Ambarella designs low-power AI inference system-on-a-chip (SoC) semiconductors for edge applications — devices like cameras, robots, drones, and vehicles that need to perceive their environment and make decisions locally, without relying on cloud processing. Ambarella's proprietary AI accelerator architecture, called CVflow, is purpose-built to run computer vision and AI workloads at low power and low latency, which is what makes it well-suited for real-time physical AI at the edge. Ambarella operates across two end markets: IoT (roughly 75-80% of revenue), which includes enterprise security cameras, portable video, drones, video conferencing, industrial automation, and edge AI infrastructure; and Automotive (roughly 20-25% of revenue), covering ADAS cameras, driver monitoring systems, dashcams, and autonomous vehicle domain controllers. Ambarella is a fabless company — it designs chips but outsources fabrication primarily to Samsung. Revenue is driven by units shipped and ASP, with ASP rising as customers adopt more advanced SoCs at newer process nodes (5nm, 4nm, and upcoming 2nm). Design wins are sticky; once an Ambarella SoC is designed into a product, it typically stays for that product's full lifecycle. Sales cycles run 12-18 months for most products and several years for automotive programs. Ambarella sells primarily to ODMs and Tier-1 automotive suppliers, with roughly 88% of revenue coming from Asia.