Value investing message boards image Log on |  Join ($$) Stock market forums image VF "How To" Guide        Welcome, guest! Learn about guest access               Home

AMBA and Fermi at Deutsche conference

 << previous next >>
 > New post - to everyone
 > New post - to private group
View 8/8 Daily Digest
View Private Post Inbox
Review Tracked Comments

Tip: use ALLCAPS for symbol search
-- Advanced Search Page --
-- Comment Search Page --
 > Log on
 > What Is ValueForum?
 > Try ValueForum Today

symbol lookup » my portfolios »
Topic: Technology — Semiconductors
Sep. 17 2015, 10:52 AM ET - by VF member morlockx15 (186 red star (click for information on feedback))

AMBA and Fermi at Deutsche conference --

Listened a couple times to it. Very informative.

Can be accessed through the AMBA website

Fermi gave a nice summary of the advantages of the AMBA video compression technology.

With the nearest competitor, AMBA offers 30-40% better video compression, resulting in reduced storage costs and bandwidth requirements, amounting to a $13 per camera savings.

However, with the higher efficiency the biggest benefit- apart from a lesser battery drain- is that less heat is generated- heat that needs to be dissipated. The higher heat results in degradation of the CMOS chip- or the video sensor- and the images it can produce. This process is minimized in the AMBA chips.

Why did Yuneec bring on the QCOM Snapdragon? Fermi said that the drone producers AMBA works with from a financial perspective want a second source for video processing. Which is why QCOM was brought in even though it has a lesser chip.

Why no real competition? The SnapDragon is designed for a smartphone and only has been modified for drones. Fermi said that the market is too small for the big chip manufacturers to try to emulate what AMBA in the space. Fermi said that AMBA is the leader and only has 300 million dollars in revenue, while other semi-conductor markets are multi-billion dollar ones that attract the Intels and QCOMs of the industry. That could change in the future but Fermi sees no sign of it now.

Only AMBA and QCOM now offer 4K video solutions in the drone space. With QCOM's inferior efficiency in video, significantly more heat is generated. Their draw on average was 4.5 watts compared to AMBA's 1.5 watts seen with their 20 nm chip architecture.

AMBA has been working on a 14 nm chip, which has been in the works for six quarters and should be ready at the end of this year. The key members of AMBA have been working on video compression for 20 years, with the primary consideration being the lowest power consumption possible. In doing this they have found certain architectural nuances that they have incorporated into their chip along with the algorithms. (Hopefully, there is a large patent moat surrounding these!)

Drones? High end drones use gimbles for stabilization, presumably working off tiny gyroscopes, but the low end drones cannot afford them, so on-board digital image stabilization is necessary to make the video watchable with all the drone movement and wind factors and so forth. AMBA offers the best solution in both scenarios- for the high end they will supply the video chip, and for the low end they offer a System-on-a-Chip with the best digital stabilization capabilities.

Fermi was asked about wearable cams. AMBA has been shipping police cams to China and other markets for a couple quarters, and that activity should increase. Different compression algorithms are needed on the chip for light and dark conditions, and AMBA has those. More importantly, the video efficiency means lower power consumption, less CMSO degradation, and longer battery life. For police cams, an 8 hour battery life is needed based on shift duration. The coming 14 nm chip will help with that goal.

Fermi sees wearable cameras useful in government whenever there is an interaction between government employees and the public for documentation purposes, and not just for the police. There are also back-end considerations with this- how do you catalog and access the mountain of video information that each camera will generate? AMBA is working on this.

The IP security camera market is large as commercial and home-based systems switch over from analogue (tape) to digital systems. While still early, Fermi sees the Comcast/ATT deal as potentially huge as people outfit their homes with AMBA-based systems.

Automotive uses for the chips? Fermi is excited about the possibilities. Dash cams are important, but Fermi sees three areas with great potential that AMBA is working on with OEM's (original equipment manufacturers). 1) using AMBA technology to replace the rear view and side view mirrors with a video screen so that the driver can see in all lighting conditions- increasing the intensity in dark conditions and reducing glare in light conditions. 2) surrounding the car with multiple cameras that feed into a single chip to provide video to the driver so he can see all around him. 3) the autonomous car- self-driving- for which purpose AMBA bought the Italian company VisiLabs, which has been working on this for 15 years. AMBA is working to develop on silicon a compute vision algorithm to avoid collisions, which would also be useful in the drone space. In the IP and wearable space, facial recognition and tracking could be offered with the right type of computer vision technology, along with other benefits.

The long-range vision of Fermi is to change AMBA from a video processing company to a video analytics company with computer vision solutions.

