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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Products & Revenue

Product Revenue Share

Revenue Breakdown ($1.6B)

Static data (loading live financials…)

IoT Products (65%)

Timing & Infrastructure (20%)

Other (15%)

Segment Breakdown & Key Customers

Product Details

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

Supply Chain Relationships

Key Suppliers

Taiwan Semiconductor Manufacturing Company

Chip fabrication

Impact: Primary foundry

Key Customers

Amazon.com (AWS)

IoT chips for Alexa/Ring devices

Impact: Key smart-home customer

Competitors

Skyworks Solutions, Inc.

IoT RF connectivity modules

Impact: Competing in IoT wireless

Macro & Market Context

반도체Sector News

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

Upcoming Catalysts

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

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Company Info

Headquarters

Austin, Texas, USA

Founded

1996

Employees

1,800+

Website

silabs.com

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