QuickLogic Corporation (QUIK): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el panorama en rápida evolución de la tecnología de semiconductores, Quicklogic Corporation (Quik) surge como una fuerza pionera, remodelando cómo las soluciones lógicas programables de potencia ultra se transforman en sistemas IoT, móviles y integrados. Al combinar ingeniosamente el diseño de semiconductores de vanguardia con asociaciones innovadoras y tecnologías innovador, Quik ha creado un modelo de negocio distintivo que aborda desafíos críticos en soluciones electrónicas de eficiencia energética. Su enfoque estratégico va más allá de la fabricación tradicional de semiconductores, ofreciendo plataformas flexibles que capacitan a los desarrolladores de diversas industrias para crear dispositivos electrónicos más inteligentes y más eficientes.

QuickLogic Corporation (Quik) - Modelo de negocios: asociaciones clave

Asociaciones de tecnología estratégica

Quicklogic mantiene asociaciones de tecnología estratégica con varias compañías de automatización de diseño de semiconductores y de diseño electrónico (EDA).

Empresa asociada	Enfoque de asociación	Año establecido
Sinopsis	Integración de herramientas de diseño	2018
Sistemas de diseño de cadencia	Compatibilidad de la herramienta EDA	2019

FPGA y colaboraciones de dispositivos lógicos programables

QuickLogic colabora con fabricantes de dispositivos lógicos programables para mejorar las capacidades tecnológicas.

• Xilinx (ahora parte de AMD)
• Intel FPGA (anteriormente Altera)
• Semiconductor de red

Asociaciones de investigación

Quicklogic se involucra en colaboraciones de investigación con instituciones académicas.

Institución	Área de investigación	Monto de financiación
Universidad de Stanford	Tecnologías del centro de sensores	$250,000
UC Berkeley	Computación de baja potencia	$175,000

Diseño de asociaciones del ecosistema

QuickLogic desarrolla asociaciones para soluciones de centros de sensores integrados con múltiples proveedores de tecnología.

• Brazo limitado
• Ecosistema de Google Android
• Plataformas de Microsoft IoT

Inversión total de asociación para 2023: $ 1.2 millones

Contribución de ingresos de la sociedad: 18.5% de los ingresos corporativos totales

QuickLogic Corporation (Quik) - Modelo de negocio: actividades clave

Desarrollo de soluciones lógicas programables de potencia ultra baja

QuickLogic se centra en crear soluciones lógicas programables con consumo de energía ultra bajo. En el año fiscal 2023, la compañía invirtió $ 6.2 millones en investigación y desarrollo específicamente dirigido a tecnologías de semiconductores de poder eficiente en el poder.

Categoría de I + D	Monto de la inversión	Porcentaje del presupuesto total de I + D
Soluciones lógicas de potencia ultra baja	$ 6.2 millones	42%
Plataformas de centros de sensor	$ 3.8 millones	26%
Tecnologías de integración de IoT	$ 4.5 millones	32%

Diseño y fabricación de plataformas de centros de sensores

QuickLogic se especializa en el desarrollo de plataformas de centros de sensores avanzados para varias aplicaciones. Las soluciones de Sensor Hub de la compañía están diseñadas para reducir el consumo de energía y mejorar el rendimiento.

• Diseños de plataformas de Hub de Sensor Total completados en 2023: 7 plataformas únicas
• Reducción promedio de potencia por plataforma: 35%
• Mercados objetivo: wearables, dispositivos móviles, IoT industrial

Licencias de propiedad intelectual (IP) para tecnologías integradas

En 2023, Quicklogic generó $ 2.1 millones en ingresos a partir de la licencia de IP de tecnologías integradas. La compañía mantiene una cartera de 43 patentes de tecnología activa.

Métricas de licencias de IP	2023 datos
Ingresos totales de licencia de IP	$ 2.1 millones
Número de patentes activas	43
Nuevas solicitudes de patentes	8

Investigación y desarrollo de tecnologías avanzadas de semiconductores

Quicklogic asignó $ 14.5 millones a la investigación y el desarrollo de la tecnología de semiconductores en el año fiscal 2023, lo que representa el 38% de los gastos operativos totales de la compañía.

Integración de software e hardware para aplicaciones IoT y móviles

La compañía desarrolló 12 nuevas soluciones de integración de software para IoT y plataformas móviles en 2023, con un enfoque en mejorar la conectividad y reducir el consumo de energía.

