QuickLogic Corporation (Quik): Modelo de Negócios Canvas [Jan-2025 Atualizado]

No cenário em rápida evolução da tecnologia de semicondutores, a QuickLogic Corporation (Quik) surge como uma força pioneira, reformulando como as soluções lógicas programáveis ​​de energia ultra baixa transformam os sistemas móveis, móveis e incorporados. Ao misturar engenhosamente o design de semicondutores de ponta com parcerias inovadoras e tecnologias inovadoras, a Quik criou um modelo de negócios distinto que aborda desafios críticos em soluções eletrônicas com eficiência energética. Sua abordagem estratégica vai além da fabricação tradicional de semicondutores, oferecendo plataformas flexíveis que capacitam os desenvolvedores de diversos setores a criar dispositivos eletrônicos mais inteligentes e eficientes.

QuickLogic Corporation (Quik) - Modelo de Negócios: Principais Parcerias

Parcerias de tecnologia estratégica

O QuickLogic mantém parcerias de tecnologia estratégica com várias empresas de automação de semicondutores e design eletrônico (EDA).

Empresa parceira	Foco em parceria	Ano estabelecido
Sinopsys	Integração da ferramenta de design	2018
Sistemas de design de cadência	Compatibilidade da ferramenta EDA	2019

FPGA e colaborações de dispositivos lógicos programáveis

O QuickLogic colabora com fabricantes de dispositivos lógicos programáveis ​​para aprimorar as capacidades tecnológicas.

• Xilinx (agora parte da AMD)
• Intel FPGA (anteriormente Altera)
• Semicondutor de treliça

Parcerias de pesquisa

O QuickLogic se envolve em colaborações de pesquisa com instituições acadêmicas.

Instituição	Área de pesquisa	Valor de financiamento
Universidade de Stanford	Tecnologias de sensor hub	$250,000
UC Berkeley	Computação de baixa potência	$175,000

Design parcerias do ecossistema

O QuickLogic desenvolve parcerias para soluções de hub de sensores incorporadas com vários provedores de tecnologia.

• Arm Limited
• Google Android Ecossistema
• Microsoft IoT Platforms

Investimento total de parceria para 2023: US $ 1,2 milhão

Contribuição da receita da parceria: 18,5% da receita corporativa total

QuickLogic Corporation (Quik) - Modelo de Negócios: Atividades -chave

Desenvolvimento de soluções lógicas programáveis ​​de energia ultra-baixa

O QuickLogic se concentra na criação de soluções lógicas programáveis ​​com consumo de energia ultra-baixo. No ano fiscal de 2023, a empresa investiu US $ 6,2 milhões em pesquisa e desenvolvimento direcionando especificamente tecnologias de semicondutores com eficiência de energia.

Categoria de P&D	Valor do investimento	Porcentagem do orçamento total de P&D
Soluções lógicas ultra-baixa-potência	US $ 6,2 milhões	42%
Plataformas de cubo de sensores	US $ 3,8 milhões	26%
Tecnologias de integração da IoT	US $ 4,5 milhões	32%

Projeto e fabricação de plataformas de cubo de sensores

O QuickLogic é especializado no desenvolvimento de plataformas avançadas de hub de sensores para várias aplicações. As soluções do sensor hub da empresa são projetadas para reduzir o consumo de energia e aumentar o desempenho.

• Designs totais de plataforma do sensor hub concluídos em 2023: 7 plataformas exclusivas
• Redução média de energia por plataforma: 35%
• Mercados -alvo: wearables, dispositivos móveis, IoT industrial

Licenciamento de propriedade intelectual (IP) para tecnologias incorporadas

Em 2023, a QuickLogic gerou US $ 2,1 milhões em receita com o licenciamento de IP de tecnologias incorporadas. A empresa mantém um portfólio de 43 patentes de tecnologia ativa.

Métricas de licenciamento de IP	2023 dados
Receita total de licenciamento de IP	US $ 2,1 milhões
Número de patentes ativas	43
Novos pedidos de patente	8

Pesquisa e desenvolvimento de tecnologias avançadas de semicondutores

O QuickLogic alocou US $ 14,5 milhões à pesquisa e desenvolvimento de tecnologia de semicondutores no ano fiscal de 2023, representando 38% do total de despesas operacionais da empresa.

