I-Ambarella inikeza umbono onenzuzo kumakhamera ezimoto nezokuphepha

Isevisi yokuhweba ngamakhophi. I-Algo yethu ivula futhi ivale ngokuzenzakalelayo ukuhweba.

I-L2T Algo inikeza amasiginali anenzuzo enkulu anengozi encane.

24/7 ukuhweba nge-cryptocurrency. Ngenkathi ulele, siyahweba.

Ukusethwa kwemizuzu eyi-10 okunezinzuzo ezinkulu. Imanuwali inikezwe ngokuthenga.

79% Izinga lempumelelo. Imiphumela yethu izokujabulisa.

Ukuhwebelana okungafika kuma-70 ngenyanga. Kunamapheya angaphezu kwama-5 atholakalayo.

Okubhaliselwe kwanyanga zonke kuqala ku-£58.

Okuthile kwe-L2T

ITHELELELI

IZIPHUMA

Umklami we-chip-visual chip u-Ambarella (AMBA) angaba ngumdlali we-niche emkhakheni we-chip, ngentengo yemakethe engu- $ 3.6 billion, kepha kusongela kakhulu ukuba ngumdlali obaluleke kakhulu.

Izinkampani zokukhula ezithembisa ujamu kusasa ziyisici esikhathele sokucwaninga ngamasheya, kepha esimweni se-Ambarella kukhona ubufakazi bokuqagela kwemali engenayo esikhathini esizayo okuhambisana nobufakazi obukhona bokuthi ukuthengiswa kwe-traction.

I-Ambarella inefomu, hhayi kangako ekuthembiseni okungenakuthenjwa njengokungalandeli ukuthuthuka kwayo kwezobuchwepheshe. Lokhu mhlawumbe kubonakala endleleni yabaphathi bezinyawo, njengoba kubonakala sengathi kuguqula ukugxila kwenkampani kusuka ethubeni elilodwa lokukhula kuye kwelandelayo, ngaphandle kokubona ngokugcwele amathuba akhonjwe phambilini. Lokhu bekulokhu kunjalo ngokugcizelelwa kwayo kwangaphambilini kuma-drones, ngokwesibonelo.

Kodwa-ke, inkampani manje isibeke umbono, uma uthanda, ngekusasa layo lapho amakhamera ezokuphepha oqeqeshiwe, amakhamera okuphepha emakhaya kanye nezinhlelo zekhamera yezimoto ezizoba negalelo elikhulu ekungeneni nasekukhuleni kwenzuzo ukuya phambili. Le nkampani ilindele ikota yemali engenayo ukuthi ivele engxenyeni ye-'IoT edge endpoint 'yemakethe yayo yonke ekwazi ukubhekana nemikhiqizo yombono wekhompyutha.

Amayunithi aphezulu we-IoT

Imakethe yephoyinti lokugcina le-IoT ihleli esisekelweni sephiramidi, ngokubuka kuka-Ambarella, futhi kulapho kutholakala khona amavolumu aphakeme kakhulu uma kuqhathaniswa nesiqongo sephiramidi lapho kuhlala khona izikhungo zedatha kanye nesigaba esiphakathi esingena kumanethiwekhi we-computing server.

Iziphetho ze-IoT - ngesiNgisi esilula zimane zisho amadivayisi we-Intanethi Wezinto ezinjengamakhamera wokuzwa abonisa ukuphela kochungechunge lapho kuthunyelwa futhi kwamukelwa idatha - kudinga ukwakhiwa kwe-chip ngokuhlukile ngokuqhathaniswa nongqimba lwenethiwekhi olususelwa kuseva nezendlalelo zedatha.

Futhi yiyo kanye indawo u-Ambarella angene kuyo, lapho amandla aphansi, i-latency ephansi (isikhathi esithathwayo ukwenza ukuxhumana), ubumfihlo nokuphepha kusezingeni eliphakeme kakhulu nalapho inkampani inekhono elingenakuqhathaniswa.

Okuqokomisa isikhundla salo semakethe esiqinile ukwehlukaniswa okuhlobene okubonakalayo ekunikezelweni kwemikhiqizo yokucubungula ye-AI ebonakalayo [evela kubancintisi bayo.

Umdwebo ongezansi ovela esethulweni samanje sabatshalizimali i-Ambarella ukhombisa iphuzu:

Le nkampani iyiphayona ekucindezelweni kwevidiyo nasekucabangeni ngevidiyo kusukela yasungulwa ngonyaka we-2004 kanye nokutholwa kweVisLab ngo-2015, umholi ekwakhiweni kwezicelo zokushayela ezizimele ezaphuma eNyuvesi yaseParma ngo-2009, ingeze kakhulu ezinhlelweni zayo zokuzimela.

