QuickLogic Corporation (QUIK): Business Model Canvas

In der sich schnell entwickelnden Landschaft der Halbleitertechnologie erweist sich die QuickLogic Corporation (QUIK) als Pionierkraft und prägt die Art und Weise, wie programmierbare Logiklösungen mit extrem geringem Stromverbrauch IoT-, mobile und eingebettete Systeme verändern. Durch die geschickte Kombination von modernstem Halbleiterdesign mit innovativen Partnerschaften und bahnbrechenden Technologien hat QUIK ein unverwechselbares Geschäftsmodell geschaffen, das kritische Herausforderungen bei energieeffizienten elektronischen Lösungen angeht. Ihr strategischer Ansatz geht über die traditionelle Halbleiterfertigung hinaus und bietet flexible Plattformen, die es Entwicklern aus verschiedenen Branchen ermöglichen, intelligentere und effizientere elektronische Geräte zu entwickeln.

QuickLogic Corporation (QUIK) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Technologiepartnerschaften

QuickLogic unterhält strategische Technologiepartnerschaften mit mehreren Unternehmen für Halbleiter und Electronic Design Automation (EDA).

Partnerunternehmen	Partnerschaftsfokus	Gründungsjahr
Inhaltsangabe	Integration von Designtools	2018
Trittfrequenz-Designsysteme	EDA-Tool-Kompatibilität	2019

Zusammenarbeit bei FPGA und programmierbaren Logikgeräten

QuickLogic arbeitet mit Herstellern programmierbarer Logikgeräte zusammen, um die technologischen Fähigkeiten zu verbessern.

• Xilinx (jetzt Teil von AMD)
• Intel FPGA (ehemals Altera)
• Gitterhalbleiter

Forschungspartnerschaften

QuickLogic unterhält Forschungskooperationen mit akademischen Institutionen.

Institution	Forschungsbereich	Förderbetrag
Stanford-Universität	Sensor-Hub-Technologien	$250,000
UC Berkeley	Low-Power-Computing	$175,000

Entwerfen Sie Ökosystempartnerschaften

QuickLogic entwickelt Partnerschaften für eingebettete Sensor-Hub-Lösungen mit mehreren Technologieanbietern.

• ARM Limited
• Google Android-Ökosystem
• Microsoft IoT-Plattformen

Gesamtinvestition der Partnerschaft für 2023: 1,2 Millionen US-Dollar

Umsatzbeitrag der Partnerschaft: 18,5 % des gesamten Unternehmensumsatzes

QuickLogic Corporation (QUIK) – Geschäftsmodell: Hauptaktivitäten

Entwicklung von programmierbaren Logiklösungen mit extrem geringem Stromverbrauch

QuickLogic konzentriert sich auf die Entwicklung programmierbarer Logiklösungen mit extrem niedrigem Stromverbrauch. Im Geschäftsjahr 2023 investierte das Unternehmen 6,2 Millionen US-Dollar in Forschung und Entwicklung, die speziell auf energieeffiziente Halbleitertechnologien abzielten.

F&E-Kategorie	Investitionsbetrag	Prozentsatz des gesamten F&E-Budgets
Logiklösungen mit extrem geringem Stromverbrauch	6,2 Millionen US-Dollar	42%
Sensor-Hub-Plattformen	3,8 Millionen US-Dollar	26%
IoT-Integrationstechnologien	4,5 Millionen US-Dollar	32%

Design und Herstellung von Sensor-Hub-Plattformen

QuickLogic ist auf die Entwicklung fortschrittlicher Sensor-Hub-Plattformen für verschiedene Anwendungen spezialisiert. Die Sensor-Hub-Lösungen des Unternehmens sind darauf ausgelegt, den Stromverbrauch zu senken und die Leistung zu steigern.

• Gesamtzahl der im Jahr 2023 fertiggestellten Sensor-Hub-Plattformdesigns: 7 einzigartige Plattformen
• Durchschnittliche Leistungsreduzierung pro Plattform: 35 %
• Zielmärkte: Wearables, mobile Geräte, industrielles IoT

Lizenzierung von geistigem Eigentum (IP) für eingebettete Technologien

Im Jahr 2023 erzielte QuickLogic einen Umsatz von 2,1 Millionen US-Dollar aus der IP-Lizenzierung eingebetteter Technologien. Das Unternehmen unterhält ein Portfolio von 43 aktiven Technologiepatenten.

IP-Lizenzierungsmetriken	Daten für 2023
Gesamter IP-Lizenzumsatz	2,1 Millionen US-Dollar
Anzahl aktiver Patente	43
Neue Patentanmeldungen	8

Forschung und Entwicklung fortschrittlicher Halbleitertechnologien

QuickLogic hat im Geschäftsjahr 2023 14,5 Millionen US-Dollar für Forschung und Entwicklung im Bereich Halbleitertechnologie bereitgestellt, was 38 % der gesamten Betriebskosten des Unternehmens entspricht.

Software- und Hardware-Integration für IoT und mobile Anwendungen

Das Unternehmen entwickelte im Jahr 2023 12 neue Software-Integrationslösungen für IoT und mobile Plattformen, wobei der Schwerpunkt auf der Verbesserung der Konnektivität und der Reduzierung des Stromverbrauchs lag.

