Accessibility StatementSkip Navigation First to PSA Level 4 security with Series 3 Secure Vault SiMG301 among the first in Connectivity Standards Alliance's Matter Compliant PlatformCertification, accelerating Matter deployments Built on an advanced 22 nm process, Series 3 introduces a multicore architecture that separates application, wireless, and security workloads, providing headroom for growing protocol stacks and emerging compute- intensive use cases at the edge. The SixG301 family consists of: Both d ...

Core Viewpoint - Silicon Laboratories Inc. (NASDAQ:SLAB) is recognized as a promising investment opportunity among small publicly traded semiconductor companies, with a reaffirmed Buy rating and a price target of $150 by Stifel [1][2]. Group 1: Company Strengths - Stifel's meeting with Silicon Laboratories' leadership provided insights into the company's strengths: Breadth, Depth, and Focus, which are expected to drive strong growth across various protocols and technologies [2]. - The company has established a significant design win pipeline valued at $10 billion, indicating robust future revenue potential [3]. Group 2: Market Position and Trends - Silicon Laboratories is well-positioned in the market with key networking products such as Bluetooth Low Energy (BLE) and ultra-low power Wi-Fi, which are anticipated to benefit from increasing demand for connectivity [4]. - The evolution of AI at the edge is still in its early stages, suggesting that while mainstream adoption may take a few years, the need for strong connectivity will grow as more devices leverage AI capabilities [3].

Core Viewpoint - The article discusses the challenges and opportunities in managing excess inventory of electronic components, highlighting the need for effective promotion and sales strategies to mitigate financial losses from storage and capital costs. Group 1: Inventory Management - A significant amount of obsolete inventory, totaling 100,000 units, incurs monthly storage and capital costs of at least 5,000, leading to a potential loss of 30,000 over six months if not sold [1] - The company offers discounted sales for excess inventory, aiming to clear stock quickly, with transactions completed in as little as half a day [2][8] Group 2: Inventory Listings - The article provides a detailed list of available electronic components for sale, including various models from brands like Microchip, TI, and ST, with quantities ranging from 600 to 90,000 units [5][6] - Specific models listed include the Microchip ATMXT2952T2-C2UR057 with 71,000 units and the VISHAY BAV103-GS08 with 170,000 units, indicating a diverse inventory [5][6] Group 3: Demand for Components - There is an active demand for specific components, with requests for large quantities of models from brands like Toshiba and Qualcomm, indicating a robust market for certain electronic parts [7] - The company emphasizes its capability to meet these demands through its extensive inventory and quick transaction processes [8] Group 4: Company Infrastructure - The company operates a 1,600 square meter smart storage facility with over 1,000 models and a total inventory of 50 million chips, valued at over 100 million [8] - An independent laboratory is established for quality control, ensuring that each component meets industry standards before sale [8]

我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 扫码加我本人微信 8月中旬，有 芯片分销俱乐部 的同学在群里问：芯科 （Silico n Labs） 好像很缺货，很多人在找， 也有同学表示， 手里的一批货还没来得及捂热就卖完了。 来源：芯片分销俱乐部群聊 阅读本文，你将了解： 芯科哪些芯片在缺货，都用在哪里？为什么会缺？原厂芯科是一家什么样 的公司，业绩表现如何？ 01 MCU缺货涨价， 需求升温 多位做芯科的分销商表示，最近芯科部分型号确实"有点小缺"。需求从今年4月开始逐步升温，价 格小幅上涨后保持稳定，直到 7月份市场明显火热 。不过，并非所有产品都紧缺，这一波主要与 无人机应用相关。 这次行情的主角是芯科的电调 MCU 芯片，主要集中在 EFM8 BB5 系列 、 EFM8 BB2 系列 。 此外， 芯科的物联网SoC （如EFR32MG21系列） 也有一定热度。 EFM8目前热度较高的 型号有EFM8BB51F16G-C-QFN20R、EFM8BB21F16G-C-QFN20R 等等。还出现了 翻倍涨价 的 ...

Core Insights - Silicon Labs announced the general availability of the FG23L wireless SoC on September 30, 2025, enhancing its Sub-GHz leadership with secure long-range connectivity at a lower cost [1][3][7] - The FG23L is designed for long-range, cost-optimized applications, particularly in sectors like smart agriculture, industrial automation, and smart cities [2][3][6] Group 1: Product Features - The FG23L offers a best-in-class link budget of approximately 146 dB, providing up to twice the range of comparable devices, with +20 dBm transmit power and ultra-low power consumption [4][5] - It integrates a 78 MHz Cortex-M33 core and dual-core wireless architecture, featuring Secure Vault™ Mid security for advanced performance and protection against security threats [5][6] Group 2: Market Impact - The FG23L enables faster and more cost-effective scaling of IoT deployments, allowing manufacturers to design competitive connected products in cost-sensitive markets [6][8] - The product supports a seamless migration path for developers from FG23L to other Sub-GHz parts, accommodating varying needs for memory, features, and performance [7]

Market Outlook - The market currently lacks strong visibility due to uncertainties surrounding trade and geopolitical issues, leading customers to adopt a conservative ordering approach [1] - Despite the overall uncertainty, bookings have shown a consistent and stable upward trend over the past six quarters, indicating positive data from a bookings perspective [2]