Ikakhulu, i-Ambarella igxile ethubeni lokuzimela lezimoto. Kube nentshisekelo enkulu kubatshalizimali ezinhlelweni ze-LiDAR zezimoto ezizishayelayo, kepha mhlawumbe akunakwa kangako izinzwa ezisekela umbono wekhompiyutha, empeleni ezande kakhulu ezimotweni zokukhiqiza zamanje nalezo ezisathuthukiswa kunezinye izinhlobo Izinzwa 'zokubona'.

Amaprosesa wenethiwekhi ye-Ambarella's CVflow neural network a hit

Njengoba kunjalo, kuzoba ngamakhamera azokhiqiza iningi lemininingwane egxile ekuboneni. Uma kukhulunywa ngokucubungula ukuthi ama-processor we-data network we-Ambarella ajulile abaqhudelana, okuchaza ukuthi kungani ikhithi yayo yeCVflow ibilokhu ithola amakhasimende azimisele ezimakethe ezihlosiwe (bona isilayidi esingezansi), kufaka phakathi iMercedes Benz, iNissan, iHonda neMotional. IMotional isebenzisane neLyft ukukhipha inethiwekhi enkulu ye'Robotaxi 'emhlabeni jikelele.

Manje zithini izinombolo ngokuya kwamakhasimende akhokhayo? Kusukela ngomhla ka-31 Okthoba 2020, emalini engenayo yesilinganiso sokuphila (okungukuthi ikhasimende ngalinye) engu- $ 600 million, ama-65% ezinkontileka asezuziwe okusele ngama-35% asepayipini esiteji sokubhida, ngokusho kuka-Ambarella.

Yengeza kuleyo mali evela kumakhamera okuphepha akhiqiza idatha yomshini nokubukwa kwabantu, leyo nkampani elinganisela ukuthi izobala imali engama-60% yemali ku-2021 wezimali, ngakho-ke akunzima kangako ukubona ukuqhuma okukhulu ekuthengiseni esikhathini esiseduze nangaphezulu.

Imali eshaywayo ekuqondisweni kwe-Q4 nezimali ze-Q1

Ngempela, inani lesitoko ligxume ama-8% ekuqaleni kukaMashi lapho inkampani ibika imiphumela yekota yesine kanye nesiqondiso esishaya imali engenayo ye-Q1 yezimali.

Imali engenayo yekota yesine inyuke ngo-9% yaya ezigidini ezingama- $ 62.1, ishaya ukuvumelana obekuqagule ukufundwa kwezigidi ezingama- $ 57.7.

Ku-Q1 u-Ambarella uthi imali engenayo kufanele ingene phakathi kuka- $ 67 kuya ku- $ 70 million, cishe i-18% ephakeme kunaleyo yabahlaziyi ababefake ipensela ku- $ 56.2 million.

Iqinisekisa ukuhlaziywa kwethu ngenhla, inkampani iqinisekise ukuthi izinombolo zingumphumela wokusheshisa ukufunwa kwemikhiqizo yayo yokubuka ikhompyutha esekwe ku-AI.

Ukutholwa kwesabelo ngasinye bekukuhle ku-Q4 yezimali ngo- $ 0.14, okwenza izibikezelo zabahlaziyi ze- $ 0.08, kepha inkampani ayikaze yenze inzuzo kusukela ngo-2018, nge-EPS ngombono wonyaka kungalindelekile ukuthi ibe yinhle kuze kube ngu-2022 wezimali.

ICapex ibilokhu yehla eminyakeni emithathu edlule, iphakamisa ukuthi okuningi kokuphakamisa okunzima kuze kufike ekutshaleni imali ku-R & D ukuthuthukisa izinhlelo ze-CVflow AI sekuvele kwenzekile, yize kulindeleke ukuthi kuphakame futhi kulo nyaka - njengoba kulindelwe kusuka ekukhuleni inkampani ekhombe ngonya izimakethe ezintsha.

Inani elihlosiwe lokuvumelana lama- $ 129 elivela kubahlaziyi abangu-18 abafaka isitoko limele ukubhekela phezulu okungama-27% entengo yokuvala engu- $ 101.64 kusukela ngomhla ka-14 Ephreli.

Imali engenayo ngo-2020 yayingu- $ 228 million futhi kulindeleke ukuthi ikhule ngokushesha eminyakeni elandelayo (bheka ithebula elingezansi).

Unyaka	2022		2023		2024
Imali engenayo	280.9	26.0%	326.2	16.1%	410.5	25.8%

Yize i-beta ingu-1.42 futhi inani belilokhu lihweba liphansi selokhu kuphrintwe intraday ephezulu ye $ 137 ngomhlaka 3 Mashi, intengo yamanje kufanele ibe yindawo yokungena enhle yabatshalizimali besikhathi eside ukuya esiphakathi abaneso lamathuba akhulayo akhona kwezithuthukile isikhala somsizi wesistimu yomshayeli (ADAS).

I-Ambarella ingathengwa epulatifomu lotshalo-mali lomhlaba wonke i-eToro nge-0% ikhomishini.