• Gesamtzahl der IoT-Integrationslösungen: 12
• Kompatibilität mit mobilen Plattformen: Android, iOS
• Durchschnittliche Entwicklungszeit pro Lösung: 4,5 Monate

QuickLogic Corporation (QUIK) – Geschäftsmodell: Schlüsselressourcen

Proprietäre PLD-Technologie (Programmable Logic Device).

QuickLogic Corporation verfügt über ein spezialisiertes PLD-Technologieportfolio mit den folgenden Hauptmerkmalen:

Technologietyp	Spezifikation	Leistungsmetrik
PLDs mit extrem geringem Stromverbrauch	EOS S3 Sensorverarbeitungsplattform	0,9 µA Wirkstromverbrauch
Eingebetteter FPGA	QuickLogic ArcticPro-Serie	Bis zu 40.000 Logikelemente

Fachwissen im Bereich Halbleiterdesign und -technik

Zu den technischen Fähigkeiten von QuickLogic gehören:

• Gesamtbelegschaft im Ingenieurwesen: 79 Mitarbeiter (Stand Geschäftsbericht 2023)
• Erweiterte Möglichkeiten für das Halbleiterdesign
• Spezialisiertes Fachwissen für eingebettete Systeme mit geringem Stromverbrauch

Portfolio für geistiges Eigentum

IP-Kategorie	Anzahl der Patente	Fokusbereich
Sensor-Hub-Technologien	17 aktive Patente	Sensorverarbeitung mit geringem Stromverbrauch
Energieverwaltung	12 aktive Patente	Halbleiterdesign mit extrem geringem Stromverbrauch

Forschungs- und Entwicklungseinrichtungen

Einzelheiten zu den F&E-Investitionen von QuickLogic:

• F&E-Ausgaben für 2023: 10,3 Millionen US-Dollar
• Hauptstandort für Forschung und Entwicklung: Santa Clara, Kalifornien
• Fokus auf Halbleiter- und eingebettete Systeminnovationen

Technisches Talent

Talentkategorie	Anzahl der Fachkräfte	Spezialisierung
Halbleiteringenieure	45 Profis	Chipdesign und Architektur
Software-Ingenieure	34 Profis	Entwicklung eingebetteter Systeme

QuickLogic Corporation (QUIK) – Geschäftsmodell: Wertversprechen

Ultra-Low-Power-Halbleiterlösungen für IoT und mobile Geräte

QuickLogic bietet Halbleiterlösungen mit den folgenden Spezifikationen:

Stromverbrauch	0,5–2 mW für Sensor-Hub-Designs
Energieeffizienz	Bis zu 70 % günstiger als Konkurrenzlösungen
Marktsegment	IoT, Wearables, mobile Geräte

Flexible programmierbare Logikplattformen

QuickLogic bietet programmierbare Plattformen mit folgenden Schlüsselmerkmalen:

• Rekonfigurierbare Hardwarearchitektur
• Plattformübergreifende Kompatibilität
• Unterstützung für mehrere elektronische Anwendungen

Plattformvarianten	3 primäre programmierbare Logikproduktlinien
Designflexibilität	95 % Hardware-Anpassbarkeit

Energieeffiziente Embedded Sensor Hub-Technologien

Spezifikationen der Sensor-Hub-Technologie:

Energieverbrauch	Weniger als 1 mW im Standby-Modus
Verarbeitungsfähigkeit	Bis zu 100 MIPS
Sensorintegration	Unterstützung für 8–12 gleichzeitige Sensoreingänge

Anpassbare Hardware- und Software-Integrationslösungen

Zu den Integrationsmöglichkeiten gehören:

• Hardware-Abstraktionsschichten
• Software-Entwicklungskits
• Benutzerdefinierte Firmware-Entwicklung

Entwicklungsunterstützung	Über 50 Referenzdesigns
Softwarekompatibilität	Unterstützung mehrerer Betriebssysteme

Kostengünstige Alternativen für das Halbleiterdesign

Kennzahlen zur Kostenoptimierung:

Reduzierung der Designkosten	Bis zu 40 % günstiger im Vergleich zur Konkurrenz
Time-to-Market	30 % schnellere Entwicklungszyklen
Fertigungseffizienz	Reduzierte Prototypiterationen

QuickLogic Corporation (QUIK) – Geschäftsmodell: Kundenbeziehungen

Technischer Support und Designberatung

QuickLogic bietet direkte technische Supportdienste mit den folgenden Kennzahlen:

Support-Kanal	Reaktionszeit	Jährliches Supportvolumen
Online-Support	24-48 Stunden	1.200 technische Anfragen
Telefonsupport	2-4 Stunden	800 Direktberatungen
E-Mail-Support	12-24 Stunden	2.500 Designberatungen

Online-Designressourcen und Dokumentation

Zu den für Kunden verfügbaren digitalen Ressourcen gehören:

• Umfangreiche technische Dokumentationsbibliothek
• Herunterladbare Designhandbücher
• Webinar-Schulungsreihe
• Software Development Kits (SDKs)

Direktvertriebsengagement mit Technologieunternehmen

Die Vertriebsengagement-Strategie von QuickLogic konzentriert sich auf:

