Ambarella, Inc. (AMBA) Competitors & Peers
The 5 largest companies in the same industry as Ambarella, Inc., by market value — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| 8035.T | Peer | JPY 8,263.00 | P/E 46.4RSI 32Cap 18.70 T |
| ASMLF | Peer | $1,432.08 | P/E 35.2RSI 36Cap 551.9 B |
| ASML | Peer | $1,424.75 | P/E 35.1RSI 35Cap 549.1 B |
| AMAT | Peer | $332.71 | P/E 28.7RSI 30Cap 264.2 B |
| LRCX | Peer | $200.44 | P/E 29.9RSI 30Cap 250.7 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- TSMManufacturer
TSMC acts as the primary wafer fabrication partner for Ambarella's mature and advanced video and edge AI processors.
Model-inferred, unverified — treat as a lead, not evidence - INSTA360Customer
Insta360 utilizes Ambarella's video processing chips in its popular action cameras and 360-degree consumer video products.
Model-inferred, unverified — treat as a lead, not evidence - RIVNCustomer
Rivian integrates Ambarella's CVflow AI vision SoCs inside its Driver+ driver assistance platform and vehicle security (Gear Guard) systems.
Model-inferred, unverified — treat as a lead, not evidence - MBLYCompetitor
Ambarella and Mobileye compete directly in the automotive active safety (ADAS) and autonomous vehicle vision-processing chip market.
Model-inferred, unverified — treat as a lead, not evidence - 005930.KSManufacturer
Samsung Foundry was selected by Ambarella to manufacture its CV3-AD family of automotive AI domain controllers using its 5nm process node.
Model-inferred, unverified — treat as a lead, not evidence - BOSCHCustomer
Bosch incorporates Ambarella's vision processing and AI SoCs in its smart security cameras and automotive ADAS hardware platforms.
Model-inferred, unverified — treat as a lead, not evidence