Ambarella vs u-blox
Both are primarily Edge & IoT SoC companies. Ambarella is larger by market cap ($2.8B vs $1.3B). Ambarella reports higher tracked revenue ($391M vs $324M).
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Side-by-side
| Ambarella | u-blox | |
|---|---|---|
| Market cap | $2.8B | $1.3B |
| Revenue | $391M (FY2026) | $324M (FY2024) |
| Primary segment | Edge & IoT SoC | Edge & IoT SoC |
| Market position | niche | major |
| Country | United States | Switzerland |
| Tracked suppliers | 3 | 2 |
| Tracked customers | 1 | 0 |
| Chokepoint / criticality | 50/100 | 0/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-10-09. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Ambarella and u-blox 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 u-blox (Switzerland).
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Cite as: wafergraph, “Ambarella vs u-blox”, https://wafergraph.com/compare/ambarella-vs-ublox (data as of 2026-10-09).
Frequently asked questions3
- Is Ambarella bigger than u-blox?
- Ambarella is larger by market cap ($2.8B vs $1.3B).
- What's the difference between Ambarella and u-blox?
- Ambarella is a niche in Edge & IoT SoC based in United States; u-blox is a major in Edge & IoT SoC based in Switzerland. Both operate in the Design (Fabless) segment.
- Who are Ambarella's and u-blox's suppliers?
- wafergraph tracks 3 suppliers for Ambarella and 2 for u-blox.