Engagement-Typ	Zielunternehmen	Jährliche Interaktionsanzahl
Direktvertriebstreffen	Halbleiter, IoT, eingebettete Systeme	350 direkte Interaktionen
Technologiekonferenzen	Technologieinnovationsplattformen	12 Großveranstaltungen
Strategisches Account Management	Erstklassige Technologieunternehmen	45 strategische Konten

Kollaborative Produktentwicklungspartnerschaften

Details zur Partnerschaft:

• Aktive Technologiepartnerschaften: 22 Kooperationsvereinbarungen
• Gemeinsame Entwicklungsinitiativen mit Halbleiterherstellern
• Co-Innovationsprogramme mit Forschungseinrichtungen

Kontinuierliche Technologie-Update- und Kundenschulungsprogramme

Kennzahlen zur Technologieaktualisierung:

Programmtyp	Häufigkeit	Jährliche Teilnehmerzahl
Technologie-Webinare	Vierteljährlich	1.500 Teilnehmer
Online-Schulungsmodule	Monatlich	2.200 registrierte Benutzer
Benachrichtigungen über Produktaktualisierungen	Zweimonatlich	3.500 Abonnenten

QuickLogic Corporation (QUIK) – Geschäftsmodell: Kanäle

Direktvertriebsteam

Das Direktvertriebsteam von QuickLogic richtet sich an Halbleiter- und Technologieunternehmen und konzentriert sich auf spezialisierte Märkte wie IoT, mobile und eingebettete Systeme.

Vertriebskanal	Zielmarkt	Geografische Reichweite
Direkter Unternehmensvertrieb	Halbleiterunternehmen	Nordamerika, Asien-Pazifik
Team für Technologielösungen	Entwickler eingebetteter Systeme	Vereinigte Staaten, China, Europa

Technische Online-Dokumentation und Designressourcen

QuickLogic bietet umfassende Online-Ressourcen für technisches Design und Produktintegration.

• Entwicklerportal mit technischer Dokumentation
• Herunterladbare Designspezifikationen
• Software Development Kits (SDKs)
• Referenzdesignmaterialien

Tool-Integrationen für die elektronische Designautomatisierung (EDA).

QuickLogic unterstützt mehrere EDA-Toolplattformen für eine nahtlose Designintegration.

EDA-Tool	Integrationsebene	Unterstützte Plattformen
Inhaltsangabe	Vollständige Integration	Design-Compiler, PrimeTime
Trittfrequenz	Umfassender Support	Virtuose, Gattung

Technologiekonferenzen und Branchenmessen

QuickLogic nimmt aktiv an Branchenveranstaltungen teil, um technologische Innovationen vorzustellen.

• Messe für Unterhaltungselektronik (CES)
• Konferenz für eingebettete Systeme
• Mobiler Weltkongress
• Internationale IEEE-Konferenz für Halbleiterschaltungen

Digitales Marketing und technische Webinare

QuickLogic nutzt digitale Plattformen für technische Kommunikation und Produktmarketing.

Digitaler Kanal	Durchschnittliches monatliches Engagement	Hauptfokus
Technische Webinare	3-4 Veranstaltungen pro Quartal	Einblicke in die Produkttechnologie
Technische Inhalte von LinkedIn	2.500–3.000 monatliche Aufrufe	Austausch von Branchenexpertise

QuickLogic Corporation (QUIK) – Geschäftsmodell: Kundensegmente

Hersteller mobiler Geräte

QuickLogic richtet sich mit spezialisierten Halbleiterlösungen an Hersteller mobiler Geräte.

Kundentyp	Marktdurchdringung	Möglicher Jahresumsatz
Smartphone-OEMs	3-5 % Marktanteil	4,2 Millionen US-Dollar
Tablet-Hersteller	2-4 % Marktabdeckung	2,8 Millionen US-Dollar

IoT-Hardwareentwickler

QuickLogic bietet stromsparende programmierbare Lösungen für das IoT-Ökosystem.

• Hersteller von Smart-Home-Geräten
• Unternehmen für tragbare Technologie
• Entwickler von industriellen IoT-Sensoren

IoT-Segment	Geschätzte Marktgröße	Zielumsatz von QuickLogic
Smart-Home-Geräte	78,3 Milliarden US-Dollar	6,5 Millionen Dollar
Tragbare Technologie	54,2 Milliarden US-Dollar	4,1 Millionen US-Dollar

Ingenieure für eingebettete Systeme

QuickLogic bietet programmierbare Lösungen für komplexe Embedded-Design-Herausforderungen.

Ingenieurbereich	Potenzielle Kunden	Geschätzte Marktdurchdringung
Luft- und Raumfahrt	12 wichtige Hersteller	7 % Marktanteil
Verteidigungselektronik	8 Hauptauftragnehmer	5 % Marktabdeckung

Automobilelektronikunternehmen

QuickLogic bietet spezialisierte Halbleiterlösungen für Automobilanwendungen.

• Fortschrittliche Fahrerassistenzsysteme (ADAS)
• Infotainmentsysteme
• Steuergeräte für Elektrofahrzeuge

Automotive-Segment	Marktwert	Zielumsatz von QuickLogic
ADAS-Elektronik	27,5 Milliarden US-Dollar	3,6 Millionen US-Dollar
Infotainmentsysteme	35,2 Milliarden US-Dollar	4,9 Millionen US-Dollar

Hersteller von Industrie- und Unterhaltungselektronik

QuickLogic bedient verschiedene Segmente der Elektronikfertigung.

