Ambarella (NASDAQ: AMBA) recently unveiled its new robotics platform at CES 2020 in Las Vegas. The platform, which serves as a unified software infrastructure for Ambarella's CVflow computer vision system on chips (SoCs), targets automated guided vehicles, industrial robots, and emerging smart factory applications.
Ambarella states that the platform provides "easy access and acceleration" for common robotics tasks, including stereo processing, keypoints extraction, neural network processing, and Open Source Computer Vision Library (OpenCV) functions. It claims that pairing those features with the native multi-camera support in its CV chips will enable "robotics designs that are both simpler and more powerful than traditional robotics architectures."
This new computing platform indicates that Ambarella is aggressively expanding beyond its core business of image processing SoCs -- but will that sufficiently widen its moat against Intel (NASDAQ: INTC), its main rival in the computer vision market?