Ambarella inopa maonero anobatsira mumotokari uye makamera ekuchengetedza

Basa rekutengesa kopi. Yedu Algo inovhura otomatiki uye inovhara kutengeserana.

Iyo L2T Algo inopa masaini ane mari yakawanda ane njodzi shoma.

24/7 cryptocurrency kutengesa. Paunenge wakarara, isu tinotengesa.

10 maminetsi setup ine mabhenefiti akakura. Bhuku racho rinopiwa nekutenga.

79% Kubudirira mwero. Zvibereko zvedu zvinokufadza.

Kusvikira ku70 kutengesa pamwedzi. Kune anopfuura 5 mapeya aripo.

Kunyoreswa kwepamwedzi kunotanga pa £58.

L2T chimwe chinhu

Telegraph

RESULTS

Computer-yekuona chip dhizaina Ambarella (AMBA) inogona kunge iri niche mutambi muchikamu chechip, ine musika cap yemadhora 3.6 bhiriyoni, asi ichityisidzira zvakanyanya kuva mutambi anonyanya kukosha.

Makambani ekukura anovimbisa jam mangwana chinhu chinonetesa chekutsvagisa masheya, asi mune iyo Ambarella pane humbowo hwekufungidzira kwekuwedzera kwemari mune ramangwana kunoenderana nehumbowo hwazvino hwekutengesa kwekutengesa.

Ambarella ine fomu, kwete zvakanyanya mukuvimbisa iyo isingazungunuke sekusa tevera kuburikidza neayo matekinoroji kubudirira. Izvi zvinogona kunge zvichionekwa mukufamba kwetsoka nevatungamiriri, sezvo zvinoita sekudaro kutamisa tarisiro yekambani kubva kune mumwe mukana wekukura kuenda kune inotevera, pasina kunyatsoziva iwo mikana yakamboonekwa kare. Izvi zvaive zvechokwadi nenyaya yekusimbisa kwazvino kumadrononi, semuenzaniso.

Nekudaro, iyo kambani ikozvino yakaisa chiratidzo, kana uchida, nezveramangwana rayo mune nyanzvi dzekuchengetedza makamera, dzimba dzekuchengetedza makamera uye mota makamera masystem anozove ari makuru anobatsira kune mari uye kukura kwebhizimusi kuenda kumberi. Iyo kambani inotarisira kuti kota yemari inouya kubva ku'IoT Edge endpoint 'chikamu cheayo musika unogadziriswa mumakomputa ekuona zvigadzirwa.

Yakakwira yuniti mavhoriyamu muIOT

Musika weIoT endpoint unogara panheyo yepiramidhi, mumaonero aAmbarella, uye ndipo panowanikwa mavhoriyamu epamusoro achienzaniswa nepamusoro piramidhi panogara nzvimbo yedata uye chikamu chepakati chinotora kumucheto computing server network.

Iwo maIoT endpoints - ayo ari pachena Chirungu anongoreva iyo Internet yezvinhu zvishandiso senge yekunzwa makamera anomiririra kupera kweketani pakutumira nekugamuchira dhata - inoda chivakwa chakasiyana zvakasiyana chip sekupokana neserver-based network kumucheto uye dhata yedacenter.

Uye iyi ndiyo chaiyo nzvimbo iyo Ambarella yakagara mairi, uko simba rakaderera, yakaderera latency (nguva inotora kuita kubatana), kuvanzika uye kuchengetedzeka kuri pamutengo wakakosha uye uko kambani zvine nharo zvisingaenzaniswi.

Inosimudzira nzvimbo yayo yakasimba yemusika musiyano wakatarisana unoonekwa mune zvinopihwa mune inoonekwa AI [yekunyepedzera njere] zvigadzirwa zvinogadzirwa kubva kune vanokwikwidza nazvo.

Mufananidzo uri pazasi kubva kuchangobva kuitika Ambarella investor mharidzo inoratidza iyo pfungwa:

Iyo kambani iri piyona mukumanikidza kwevhidhiyo uye imaging kubvira payakavambwa muna 2004 uye kuwanikwa kwa2015 kweVisLab, mutungamiri mukusimudzirwa kwekuzvidzivirira kwekutyaira zvikumbiro zvakabuda muUniversity yeParma muna2009, yakawedzera zvakanyanya kuhurongwa hwayo hwekuzvitonga.

