a ɓangaren ɓangaren, tare da kasuwar kasuwar dala biliyan 3.6, amma hakan yana barazanar zama dan wasa mafi mahimmanci.

Kamfanoni masu ci gaban da ke ba da tabbacin matsawa gobe wata hanya ce ta gajiyar binciken jari, amma a game da Ambarella akwai shaidar nan gaba ƙididdigar ci gaban kuɗaɗen shiga wanda ya yi daidai da shaidar yanzu na ƙwanƙwasa tallace-tallace.

Ambarella yana da tsari, bawai don yayi alkawarin ba za'a iya kaiwa gareshi ba kamar yadda baya bin hanyoyin nasarorin nasa. Ana iya ganin wannan a tsarin ƙafafun kafa ta hanyar gudanarwa, kamar dai da alama yana canza hankalin kamfanin daga wata damar haɓaka zuwa ta gaba, ba tare da cikakken fahimtar damar da aka gano a baya ba. Wannan hakika lamari ne tare da girmamawarsa a drones a misali.

Koyaya, kamfanin yanzu ya tsara hangen nesa, idan kuna so, game da makomar sa ta yadda kyamarorin tsaro masu ƙwarewa, kyamarorin tsaro na gida da kuma tsarin kyamarar mota za su zama manyan masu ba da gudummawa ga samun kuɗaɗen shiga da ci gaban ci gaba. Kamfanin yana tsammanin kashi ɗaya cikin huɗu na kuɗaɗen shiga zai fito ne daga ɓangaren 'IoT end endpoint' na jimlar kasuwar da za a iya magance shi a cikin kayayyakin hangen nesa na kwamfuta.

Unitaramin babban rukuni a cikin IoT

Kasuwancin ƙarshen IoT yana zaune a ginshiƙan dala, a ganin Ambarella, kuma a nan ne aka sami adadin manyan ƙungiyoyi idan aka kwatanta da koli na dala inda wuraren bayanan suke zaune da kuma ɓangaren tsakiya wanda ke ɗaukar cibiyoyin sadarwar uwar garke.

Endarshen IoT - wanda a cikin Ingilishi bayyananne yana nufin Intanit na Abubuwa abubuwa kamar kyamarori masu hangen nesa waɗanda ke wakiltar ƙarshen sarkar lokacin aikawa da karɓar bayanai - yana buƙatar tsarin gine-ginen guntu daban-daban kamar yadda yake kan gefen cibiyar sadarwar uwar garke da matakan datacenter.

Kuma wannan shine ainihin yankin da Ambarella ya mamaye, inda ƙananan ƙarfi, rashin jinkiri (lokacin da ake buƙata don haɗi), tsare sirri da tsaro suna cikin mahimmin daraja kuma inda kamfanin zai iya samun cancanta mara misaltuwa.

Ersarfafa matsayinta na kasuwa mai ƙarfi shine rarrabuwa wanda aka gani a cikin abubuwan da aka bayar a cikin abubuwan AI na gani [fasaha mai wucin gadi] masu sarrafawa daga abokan fafatawa.

Hoton da ke ƙasa daga gabatarwar mai saka jari na Ambarella kwanan nan ya nuna batun:

Kamfanin kamfani ne na farko a matattarar bidiyo da hoto tun lokacin da aka kafa shi a 2004 da kuma sayen 2015 na VisLab, jagora a ci gaban aikace-aikacen tuki mai cin gashin kansa wanda ya fito daga Jami'ar Parma a cikin 2009, ya ƙara daɗaɗa zuwa ƙarfin ikon sarrafa kansa.

Musamman, Ambarella yana mai da hankali kan damar kera motoci ta atomatik. Akwai matukar sha'awar daga masu saka jari a cikin tsarin LiDAR don motocin tuka kansu, amma watakila ba a ba da hankali sosai ga na'urori masu auna hangen nesa na kwamfuta ba, waɗanda a zahiri sun fi yawa a cikin motocin kera na yanzu da waɗanda ke ci gaba har yanzu fiye da sauran nau'ikan na'urori masu auna fahimta '

Ambarella's CVflow neural network masu sarrafawa abin bugawa ne

Hakan kuwa yake, zai zama kyamarori wadanda zasu samar da mafi yawan bayanan da suka shafi fahimta. Idan ya zo ga aiwatar da bayanan Ambarella masu zurfin sarrafawa na hanyar sadarwa sune manyan masu gwagwarmaya, wanda ya bayyana dalilin da yasa kit din CVflow dinsa yake nemo kwastomomi masu yarda a kasuwannin da aka sa gaba (duba nunin da ke kasa), gami da Mercedes Benz, Nissan, Honda da Motsi. Motsa jiki ya yi aiki tare da Lyft don fitar da yiwuwar babbar hanyar sadarwa 'Robotaxi' a duniya.

