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Company Research10 May 2024
The Suppliers Making the iPhone Possible
An article exploring the relationship of the suppliers working with Apple to make the iPhone and other products possible.
Lattice Semiconductor
Lattice Semiconductor (LSCC) investor relations material
Lattice Semiconductor 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary14 Jan, 2026
Business performance and market trends
Achieved strong year-end and new year start, with over 150 million units shipped in the past year and a target of 180 million for the current year.
Communications and computing represent over 50% of revenue, growing rapidly; server business grew 80% and communications 63% year-on-year.
Industrial and automotive segments expected to return to growth in 2026, with inventory normalization by end of 2025.
Consumer and new industrial applications, including aerospace, defense, and medical, are emerging as growth areas.
Global customer base with 11,000 customers, top 200 driving most revenue.
Strategic pillars and product differentiation
Focused on small and mid-range FPGAs, emphasizing low power, small size, and fast boot times.
Differentiates through security leadership, post-quantum cryptography, and field programmability.
Offers a platform approach with silicon, software tools, IP, and solutions to ease developer adoption.
Product longevity is a key value, with commitments to 20-30 year lifecycles for industrial, automotive, and medical applications.
Partnerships with NXP and others enable flexible processor-FPGA combinations for diverse applications.
Growth outlook and financial guidance
Comfortable with consensus 21% growth for the current year; long-term growth target of 15-20% annually at high margins.
2026 projected as the year of the data center and small FPGAs (Nexus), with 2027 as the year of industrial/automotive and mid-range FPGAs (Avant).
Design wins and product launches set up strong growth vectors for 2026 and 2027, with ongoing work for 2028.
AI revenue expected to reach high teens percent of total in 2025 and mid-20s in 2026, split 60% data center, 40% industrial/auto.
New product growth was 65% in 2025, with acceleration expected in 2026.
Impact of disaggregation on FPGA content?
What confirms I&A POS trends are improving?
How does Lattice differentiate vs. Altera's roadmap?
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Next Lattice Semiconductor earnings date
Q4 202510 Feb, 2026
Lattice Semiconductor
Next Lattice Semiconductor earnings date
Q4 202510 Feb, 2026
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Frequently asked questions
Lattice Semiconductor Corp designs and manufactures low-power, field-programmable gate arrays (FPGAs) and related software solutions. The company serves applications in communications, computing, industrial, automotive, and consumer electronics markets. The company is headquartered in Hillsboro, Oregon, and its shares are listed on the NASDAQ.
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