公众号记得加星标⭐️，第一时间看推送不会错过。 然而，这几年英特尔主业压力不断加大，代工巨亏、核心CPU市占被侵蚀，2020年至2024年，英特 尔市值暴跌1200亿美元。为此，英特尔必须收缩非核心资产，不得不在多个非核心领域"断臂求生"。 汽车业务不是英特尔的主营业务，其部门规模也并不大。不过主动剥离汽车平台类芯片业务，已反映 出大公司在资源再分配时对"回报周期长、竞争激烈"的车规市场的审慎态度。 当然汽车业务不过是英特尔大刀阔斧裁员的一小部分，今年4月，英特尔新任CEO陈立武（Lip-Bu Tan）宣布了裁员超过20%的重组计划，成为英特尔自1968年成立以来最大规模的裁员与重组行动。 安霸寻求出售 过去几年，伴随着汽车"新四化"浪潮的席卷，智能汽车成为继智能手机之后的又一个"计算平 台"，带动了大量对计算、感知、控制、通信等芯片的需求。这一趋势迅速在全球范围内点燃了 汽车芯片的创业与投资热潮。无论是图像处理芯片、车规级MCU，还是域控制器SoC、毫米波 雷达芯片，都是热门方向。特别是在国内"缺芯潮"与产业政策双轮驱动下，汽车芯片更是一度成 为半导体圈最"性感"的赛道。 然而，风口过后，回归现实。 可以发 ...

Core Viewpoint - Ambarella is in discussions with bankers regarding a potential sale, leading to a significant stock price increase of 20.6%, marking its best performance since September 2021 [1][2]. Company Overview - Ambarella, based in Santa Clara, California, is known for its system-on-chip semiconductors and software for edge artificial intelligence, particularly in the automotive sector for electronic rearview mirrors and advanced driver-assistance systems [2]. - The company's stock has declined approximately 18% year-to-date, with a current market capitalization of nearly $2.6 billion [3]. Product Applications - Ambarella's products are widely used in human and computer vision applications, including video security, advanced driver-assistance systems (ADAS), electronic rearview mirrors, dash cameras, driver and cabin monitoring, autonomous driving, and robotics [3]. - The company has developed low-power processors for smart camera designs, supporting ultra-high-definition image processing, video compression, and deep neural network acceleration [3]. Strategic Developments - Ambarella began with action cameras and later shifted focus to automotive chips, acquiring VisLab, which has over 20 years of experience in autonomous driving [3]. - In 2021, Ambarella acquired a leading 4D millimeter-wave radar algorithm company, aiming to enhance its perception systems by integrating radar with camera-based systems [3]. - The company launched a 5nm low-power AI domain control chip, CV3, in 2022, and in 2023, it introduced the CV72AQ, a single-chip solution for all-time parking and driving applications [3]. Technological Advancements - Ambarella offers a comprehensive AI SoC with superior image processing capabilities, featuring its proprietary AI engine, CVflow, which provides high AI performance with lower power consumption and memory bandwidth [4]. - The CV72AQ chip supports real-time parking and driving solutions, while the CV3-AD655 domain control chip can process data from multiple sensors, including 11 cameras and 5 radar units, in real-time [4]. - The CV-AD685 chip has enhanced processing power, capable of handling 24 camera feeds and multiple radar and lidar inputs, facilitating rapid deployment of end-to-end solutions for manufacturers [5].