Integração de software e hardware para aplicativos de IoT e móveis

A empresa desenvolveu 12 novas soluções de integração de software para plataformas de IoT e móveis em 2023, com foco no aprimoramento da conectividade e redução do consumo de energia.

• Soluções totais de integração da IoT: 12
• Compatibilidade da plataforma móvel: Android, iOS
• Tempo médio de desenvolvimento por solução: 4,5 meses

QuickLogic Corporation (Quik) - Modelo de negócios: Recursos -chave

Tecnologia lógica programável proprietária (PLD)

A QuickLogic Corporation mantém um portfólio de tecnologia PLD especializado com as seguintes características -chave:

Tipo de tecnologia	Especificação	Métrica de desempenho
Plds de potência ultra-baixa	Plataforma de processamento de sensores EOS S3	0,9 µA Consumo de energia ativo
FPGA incorporado	Série QuickLogic Arcticpro	Até 40k elementos lógicos

Especialização de design e engenharia semicondutores

Os recursos de engenharia da QuickLogic incluem:

• Força de trabalho de engenharia total: 79 funcionários (em 2023 Relatório Anual)
• Recursos avançados de design de semicondutores
• Experiência especializada em sistemas incorporados de baixa potência

Portfólio de propriedade intelectual

Categoria IP	Número de patentes	Área de foco
Tecnologias de sensor hub	17 patentes ativas	Processamento do sensor de baixa potência
Gerenciamento de energia	12 patentes ativas	Design de semicondutor de potência ultra-baixo

Instalações de pesquisa e desenvolvimento

Detalhes de investimento em P&D da QuickLogic:

• Despesas de P&D para 2023: US $ 10,3 milhões
• Localização primária de P&D: Santa Clara, Califórnia
• Concentre -se em inovações de semicondutores e sistemas incorporados

Talento técnico

Categoria de talento	Número de profissionais	Especialização
Engenheiros de Semicondutores	45 profissionais	Design de chips e arquitetura
Engenheiros de software	34 profissionais	Desenvolvimento de sistemas incorporado

QuickLogic Corporation (Quik) - Modelo de Negócios: Proposições de Valor

Soluções de semicondutores ultra-baixa-potência para IoT e dispositivos móveis

O QuickLogic oferece soluções semicondutores com as seguintes especificações:

Consumo de energia	0,5-2 MW para designs de cubo de sensor
Eficiência de poder	Até 70% menor que as soluções competitivas
Segmento de mercado	IoT, wearables, dispositivos móveis

Plataformas lógicas programáveis ​​flexíveis

O QuickLogic fornece plataformas programáveis ​​com características -chave:

• Arquitetura de hardware reconfigurável
• Compatibilidade entre plataformas
• Suporte para vários aplicativos eletrônicos

Variantes de plataforma	3 linhas de produtos lógicas programáveis ​​primárias
Flexibilidade do projeto	Adaptabilidade de hardware de 95%

Tecnologias de cubo de sensores incorporados com eficiência energética

Especificações da tecnologia do sensor hub:

Consumo de energia	Menos de 1 MW no modo de espera
Capacidade de processamento	Até 100 MIPs
Integração do sensor	Suporte para 8-12 entradas de sensor simultâneo

Soluções de integração de hardware e software personalizáveis

Os recursos de integração incluem:

• Camadas de abstração de hardware
• Kits de desenvolvimento de software
• Desenvolvimento de firmware personalizado

Suporte de desenvolvimento	Mais de 50 projetos de referência
Compatibilidade de software	Suporte de sistemas operacionais múltiplos

Alternativas de design de semicondutores econômicas

Métricas de otimização de custos:

Redução de custos de projeto	Até 40% menor em comparação aos concorrentes
Tempo até o mercado	30% de ciclos de desenvolvimento mais rápidos
Eficiência de fabricação	Iterações de protótipo reduzido

QuickLogic Corporation (Quik) - Modelo de Negócios: Relacionamentos do Cliente

Suporte técnico e consulta de design

O QuickLogic oferece serviços de suporte técnico direto com as seguintes métricas:

Canal de suporte	Tempo de resposta	Volume de suporte anual
Suporte online	24-48 horas	1.200 consultas técnicas
Suporte telefônico	2-4 horas	800 consultas diretas
Suporte por e -mail	12-24 horas	2.500 consultas de projeto

Recursos e documentação de design on -line

Os recursos digitais disponíveis para os clientes incluem:

• Biblioteca de documentação técnica abrangente
• Guias de design para download
• Série de treinamento de webinars
• Kits de desenvolvimento de software (SDKs)

Engajamento direto de vendas com empresas de tecnologia

A estratégia de engajamento de vendas da QuickLogic se concentra:

Tipo de engajamento	Empresas -alvo	Contagem anual de interação
Reuniões de vendas diretas	Semicondutor, IoT, sistemas incorporados	350 interações diretas
Conferências de Tecnologia	Plataformas de inovação em tecnologia	12 grandes eventos
Gerenciamento de contas estratégicas	Empresas de tecnologia de primeira linha	45 contas estratégicas

Parcerias de desenvolvimento de produtos colaborativos

Detalhes da parceria:

• Parcerias de tecnologia ativa: 22 acordos colaborativos
• Iniciativas de desenvolvimento conjunto com fabricantes de semicondutores
• Programas de co-inovação com instituições de pesquisa

Atualização de tecnologia contínua e programas de educação de clientes

Métricas de atualização de tecnologia:

Tipo de programa	Freqüência	Contagem anual de participantes
Webinars de tecnologia	Trimestral	1.500 participantes
Módulos de treinamento on -line	Mensal	2.200 usuários registrados
Notificações de atualização do produto	Bimensal	3.500 assinantes

QuickLogic Corporation (Quik) - Modelo de Negócios: Canais

Equipe de vendas diretas

A equipe de vendas direta da QuickLogic tem como alvo as empresas de semicondutores e tecnologia, com foco em mercados especializados, como IoT, Mobile e sistemas incorporados.

Canal de vendas	Mercado -alvo	Alcance geográfico
Vendas diretas da empresa	Empresas de semicondutores	América do Norte, Ásia-Pacífico
Equipe de soluções de tecnologia	Desenvolvedores de sistemas incorporados	Estados Unidos, China, Europa

Documentação técnica online e recursos de design

O QuickLogic fornece recursos on -line abrangentes para design técnico e integração de produtos.

• Portal de desenvolvedor com documentação técnica
• Especificações de design para download
• Kits de desenvolvimento de software (SDKs)
• Materiais de design de referência

Integrações de ferramentas de Automação Eletrônica de Design (EDA)

O QuickLogic suporta várias plataformas de ferramentas EDA para integração perfeita de design.

Ferramenta EDA	Nível de integração	Plataformas suportadas
Sinopsys	Integração completa	Compilador de design, horário nobre
Cadência	Apoio abrangente	Virtuoso, gênero

Conferências de Tecnologia e feiras do setor

O QuickLogic participa ativamente de eventos do setor para mostrar inovações tecnológicas.

• Show Electronics de consumo (CES)
• Conferência de sistemas incorporados
• Congresso Mundial Mobile
• Conferência Internacional de Circuitos de Estado Sólido IEEE

Marketing digital e webinars técnicos

O QuickLogic aproveita as plataformas digitais para comunicação técnica e marketing de produtos.

Canal digital	Engajamento mensal médio	Foco primário
Webinars técnicos	3-4 eventos por trimestre	Insights de tecnologia do produto
Conteúdo técnico do LinkedIn	2.500-3.000 visualizações mensais	Compartilhamento de especialização do setor

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

Fabricantes de dispositivos móveis

O QuickLogic tem como alvo os fabricantes de dispositivos móveis com soluções de semicondutores especializadas.

Tipo de cliente	Penetração de mercado	Receita anual potencial
Oems de smartphone	3-5% de participação de mercado	US $ 4,2 milhões
Fabricantes de comprimidos	2-4% de cobertura de mercado	US $ 2,8 milhões

Desenvolvedores de hardware da IoT

O QuickLogic fornece soluções programáveis ​​de baixa potência para o ecossistema de IoT.

• Fabricantes de dispositivos domésticos inteligentes
• Empresas de tecnologia vestível
• Desenvolvedores de sensores de IoT industrial

Segmento de IoT	Tamanho estimado do mercado	Receita -alvo da QuickLogic
Dispositivos domésticos inteligentes	US $ 78,3 bilhões	US $ 6,5 milhões
Tecnologia vestível	US $ 54,2 bilhões	US $ 4,1 milhões

Engenheiros de sistemas incorporados

O QuickLogic oferece soluções programáveis ​​para desafios de design incorporados complexos.