Core Insights - Silicon Labs is hosting the sixth annual Works With conference series in 2025, focusing on the future of IoT with in-person events in Austin, Shenzhen, and Bangalore, along with a virtual event for broader accessibility [1][2] Group 1: Conference Details - The Works With 2025 conference aims to connect developers and innovators globally, emphasizing breakthroughs in IoT, including embedded wireless and AI at the edge [2] - The Austin summit will broaden its invitation process to include senior executives and decision-makers, facilitating discussions on emerging market trends and strategic IoT challenges [3] - The event will feature keynotes and discussions on how AI, next-generation IoT platforms, and secure wireless innovations are transforming smart homes and enterprises [4][5] Group 2: Opportunities and Networking - Works With 2025 will provide opportunities for live demonstrations, visionary insights, and networking, highlighting the convergence of AI, software, and wireless innovation [6] - Sponsorship opportunities are available for companies to showcase their leadership in the IoT space and connect with a qualified audience [6][8] Group 3: Company Background - Silicon Labs is a leading innovator in low-power connectivity, providing solutions for smart home, industrial IoT, and smart cities markets, with operations in over 16 countries [10]

Core Insights - GlobalFoundries (GF) has achieved a significant milestone in its 40nm process technology by shipping over 10 million Wi-Fi units in collaboration with Silicon Labs, marking a step forward in the production of energy-efficient connected devices [1][2][3] Group 1: Partnership and Technology - The partnership between GF and Silicon Labs focuses on delivering cost-effective, feature-rich CMOS solutions that are essential for next-generation edge devices [2] - GF's 40LP process technology is designed for low leakage in standby mode, supporting power-efficient, always-on intelligent devices [2] - The SiWX917 chip from Silicon Labs is engineered to enhance battery life while ensuring a secure connection for IoT devices, thus addressing critical challenges in the market [3] Group 2: Market Impact and User Experience - This collaboration is expected to expand the IoT ecosystem and enhance user experiences by providing high-performance wireless technology [4] - The partnership aims to eliminate the trade-off between robust Wi-Fi connectivity and long battery life, allowing innovators to focus on user experience and faster market delivery [5] Group 3: Company Profiles - GlobalFoundries is a leading semiconductor manufacturer that focuses on delivering high-performance products for various high-growth markets, including automotive and IoT [6] - Silicon Labs specializes in low-power connectivity solutions and provides advanced edge connectivity applications, operating in over 16 countries [7]

Group 1 - Silicon Laboratories (NASDAQ: SLAB) is a solutions provider for the Internet of Things (IoT) and released its Q2 FY2025 quarterly report on August 5 [1] - The June report provided insights into the company's performance and future outlook [1]

Summary of Conference Call Company and Industry - **Company**: Silicon Labs - **Industry**: Semiconductor and IoT (Internet of Things) Key Points and Arguments 1. **Market Recovery**: The company has observed a recovery in demand across various applications, including industrial, consumer, and medical sectors, despite macroeconomic uncertainties affecting visibility into future orders [6][7][8] 2. **Demand Trends**: Demand is described as reasonably healthy, with customers placing shorter-term orders (3-4 months) rather than long-term commitments, allowing flexibility amid macroeconomic changes [7][8] 3. **Segment Performance**: The industrial and commercial segments have shown better performance compared to the home and life segments, which are more sensitive to interest rates and real estate market conditions [9][10][12] 4. **Growth in Medical Sector**: The medical sector is identified as a growth area, largely driven by design wins, and is less affected by macroeconomic factors [13] 5. **Continuous Design Wins**: The company anticipates that Continuous Glucose Monitoring (CGM) applications will grow to represent 10% of revenue, with ongoing engagement with multiple customers in various stages of qualification [14][15][18] 6. **Electronic Shelf Labels (ESL)**: ESL is highlighted as a fast-growing application, with broader deployments expected in retail, particularly in North America and Europe [19][21][22] 7. **Market Size for ESL**: The total addressable market (TAM) for ESL is substantial, with potential for billions of units based on the number of SKUs and stores [22] 8. **Importance of Standards**: The adoption of standards like Matter and Thread is crucial for the smart home market, facilitating interoperability among devices [25][26] 9. **Series Two vs. Series Three**: Series Three products offer enhanced computing capabilities and security features compared to Series Two, with both series expected to coexist in the market [30][36] 10. **Design Win Pipeline**: The company has a $10 billion design win pipeline, which is expected to convert to approximately $2-2.5 billion in annual revenue over the next few years [38][39] 11. **Profitability and Investment Balance**: The company aims to balance investments in growth with a focus on improving profitability, targeting mid-teens operating margins while managing operating expenses [42][44] 12. **Gross Margin Outlook**: The long-term gross margin target is set at 56-58%, with current margins driven by product mix and scale, particularly in industrial applications [45][46] Other Important Content - **Geographic Deployment of ESL**: ESL is more prevalent in North America and Europe, with slower adoption in Asia Pacific [23][24] - **Customer Engagement**: The company has engaged with 60 potential customers in the CGM space, indicating confidence in securing additional design wins [18] - **Regulatory Environment**: Increasing government regulations regarding security standards are influencing product development, particularly for embedded microcontrollers [31][32]