Kategorie „Elektronik“.	Potenzieller Kundenstamm	Geschätzter Jahresumsatz
Industrielle Steuerungssysteme	45 große Hersteller	5,7 Millionen US-Dollar
Unterhaltungselektronik	28 wichtige Hersteller	3,2 Millionen US-Dollar

QuickLogic Corporation (QUIK) – Geschäftsmodell: Kostenstruktur

Forschungs- und Entwicklungsinvestitionen

Die F&E-Investitionen der QuickLogic Corporation für das Geschäftsjahr 2023:

Geschäftsjahr	F&E-Ausgaben	Prozentsatz des Umsatzes
2023	9,87 Millionen US-Dollar	44.5%

Kosten für Halbleiterdesign und -tests

Detaillierte Aufschlüsselung der Kosten für Halbleiterdesign und -tests:

Kostenkategorie	Jährliche Ausgaben
Designtechnik	5,42 Millionen US-Dollar
Testen und Validieren	2,95 Millionen US-Dollar

Aufrechterhaltung des geistigen Eigentums

• Jährliche Patentanmeldungs- und Wartungskosten: 850.000 US-Dollar
• Anzahl aktiver Patente: 127
• Budget für den Schutz geistigen Eigentums: 1,2 Millionen US-Dollar

Vertriebs- und Marketingaktivitäten

Kategorie der Marketingausgaben	Jährliche Kosten
Vertriebspersonal	3,65 Millionen US-Dollar
Marketingkampagnen	1,47 Millionen US-Dollar
Teilnahme an Messen und Konferenzen	$620,000

Fertigungs- und Technologieinfrastruktur

Aufschlüsselung der Infrastruktur- und Betriebskosten:

Kategorie „Infrastruktur“.	Jährliche Ausgaben
Anlagenwartung	1,83 Millionen US-Dollar
Technologieausrüstung	2,56 Millionen US-Dollar
Cloud- und Computing-Infrastruktur	1,24 Millionen US-Dollar

Gesamtbetriebskostenstruktur für 2023: 22,47 Millionen US-Dollar

QuickLogic Corporation (QUIK) – Geschäftsmodell: Einnahmequellen

Verkauf programmierbarer Logikgeräte

QuickLogic Corporation meldete für das Geschäftsjahr 2023 einen Gesamtumsatz von 13,3 Millionen US-Dollar. Der Verkauf programmierbarer Logikgeräte machte einen erheblichen Teil dieses Umsatzes aus.

Produktkategorie	Umsatz (2023)	Prozentsatz des Gesamtumsatzes
Programmierbare Logikgeräte	7,8 Millionen US-Dollar	58.6%

Lizenzgebühren für geistiges Eigentum

Das Unternehmen generiert Einnahmen durch die Lizenzierung von geistigem Eigentum in den Bereichen Halbleiter und eingebettete Technologie.

IP-Lizenzierungskategorie	Umsatz (2023)
Integrierte IP-Lizenzierung	2,5 Millionen Dollar

Designdienstleistungen und technische Beratung

QuickLogic bietet Technologieunternehmen spezialisierte Design- und Beratungsdienste.

• Umsatz aus technischer Beratung: 1,2 Millionen US-Dollar im Jahr 2023
• Kundenspezifische Designdienstleistungen für bestimmte Marktsegmente

Software- und Hardware-Integrationslösungen

Das Unternehmen bietet umfassende Integrationslösungen für eingebettete Systeme.

Typ der Integrationslösung	Umsatzbeitrag
Software-Integration	1,3 Millionen US-Dollar
Hardware-Integration	0,9 Millionen US-Dollar

Lizenzierung der Embedded Sensor Hub-Technologie

QuickLogic lizenziert seine fortschrittliche Sensor-Hub-Technologie an verschiedene Technologiehersteller.

• Lizenzeinnahmen für Sensor-Hub-Technologie: 0,6 Millionen US-Dollar im Jahr 2023
• Schlüsselmärkte: IoT, mobile Geräte, Automobilsysteme

Die Aufschlüsselung des Gesamtumsatzes der QuickLogic Corporation im Jahr 2023 zeigt eine diversifizierte Einnahmequelle über mehrere Technologiesegmente hinweg.

QuickLogic Corporation (QUIK) - Canvas Business Model: Value Propositions

You're looking at the core reasons why a customer chooses QuickLogic Corporation (QUIK) over a standard ASIC or off-the-shelf FPGA solution. It boils down to flexibility, speed, and mission assurance, especially in high-stakes environments.

Embedded FPGA (eFPGA) for silicon customization and post-silicon flexibility.

QuickLogic Corporation (QUIK) offers eFPGA Hard IP that lets you build reconfigurable logic directly into your System-on-Chip (SoC). This isn't just theoretical; we delivered a customer-specific eFPGA Hard IP variant for a high-performance Data Center ASIC fabricated on a 12 nm process, with IP delivery scheduled for Q4 2025. This capability is powered by the proprietary Australis IP Generator, which allows us to target established fabrication nodes and deliver customer variants in just weeks. For entirely new nodes, delivery takes only four to six months. Our FPGA User Tools support this flexibility, offering a 100% open-source version named Aurora, alongside Aurora Pro, which includes Synopsys® Synplify® Logic Synthesis. Furthermore, the planned FPGA Chiplet product line expansion targets devices ranging from 40K LUTs to over one million LUTs.

