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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.

How we identify peers ↗

TickerRelationshipPriceComparables
8035.TPeer$52,200.00P/E 41.8RSI 42Cap 23.71 T
ASMLFPeer$1,636.00P/E 58.6RSI 49Cap 662.8 B
ASMLPeer$1,647.45P/E 55.4RSI 42Cap 624.4 B
LRCXPeer$281.82P/E 46.8RSI 36Cap 337.0 B
AMATPeer$432.30P/E 36.2RSI 34Cap 332.7 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.

  • GPROSupplier

    Own 10-K customer-concentration disclosure: GoProIncorporation = 12% of revenue.

    Confirmed — SEC filing / public disclosuresec.gov
  • 7433.TSupplier

    Own 10-Q customer-concentration disclosure: HakutoCoLtd = 12% of revenue.

    Confirmed — SEC filing / public disclosuresec.gov

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
  • 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
  • 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