HIGHBuilt-inGeographic
91%
international (outside United States)
“10-K Item 1: 'The percentage of our revenues derived from outside of the United States was 91% in fiscal 2025.'”
SLAB · Concentration risk · 10-K extracted
Silicon Laboratories (SLAB) concentration risks
Updated
The most significant concentration Silicon Laboratories discloses is international (outside United States) at 91%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Silicon Laboratories’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 4 disclosed concentrations
HIGH1
MEDIUM2
LOW1
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMOutside partyCustomer
28%
Arrow Electronics
“10-K Item 1: 'Arrow Electronics and Edom Technology, represented 28% and 21% of our revenues during fiscal 2025, respectively.'”
MEDIUMOutside partySupplier
same geographic region manufacturers
“10-K Item 1A: 'Most of our current manufacturers, assemblers, test service providers, distributors and customers are concentrated in the same geographic region'”
LOWOutside partyCustomer
21%
Edom Technology
“10-K Item 1: 'Arrow Electronics and Edom Technology, represented 28% and 21% of our revenues during fiscal 2025, respectively.'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company's disclosed concentration profile spans geographic revenue, customer distribution, and supply chain, with a high-share international skew as the foundational exposure. The percentage of revenues derived from outside the United States was 91% in fiscal 2025, a high-share structural geographic exposure that reflects where the IoT and industrial semiconductor end markets are concentrated. This is a deliberate feature of the company's addressable market rather than a dependency on a specific counterparty, but it does mean that geopolitical disruptions, trade restrictions, and regional demand cycles in Asia and Europe have a disproportionate bearing on results. Customer concentration adds a dependency layer: Arrow Electronics represented 28% of revenues during fiscal 2025, a moderate-share dependency, while Edom Technology represented 21% of revenues in the same period, a smaller-share dependency. Both are distributors, meaning the company's access to end-customer markets flows substantially through two intermediaries, creating exposure to their commercial decisions, channel inventory levels, and financial health. Reinforcing the customer dependency is a supply concentration: most manufacturers, assemblers, test service providers, distributors, and customers are concentrated in the same geographic region, a moderate-share structural interdependency where a regional disruption — natural disaster, trade restriction, or geopolitical event — could simultaneously impair supply, distribution, and demand in the same geography. Together these exposures are mutually reinforcing rather than diversifying: an Asia-Pacific disruption would affect the international revenue base, the distributor relationships, and the manufacturing supply chain at the same time.
For the engine’s reasoning on SLAB’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Semiconductors
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ALAB | Astera Labs, Inc. | 3 | 0 | 0 | 3 |
| AVGO | Broadcom Inc. | 2 | 1 | 0 | 3 |
| ADI | Analog Devices, Inc. | 2 | 0 | 0 | 2 |
| SLAB● | Silicon Laboratories, Inc. | 1 | 2 | 1 | 4 |
| ALGM | Allegro MicroSystems, Inc. | 1 | 2 | 0 | 3 |
| AMD | Advanced Micro Devices, Inc. | 1 | 2 | 0 | 3 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.