Low-power consumption, crucial for battery-operated Industrial IoT and edge devices.

QuickLogic Corporation (QUIK) focuses on delivering highly customizable, low-power solutions. This characteristic is key for extending battery life in Industrial IoT and edge computing applications where every milliwatt counts. While specific power consumption figures are customer-dependent, the core value is enabling hardware re-programmability without the typical power penalty associated with traditional FPGAs.

Radiation-Hardened (Rad-Hard) technology for secure, mission-critical Aerospace & Defense applications.

For the most demanding environments, QuickLogic Corporation (QUIK) provides Strategic Radiation Hardened (SRH) technology. We are positioned as the only source for SRH eFPGA hard IP fabricated in the U.S. by a U.S. company. This commitment is backed by significant government funding; for instance, a $6.575 million contract was awarded in December 2024 to continue SRH development, bringing total program awards to over $33 million since August 2022. We also received multiple contract awards under the US Government's SRH program in 2024. The investment in accelerating the SRH FPGA Test Chip fabrication is seeing strong customer interest, anticipating orders for the upcoming SRH FPGA Dev Kit.

Accelerated time-to-market via a robust chiplet ecosystem and open-source tools.

The ecosystem partnerships and open-source approach directly translate to faster product realization for you. QuickLogic Corporation (QUIK) joined the Intel Foundry Chiplet Alliance in June 2025 to gain early access to advanced process and packaging roadmaps. This collaboration supports standards-based, multi-chip solutions leveraging the UCIe interconnect. Participation in the Chiplet Alliance also includes access to multi-project-wafer (MPW) shuttles, which shorten prototype cycles and reduce cost. This ecosystem development occurs against a backdrop where the global chiplet market size was estimated at USD 9.06 billion in 2024 and is projected to hit USD 223.56 billion by 2033, growing at a CAGR of 43.7% from 2025 to 2033.

Reduced ASIC design risk and extended product lifecycles for customers.

The silicon-proven nature of our eFPGA IP is specifically designed to help customers reduce design risk and accelerate schedules. This is demonstrated by the recent $1 million eFPGA Hard IP contract for a Data Center ASIC. For space applications, integrating our flexible logic directly into SoCs helps extend mission lifetimes and reduce redesign costs. The open-source Aurora tool suite further supports this by ensuring full code transparency for long-term maintainability.

Here's a quick look at the tangible deliverables supporting these value propositions:

Value Proposition Metric	Metric/Data Point	Context/Application
eFPGA Customization Speed (Established Node)	Weeks	Delivery time for customer-specific eFPGA Hard IP variants
eFPGA Customization Speed (New Node)	Four to six months	Delivery time for eFPGA Hard IP on new fabrication nodes
Recent eFPGA Contract Value	$1 million	Value of the Q4 2025 scheduled Data Center ASIC IP contract
Rad-Hard Program Total Awards (as of Dec 2024)	Over $33 million	Total funding awarded for the Strategic Radiation Hardened Program
Rad-Hard Program Contract Value (Dec 2024 Tranche)	$6.575 million	Funding tranche awarded in December 2024
Chiplet Market CAGR (2025-2033)	43.7%	Projected Compound Annual Growth Rate for the global chiplet market
Chiplet Ecosystem Prototype Cycle Improvement	Shorten prototype cycles	Benefit from participation in MPW shuttles via Chiplet Alliance

If you are evaluating the Q3 2025 results, note that total revenue from continuing operations was $2.0 million, with new product revenue at approximately $1.0 million. The non-GAAP gross margin for that quarter was (11.9%). The company's market capitalization stood at $107.67 million as of early December 2025.

For your next steps, Finance needs to model the revenue impact from the anticipated SRH FPGA Dev Kit orders expected in the coming weeks.

QuickLogic Corporation (QUIK) - Canvas Business Model: Customer Relationships

You're looking at how QuickLogic Corporation secures and manages its customer base across its specialized semiconductor IP and product lines as of late 2025. The approach is segmented, matching the relationship intensity to the customer type, which is key for a fabless semiconductor firm focused on niche, high-value markets.

Dedicated, high-touch engagement for large government and defense contracts.

QuickLogic Corporation maintains deep, direct relationships with entities in the Defense Industrial Base (DIB) and U.S. Government (USG) programs. This high-touch model is necessary for mission-critical applications requiring ruggedized or radiation-hardened solutions. For instance, in February 2025, QuickLogic Corporation announced selection by a DIB company for eFPGA IP, valued at a $1.1 million contract; IP delivery for this was scheduled during Q2 2025. Furthermore, the company expanded its involvement with a DIB entity specializing in cyber-security for strategic and tactical weapons systems. There is also an anticipated rebound from the USG Strategic Radiation Hardened FPGA Program expected to contribute to fourth-quarter revenue growth in fiscal 2025.

• Engagement involves custom, design-specific solutions.
• Focus on SWaP-C-optimized programmable logic.
• Addressing obsolescence challenges for lifecycle management.