Kunyanya, Ambarella inotarisana nemukana wekuchengetedza mota. Pakave nekufarira kukuru kubva kune vanoita mari muLiDAR masisitimu emota dzinozvityaira, asi pamwe kwete zvakanyanya kutarisisa zvinopihwa kumakomputa ekuona-anonzwa masisitimu, ayo ari kutonyanya kuwanda mumotokari dzazvino dzekugadzira uye idzo dzichiri pasi pekusimudzira kupfuura mamwe marudzi e 'maonero' sensors.

Ambarella's CVflow neural network processor inogadzira hit

Izvo zviri izvo, iwo achazove makamera ayo achange achigadzira iyo yakawanda ruzhinji rwekutarisa-inotarisana nedata. Kana zvasvika pakugadzirisa iyo data Ambarella's deep neural network processors vari kutungamira vanokwikwidza, izvo zvinotsanangura chikonzero nei yayo CVflow kit yanga ichitsvaga vatengi vanozvipira mumisika yekutarisa (ona slidei pazasi), kusanganisira Mercedes Benz, Nissan, Honda uye Motional. Motional yakabatana neLyft kuburitsa ingangove hombe 'Robotaxi' network pasirese.

Saka ndedzipi nhamba sekubhadhara vatengi kunoenda? Sezvo pa 31 Gumiguru 2020, yemari inofungidzirwa yehupenyu hwehupenyu (kureva mutengi) yemadhora mazana matanhatu emamiriyoni, 600% yemakondirakiti akahwinwa neakasara e65% mupombi padanho rekubhidha, sekureva kwaAmbarella.

Wedzera kune iyo mari kubva kumakamera ekuchengetedza anogadzira dhata remuchina uye kuona kwevanhu, iyo inofungidzirwa nekambani ichaverengera 60% yemari yemari muna 2021, uyezve haina kunyanya kuoma kuona bundu rakakura mukutengesa munguva pfupi uye kupfuura.

Revenue inorova paQ4 uye yemari Q1 nhungamiro

Chokwadi, kukosha kwesitoko kwakasvetuka 8% kutanga kwaKurume apo kambani yakaratidza mhedzisiro yechina-kota uye nhungamiro yakarova pamubhadharo wemari Q1.

Chechina-kota mari yakawanikwa yakakwira 9% kusvika $ 62.1 mamirioni, ichirova kubvumirana kwakange kwafanofungidzira kuverengwa kwemamiriyoni makumi manomwe nemanomwe emamiriyoni.

MuQ1 Ambarella inoti mari inofanira kuwanikwa iri pakati pe $ 67 ne $ 70 mamirioni, yakatenderedza 18% yakakwira kupfuura vaongorori vaive vakanyora mu $ 56.2 mamirioni.

Ichisimbisa kuongorora kwedu pamusoro, kambani yakasimbisa kuti manhamba aive mhedzisiro yekukurumidza kudiwa kweayo AI-based macomputer zvigadzirwa.

Mhindu pamugove waive wakanaka mumari Q4 pa $ 0.14, zvichikosha kufungidzira kwevaongorori kwe $ 0.08, asi kambani haina kuita purofiti kubva 2018, neEPS pagore rekutarisa risingatarisirwe kushanduka kusvika pamari 2022.

Capex yanga ichidzikira mukati memakore matatu apfuura, zvichiratidza kuti kwakawanda kwekusimudza zvinorema sekudyara muR & D kugadzira CVflow AI masisitimu akatoitika, kunyangwe iri kutarisirwa kumukazve gore rino - sezviri kutarisirwa kubva mukukura kambani zvine hasha zvichinanga misika mitsva.

Mutengo wekubvumirana we $ 129 kubva kune vaongorori gumi nevasere vanovhara stock inomiririra 18% kumusoro pamutengo wekuvhara $ 27 kusvika musi wa101.64 Kubvumbi.

Revenue muna 2020 yaive $ 228 mamirioni uye inofungidzirwa kukura nekukurumidza mumakore anotevera (ona tafura pazasi).

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

Kunyangwe beta iri 1.42 uye mutengo wanga uchitengesa wakaderera kubvira pakudhindisa intraday yakakwira ye $ 137 musi wa3 Kurume, mutengo uripo iye zvino unofanirwa kunge uri mukana wakanaka wekupinda kunevashambadzi venguva refu- kusvika pakati nepakati vane ziso kumikana iri kukura iriko mune yepamusoro mutyairi akabatsira masisitimu (ADAS) nzvimbo.

Ambarella inogona kutengwa papuratifomu yekudyara yepasi rese eToro ye0% Commission.