QuickLogic Corporation (Quik): Business Model Canvas [Jan-2025 MISE À JOUR]

Dans le paysage rapide de la technologie des semi-conducteurs en évolution, Quicklogic Corporation (Quik) apparaît comme une force pionnière, remodelant comment les solutions logiques programmables ultra-faibles transforment les systèmes IoT, mobiles et intégrés. En mélangeant ingénieusement la conception de semi-conducteurs de pointe avec des partenariats innovants et des technologies révolutionnaires, Quik a conçu un modèle commercial distinctif qui relève des défis critiques dans les solutions électroniques éconergétiques. Leur approche stratégique va au-delà de la fabrication traditionnelle des semi-conducteurs, offrant des plateformes flexibles qui permettent aux développeurs de diverses industries de créer des appareils électroniques plus intelligents et plus efficaces.

QuickLogic Corporation (Quik) - Modèle d'entreprise: partenariats clés

Partenariats technologiques stratégiques

QuickLogic maintient des partenariats technologiques stratégiques avec plusieurs sociétés d'automatisation de la conception électronique (EDA).

Entreprise partenaire	Focus de partenariat	Année établie
Synopsys	Intégration de l'outil de conception	2018
Systèmes de conception de cadence	Compatibilité des outils EDA	2019

FPGA et collaborations de périphériques logiques programmables

QuickLogic collabore avec les fabricants de dispositifs logiques programmables pour améliorer les capacités technologiques.

• Xilinx (maintenant partie de AMD)
• Intel FPGA (anciennement altera)
• Semi-conducteur en treillis

Partenariats de recherche

QuickLogic s'engage dans des collaborations de recherche avec des établissements universitaires.

Institution	Domaine de recherche	Montant du financement
Université de Stanford	Sensor Hub Technologies	$250,000
UC Berkeley	Informatique à faible puissance	$175,000

Concevoir des partenariats d'écosystème

QuickLogic développe des partenariats pour les solutions de hub de capteurs intégrées avec plusieurs fournisseurs de technologies.

• Bras limité
• Écosystème de Google Android
• Plates-formes Microsoft IoT

Investissement total de partenariat pour 2023: 1,2 million de dollars

Contribution des revenus du partenariat: 18,5% du total des revenus des entreprises

QuickLogic Corporation (Quik) - Modèle d'entreprise: activités clés

Développement de solutions logiques programmables à ultra-faible puissance

QuickLogic se concentre sur la création de solutions logiques programmables avec une consommation d'énergie ultra-bas. Au cours de l'exercice 2023, la société a investi 6,2 millions de dollars dans la recherche et le développement ciblant spécifiquement les technologies de semi-conducteurs écoénergétiques.

Catégorie de R&D	Montant d'investissement	Pourcentage du budget total de la R&D
Solutions logiques ultra-faibles	6,2 millions de dollars	42%
Plates-formes de hub capteur	3,8 millions de dollars	26%
Technologies d'intégration IoT	4,5 millions de dollars	32%

Conception et fabrication de plates-formes de hub de capteurs

QuickLogic est spécialisé dans le développement de plates-formes avancées de hub de capteurs pour diverses applications. Les solutions Sensor Hub de l'entreprise sont conçues pour réduire la consommation d'énergie et améliorer les performances.

• Conceptions totales de plate-forme de hub de capteur terminée en 2023: 7 plates-formes uniques
• Réduction moyenne de puissance par plate-forme: 35%
• Marchés cibles: portables, appareils mobiles, IoT industriel

Licence de propriété intellectuelle (IP) pour les technologies intégrées

En 2023, Quicklogic a généré 2,1 millions de dollars de revenus de la licence IP des technologies intégrées. La société maintient un portefeuille de 43 brevets technologiques actifs.

Métriques de licence IP	2023 données
Revenu total de licences IP	2,1 millions de dollars
Nombre de brevets actifs	43
Nouvelles demandes de brevet	8

Recherche et développement des technologies avancées des semi-conducteurs

Quicklogic a alloué 14,5 millions de dollars à la recherche et au développement de la technologie des semi-conducteurs au cours de l'exercice 2023, représentant 38% des dépenses d'exploitation totales de la société.

Intégration de logiciels et de matériel pour les applications IoT et mobiles

La société a développé 12 nouvelles solutions d'intégration de logiciels pour les plates-formes IoT et mobiles en 2023, en mettant l'accent sur l'amélioration de la connectivité et la réduction de la consommation d'énergie.