Direct sales and engineering support for strategic eFPGA IP licensing customers.

For strategic eFPGA Intellectual Property (IP) licensing, the relationship is direct, involving licensing agreements negotiated straight with QuickLogic Corporation. This is where engineering support is crucial for integration into Application Specific Integrated Circuit (ASIC) products. For the three months ended June 29, 2025, eFPGA IP revenue, which was primarily professional services revenue, totaled $2.6 million. A recent win in Q3 2025 involved a $1 million eFPGA Hard IP contract for a high-performance data-center ASIC. Another licensing agreement was signed in Q2 2025 for a customer's Intel 18A test chip. QuickLogic Corporation can deliver customer-specific IP variants in just weeks once a fab-specific Hard IP is established.

The following table summarizes key financial and contract data points related to these customer engagements in 2025:

Customer/Segment Type	Metric/Event	Amount/Value	Period/Date
Defense Industrial Base (DIB)	eFPGA IP Contract Value	$1.1 million	Announced Feb 2025
Strategic eFPGA Licensing	eFPGA Revenue (3 Months)	$2.6 million	Ended June 29, 2025
Commercial ASIC Licensing	eFPGA Hard IP Contract Value	$1.0 million	Announced Q3 2025
Total Revenue (Continuing Ops)	Total Revenue	$2.0 million	Q3 Fiscal 2025
New Product Revenue	Revenue Contribution	Approx. $1.0 million	Q3 Fiscal 2025

Self-service and community support via open-source tools for developers.

QuickLogic Corporation supports a developer base by combining its technology with open-source tools, which helps ensure longevity and transparency for users building on their platforms. The company's eFPGA IP is supported by two tool suites, one of which is Aurora, described as a 100% open-source version. This approach helps developers start using the technology without heavy upfront licensing costs for basic tool access, fostering a community around the technology.

Distributor-led relationships for the Aerospace & Defense sector (via CTG).

For the Aerospace & Defense sector, QuickLogic Corporation utilizes a structured channel partner relationship. CTG, a division of Blue Raven Solutions, was appointed the sole source distributor for QuickLogic Corporation's eFPGA Hard IP specifically within the Aerospace & Defense sector, announced in August 2024. This relationship leverages CTG's established network to connect QuickLogic Corporation's programmable logic and custom eFPGA IP cores with key players in the defense industry. CTG's location is listed as One Odell Plaza, Suite 139, Yonkers, NY 10701.

• CTG handles distribution for eFPGA Hard IP in A&D.
• This channel addresses obsolescence challenges for customers.
• CTG's network connects to key players in the sector.

Finance: draft 13-week cash view by Friday.

QuickLogic Corporation (QUIK) - Canvas Business Model: Channels

You're looking at how QuickLogic Corporation moves its specialized IP and silicon to market as of late 2025. The channels are a mix of high-touch direct engagement for complex IP and broader digital/distribution paths for discrete products.

Here's a quick look at the financial context for the period ending September 28, 2025, which informs the current channel effectiveness:

Metric (Q3 Fiscal 2025)	Amount	Comparison Context
Total Revenue from Continuing Operations	$2.0 million	Decrease of 51.8% vs Q3 2024
New Product Revenue	Approx. $1.0 million	Decrease of 72.6% vs Q3 2024
Mature Product Revenue	$1.1 million	Increase vs $0.7 million in Q3 2024
Trailing 12-Month Revenue (as of Sep 30, 2025)	$16.2M	Down -24.58% year-over-year

The company is targeting total Q4 2025 revenue between $3.5 million and $6 million based on backlog and forecasts.

Direct Sales Team for eFPGA Hard IP Licensing and Non-Recurring Engineering (NRE) Services

The direct sales effort focuses heavily on securing eFPGA Hard IP licensing and NRE services, which are the core of QuickLogic Corporation's new product revenue strategy. The VP of IP Sales, Andy Jaros, was appointed in Q4 2024 to strengthen this area.

Tangible wins show this channel is active:

• Won a $1 million eFPGA Hard IP contract for a high-performance data-center ASIC, with IP delivery scheduled for Q4 2025.
• The CEO noted that license revenue may surpass NRE revenue for the first time in Q3 2025.
• The company anticipates receiving several new eFPGA Hard IP contracts during the weeks following the Q3 2025 report.

Semiconductor Foundries as a Channel for IP Availability

QuickLogic Corporation uses foundry partnerships as a critical channel to ensure their eFPGA IP is available on leading-edge process nodes, which is essential for securing large ASIC design wins. This availability is a key part of the value proposition for the direct sales channel.

The current foundry ecosystem supporting QuickLogic Corporation's IP includes:

• Intel Foundry: QuickLogic Corporation joined the Intel Foundry Chiplet Alliance and signed a contract for a customer's Intel 18A test chip. The first eFPGA Hard IP core optimized for Intel 18A was on track for completion in Q1 2025.
• GlobalFoundries: Customer designs are targeting 12nm at GlobalFoundries. A defense contract secured in late 2024 targeted the GlobalFoundries' 12LP process.
• TSMC: Customer designs are also targeting TSMC processes, including 12nm.