Domínio de engenharia	Clientes em potencial	Penetração estimada de mercado
Aeroespacial	12 principais fabricantes	7% de participação de mercado
Eletrônica de defesa	8 contratados primários	5% de cobertura do mercado

Empresas de eletrônicos automotivos

O QuickLogic fornece soluções de semicondutores especializadas para aplicações automotivas.

• Sistemas avançados de assistência ao motorista (ADAS)
• Sistemas de infotainment
• Unidades de controle de veículos elétricos

Segmento automotivo	Valor de mercado	Receita -alvo da QuickLogic
ADAS Electronics	US $ 27,5 bilhões	US $ 3,6 milhões
Sistemas de infotainment	US $ 35,2 bilhões	US $ 4,9 milhões

Fabricantes de eletrônicos industriais e de consumo

O QuickLogic serve diversos segmentos de fabricação eletrônica.

Categoria eletrônica	Base potencial de clientes	Receita anual estimada
Sistemas de controle industrial	45 principais fabricantes	US $ 5,7 milhões
Eletrônica de consumo	28 Fabricantes -chave	US $ 3,2 milhões

QuickLogic Corporation (Quik) - Modelo de Negócios: Estrutura de Custo

Investimentos de pesquisa e desenvolvimento

Investimentos de P&D da QuickLogic Corporation para o ano fiscal de 2023:

Ano fiscal	Despesas de P&D	Porcentagem de receita
2023	US $ 9,87 milhões	44.5%

Design de semicondutores e despesas de teste

Redução detalhada dos custos de design e teste de semicondutores:

Categoria de custo	Despesa anual
Engenharia de Design	US $ 5,42 milhões
Teste e validação	US $ 2,95 milhões

Manutenção da propriedade intelectual

• Custos anuais de arquivamento e manutenção de patentes: US $ 850.000
• Número de patentes ativas: 127
• Orçamento de proteção à propriedade intelectual: US $ 1,2 milhão

Operações de vendas e marketing

Categoria de despesa de marketing	Custo anual
Pessoal de vendas	US $ 3,65 milhões
Campanhas de marketing	US $ 1,47 milhão
Feira de feira e participação da conferência	$620,000

Infraestrutura de fabricação e tecnologia

Infraestrutura e quebra de custo operacional:

Categoria de infraestrutura	Despesa anual
Manutenção da instalação	US $ 1,83 milhão
Equipamento de tecnologia	US $ 2,56 milhões
Infraestrutura em nuvem e computação	US $ 1,24 milhão

Estrutura total de custo operacional para 2023: US $ 22,47 milhões

QuickLogic Corporation (Quik) - Modelo de negócios: fluxos de receita

Vendas de dispositivos lógicos programáveis

A QuickLogic Corporation registrou receita total de US $ 13,3 milhões para o ano fiscal de 2023. As vendas de dispositivos lógicos programáveis ​​representavam uma parcela significativa dessa receita.

Categoria de produto	Receita (2023)	Porcentagem da receita total
Dispositivos lógicos programáveis	US $ 7,8 milhões	58.6%

Taxas de licenciamento de propriedade intelectual

A empresa gera receita por meio de licenciamento de propriedade intelectual nos setores semicondutores e de tecnologia incorporada.

Categoria de licenciamento de IP	Receita (2023)
Licenciamento de IP incorporado	US $ 2,5 milhões

Serviços de design e consultoria técnica

A QuickLogic oferece serviços especializados de design e consultoria para empresas de tecnologia.

• Receita de consultoria técnica: US $ 1,2 milhão em 2023
• Serviços de design personalizados direcionando segmentos de mercado específicos

Soluções de integração de software e hardware

A empresa fornece soluções abrangentes de integração para sistemas incorporados.

Tipo de solução de integração	Contribuição da receita
Integração de software	US $ 1,3 milhão
Integração de hardware	US $ 0,9 milhão

Licenciamento de tecnologia de sensor incorporado

A QuickLogic licencia sua tecnologia avançada de cubo de sensores para vários fabricantes de tecnologia.

• Receita de licenciamento de tecnologia do sensor hub: US $ 0,6 milhão em 2023
• Mercados -chave: IoT, dispositivos móveis, sistemas automotivos

A repartição total da receita da QuickLogic Corporation em 2023 demonstra um fluxo de receita diversificado em vários segmentos de tecnologia.

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.