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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产品与营收

产品营收占比

营收构成 ($1.6B)

静态数据（加载实时财务…）

IoT Products (65%)

Timing & Infrastructure (20%)

Other (15%)

业务板块构成与主要客户

产品详情

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

供应链关系

主要供应商

Taiwan Semiconductor Manufacturing Company

Chip fabrication

影响: Primary foundry

主要客户

Amazon.com (AWS)

IoT chips for Alexa/Ring devices

影响: Key smart-home customer

竞争对手

Skyworks Solutions, Inc.

IoT RF connectivity modules

影响: Competing in IoT wireless

宏观与市场背景

반도체行业新闻

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

近期催化剂

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

AI 分析

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企业信息

总部

Austin, Texas, USA

成立时间

1996

员工人数

1,800+

官网

silabs.com

行业概况 — 반도체

行业新闻