Don haka menene lambobin har zuwa biyan abokan ciniki? Ya zuwa 31 ga Oktoba 2020, daga cikin ƙididdigar kuɗaɗen rayuwa (watau kowane kwastoma) na dala miliyan 600, an ci kashi 65% na kwangila tare da ragowar 35% a cikin bututun mai a matakin ƙira, a cewar Ambarella.

Toara zuwa waɗancan kuɗaɗen shiga daga kyamarorin tsaro waɗanda ke samar da bayanai don na'ura da duban ɗan adam, wanda kamfanin ya ƙididdige zai samar da kashi 60% na kuɗaɗen shiga cikin kasafin kuɗin shekarar 2021, to ba shi da wahala sosai don ganin gagarumin karo zuwa tallace-tallace a cikin gajeren lokaci da bayan.

Kudin shiga ya hau kan Q4 da kasafin kudi Q1

Tabbas, ƙimar hannun jari ta tashi 8% a farkon Maris lokacin da kamfanin ya ba da rahoton sakamakon kwata na huɗu da jagorancin da ya doke kan kudaden shiga na ƙididdigar ƙididdigar Q1.

Haraji na kwata ya tashi 9% zuwa $ 62.1 miliyan, ya doke yarjejeniya wanda yayi hasashen karanta dala miliyan 57.7.

A cikin Q1 Ambarella ya ce kudaden shiga ya kamata su shiga tsakanin $ 67 da $ 70 miliyan, kusan 18% mafi girma fiye da masu sharhi da aka sanya a $ 56.2 miliyan.

Tabbatar da nazarinmu na sama, kamfanin ya tabbatar da cewa lambobin sun samo asali ne sakamakon hanzarta buƙata don samfuran hangen nesa na kwamfuta na tushen AI.

Abubuwan da aka samu ta hanyar kashi ɗaya sun kasance masu kyau a cikin kasafin kuɗi Q4 a $ 0.14, mafi kyawun ƙididdigar masu sharhi na $ 0.08, amma kamfanin bai sami riba ba tun daga 2018, tare da EPS akan raayin shekara wanda ba a tsammanin zai zama mai kyau har zuwa kasafin kuɗin 2022.

Capex yana raguwa a cikin shekaru uku da suka gabata, yana mai ba da shawara cewa yawancin ɗaukan nauyi har zuwa saka hannun jari a cikin R&D don haɓaka tsarin CVflow AI ya riga ya faru, kodayake ana sa ran sake tashi a wannan shekara - kamar yadda ake tsammani daga haɓaka kamfani yana tsokanar sabbin kasuwanni.

Priceididdigar farashin yarjejeniya ta $ 129 daga manazarta 18 da ke rufe haja tana wakiltar kashi 27% a kan farashin rufe $ 101.64 kamar yadda yake a 14 Afrilu.

Kudin shiga a shekarar 2020 ya kai dala miliyan 228 kuma ana hasashen zai bunkasa cikin sauri a shekaru masu zuwa (duba tebur da ke ƙasa).

shekara	2022		2023		2024
Revenue	280.9	26.0%	326.2	16.1%	410.5	25.8%

Kodayake beta ya kasance 1.42 kuma farashin ya kasance yana ƙasa tun lokacin da aka buga sama da dala 137 a ranar 3 ga Maris, farashin yanzu ya zama kyakkyawar hanyar shiga ga masu saka hannun jari na dogon lokaci da matsakaiciya tare da lura da damar haɓaka da ke cikin waɗanda suka ci gaba direba ya taimaka tsarin (ADAS) sarari.

Ambarella za'a iya sayan shi akan dandalin saka jari na duniya eToro don kwamiti na 0%.