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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產品與營收

產品營收佔比

營收結構 ($1.6B)

靜態數據（加載即時財務…）

IoT Products (65%)

Timing & Infrastructure (20%)

Other (15%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

主要供應商

Taiwan Semiconductor Manufacturing Company

Chip fabrication

影響: Primary foundry

主要客戶

Amazon.com (AWS)

IoT chips for Alexa/Ring devices

影響: Key smart-home customer

競爭對手

Skyworks Solutions, Inc.

IoT RF connectivity modules

影響: Competing in IoT wireless

宏觀與市場背景

반도체行業新聞

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

近期催化劑

◆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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企業資訊

總部

Austin, Texas, USA

成立時間

1996

員工人數

1,800+

官網

silabs.com

行業概況 — 반도체

行業新聞