Ambarella, Inc. (NASDAQ: AMBA), a leading developer of low-power, HD and Ultra HD video processing semiconductors, introduced the S5L and S5LM SoC (System on Chip) families to enable a new generation of 4K IP security cameras. The S5L is designed for professional IP-cameras and includes 4K High Dynamic Range (HDR) processing, multi-streaming, on-chip lens distortion correction, and dual video inputs. The S5LM targets the home monitoring market, including battery-powered IP-cameras and video doorbell cameras, and uses a single 16-bit DDR memory for low-power operation.
Ambarella, Inc., a leader in low-power, high-definition and Ultra HD video compression and image‐processing solutions, announced availability of the Ambarella A12W Wearable Security Reference Design Kit (RDK). The A12W RDK enables fast development of a new generation of compact, ultra low-power, body‐worn HD video cameras suitable for police and security applications.
Ambarella, Inc., a leading developer of low-power, HD and Ultra HD video processing semiconductors, today introduced S3, a security IP camera System-On-Chip (SoC) family with support for the new H.265 or HEVC (High Efficiency Video Coding) video standard. S3’s full implementation of H.265 delivers up to twice the compression efficiency of Ambarella’s current H.264 IP camera SoCs, providing outstanding video quality at very low bitrates to optimize network utilization and reduce storage costs. “Ambarella has become an established leader in H.264 video encoding solutions for the security market,” said Fermi Wang, President & CEO of Ambarella. “With S3, we establish a new standard of H.265 encoding excellence to enable future generations of the highest quality HD and Ultra HD IP cameras.”
Summary: The IP video surveillance camera market is undergoing a fundamental disruption, driving strong secular growth (23% CAGR 2013-17). While the key IP camera vendors are based outside the US, and thus harder to invest in, Ambarella ( AMBA ) is well positioned to profit from its dominance in semiconductor video encoders. Currently, AMBA is trading at a very modest P/E multiple of 11x ex cash based on a FYE (January) 2015 EPS estimate of $1.12. Given the competitive dominance & growth profile, we believe a more reasonable P/E multiple is 18x ex-cash, which leads to $25 price target. Many discussions regarding Ambarella focus on its sports camera business. This is understandable, as GoPro cameras account for a significant portion of Ambarella’s revenue, and GoPro is a highly successful and visible consumer product. However, we believe that the IP camera market will be the key growth driver for the company, though investor focus on this market has been modest. In this article, we would like to provide a better picture of the secular growth of the market and why Ambarella is well positioned to benefit from it. IP Camera Industry Overview: The IP camera market consists of the traditional, business-focused (enterprise and SMB) video surveillance camera market and a nascent consumer IP camera market. Between these two markets, the traditional video surveillance camera market accounts for the majority share of the current TAM. The consumer IP camera market, although small today, is expected to grow rapidly, as the hardware […]
Home : Products : Security IP Cameras Video surveillance technology is moving from analog CCTV to high-definition, networked digital video. The key to this evolution is the IP camera that analyzes the content in real-time and streams compressed video over a standard network. Leveraging Ambarella’s professional broadcasting technology and consumer silicon technology, designers get access to an unmatched combination of low power and pristine image quality for IP cameras and video encoders. The solutions detailed below describe our current product offerings in this space. A5s – 1080p30 Solution for IP Cameras S2 – 4K Ultra HD Solution for IP Cameras Ambarella A5s – 1080p30 Solution for IP Cameras The A5s IP CAMERA SOC integrates a 250 Megapixels/s image sensor pipeline, multi-streaming 1080p30 HD H.264/MJPEG video engine, and an ARM11 CPU. The A5s supports up to 14 MP resolution, 3D noise reduction, and H.264 encoding performance up to 1080p30 + VGA, targeting mainstream IP Cameras. Low-power 45 nm silicon technology and rich I/O minimize the eBOM and offer a wide choice of form factors. Download A5s – 1080p30 IP Camera Product Brief For more detailed technical information, including data sheets, please contact your local Ambarella representative or submit your inquiry here: General Inquiries back to top ↑ Ambarella S2 – 4K Ultra HD Solution for IP Cameras The S2 IP CAMERA SOC is Ambarella’s flagship IP Camera Solution. The Ambarella S2 IP Camera Processor integrates a professional 4K Ultra HD H.264 encoder, an advanced image sensor pipeline, a Dual Core […]