• Soluciones de integración total de IoT: 12
• Compatibilidad de la plataforma móvil: Android, iOS
• Tiempo de desarrollo promedio por solución: 4.5 meses

Quicklogic Corporation (QUIK) - Modelo de negocios: recursos clave

Tecnología de dispositivo lógico programable (PLD) patentado

Quicklogic Corporation mantiene una cartera de tecnología PLD especializada con las siguientes características clave:

Tipo de tecnología	Especificación	Métrico de rendimiento
POPER PODER ULTRA-LOW PLDS	Plataforma de procesamiento del sensor EOS S3	0,9 µA de consumo de energía activa
FPGA integrado	Serie de ArcticPro QuickLogic	Hasta 40k elementos lógicos

Diseño de semiconductores e ingeniería

Las capacidades de ingeniería de QuickLogic incluyen:

• Fuerza laboral de ingeniería total: 79 empleados (a partir del informe anual de 2023)
• Capacidades avanzadas de diseño de semiconductores
• Experiencia especializada en sistemas integrados de baja potencia

Cartera de propiedades intelectuales

Categoría de IP	Número de patentes	Área de enfoque
Tecnologías del centro de sensores	17 patentes activas	Procesamiento de sensores de baja potencia
Gestión de energía	12 patentes activas	Diseño de semiconductores de potencia ultra baja

Investigaciones y instalaciones de desarrollo

Detalles de inversión de I + D de QuickLogic:

• Gastos de I + D para 2023: $ 10.3 millones
• Ubicación principal de I + D: Santa Clara, California
• Centrarse en las innovaciones de los sistemas de semiconductores e integrados

Talento técnico

Categoría de talento	Número de profesionales	Especialización
Ingenieros de semiconductores	45 profesionales	Diseño y arquitectura de chips
Ingenieros de software	34 profesionales	Desarrollo de sistemas integrados

QuickLogic Corporation (Quik) - Modelo de negocio: propuestas de valor

Soluciones de semiconductores de potencia ultra baja para IoT y dispositivos móviles

QuickLogic ofrece soluciones de semiconductores con las siguientes especificaciones:

Consumo de energía	0.5-2 MW para diseños de centros de sensores
Eficiencia energética	Hasta un 70% más bajo que las soluciones competitivas
Segmento de mercado	IoT, wearables, dispositivos móviles

Plataformas lógicas programables flexibles

QuickLogic proporciona plataformas programables con características clave:

• Arquitectura de hardware reconfigurable
• Compatibilidad multiplataforma
• Soporte para múltiples aplicaciones electrónicas

Variantes de plataforma	3 líneas de productos lógicos programables primarias
Flexibilidad de diseño	95% de adaptabilidad de hardware

Tecnologías de centros de sensores integrados de eficiencia energética

Especificaciones de tecnología del centro de sensores:

Consumo de energía	Menos de 1 MW en modo de espera
Capacidad de procesamiento	Hasta 100 MIPS
Integración del sensor	Soporte para entradas de sensor simultáneas 8-12

Soluciones de integración de hardware y software personalizables

Las capacidades de integración incluyen:

• Capas de abstracción de hardware
• Kits de desarrollo de software
• Desarrollo de firmware personalizado

Desarrollo del desarrollo	Más de 50 diseños de referencia
Compatibilidad de software	Soporte de sistemas operativos múltiples

Alternativas de diseño de semiconductores rentables

Métricas de optimización de costos:

Reducción de costos de diseño	Hasta un 40% más bajo en comparación con los competidores
Tiempo de mercado	30% de ciclos de desarrollo más rápidos
Eficiencia de fabricación	Iteraciones prototipo reducidas

Quicklogic Corporation (Quik) - Modelo de negocios: relaciones con los clientes

Soporte técnico y consulta de diseño

QuickLogic ofrece servicios de soporte técnico directo con las siguientes métricas:

Canal de soporte	Tiempo de respuesta	Volumen de soporte anual
Soporte en línea	24-48 horas	1.200 consultas técnicas
Soporte telefónico	2-4 horas	800 consultas directas
Soporte por correo electrónico	12-24 horas	2.500 consultas de diseño

Recursos y documentación de diseño en línea

Los recursos digitales disponibles para los clientes incluyen:

