e-con Systems Launches Robotics Computing Platform During CES; Partners With Ambarella for Industrial AMR and Outdoor Robots
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Insights
The collaboration between e-con Systems and Ambarella to launch the e-con Robotics Computing Platform (eRCP) represents a strategic move in the embedded vision and edge AI semiconductor market. This partnership leverages Ambarella's CV72S edge AI system on a chip (SoC) and e-con Systems' expertise in camera technology to deliver a sophisticated robotics platform. The integration of advanced features such as 4K resolution, high frame rates and Time of Flight (ToF) cameras positions this product as a potentially transformative tool for original equipment manufacturers (OEMs) and original design manufacturers (ODMs) in the robotics industry.
The eRCP's focus on AI performance per watt and speed of prototyping addresses critical market demands for efficiency and rapid development cycles. This could result in increased market share for both companies if the platform is adopted widely. OEMs and ODMs seeking to reduce time to market for robotics applications may find the eRCP appealing, which could lead to higher sales volumes for e-con Systems and Ambarella. The announcement of the eRCP at CES 2024, a major industry event, serves as significant marketing exposure, potentially attracting new customers and partnerships.
Furthermore, e-con Systems' plans to expand into various applications such as access control and healthcare with AI vision kits based on Ambarella’s SoCs indicate a diversification strategy that could open additional revenue streams. The broad applicability across diverse markets like AMR, warehouse robots and industrial automation suggests a substantial addressable market and growth potential. Stakeholders should monitor the adoption rate of the eRCP and the subsequent market penetration of the AI vision kits to gauge the long-term success of this partnership.
The partnership between e-con Systems and Ambarella, marked by the launch of the eRCP, could have significant financial implications for both companies. Ambarella's stock (NASDAQ: AMBA) may see increased investor interest as the company expands its footprint in the burgeoning robotics sector. The eRCP, powered by Ambarella's flagship edge AI SoC, could enhance the company's product portfolio and drive revenue growth if it becomes a preferred solution for robotics applications.
Investors should consider the potential for cost synergies resulting from the partnership, as combined R&D efforts may lead to more efficient use of capital. The emphasis on AI performance per watt is particularly noteworthy, as it aligns with the industry's push towards energy-efficient computing, which could lead to a competitive edge in the market. The financial health of both companies should be evaluated in subsequent quarterly reports, with attention to metrics such as revenue growth, R&D expenditure and profit margins, to assess the impact of the eRCP launch.
It is also important to consider the scalability of the eRCP. If the platform gains traction, it may lead to economies of scale and improved profitability for both e-con Systems and Ambarella. However, investors should remain aware of the risks associated with new product launches, including potential market resistance, execution challenges and competition from established players in the robotics and AI sectors.
The technical specifications of the e-con Robotics Computing Platform (eRCP) suggest a significant advancement in the field of robotics and AI. The utilization of Ambarella's CV72S SoC, with its edge AI capabilities, positions the eRCP as a robust platform for developing autonomous robots. The inclusion of an array of sensors, multiple RGB cameras, 2D Lidar, IMU, Ultrasonic and ToF depth camera, indicates a comprehensive approach to machine perception, which is critical for the functionality of autonomous systems.
From a technological standpoint, the eRCP's modular architecture and wide array of peripherals offer flexibility for developers, which is crucial for innovation in a rapidly evolving industry. The Robot Operating System 2 (ROS2) stack is a widely-used set of software libraries and tools that help developers build robot applications, which means that the eRCP is likely to be compatible with a large base of existing robotics software. This could lead to quicker adoption and integration into current robotics projects.
The edge AI focus of the platform, emphasizing performance per watt, is aligned with the industry's move towards sustainable and energy-efficient AI solutions. This could not only reduce operational costs for end-users but also appeal to a market increasingly concerned with environmental impact. The technical merits of the eRCP and its potential to catalyze innovation within the robotics sector should be closely watched by industry stakeholders.
CHENNAI, India and SANTA CLARA, Calif., Jan. 12, 2024 (GLOBE NEWSWIRE) -- e-con Systems, a leading global provider of embedded vision solutions, and Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced their partnership and the launch of the e-con Robotics Computing Platform (eRCP). Based on Ambarella's flagship CV72S edge AI system on chip (SoC), this new platform is specifically designed to meet the requirements of the robotics industry.
