Ambiq Micro (AMBQ) investor relations material

Market opportunity and positioning

• Addressable market projected to nearly double to $21.1B by 2029, driven by growth in personal devices, healthcare, smart home, and industrial edge segments.

• Recognized for ultra-low power semiconductor solutions, with over 300M units shipped and a 2-5X SPOT power advantage.

• Holds a scalable business model, 200+ customers, and strategic partnerships, including TSMC.

• Expanding into new markets with Apollo advancements and software innovation, targeting non-personal device net sales to double in 2026.

• Atomiq platform and Apollo340 expected to unlock next-gen edge AI use cases and mass market adoption.

Technology and product innovation

• SPOT platform delivers 2-5X power efficiency, enabling larger AI models and faster inference at the edge.

• Comprehensive edge AI SoC portfolio includes Apollo3, Apollo4, Apollo5, and Atomiq, with advanced features like NPU, DRAM, and GPU.

• Full-stack edge AI solution supported by Helia AI software ecosystem and enablement tools.

• Product suite addresses diverse applications: smart rings, watches, ECG monitors, hearing devices, industrial sensors, and smart farming.

• Atomiq platform on 12nm node aims for high performance, energy efficiency, and support for large on-device AI models.

Strategic growth priorities

• Aggressively expanding into new edge AI markets and introducing innovative products to push power/performance boundaries.

• Establishing an IP licensing model for SPOT, targeting high-margin revenue streams in data center AI, automotive, mobile, and medical markets.

• Non-personal device revenue expected to more than double in 2026, driven by applications like smart grid sensors, cardiac monitors, and water/gas meters.

• New software tools and AI models (soundKIT, heartKIT, visionKIT) to unlock additional use cases and market segments.

• Atomiq product development on track, with tape-out in late 2026, alpha sampling in early 2027, and meaningful revenue contribution expected in 2028.