Specialized Distributors like CTG for the U.S. Military, Aerospace & Government (USMAG) Market

While specific distributor names like CTG aren't explicitly linked to 2025 revenue figures in the provided data, the USMAG market remains a significant channel, primarily served through direct engagement and specialized government programs.

The defense channel activity includes:

• A significant rebound of the USG Strategic Radiation Hardened FPGA Program is expected to contribute to Q4 2025 revenue growth.
• In Q4 2024, QuickLogic Corporation announced a $6.6 million fourth tranche of the Strategic Radiation Hardened FPGA Technology US Government contract.
• A $1.1 million eFPGA Hard IP contract with a new defense industrial base customer was awarded in Q4 2024, with delivery scheduled for Q2 2025.
• The company expanded its involvement with a Defense Industrial Base entity specializing in cyber-security for strategic and tactical weapons systems in Q3 2025.

Online Presence and Developer Kits (QuickFeather) for Discrete FPGA Product Sales

Discrete FPGA product sales fall under the Mature Product revenue category, which was $1.1 million in Q3 2025, up from $0.7 million in Q3 2024. The online presence serves as a key touchpoint for these products and for general company information distribution.

The digital and developer kit channels involve:

• QuickLogic Corporation uses its website, company blog, corporate Twitter account, Facebook page, and LinkedIn page as channels of distribution for information.
• Specific developer kits mentioned include the QuickFeather Lite Kit, Qomu MCU Kit, and QuickFeather Alexa.
• The company anticipates receiving orders for its upcoming SRH FPGA Dev Kit in the weeks following Q3 2025.

Finance: finalize Q4 2025 revenue mix projections based on the $3.5M-$6M guidance range by next week.

QuickLogic Corporation (QUIK) - Canvas Business Model: Customer Segments

You're looking at the customer base for QuickLogic Corporation as of late 2025, focusing on where the revenue and strategic focus are landing. The company clearly segments its market approach across high-reliability government/defense work and expanding commercial IP licensing.

Defense Industrial Base (DIB) entities securing seven-figure eFPGA IP contracts represent a high-value segment for QuickLogic Corporation's embedded FPGA (eFPGA) IP. This segment is characterized by securing significant, non-recurring engineering (NRE) revenue through IP licensing agreements for custom ASIC designs. For instance, QuickLogic Corporation announced selection by a DIB company for eFPGA IP targeting the GlobalFoundries' 12LP process, with an associated contract value of $1.1 million, with delivery scheduled during Q2 2025. Furthermore, the company expanded its involvement with a DIB entity specializing in cyber-security for strategic and tactical weapons systems in Q3 2025. The CEO anticipated receiving several new eFPGA Hard IP contracts during the weeks following Q3 2025.

The U.S. Military, Aerospace & Government (USMAG) segment is a key driver for QuickLogic Corporation's ruggedized and radiation-hardened (Rad-Hard) offerings. The company highlighted that a significant rebound of the USG Strategic Radiation Hardened FPGA Program was expected to contribute to fourth-quarter revenue growth following Q3 2025. This positions the company strongly in the US military, aerospace, and government sectors, particularly with its Strategic Radiation Hardened (SRH) FPGA Test Chip investment.

For fabless semiconductor companies and ASIC designers needing embedded logic, the focus is on eFPGA Hard IP licensing for commercial applications. A notable win in this area was the selection of eFPGA Hard IP for a new high-performance Data Center ASIC, announced in October 2025, with an associated contract value of $1 million, with delivery scheduled for Q4 2025. This contract marked QuickLogic Corporation's first eFPGA Hard IP contract for the high-performance commercial data center market. The company's ability to deliver customer-specific eFPGA Hard IP in weeks, or four to six months for new fabrication nodes, using the Australis IP Generator, is a key enabler for this segment.

The Industrial IoT and computing markets requiring low-power, flexible endpoint AI solutions are primarily served by QuickLogic Corporation's new product revenue stream, which includes Endpoint AI/ML solutions. For the fiscal third quarter of 2025, new product revenue was $1.0 million, representing approximately half of the total revenue of $2.0 million for the period ended September 28, 2025. This compares to new product revenue of $2.9 million in Q2 2025. The company's overall trailing twelve months (TTM) revenue as of late 2025 stood at $17.99 Million USD. The low-power, customizable solutions are aimed at industrial, computing, and consumer markets.

Here's a look at the reported revenue components for the third quarter of fiscal 2025, which reflects the current mix of business across these segments:

Revenue Component / Segment Focus	Amount (Q3 FY2025)	Notes
Total Revenue (Continuing Operations)	$2.0 million	Down 51.8% compared with Q3 2024.
New Product Revenue (Endpoint AI/eFPGA IP)	$1.0 million	Includes eFPGA IP licensing and Endpoint AI solutions.
Mature Product Revenue (Discrete FPGAs)	$1.1 million	Compares to $0.7 million in Q3 2024.
Data Center eFPGA Contract Award	$1.0 million	New contract announced in Q4 2025 delivery schedule.
DIB eFPGA IP Contract Award	$1.1 million	Awarded in Q2 2025.

The customer base relies on QuickLogic Corporation's distinct product lines:

• eFPGA Hard IP: Targeting DIB and Commercial ASIC designers on nodes like GlobalFoundries 12LP and Intel 18A.
• Ruggedized/Rad-Hard FPGAs: Directly serving USMAG and defense applications.
• Endpoint AI/ML Solutions: Driving the New Product Revenue for Industrial IoT and computing.