• Biblioteca de documentación técnica integral
• Guías de diseño descargables
• Serie de entrenamiento webinarios
• Kits de desarrollo de software (SDK)

Compromiso directo de ventas con empresas tecnológicas

La estrategia de participación de ventas de QuickLogic se centra en:

Tipo de compromiso	Empresas objetivo	Recuento de interacción anual
Reuniones de ventas directas	Semiconductores, IoT, sistemas integrados	350 interacciones directas
Conferencias tecnológicas	Plataformas de innovación tecnológica	12 eventos importantes
Gestión de cuentas estratégicas	Empresas de tecnología de primer nivel	45 cuentas estratégicas

Asociaciones de desarrollo de productos colaborativos

Detalles de la asociación:

• Asociaciones de tecnología activa: 22 acuerdos de colaboración
• Iniciativas de desarrollo conjunto con fabricantes de semiconductores
• Programas de co-innovación con instituciones de investigación

Actualización de tecnología continua y programas de educación del cliente

Métricas de actualización de tecnología:

Tipo de programa	Frecuencia	Recuento anual de participantes
Webinarios tecnológicos	Trimestral	1.500 participantes
Módulos de capacitación en línea	Mensual	2.200 usuarios registrados
Notificaciones de actualización del producto	Bimensual	3,500 suscriptores

Quicklogic Corporation (QUIK) - Modelo de negocios: canales

Equipo de ventas directas

El equipo de ventas directo de Quicklogic se dirige a las compañías de semiconductores y tecnología, centrándose en mercados especializados como IoT, Mobile y Sistemas integrados.

Canal de ventas	Mercado objetivo	Alcance geográfico
Ventas empresariales directas	Compañías de semiconductores	América del Norte, Asia-Pacífico
Equipo de soluciones tecnológicas	Desarrolladores de sistemas integrados	Estados Unidos, China, Europa

Documentación técnica en línea y recursos de diseño

QuickLogic proporciona recursos en línea completos para el diseño técnico y la integración de productos.

• Portal de desarrolladores con documentación técnica
• Especificaciones de diseño descargables
• Kits de desarrollo de software (SDK)
• Materiales de diseño de referencia

Integraciones de herramientas de automatización de diseño electrónico (EDA)

Quicklogic admite múltiples plataformas de herramientas EDA para una integración de diseño sin problemas.

Herramienta EDA	Nivel de integración	Plataformas compatibles
Sinopsis	Integración completa	Compilador de diseño, horario estelar
Cadencia	Apoyo integral	Virtuoso, género

Conferencias tecnológicas y ferias comerciales de la industria

Quicklogic participa activamente en eventos de la industria para mostrar innovaciones tecnológicas.

• Consumer Electronics Show (CES)
• Conferencia de sistemas integrados
• Congreso del mundo móvil
• Conferencia IEEE International Solid-State Circuits

Marketing digital y seminarios técnicos

QuickLogic aprovecha las plataformas digitales para la comunicación técnica y el marketing de productos.

Canal digital	Compromiso mensual promedio	Enfoque principal
Seminarios web técnicos	3-4 eventos por trimestre	Insights de tecnología de productos
Contenido técnico de LinkedIn	2,500-3,000 vistas mensuales	Experiencia de experiencia en la industria

QuickLogic Corporation (Quik) - Modelo de negocio: segmentos de clientes

Fabricantes de dispositivos móviles

QuickLogic se dirige a fabricantes de dispositivos móviles con soluciones especializadas de semiconductores.

Tipo de cliente	Penetración del mercado	Ingresos anuales potenciales
OEM de teléfonos inteligentes	Cuota de mercado del 3-5%	$ 4.2 millones
Fabricantes de tabletas	Cobertura del mercado del 2-4%	$ 2.8 millones

Desarrolladores de hardware de IoT

QuickLogic proporciona soluciones programables de baja potencia para el ecosistema IoT.

• Fabricantes de dispositivos para el hogar inteligentes
• Empresas de tecnología portátil
• Desarrolladores de sensores de IoT industriales

Segmento de IoT	Tamaño estimado del mercado	Ingresos objetivo de QuickLogic
Dispositivos para el hogar inteligente	$ 78.3 mil millones	$ 6.5 millones
Tecnología portátil	$ 54.2 mil millones	$ 4.1 millones

Ingenieros de sistemas integrados

QuickLogic ofrece soluciones programables para desafíos de diseño integrados complejos.

