amba的财年和gopro是不重合的，它的“fiscal year 2017” 范围是指2016年2月-2017年1月。而“the first half of fiscal year 2017” 是指2016年2月-2016年7月。而在这个时期，gopro的主打产品hero4已经卖到第3年，低端hero全面停产下架，hero5还没有上市，所以说这个时期sports camera市场是处于significant revenue decline。安霸解释因为这个原因，导致安霸自己the nine months ended October 31, 2016（也就是2016年2-9月）对比2015年同期出现营业额下跌。这是对2016年2-7月运动相机市场差的回顾，而不是对2017年gopro市场的负面预测。
再看第一段就已经非常清楚：“We recorded revenue of $100.5 million and $222.8 million for the three and nine months ended October 31, 2016, respectively. This represented an increase of 7.8% for the three months ended October 31, 2016 and a decrease of 10.3% for the nine months ended October 31, 2016 as compared to the same periods in fiscal year 2016. ”
虽然2016年2-10月营业额同比下降10.3%，但就3个月周期看，2016年8-10月安霸却是同比增长了7.8%。因为hero5是今年10月才上市的，所以8-10月这3个月的amba芯片订单才是供应hero5的，安霸接下来也解释得非常清楚——The increase for the three months ended October 31, 2016 was primarily due to a recovery of shipments in the wearable sports camera market led by the ramp of the Hero 5 line of cameras launched by GoPro, Inc., or GoPro, in the third quarter of fiscal year 2017.”
注，安霸的the third quarter of fiscal year 2017就是指2016年8-10月。//@iKenn:回复@BLUEBLOOD:网页链接
不是我凭空乱说。 AMBA 10Q 文件第23页： Financial Highlights and Trends We recorded revenue of $100.5 million and $222.8 million for the three and nine months ended October 31, 2016, respectively. This represented an increase of 7.8% for the three months ended October 31, 2016 and a decrease of 10.3% for the nine months ended October 31, 2016 as compared to the same periods in fiscal year 2016. The increase for the three months ended October 31, 2016 was primarily due to a recovery of shipments in the wearable sports camera market led by the ramp of the Hero 5 line of cameras launched by GoPro, Inc., or GoPro, in the third quarter of fiscal year 2017. The increase was also attributable to strong growth in the home security and monitoring camera market and sequential revenue improvement from the professional IP security market. The increase was partially offset by decreased revenue from the UAV market due to the timing of new product launches by customers. The decrease in revenue for the nine months ended October 31, 2016 was primarily due to significant revenue decline in the wearable sports camera market in the first half of fiscal year 2017. The decreased revenue from the wearable sports camera market for the nine months ended October 31, 2016 was partially offset by strong growth in the home security and monitoring market during the period and growth in the UAV market in the first half of this fiscal year. In the professional IP security market, we experienced a decline in revenues in the first half of fiscal year 2017, predominantly from customers located in the China region, but incurred a strong recovery from these customers in the third quarter of fiscal year 2017. Although revenue from the automotive aftermarket, which is dominated by demand from Asia, was down from fiscal year 2016 due to declining business from China, the revenue from recording systems installed as original equipment in automobiles helped offset the decline. For the three and nine months ended October 31, 2016, the infrastructure market was relatively flat due to continued weak market conditions in the United States and Europe as system manufacturers continue to delay investment in network upgrades to the new H.265 video compression technology.
其中说到 “The decrease in revenue for the nine months ended October 31, 2016 was primarily due to significant revenue decline in the wearable sports camera market in the first half of fiscal year 2017. ” 虽然没说到gopro但10Q里的Major Customers关系 Major Customers For the three and nine months ended October 31, 2016, the customers representing 10% or more of revenue and accounts receivable were Wintech, the Company’s logistics provider, and GoPro, a direct OEM customer, which combined accounted for approximately 84% and 78% of total revenue, respectively. For the three and nine months ended October 31, 2015, the customers representing 10% or more of revenue and accounts receivable were Wintech and Chicony Electronics Co., Ltd., or Chicony, a direct ODM customer, which combined accounted for approximately 89% and 90% of total revenue, respectively. Accounts receivable with Wintech and GoPro combined accounted for approximately $31.1 million as of October 31, 2016. Accounts receivable with Wintech and Chicony combined accounted for approximately $32.5 million as of January 31, 2016.
所以里面decline in the wearable sports camera market指的等同gopro。这就是出处。应该可以解答你1和2的问题。