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Technology Stocks : Silicon Motion Inc. (SIMO)
SIMO 97.82-0.3%9:30 AM EST
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From: Elroy5/14/2025 4:45:46 PM
1 Recommendation

Recommended By
Lance Bredvold

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The SIMO CEO presented at JPMorgan conference today.

He said SIMO has relations with NAND makers Micron, Kioxia, Samsung, Hynix, Sandisk those are the ones they see. For autos SIMO has traditionally partnered with Micron, and has recently added Sandisk and Samsung last year. SIMO's branded Ferri module sells direct into autos as well as other systems.

For Mon Titan there are two tier 1 customers which will ramp in H2 2025 and moreso in 2026/27. Each one of these tier 1 customers could become 10% customers for SIMO.

eMMC is 800 million units annually, SIMO gets about 25% market share now.

For discount smartphones historically uMCP has been the module. It incorporates mobile DRAM, NAND and and a NAND controller. Due to DRAM it favors memory makers with NAND and DRAM production ability (Micron, Samsung, SK). Last year China moved in high volume to discrete mobile DRAM and then eMMC or UFS for the NAND. This separation of the DRAM and NAND in low end phones allowed the module makers to compete with Micron/Samsung/SK on cost, and win business, and it helps SIMO since all the module makers need a NAND controller.

In UFS 4.0 and above SIMO is attempting to sell directly to the phone makers. They have one customer and expect to have Xiaomi as the second customer later this year.

SIMO expects to reach $250m revenues in Q4 2025 without counting Mon Titan and without counting NVDA related business.
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