In the fast-evolving robotics market, both speed of prototyping and performance are paramount. This new eRCP takes advantage of Ambarella’s developer-friendly Cooper™ Developer Platform while offering cutting-edge vision and AI performance per watt, thus enabling OEMs and ODMs to accelerate their time to market.
"Through the fusion of e-con Systems' cutting-edge camera portfolio—boasting innovations like GMSL, FPD Link III, 4K resolution, high frame rates, HDR, global shutters, Time of Flight (ToF), LFM, IP67, IP69K ratings, and more—with Ambarella’s expertise in processing platforms and cutting-edge algorithms, e-con is addressing customer challenges in robotics applications while pioneering the future of comprehensive vision solutions," said Ashok Babu, CEO at e-con Systems.
“We are pleased to be partnering with e-con Systems, a leader in vision-based systems and robotics," said Jerome Gigot, Sr. Director of Marketing at Ambarella. “Additionally, we’re excited to demonstrate their CV72-based Rover robot at our exhibition during CES this week.”
At the heart of the eRCP, e-con’s Ambarella CV72-based SoM includes the processor sub-system, power management integrated circuits (PMICs), double data rate (DDR) memory, storage and relevant interface connectors for the carrier board. The eRCP itself is a fully functional autonomous moving robot equipped with sophisticated interfaces, including an array of sensors, multiple RGB cameras, 2D Lidar, IMU, Ultrasonic, ToF depth camera and motor control interfaces. This platform provides the versatile building blocks and sturdy foundations needed for innovation in the robotics market, enabling customers to effortlessly develop tailor-made robotics applications. e-con Systems also offers support and design services to help OEMs get to market quickly based on this new platform.
With the robust Robot Operating System 2 (ROS2) stack and Ambarella’s Cooper Developer Platform, the eRCP delivers a customizable platform featuring a modern modular architecture and an extensive array of peripherals.
e-con Systems is introducing this eRCP platform during the Consumer Electronics Show (CES) 2024 in Las Vegas, with a live Robotic Rover demo at Ambarella’s invitation-only exhibition.
In addition to these developments, e-con Systems is planning to provide a complete AI vision kit based on Ambarella’s SoCs for various other applications in the near future; including access control, commercial sectors, security, video conferencing and healthcare. This expansion will further broaden the horizons for customers seeking cutting-edge AI vision processing solutions.
Leveraging Ambarella's extensive experience and resources in AI perception systems, e-con is well positioned to support the rapid growth of AI IoT applications. This partnership provides customers with state-of-the-art technology across diverse markets, including AMR, warehouse robots, pick-and-place robots and industrial automation.
For more detailed information about the partnership and a comprehensive overview of the ROAM Robotics Computing Platforms, visit e-con Systems website. For more information about Ambarella, visit www.ambarella.com.
About e-con Systems
e-con Systems™ designs, develops, and manufactures OEM cameras. With 20+ years of experience and expertise in embedded vision, it focuses on delivering vision and camera solutions to industries such as retail, medical, industrial, agriculture, smart city, etc. e-con Systems’ wide portfolio of products includes Time of Flight cameras, MIPI camera modules, GMSL cameras, USB 3.1 Gen 1 cameras, stereo cameras, low light cameras, etc. Our products are currently embedded in over 350 customer products. So far, we have shipped over 2 million cameras to the United States, Europe, Japan, South Korea and many more countries.
About Ambarella
Ambarella’s products are used in a wide variety of human vision and edge AI applications, including video security, advanced driver assistance systems (ADAS), electronic mirror, drive recorder, driver/cabin monitoring, autonomous driving and robotics applications. Ambarella’s low-power systems-on-chip (SoCs) offer high-resolution video compression, advanced image and radar processing, and powerful deep neural network processing to enable intelligent perception, fusion and planning. For more information, please visit www.ambarella.com.
Ambarella Contacts
- Media contact: Eric Lawson, elawson@ambarella.com, +1 480-276-9572
- Investor contact: Louis Gerhardy, lgerhardy@ambarella.com, +1 408-636-2310
- Sales contact: https://www.ambarella.com/contact-us/
e-con Systems Contact:
Mr. Harishankkar
VP – Business Development
sales@e-consystems.com
e-con Systems™ Inc., +1 408 766 7503
Website: https://www.e-consystems.com
All brand names, product names, or trademarks belong to their respective holders. Ambarella reserves the right to alter product and service offerings, specifications, and pricing at any time without notice. © 2024 Ambarella. All rights reserved.
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/8c8cdd9f-ae20-4b55-9eef-04bc33892138
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