I-Ambarella ibonelela ngombono onenzuzo kwii-autos kunye neekhamera zokhuseleko

Inkonzo yokurhweba ikopi. I-Algo yethu ivula ngokuzenzekelayo kwaye ivale urhwebo.

I-L2T Algo inikezela ngemiqondiso enengeniso ephezulu kunye nomngcipheko omncinci.

24/7 urhwebo cryptocurrency. Ngelixa ulalayo, siyarhweba.

Ukuseta imizuzu eli-10 kunye neenzuzo ezinkulu. Incwadi yesikhokelo ibonelelwe ngokuthenga.

79% izinga lempumelelo. Iziphumo zethu ziya kukuvuyisa.

Ukuya kuthi ga kwi-70 yorhwebo ngenyanga. Kukho ngaphezu kwe-5 izibini ezikhoyo.

Imirhumo yenyanga iqala kwi-£58.

L2T Into

IINKCUKACHA

IINKCUKACHA

Umyili we-chip yekhompyuter u-Ambarella (AMBA) unokuba ngumdlali we-niche kwicandelo le-chip, ene-market cap ye-3.6 yeebhiliyoni zeedola, kodwa ngoku isoyikisa ngokuba ngumdlali obaluleke ngakumbi.

Iinkampani zokukhula ezithembisa i-jam ngomso ziyinxalenye edinayo yophando lwesitokhwe, kodwa kwimeko ye-Ambarella kukho ubungqina bentelekelelo yokukhula kwengeniso yexesha elizayo ehambelana nobungqina bangoku bokuthengisa.

I-Ambarella inefomu, hayi kakhulu ekuthembiseni into engabonakaliyo njengoko ingalandeli impumelelo yayo yetekhnoloji. Oku mhlawumbi kubonwa kwindlela yokujonga i-footloose ngabaphathi, njengoko kubonakala ngathi iguqula ingqwalasela yenkampani ukusuka kwelinye ithuba lokukhula ukuya kwelinye, ngaphandle kokuwaqonda ngokupheleleyo amathuba achazwe ngaphambili. Ngokuqinisekileyo oku bekunjalo ngokugxininisa kwayo kwangaphambili kwi-drones, umzekelo.

Nangona kunjalo, inkampani ngoku ibeke umbono, ukuba uyathanda, wekamva layo apho iikhamera zokhuseleko lobuchwephesha, iikhamera zokhuseleko lwasekhaya kunye neenkqubo zekhamera yeemoto ziya kuba negalelo elikhulu kwingeniso kunye nokukhula kwengeniso ukuya phambili. Inkampani ilindele ukuba ikota yengeniso ivele kwindawo 'ye-IoT edge endpoint' yentengiso yayo yonke enokuhoywa kwiimveliso zombono wekhompyuter.

Imiqulu ephezulu yeeyunithi kwi-IoT

I-marketpoint ye-IoT ye-marketpoint ihleli kwisiseko sephiramidi, kwimbono ye-Ambarella, kwaye apho imiqulu yeyunithi ephezulu ifumaneka xa kuthelekiswa ne-apex yepiramidi apho amaziko edatha ahlala kunye necandelo eliphakathi elithatha kumda wothungelwano lwe-server ye-computing.

Isiphelo se-IoT - esingesiNgesi esicacileyo sithetha nje i-Intanethi yezixhobo ze-Intanethi ezifana neekhamera zokuva ezibonisa ukuphela kwekhonkco xa uthumela kwaye ufumana idatha - ifuna i-chip ehlukeneyo ngokusisiseko ngokuchasene nomda wenethiwekhi esekwe kwi-server kunye ne-datacenter layers.

Kwaye le yeyona ndawo i-Ambarella ehlala kuyo, apho amandla aphantsi, i-latency ephantsi (ixesha elithathayo ukwenza uqhagamshelo), ubumfihlo kunye nokhuseleko kwiprimiyamu ebalulekileyo kwaye apho inkampani inobuchule obungenakulinganiswa.

Okugxininisa ukuma kwayo emarikeni kukuqhekeka okubonakalayo kunikezelo kwi-AI ebonakalayo [ubukrelekrele bokwenziwa] ekusetyenzweni kweemveliso ezivela kwabo bakhuphisana nabo.

Umzobo ongezantsi ovela kumboniso womtyali-mali wase-Ambarella wamva nje ubonisa le ngongoma:

Inkampani inguvulindlela kuxinzelelo lwevidiyo kunye nemifanekiso ukususela ekusekweni kwayo ngo-2004 kunye nokufunyanwa kwe-VisLab ka-2015, inkokeli kuphuhliso lwezicelo zokuqhuba ezizimeleyo eziphuma kwiYunivesithi yaseParma ngo-2009, yongezwa kakhulu kwiinkqubo zayo ezizimeleyo.