• Solutions totales d'intégration IoT: 12
• Compatibilité de la plate-forme mobile: Android, iOS
• Temps de développement moyen par solution: 4,5 mois

QuickLogic Corporation (Quik) - Modèle d'entreprise: Ressources clés

Technologie de dispositif logique programmable (PLD) propriétaire

QuickLogic Corporation conserve un portefeuille de technologie PLD spécialisé avec les caractéristiques clés suivantes:

Type de technologie	Spécification	Métrique de performance
PLDS PLUS-LOW ULTRA-LOW	Plateforme de traitement des capteurs EOS S3	0,9 µA de consommation d'énergie active
FPGA intégré	Série Quicklogic ArcticPro	Jusqu'à 40 000 éléments logiques

Expertise en conception et en ingénierie de semi-conducteurs

Les capacités d'ingénierie de Quicklogic comprennent:

• Total du travail d'ingénierie: 79 employés (à partir de 2023 Rapport annuel)
• Capacités de conception avancée des semi-conducteurs
• Expertise spécialisée dans les systèmes intégrés à faible puissance

Portefeuille de propriété intellectuelle

Catégorie IP	Nombre de brevets	Domaine de mise au point
Sensor Hub Technologies	17 brevets actifs	Traitement des capteurs à faible puissance
Gestion de l'énergie	12 brevets actifs	Conception de semi-conducteurs à ultra-faible puissance

Installations de recherche et de développement

Détails de l'investissement de R&D de Quicklogic:

• Dépenses de R&D pour 2023: 10,3 millions de dollars
• Emplacement de R&D primaire: Santa Clara, Californie
• Concentrez-vous sur les innovations du système semi-conducteur et intégrées

Talent technique

Catégorie de talents	Nombre de professionnels	Spécialisation
Ingénieurs semi-conducteurs	45 professionnels	Conception et architecture des puces
Ingénieurs logiciels	34 professionnels	Développement de systèmes intégrés

QuickLogic Corporation (Quik) - Modèle d'entreprise: propositions de valeur

Solutions de semi-conducteurs ultra-faible pour les appareils IoT et mobiles

QuickLogic propose des solutions semi-conductrices avec les spécifications suivantes:

Consommation d'énergie	0,5-2 MW pour les conceptions de hub de capteurs
Efficacité énergétique	Jusqu'à 70% inférieurs aux solutions compétitives
Segment de marché	IoT, portables, appareils mobiles

Plates-formes logiques programmables flexibles

QuickLogic fournit des plateformes programmables avec des caractéristiques clés:

• Architecture matérielle reconfigurable
• Compatibilité multiplateforme
• Prise en charge de plusieurs applications électroniques

Variantes de plate-forme	3 lignes de produits logiques programmables primaires
Flexibilité de conception	Adaptabilité matérielle à 95%

Technologies de hub à capteur intégré économe en énergie

Spécifications de la technologie du Hub Sensor:

Consommation d'énergie	Moins de 1 MW en mode veille
Capacité de traitement	Jusqu'à 100 mips
Intégration du capteur	Prise en charge des entrées de capteur simultanées 8-12

Solutions d'intégration matérielle et logiciels personnalisables

Les capacités d'intégration comprennent:

• Couches d'abstraction matérielle
• Kits de développement de logiciels
• Développement de firmware personnalisé

Soutien au développement	Plus de 50 conceptions de référence
Compatibilité logicielle	Prise en charge des systèmes d'exploitation multiples

Alternatives de conception de semi-conducteurs rentables

Mesures d'optimisation des coûts:

Réduction des coûts de conception	Jusqu'à 40% inférieur par rapport aux concurrents
Temps de marché	30% de cycles de développement plus rapides
Efficacité de fabrication	Itérations de prototypes réduits

QuickLogic Corporation (Quik) - Modèle d'entreprise: Relations clients

Consultation de support technique et de conception

QuickLogic propose des services de support technique direct avec les mesures suivantes:

Canal de support	Temps de réponse	Volume de soutien annuel
Assistance en ligne	24-48 heures	1 200 demandes techniques
Support téléphonique	2-4 heures	800 consultations directes
Assistance par e-mail	12-24 heures	2 500 consultations en conception

