CEVA — Design Win and Incentives Analysis

Key Points

• First customer is a global MCU (microcontroller unit) provider using external Wi-Fi modules
• Targeting wide range of IoT and industrial IoT applications
• Customer moving toward Wi-Fi module streamlining to focus on core capabilities
• Design win opportunity driven by connectivity market expansion
• Incentive structure aligns with customer growth in IoT segment

Market Opportunity

• IoT and industrial IoT applications expanding globally
• Customer demand for Wi-Fi connectivity integration growing
• CEVA's IP providing strategic advantage in enabling design wins

Source

• File: FB-CEVA Pitch-Design Win and Incentives.pdf
• Location: Dropbox/2. Semi/_Individual Stock/1. Semis/CEVA/
• Date: Internal document

Related

• CEVA
• CEVA-DeepDive-Research
• IoT Market
• WiFi IP