Ambarella (AMBA) presents the SoC of the CV3 AI domain controller

Ambarella AMBA recently unveiled the CV3 Artificial Intelligence (“AI”) Domain Controller (“SoC”) System-on-Chip. The platform is ideal for implementing autonomous driving for vehicles from level 2+ to level 4, an advanced driver assistance system with one or more cameras (“ADAS”), a driver monitoring system (“DMS” and cabin solutions, a single camera). and multichannel electronic mirrors with blind spot detection and intelligent parking assistance systems.

The single chip provides up to 500 eTOPS, i.e. trillions of graphics processing unit (“GPU”) equivalent operations per second of CVflow AI processing for neural network computation (” NN ”). The system includes a General Vector Processor (“GVP”), an advanced image processor, a stereo and dense optical flow engine, up to 16 Arm Cortex-A78AE central processing units (“CPU”) and an automotive GPU. , in a single SoC. It will reduce the cost and complexity of software development by providing an alternative to fragmented ADAS SoC offerings from Ambarella peers.

In addition, the CV3 family accelerates development times for automakers and simplifies the deployment of new features by providing leeway for a single, robust wireless update implementation.

Its Neural Vector Processor (NVP) is enhanced to support the latest advancements in NN inference and offers 42x improvements over Ambarella’s previous family of SoCs. This is complemented by the new floating point GVP, designed to offload the classic computer vision and radar processing of NVP engines and the intensive floating point algorithms of CPU Arms.

Ambarella CV3 delivers high resolution video recording and streaming at very low bit rates with efficient encoding to H.265 and H.264 video formats. It includes a hardware security module, which provides isolation of different domains, secure software provisioning, a suite of advanced cybersecurity features such as asymmetric / symmetric cryptographic acceleration, secure storage and key provisioning, Encrypted CVflow tasks, a true random number generator, single-use programmable memory, dynamic random access memory (“DRAM”) scrambling and DRAM virtualization.

The CV3 simultaneously handles in-cab sensing applications, including driver and occupant monitoring, while covering the entire AD stack. It supports the full range of visualization, recording, detection and trajectory planning applications. Automakers can use this unified CVflow platform on all models, unlike the development of different software stacks for entry-level, mid-range and high-end vehicles.

The system has several options to meet OEM and Tier 1 manufacturers’ product strategies. It is expected to be available for sampling in the first half of 2022.

Ambarella, Inc. Price and consensus

Ambarella, Inc. Price and consensus

Ambarella, Inc. price-consensus-chart | Ambarella, Inc. Quote

With all the automakers developing self-driving cars, there has been a great demand for camera-based SoCs and computer vision technology in recent times. Ambarella, being an AI silicon company, has extensive technical knowledge of camera-based SoCs and enhanced computer vision capabilities. The growing demand for ADAS is a key catalyst for the short-term growth of the business.

Ambarella continues to expand its CVflow family of AI processors through consecutive global collaborations. In December 2021, it collaborated with the Israeli company Autobrains to develop a scalable range of ADAS solutions for the mass automotive market. In September, it teamed up with Chinese company DongfengFengshen (Aeolus) to build the DMS for the Yixuan Max vehicle.

In August, he announced that Yandex’s new SignalQ2 LTE DMS camera, based in Moscow, is based on the company’s AI edge CV25 vision SoC. That same month, KeepTruckin, a fleet management company, selected CVflow’s CV22 AI edge vision SoC for its new Dashcam AI.

Ambarella benefits from solid momentum in CV2, CV22 and CV25. In fiscal 2020, these products generated production revenues from 1,000 customers.

Automotive and Internet of Things cameras are also driving revenue for Ambarella. In the third quarter of fiscal 2022, the company’s revenue increased 64% to $ 92.2 million, mainly due to improvements in the automotive and security camera sectors.

Zacks rank and actions to consider

Ambarella currently wears a Zacks Rank # 3 (Hold).

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