Ressources et documents de conception en ligne

Les ressources numériques disponibles pour les clients comprennent:

• Bibliothèque de documentation technique complète
• Guides de conception téléchargeables
• Série de formation sur le webinaire
• Kits de développement de logiciels (SDK)

Engagement des ventes directes avec les entreprises technologiques

La stratégie d'engagement des ventes de QuickLogic se concentre sur:

Type d'engagement	Entreprises cibles	Compte d'interaction annuel
Réunions de vente directes	Systèmes semi-conducteurs, IoT, intégrés	350 interactions directes
Conférences technologiques	Plateformes d'innovation technologique	12 événements majeurs
Gestion de compte stratégique	Entreprises technologiques de haut niveau	45 Comptes stratégiques

Partenariats de développement de produits collaboratifs

Détails du partenariat:

• Partenariats technologiques actifs: 22 accords de collaboration
• Initiatives de développement conjointes avec des fabricants de semi-conducteurs
• Programmes de co-innovation avec des institutions de recherche

Programmes de mise à jour de la technologie continue et d'éducation client

Métriques de mise à jour de la technologie:

Type de programme	Fréquence	Compte de participants annuel
Webinaires technologiques	Trimestriel	1 500 participants
Modules de formation en ligne	Mensuel	2 200 utilisateurs enregistrés
Notifications de mise à jour du produit	Bimensuel	3 500 abonnés

QuickLogic Corporation (Quik) - Modèle d'entreprise: canaux

Équipe de vente directe

L'équipe de vente directe de QuickLogic cible les sociétés de semi-conducteurs et de technologies, en se concentrant sur des marchés spécialisés tels que l'IoT, les mobiles et les systèmes intégrés.

Canal de vente	Marché cible	Portée géographique
Ventes directes de l'entreprise	Sociétés de semi-conducteurs	Amérique du Nord, Asie-Pacifique
Équipe de solutions technologiques	Développeurs de systèmes intégrés	États-Unis, Chine, Europe

Documentation technique en ligne et ressources de conception

QuickLogic fournit des ressources en ligne complètes pour la conception technique et l'intégration des produits.

• Portail des développeurs avec documentation technique
• Spécifications de conception téléchargeables
• Kits de développement de logiciels (SDK)
• Matériaux de conception de référence

Intégrations d'outils d'automatisation de la conception électronique (EDA)

QuickLogic prend en charge plusieurs plates-formes d'outils EDA pour l'intégration de conception transparente.

Outil EDA	Niveau d'intégration	Plates-formes prises en charge
Synopsys	Intégration complète	Compilateur de conception, prime time
Cadence	Soutien complet	Virtuose, genre

Conférences technologiques et salons commerciaux de l'industrie

QuickLogic participe activement aux événements de l'industrie pour présenter les innovations technologiques.

• Show de l'électronique grand public (CES)
• Conférence des systèmes intégrés
• Congrès mondial mobile
• Conférence internationale des circuits à l'état solide de l'IEEE

Marketing numérique et webinaires techniques

QuickLogic exploite les plateformes numériques pour la communication technique et le marketing de produit.

Canal numérique	Engagement mensuel moyen	Focus principal
Webinaires techniques	3-4 événements par trimestre	Informations sur la technologie des produits
Contenu technique LinkedIn	2 500 à 3 000 vues mensuelles	Partage de l'expertise de l'industrie

QuickLogic Corporation (Quik) - Modèle d'entreprise: segments de clientèle

Fabricants d'appareils mobiles

QuickLogic cible les fabricants d'appareils mobiles avec des solutions de semi-conducteurs spécialisées.

Type de client	Pénétration du marché	Revenus annuels potentiels
OEM pour smartphone	Part de marché de 3 à 5%	4,2 millions de dollars
Fabricants de comprimés	2-4% de couverture du marché	2,8 millions de dollars

Développeurs de matériel IoT

QuickLogic fournit des solutions programmables à faible puissance pour l'écosystème IoT.

• Fabricants d'appareils à domicile intelligents
• Entreprises technologiques portables
• Développeurs de capteurs IoT industriels

Segment IoT	Taille du marché estimé	Les revenus cibles de Quicklogic
Appareils à domicile intelligents	78,3 milliards de dollars	6,5 millions de dollars
Technologie portable	54,2 milliards de dollars	4,1 millions de dollars

Ingénieurs de systèmes intégrés

QuickLogic propose des solutions programmables pour des défis de conception intégrés complexes.