Click To Add Your POPositive RecommendationITIVE Recommendation!   |  Currently: 
 124 positive

 << previous next >>

Looking for insight and analysis shared by fellow self directed investors? You've come to the right place! ValueForum is the web's best community forum for unvarnished, trusted, up-to-the-minute thinking on investments. What you just read is a "public post" but most posts including comments and replies, are available only to members.

Imagine walking into a secluded room where some of the smartest, most successful investors in America are gathered — self-directed investors and hedge fund managers alike — to share investing ideas.

In this private setting, members of this exclusive group are able to share honest opinions and unfiltered insights on stocks, bonds, ETFs, options, Forex and more. There's also a healthy amount of respectful debate as they bandy ideas about. And in the end, everyone is the richer for it.

That kind of exchange is exactly what happens every day here on, the Internet's premier investing community.

Membership in this private online community is strictly limited — just 1500 investors will be admitted — but today you are in line to be one of them.

Before I tell you about all the member benefits waiting for you, I want to make one thing clear: is nothing like the big free public investment boards out there.

We started so that serious investors could get away from the noise, the shills and the shouting that plague public stock message boards.

That's why our community is founded on a few simple rules that keep the quality of our content and our members very high...

  • Privacy is paramount and confidentiality strictly enforced. Members are forbidden from sharing or reposting any members-only content; violators forfeit membership.

  • Multiple aliases are not permitted (behind every screen name is a member profile so you can get to know your fellow members — and many have become lifelong friends).

  • No unsolicited or unauthorized advertising or product selling is allowed.

  • Robust debates are encouraged, but respect and common courtesy are expected with fighting and name-calling disallowed.

  • Violators forfeit membership.

And it works. As one of our long-time members explains:

"ValueForum gives you the chance to learn from people who aren't trying to sell you anything, just willing to give away their sincere thoughts. I have made a lot of money from information on VF."

So whether you are looking for new stock ideas or new ways to boost your investment income with REITs, BDCs, high-yield bonds, closed-end funds, you'll be thrilled at the constant flow of reliable ideas and analysis.

As another of our members going by the handle of oldart will tell you...

"No friend, no book, no broker, no advisor, no expert has ever provided a tenth what I am able to find here. The best money I have EVER spent is for membership."


Your membership gives you unlimited access to:

  • A steady stream of top-notch investment ideas.

  • Invaluable insights and analysis on stocks, bonds, REITs, BDCs, and more.

  • Over 100 message board topics to help you focus on the areas that interest you most.

  • The chance to share your investment ideas and have them thoroughly vetted by your ValueForum peers before you make a move.

  • The stock rating system with more than 1,000 rated stocks.

And yet another member (known on ValueForum as "beetlebomb") tells all willing to listen:
"The cost of ValueForum is a pittance compared to the benefits you will receive. If you are a serious investor who is tired of being fleeced by the Wall Street crowd, I highly recommend you join VF on a trial basis and experience its benefits first hand."

The best way to see what can do for you is to let you take it for a test drive.

That's why we're offering a special one week "guest pass" that lets you experience the full force of for just $7.

$7 for access to a new investing tool that can be truly life changing. It was for this member, who goes by "stlbeerman"

" VF has really changed my life and made me more wealthy than I ever expected."

It's lively and engaging, but like Las Vegas, what goes on inside ValueForum stays inside ValueForum — the public post you just read is the exception, not the norm. See for yourself before our remaining memberships are claimed and it's too late!

You can get started now with your seven day guest pass (just $7) if you'd like, or, grab a 3, 6, or 12 month pass here.

Get Started Now image

"Value Forum is literally the best web site on the Internet for investors bar none. It's a real time collection of news, experiences, data sharing, opinions that you can never get from bigger sites like or Motley Fool. It allows you to gather multiple opinions you can never get from speaking to a stock broker or their analysts."

As seen in:

Ranked: Forbes best of the web

"Best investment I ever made."

"I have made a lot of money from ideas exchanged on this forum. I would recommend VF to any serious investor, and I will never be without it."

Try It Now image

"Unbelievably board and deep industry knowledge."

"Our retirement has been a financial success due entirely to Value Forum."

"The very best investing board in the country whether your profile is high risk/high reward all the way to conservative/adverse to risk & volatility. This is a monitored board where civility & helpfulness rule."

Start your test drive image

Email / About | Privacy | Terms of Use | How To / FAQ | Msg Ticker | VF Home | My.vf | BDCs.vf | Energy.vf | REITs.vf | TA.vf
Nothing in is intended to be investment advice, nor does it represent the opinion of, counsel
from, or recommendations by ©2003 - 2020, Powered in part by Ticker TechnologiesContact Us

AMBA and Fermi at Deutsche conference