Ngokukodwa, i-Ambarella igxile kwithuba lokuzimela kweemoto. Kubekho umdla onomdla kubatyali-mali kwiinkqubo ze-LiDAR kwiimoto eziziqhubayo, kodwa mhlawumbi akukho ngqalelo ingako inikwe kwi-sensor esekelwe kumbono wekhompyuter, eneneni ixhaphake kakhulu kwiimoto zemveliso zangoku kunye nezo zisephantsi kophuhliso kunezinye iintlobo zezixhobo zombane. 'izimvo zoluvo'.

I-Ambarella's CVflow neural network processors ibetha

Oko kunjalo, iya kuba ziikhamera eziya kuvelisa uninzi lwedatha ejolise kwimbono. Xa kuziwa ekusetyenzweni kwedatha ye-Ambarella ye-neural network processors ikhokela abakhuphisanayo, nto leyo echaza ukuba kutheni i-CVflow kit ifumana abathengi abazimiseleyo kwiimarike ekujoliswe kuzo (bona isilayidi esingezantsi), kubandakanya iMercedes Benz, iNissan, iHonda kunye neMotional. IMotional ibambisene neLyft ukukhupha eyona nethiwekhi inkulu ye-'Robotaxi' kwihlabathi jikelele.

Ke athini amanani ukuya kuthi ga ekuhlawuleni abathengi baya? Ukusukela nge-31 ka-Okthobha ka-2020, kwingeniso eqikelelweyo yobomi bonke (oko kukuthi ngomthengi ngamnye) ye-600 yezigidi zeedola, i-65% yekhontrakthi ifunyenwe ngentsalela ye-35% kwinqanaba lokubhida, ngokutsho kwe-Ambarella.

Yongeza kuloo ngeniso evela kwiikhamera zokhuseleko ezivelisa idatha yomatshini kunye nokujongwa komntu, apho inkampani iqikelela ukuba iya kwenza i-60% yengeniso kwi-fiscal 2021, emva koko akukho nzima kakhulu ukubona i-bump ebalulekileyo kwintengiso kwixesha elikufutshane nangaphaya.

Ingeniso ibetha kwi-Q4 kunye nesikhokelo se-Q1 yezemali

Ngokwenene, ixabiso lesitokhwe liye laxhuma kwi-8% ekuqaleni kuka-Matshi xa inkampani yabika iziphumo zekota yesine kunye nesikhokelo esibetha kwingeniso ye-Q1 yemali.

Ingeniso yekota yesine yenyuka i-9% ukuya kwi-62.1 yezigidi zeedola, ibetha imvumelwano eyayiqikelele ukufundwa kwe-$ 57.7 yezigidi.

Kwi-Q1 i-Ambarella ithi ingeniso kufuneka ingene phakathi kweedola ezingama-67 kunye ne-70 yezigidi zeedola, malunga ne-18% ephezulu kunokuba abahlalutyi befake iipensile kwi-56.2 yezigidi zeedola.

Ukuqinisekisa uhlalutyo lwethu ngasentla, inkampani iqinisekisile ukuba amanani abe sisiphumo sokukhawulezisa imfuno yeemveliso zombono zekhompyuter esekwe kwi-AI.

Ingeniso ngesabelo ngasinye yayilungile kwi-Q4 yezemali kwi-0.14 yeedola, ukuqikelela uqikelelo lwabahlalutyi be-0.08 yeedola, kodwa inkampani ayenzanga nzuzo ukusukela ngo-2018, kunye ne-EPS kumbono wonyaka akulindelwanga ukuba ijike de ibe yimali ka-2022.

ICapex iye yehla kule minyaka mithathu idlulileyo, icebisa ukuba uninzi lokuphakanyiswa okunzima ukuya kuthi ga ngoku kutyalwa imali kwi-R&D ukuphuhlisa iinkqubo ze-CVflow AI sele yenzekile, nangona kulindeleke ukuba ivuke kwakhona kulo nyaka - njengoko kulindeleke ukusuka kuhlumo. inkampani ijolise ngamandla kwiimarike ezintsha.

Ixabiso lentengo yokuvumelana ye-129 yeedola ezivela kubahlalutyi be-18 abagubungela isitokisi ibonisa i-27% yexabiso lokuvala i-$ 101.64 njenge-14 ngo-Ephreli.

Ingeniso ngo-2020 yayizizigidi ezingama-228 zeedola kwaye kuqikelelwa ukuba iza kukhula ngokukhawuleza kwiminyaka elandelayo (jonga itheyibhile engezantsi).

Unyaka	2022		2023		2024
Ingeniso	280.9	26.0%	326.2	16.1%	410.5	25.8%

Nangona i-beta i-1.42 kwaye ixabiso liye lathengisa liphantsi ukususela ekushicileleni i-intraday ephezulu ye-137 ye-3 ngo-Matshi, ixabiso langoku kufuneka libe yindawo yokungena efanelekileyo kubatyalo-mali bexesha elide ukuya kwixesha eliphakathi kunye neliso kumathuba akhulayo akhoyo kwiindawo eziphambili. iinkqubo ezincediswa ngumqhubi (ADAS) indawo.

I-Ambarella inokuthengwa kwiqonga lotyalo-mali lwehlabathi eToro nge-0% ikhomishini.