Ambarella vs Telechips
Both are primarily Edge & IoT SoC companies. Ambarella is larger by market cap ($2.8B vs $100M). Ambarella reports higher tracked revenue ($391M vs $140M).
Shared segment: Design (Fabless).
Side-by-side
| Ambarella | Telechips | |
|---|---|---|
| Market cap | $2.8B | $100M |
| Revenue | $391M (FY2026) | $140M (FY2025) |
| Primary segment | Edge & IoT SoC | Edge & IoT SoC |
| Market position | niche | niche |
| Country | United States | South Korea |
| Tracked suppliers | 3 | 2 |
| Tracked customers | 1 | 0 |
| Chokepoint / criticality | 50/100 | 0/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-09-16. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Ambarella and Telechips compare
- Size: Ambarella is the larger company by market cap.
- Revenue: Ambarella reports higher tracked revenue.
- Supply-chain criticality: Ambarella has the higher chokepoint score (50/100 vs 0/100).
- Footprint: Ambarella (United States) vs Telechips (South Korea).
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Cite as: wafergraph, “Ambarella vs Telechips”, https://wafergraph.com/compare/ambarella-vs-telechips (data as of 2026-09-16).