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The rise of Alphabet
Silicon Motion Technology Corporation (SIMO) investor relations material
Silicon Motion Technology Corporation KeyBanc Capital Markets Technology Leadership Forum summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.KeyBanc Capital Markets Technology Leadership Forum summary11 Aug, 2025
Business overview and market trends
Expanded from cards and flash drives to eMMC, UFS, SSDs for PCs, and now enterprise SSDs, with a broad portfolio across automotive and IoT markets.
Flash makers are increasingly outsourcing controller development due to investment complexity, benefiting merchant suppliers with deep industry relationships.
Merchant suppliers are now integral to flash makers' long-term strategies, driving significant growth and new product cycles.
AI and higher NAND layer counts require advanced controllers, creating new opportunities for controller suppliers.
Outsourcing is now seen as a superior solution, with third-party controllers outperforming internal solutions in power efficiency and performance.
Market share and product leadership
Achieved 30% SSD market share last year, targeting 40% in the next few years, driven by PCIe Gen 5 controllers.
Won major design wins with four flash makers and most module makers for both high-end and mainstream PCIe Gen 5 SSDs.
Advanced controllers built on 6nm process require significant investment, limiting competition and supporting further share gains.
Higher ASPs for PCIe Gen 5 products (40%-50% higher on mainstream, nearly double on high-end) expected to drive growth.
Power efficiency leads to tangible cost savings and market differentiation, fueling a robust pipeline of design wins.
Mobile, automotive, and enterprise segments
Mobile controller share expected to grow from 25% to 30%+ as eMMC finds new applications in IoT, automotive, and connected devices.
Automotive segment currently 5% of revenue, expected to exceed 10% in the next few years, supported by wins with major automakers globally.
Enterprise SSDs enabled by affordable QLC NAND are reaching cost parity with HDDs, opening new opportunities in AI and data-intensive applications.
Won two Tier 1 and four additional enterprise customers, targeting 5%-10% of revenue from enterprise by 2026-2027.
Enterprise SSDs are margin accretive and expected to positively impact overall gross margins as the segment scales.
Enterprise: What's SIMO's key differentiator?
When will OpEx investments boost margins?
Client SSD: How to exceed 50% PCIe 5 share?
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Next Silicon Motion Technology Corporation earnings date
Q3 202531 Oct, 2025
Next Silicon Motion Technology Corporation earnings date
Q3 202531 Oct, 2025
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Frequently asked questions
Silicon Motion Technology Corporation (SIMO) specializes in the development and supply of NAND flash controller integrated circuits (ICs) for solid-state storage devices. Recognized as a significant player in its sector, the company is notable for its comprehensive range of SSD (Solid State Drive) controllers, which are widely used in servers, PCs, and other client devices. Additionally, Silicon Motion is a leading supplier of eMMC (embedded MultiMediaCard) and UFS (Universal Flash Storage) embedded storage controllers, which find applications in smartphones, IoT devices, and various other technologies. The company is headquartered in San Jose, California, USA, and its shares are listed on the NASDAQ.
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