Monday, October 16, 2017

Ambarella Loses Key Customers

The Motley Fool publishes an analysis of Ambarella performance over the last year. The company lost some of its key customers GoPro, Hikvision and DJI, while the new Google Clips camera opted for non-Ambarella processor as well:

"Faced with shrinking margins, GoPro needed to buy cheaper chipsets to cut costs. It also wanted a custom design which wasn't readily available to competitors like Ambarella's SoCs. That's why it completely cut Ambarella out of the loop and hired Japanese chipmaker Socionext to create a custom GP1 SoC for its new Hero 6 cameras.

DJI also recently revealed that its portable Spark drone didn't use an Ambarella chipset. Instead, the drone uses the Myriad 2 VPU (visual processing unit) from Intel's Movidius. DJI previously used the Myriad 2 alongside an Ambarella chipset in its flagship Phantom 4, but the Spark uses the Myriad 2 for both computer vision and image processing tasks.

Google also installed the Myriad 2 in its Clips camera, which automatically takes burst shots by learning and recognizing the faces in a user's life.

Ambarella needs the CV1 to catch up to the Myriad 2, but that could be tough with the Myriad's first-mover's advantage and Intel's superior scale.

To top it all off, Chinese chipmakers are putting pressure on Ambarella's security camera business in China.

Pikselim Demos Low-Light Driver Vision Enhancement

Pikselim publishes a night-time Driver Vision Enhancement (DVE) video using its low-light CMOS sensor behind the windshield of the vehicle with the headlights off (sensor is operated in the 640x512 format at 15 fps in the Global Shutter mode, using an f/0.95 optics and off-chip de-noising):

Sunday, October 15, 2017

Yole on Automotive LiDAR Market

Yole Developpement publishes its AutoSens Brussels 2017 presentation "Application, market & technology status of the automotive LIDAR." Few slides form the presentation:

Sony Announces Three New Sensors

Sony added three new sensors to its flyers table: 8.3MP 2um pixel based IMX334LQR and 4.5um global shutter pixel based 2.9MP IMX429LLJ and 2MP IMX430LLJ. The news sensors are said to have high sensitivity and aimed to security and surveillance applications.

Yole Image Sensors M&A Review

IMVE publishes article "Keeping Up With Consolidation" by Pierre Cambou, Yole Developpement image sensor analyst. There is a nice chart showing the large historical mergers and acquisitions:

"For the source of future M&A, one should rather look toward the decent number of machine vision sensor technology start-ups, companies like Softkinetic, which was purchased by Sony in 2015, and Mesa, which was acquired by Ams, in 2014. There are a certain number of interesting start-ups right now, such as PMD, Chronocam, Fastree3D, SensL, Sionyx, and Invisage. Beyond the start-ups, and from a global perspective, there is little room for a greater number of deals at sensor level, because almost all players have recently been subject to M&A."

Saturday, October 14, 2017

Waymo Self-Driving Car Relies on 5 LiDARs and 1 Surround-View Camera

Alphabet Waymo publishes Safety Report with some details on its self-driving car sensors - 5 LiDARs and one 360-deg color camera:

LiDAR (Laser) System
LiDAR (Light Detection and Ranging) works day and night by beaming out millions of laser pulses per second—in 360 degrees—and measuring how long it takes to reflect off a surface and return to the vehicle. Waymo’s system includes three types of LiDAR developed in-house: a short-range LiDAR that gives our vehicle an uninterrupted view directly around it, a high-resolution mid-range LiDAR, and a powerful new generation long-range LiDAR that can see almost three football fields away.

Vision (Camera) System

Our vision system includes cameras designed to see the world in context, as a human would, but with a simultaneous 360-degree field of view, rather than the 120-degree view of human drivers. Because our high-resolution vision system detects color, it can help our system spot traffic lights, construction zones, school buses, and the flashing lights of emergency vehicles. Waymo’s vision system is comprised of several sets of high-resolution cameras, designed to work well at long range, in daylight and low-light conditions.

Half a year ago, Bloomberg published an animated gif image showing the cleaning of Waymo 360-deg camera:

Chronocam Partners with Huawei

French sites L'usine Novelle, InfoDSI, Chine report that Chronocam partners with Huawei. Huawei is said to cooperate with Chronocam on face recognition technology in its smartphones, similar to Face ID in iPhone X.

Friday, October 13, 2017

Hynix Proposes TrenchFET TG

SK Hynix patent application US20170287959 "Image Sensor" by Pyong-su Kwag, Yun-hui Yang, and Young-jun Kwon leverages the company's DRAM trench technology:

Omron Improves Its Driver Monitoring System

OMRON driver monitoring system uses three barometers to judge whether the driver is capable of focusing on driving responsibilities: (1) whether the driver is observing the vehicle's operation (Eyes ON/OFF); (2) how quickly the driver will be able to resume driving (Readiness High/Mid/Low); and (3) whether the driver is behind the wheel (Seating ON/OFF). Additionally, the company's facial image sensing technology, OKAO Vision, now makes it possible to sense the state of the driver even if wearing a mask or sunglasses - something that had previously not been possible.

Magic Leap Seeks $1b Funding on $6b Valuation

Reuters reports that AR glasses startup Magic Leap files in SEC that it's seeking to raise $1b on $6b valuation. The filing does not indicate the amount that Magic Leap had so far secured from investors. It may end up raising less than $1b.