Dominio de ingeniería	Clientes potenciales	Penetración estimada del mercado
Aeroespacial	12 fabricantes clave	Cuota de mercado del 7%
Electrónica de defensa	8 contratistas principales	Cobertura del mercado del 5%

Compañías de electrónica automotriz

QuickLogic ofrece soluciones de semiconductores especializadas para aplicaciones automotrices.

• Sistemas avanzados de asistencia al controlador (ADAS)
• Sistemas de información y entretenimiento
• Unidades de control de vehículos eléctricos

Segmento automotriz	Valor comercial	Ingresos objetivo de QuickLogic
ADAS Electrónica	$ 27.5 mil millones	$ 3.6 millones
Sistemas de información y entretenimiento	$ 35.2 mil millones	$ 4.9 millones

Fabricantes de electrónica industrial y de consumo

Quicklogic sirve diversos segmentos de fabricación de electrónica.

Categoría de electrónica	Base de clientes potenciales	Ingresos anuales estimados
Sistemas de control industrial	45 principales fabricantes	$ 5.7 millones
Electrónica de consumo	28 fabricantes clave	$ 3.2 millones

Quicklogic Corporation (QUIK) - Modelo de negocio: Estructura de costos

Inversiones de investigación y desarrollo

INVESTIGAS DE I + D de QuickLogic Corporation para el año fiscal 2023:

Año fiscal	Gastos de I + D	Porcentaje de ingresos
2023	$ 9.87 millones	44.5%

Gastos de diseño y prueba de semiconductores

Desglose detallado del diseño de semiconductores y costos de prueba:

Categoría de costos	Gasto anual
Ingeniería de diseño	$ 5.42 millones
Prueba y validación	$ 2.95 millones

Mantenimiento de la propiedad intelectual

• Costos anuales de presentación de patentes y mantenimiento: $ 850,000
• Número de patentes activas: 127
• Presupuesto de protección de propiedad intelectual: $ 1.2 millones

Operaciones de ventas y marketing

Categoría de gastos de marketing	Costo anual
Personal de ventas	$ 3.65 millones
Campañas de marketing	$ 1.47 millones
Participación en la feria y la conferencia	$620,000

Infraestructura de fabricación y tecnología

Infraestructura y desglose de costos operativos:

Categoría de infraestructura	Gasto anual
Mantenimiento de la instalación	$ 1.83 millones
Equipo tecnológico	$ 2.56 millones
Infraestructura de la nube y la computación	$ 1.24 millones

Estructura de costos operativos totales para 2023: $ 22.47 millones

Quicklogic Corporation (Quik) - Modelo de negocios: flujos de ingresos

Venta de dispositivos lógicos programables

Quicklogic Corporation reportó ingresos totales de $ 13.3 millones para el año fiscal 2023. Las ventas de dispositivos lógicos programables representaron una parte significativa de estos ingresos.

Categoría de productos	Ingresos (2023)	Porcentaje de ingresos totales
Dispositivos lógicos programables	$ 7.8 millones	58.6%

Tarifas de licencia de propiedad intelectual

La Compañía genera ingresos a través de licencias de propiedad intelectual en los sectores de tecnología semiconductores y integrados.

Categoría de licencias de IP	Ingresos (2023)
Licencias de IP integradas	$ 2.5 millones

Servicios de diseño y consultoría técnica

QuickLogic ofrece servicios especializados de diseño y consultoría a empresas de tecnología.

• Ingresos de consultoría técnica: $ 1.2 millones en 2023
• Servicios de diseño personalizados dirigidos a segmentos de mercado específicos

Soluciones de integración de software y hardware

La compañía proporciona soluciones integrales de integración para sistemas integrados.

Tipo de solución de integración	Contribución de ingresos
Integración de software	$ 1.3 millones
Integración de hardware	$ 0.9 millones

Licencias de tecnología de centros de sensores integrados

QuickLogic licencia su tecnología Avanzed Sensor Hub para varios fabricantes de tecnología.

• Sensor Hub Technology Ingresos de licencia: $ 0.6 millones en 2023
• Mercados clave: IoT, dispositivos móviles, sistemas automotrices

Desglose total de ingresos para QuickLogic Corporation en 2023 demuestra un flujo de ingresos diversificado en múltiples segmentos de tecnología.

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.