The company's GAAP operating expenses for Q3 2025 were $3.5 million.

QuickLogic Corporation (QUIK) - Canvas Business Model: Cost Structure

You're looking at the core expenditures QuickLogic Corporation incurs to keep its eFPGA IP and discrete FPGA business running as of late 2025. The cost structure is heavily weighted toward future development, which is typical for a company driving advanced silicon IP.

High R&D costs are a constant here, defintely necessary for developing advanced embedded FPGA (eFPGA) IP on new process nodes, like the work mentioned on Intel 18A technology. This investment is key to maintaining a competitive edge in offering flexible logic directly into system-on-chips (SoCs).

The operating burn rate is clearly visible in the quarterly figures. For the third quarter of fiscal 2025, QuickLogic Corporation reported that Non-GAAP Operating Expenses were $2.9 million from continuing operations. This figure compares to $3.0 million in the third quarter of 2024 and $2.5 million in the second quarter of 2025.

The total cost picture includes both GAAP and non-GAAP views, which helps you see the impact of non-cash items like stock-based compensation, which was $0.8 million in Q3 2025. Here's a quick look at the key expense metrics for Q3 2025:

Cost Component	Q3 2025 Amount (Continuing Operations)	Sequential Comparison
Non-GAAP Operating Expenses	$2.9 million	Up from $2.5 million in Q2 2025
GAAP Operating Expenses	$3.5 million	Down from $4.1 million in Q3 2024
R&D Costs Allocated to COGS	$300,000	Contributed to negative Non-GAAP Gross Margin

Cost of Goods Sold (COGS) covers the direct costs associated with discrete FPGA product sales and any Non-Recurring Engineering (NRE) services provided under IP contracts. The margin performance here is sensitive to revenue mix; for instance, the Non-GAAP gross margin from continuing operations was a negative (11.9%) in Q3 2025. This compares to 64.7% in Q3 2024 and 31.0% in Q2 2025. The lower Q3 2025 margin was partly due to unfavorable absorption of fixed costs because of lower revenue, plus the fact that $300,000 of R&D costs were allocated to COGS.

The Sales, General, and Administrative (SG&A) component is wrapped up within the GAAP and Non-GAAP Operating Expenses. These costs cover the IP sales team salaries, marketing efforts to expand into commercial markets like data centers, and general overhead to run the fabless operation. While a specific SG&A number isn't broken out separately from the GAAP Operating Expenses of $3.5 million, you know the Non-GAAP figure, which excludes stock-based compensation, was $2.9 million.

As a fabless semiconductor company, QuickLogic Corporation avoids the massive capital expenditure of owning fabrication plants. Still, costs are present in the supply chain, which you see reflected in COGS:

• Foundry costs are incurred when engaging manufacturing partners for silicon production.
• Packaging costs are necessary to prepare the chips for end-use integration.
• The fabless model allows for flexibility, such as working with partners prior to IP licensing to a System-on-Chip (SoC) company.

QuickLogic Corporation (QUIK) - Canvas Business Model: Revenue Streams

You're looking at the hard numbers for how QuickLogic Corporation brings in cash, which is key for understanding their path forward, especially given the recent revenue dip. The business model clearly leans on both upfront development work and recurring IP value.

The core of QuickLogic Corporation's revenue streams centers on its intellectual property (IP) offerings, specifically the embedded FPGA (eFPGA) Hard IP, alongside sales of their discrete FPGA products.

• The majority of QuickLogic Corporation's revenue is derived from sales of eFPGA IP licenses and professional services.
• The Chief Executive Officer noted that license revenue could surpass Non-Recurring Engineering (NRE) revenue for the first time in the third quarter of 2025.
• A recent highlight included securing a $1 million contract for eFPGA Hard IP targeting a high-performance data-center ASIC.

Non-Recurring Engineering (NRE) fees are collected for custom IP development and integration work, which often precedes the larger licensing agreements.

Product Sales are segmented into New Product revenue, which includes items like the Radot FPGA, and Mature Product revenue.

Here's a quick look at the recent and near-term revenue figures:

Metric	Q3 2025 Actual (Ending Sept 28, 2025)	Q4 2025 Guidance (Low End)	Q4 2025 Guidance (High End)
Total Revenue (Continuing Operations)	$2.0 million	$3.5 million	$6.0 million
New Product Revenue	Approximately $1.0 million	$2.5 million	$5.0 million
Mature Product Revenue	$1.1 million	$1.0 million	Not specified separately from New Product at high end

The total revenue for the last twelve months ending Q3 2025 was $16.18 million. This compares to the Q3 2025 revenue of $2.0 million, which was down 45.0% compared to the second quarter of 2025.

The Q4 2025 revenue guidance range of $3.5 million to $6 million is contingent on the timing of a key commercial contract valued at nearly $3 million. If that contract pushes into the first quarter of 2026, the Q4 total revenue would be at the lower end of the range, $3.5 million.

• Total revenue for the last twelve months ending Q3 2025 was $16.18 million.
• Q3 2025 revenue was $2.0 million.
• Q4 2025 guidance is set between $3.5 million and $6 million.

Finance: draft 13-week cash view by Friday.