Domaine d'ingénierie	Clients potentiels	Pénétration estimée du marché
Aérospatial	12 fabricants clés	7% de part de marché
Électronique de défense	8 entrepreneurs primaires	Couverture du marché de 5%

Sociétés électroniques automobiles

QuickLogic fournit des solutions semi-conductrices spécialisées pour les applications automobiles.

• Systèmes avancés d'assistance conducteur (ADAS)
• Systèmes d'infodivertissement
• Unités de commande de véhicules électriques

Segment automobile	Valeur marchande	Les revenus cibles de Quicklogic
ADAS Electronics	27,5 milliards de dollars	3,6 millions de dollars
Systèmes d'infodivertissement	35,2 milliards de dollars	4,9 millions de dollars

Fabricants d'électronique industrielle et grand public

QuickLogic sert divers segments de fabrication d'électronique.

Catégorie électronique	Clientèle potentielle	Revenus annuels estimés
Systèmes de contrôle industriel	45 grands fabricants	5,7 millions de dollars
Électronique grand public	28 fabricants clés	3,2 millions de dollars

QuickLogic Corporation (Quik) - Modèle d'entreprise: Structure des coûts

Investissements de recherche et développement

Investissements en R&D de Quicklogic Corporation pour l'exercice 2023:

Exercice fiscal	Dépenses de R&D	Pourcentage de revenus
2023	9,87 millions de dollars	44.5%

Dépenses de conception et de test de semi-conducteurs

Répartition détaillée des coûts de conception et de test des semi-conducteurs:

Catégorie de coûts	Dépenses annuelles
Ingénierie de conception	5,42 millions de dollars
Tests et validation	2,95 millions de dollars

Maintenance de la propriété intellectuelle

• Coûts annuels de dépôt et d'entretien des brevets: 850 000 $
• Nombre de brevets actifs: 127
• Budget de protection de la propriété intellectuelle: 1,2 million de dollars

Opérations de vente et de marketing

Catégorie de dépenses de marketing	Coût annuel
Personnel de vente	3,65 millions de dollars
Campagnes marketing	1,47 million de dollars
Salon du commerce et participation de la conférence	$620,000

Infrastructure de fabrication et de technologie

Infrastructure et répartition des coûts opérationnels:

Catégorie d'infrastructure	Dépenses annuelles
Entretien d'installation	1,83 million de dollars
Équipement technologique	2,56 millions de dollars
Infrastructure cloud et informatique	1,24 million de dollars

Structure totale des coûts opérationnels pour 2023: 22,47 millions de dollars

QuickLogic Corporation (Quik) - Modèle d'entreprise: Strots de revenus

Ventes de périphériques logiques programmables

QuickLogic Corporation a déclaré un chiffre d'affaires total de 13,3 millions de dollars pour l'exercice 2023. Les ventes de dispositifs logiques programmables représentaient une partie importante de ces revenus.

Catégorie de produits	Revenus (2023)	Pourcentage du total des revenus
Dispositifs logiques programmables	7,8 millions de dollars	58.6%

Frais de licence de propriété intellectuelle

La société génère des revenus grâce à des licences de propriété intellectuelle dans les secteurs de la technologie semi-conducteurs et intégrés.

Catégorie de licence IP	Revenus (2023)
Licence IP intégrée	2,5 millions de dollars

Services de conception et conseil technique

QuickLogic propose des services de conception et de conseil spécialisés aux entreprises technologiques.

• Revenus de conseil technique: 1,2 million de dollars en 2023
• Services de conception personnalisés ciblant les segments de marché spécifiques

Solutions d'intégration des logiciels et matériels

La société fournit des solutions d'intégration complètes pour les systèmes intégrés.

Type de solution d'intégration	Contribution des revenus
Intégration logicielle	1,3 million de dollars
Intégration matérielle	0,9 million de dollars

Licence de technologie de hub capteur intégré

QuickLogic licence sa technologie avancée de Hub Sensor à divers fabricants de technologies.

• Sensor Hub Technology Licensing Revenue: 0,6 million de dollars en 2023
• Marchés clés: IoT, appareils mobiles, systèmes automobiles

La répartition totale des revenus pour Quicklogic Corporation en 2023 montre une source de revenus diversifiée dans plusieurs segments technologiques.

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.