Silicon Laboratories Inc.

SLABsupplier

Silicon Labs is a fabless semiconductor company focused exclusively on the Internet of Things. Its wireless SoCs supporting Matter, Thread, and Bluetooth Mesh protocols have made it a go-to silicon supplier for smart home ecosystems, industrial sensors, and connected medical devices.

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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($1.6B)

Data statis (memuat keuangan langsung…)

IoT Products (65%)

Timing & Infrastructure (20%)

Other (15%)

Komposisi segmen dan pelanggan utama

Detail produk

IoT Wireless SoCs55%

Bluetooth, Zigbee, Thread, and Wi-Fi SoCs for smart home and industrial IoT

MCU & Sensor Solutions30%

Low-power microcontrollers and environmental sensors for edge devices

Timing & Isolation15%

Crystal oscillators, clock generators, and digital isolators

Hubungan Rantai Pasok

Pemasok Utama

Taiwan Semiconductor Manufacturing Company

Chip fabrication

Dampak: Primary foundry

Pelanggan Utama

Amazon.com (AWS)

IoT chips for Alexa/Ring devices

Dampak: Key smart-home customer

Pesaing

Skyworks Solutions, Inc.

IoT RF connectivity modules

Dampak: Competing in IoT wireless

Konteks makro dan pasar

반도체Berita sektor

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Katalis mendatang

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

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Info Perusahaan

Kantor Pusat

Austin, Texas, USA

Didirikan

1996

Karyawan

1,800+

Situs Web

silabs.com

Gambaran umum sektor — 반도체

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