Ceva Expands its Market Share Leadership in Wireless Connectivity IP, Strengthening its Solutions for Smart Edge AI/IoT applications
Ceva Inc. (NASDAQ: CEVA) has maintained its #1 position in the wireless connectivity IP market, holding a 67% market share of IP revenues in 2023, according to IPNest's latest Design IP Report. The company's Ceva-Waves portfolio includes widely adopted wireless connectivity IPs for Bluetooth, Wi-Fi, UWB, and 802.15.4. Ceva's leadership in this space has led to over 1.3 billion devices sold worldwide in 2023 powered by their wireless connectivity IP.
Notably, Ceva estimates a 35% market share in Bluetooth IoT and 45% in TWS earbuds (excluding Apple) for 2023. The company also projects capturing 25-30% of the Wi-Fi IoT market share within two years. Ceva's success is attributed to its focus on low power innovation and being first to market with the latest standards, positioning it as a key player in the growing smart edge AI/IoT applications market.
Ceva Inc. (NASDAQ: CEVA) ha mantenuto la sua posizione di leader nel mercato della connettività wireless, detenendo una quota di mercato del 67% delle entrate da IP nel 2023, secondo l'ultimo Design IP Report di IPNest. Il portafoglio Ceva-Waves della compagnia include IP per la connettività wireless ampiamente adottati per Bluetooth, Wi-Fi, UWB e 802.15.4. La leadership di Ceva in questo settore ha portato alla vendita di oltre 1,3 miliardi di dispositivi in tutto il mondo nel 2023, alimentati dai loro IP per la connettività wireless.
In particolare, Ceva stima una quota di mercato del 35% nel Bluetooth IoT e del 45% negli auricolari TWS (escludendo Apple) per il 2023. L'azienda prevede anche di acquisire una quota di mercato del 25-30% nel Wi-Fi IoT entro due anni. Il successo di Ceva è attribuito al suo focus sull'innovazione a basso consumo energetico e alla sua posizione di prima azienda sul mercato con gli ultimi standard, posizionandola come un attore chiave nel crescente mercato delle applicazioni AI/IoT edge smart.
Ceva Inc. (NASDAQ: CEVA) ha mantenido su posición de #1 en el mercado de IP de conectividad inalámbrica, teniendo una cuota de mercado del 67% de los ingresos por IP en 2023, según el último Design IP Report de IPNest. El portafolio Ceva-Waves de la compañía incluye IPs de conectividad inalámbrica ampliamente adoptadas para Bluetooth, Wi-Fi, UWB y 802.15.4. El liderazgo de Ceva en este campo ha llevado a la venta de más de 1.3 mil millones de dispositivos en todo el mundo en 2023 impulsados por su IP de conectividad inalámbrica.
Cabe destacar que Ceva estima una cuota del 35% en Bluetooth IoT y del 45% en auriculares TWS (excluyendo Apple) para 2023. La compañía también proyecta capturar una cuota del 25-30% del mercado de Wi-Fi IoT en los próximos dos años. El éxito de Ceva se atribuye a su enfoque en la innovación de bajo consumo y a ser la primera en el mercado con los últimos estándares, lo que la posiciona como un jugador clave en el creciente mercado de aplicaciones de AI/IoT en el edge inteligente.
Ceva Inc. (NASDAQ: CEVA)는 무선 연결 IP 시장에서 1위 자리를 유지하고 있으며, 2023년 IP 수익의 67% 시장 점유율을 차지하고 있다고 IPNest의 최신 Design IP Report에서 밝혔다. 회사의 Ceva-Waves 포트폴리오는 Bluetooth, Wi-Fi, UWB, 802.15.4를 위한 널리 채택된 무선 연결 IP를 포함하고 있습니다. Ceva의 이 분야에서의 리더십은 2023년에 전 세계적으로 13억 개 이상의 장치 판매로 이어졌습니다.
특히, Ceva는 2023년 Bluetooth IoT에서 35% 시장 점유율과 (Apple 제외) TWS 이어폰에서 45%를 추정합니다. 회사는 또한 Wi-Fi IoT 시장에서 25-30%의 시장 점유율을 향후 2년 내에 확보할 것으로 예상하고 있습니다. Ceva의 성공은 저전력 혁신에 대한 집중과 최신 표준을 시장에 먼저 내놓은 것에 기인하며, 이를 통해 스마트 엣지 AI/IoT 애플리케이션 시장의 핵심 플레이어로 자리 잡고 있습니다.
Ceva Inc. (NASDAQ: CEVA) a conservé sa position de #1 sur le marché des IP de connectivité sans fil, détenant une part de marché de 67% des revenus d'IP en 2023, selon le dernier Design IP Report d'IPNest. Le portefeuille Ceva-Waves de l'entreprise comprend des IP de connectivité sans fil largement adoptées pour Bluetooth, Wi-Fi, UWB et 802.15.4. Le leadership de Ceva dans ce domaine a conduit à la vente de plus de 1,3 milliard de dispositifs dans le monde en 2023, alimentés par son IP de connectivité sans fil.
Il est notable que Ceva estime une part de marché de 35% dans le Bluetooth IoT et 45% dans les écouteurs TWS (hors Apple) pour 2023. L'entreprise prévoit également de capturer une part de marché de 25-30% dans le marché du Wi-Fi IoT d'ici deux ans. Le succès de Ceva est attribué à son orientation vers l'innovation à faible consommation et à sa position de première entreprise sur le marché avec les derniers standards, la positionnant comme un acteur clé sur le marché croissant des applications AI/IoT en edge intelligent.
Ceva Inc. (NASDAQ: CEVA) hat seine #1-Position im Markt für drahtlose Konnektivitäts-IP behauptet und hält 2023 laut dem neuesten Design-IP-Bericht von IPNest einen 67% Marktanteil an IP-Einnahmen. Das Ceva-Waves Portfolio des Unternehmens umfasst weithin akzeptierte drahtlose Konnektivitäts-IPs für Bluetooth, Wi-Fi, UWB und 802.15.4. Cevas Führungsposition in diesem Bereich hat dazu geführt, dass im Jahr 2023 weltweit über 1,3 Milliarden Geräte verkauft wurden, die mit ihrer drahtlosen Konnektivitäts-IP betrieben werden.
Besonders bemerkenswert ist, dass Ceva für 2023 einen Marktanteil von 35% im Bluetooth IoT und 45% in TWS-Ohrhörern (ohne Apple) schätzt. Das Unternehmen plant auch, innerhalb von zwei Jahren 25-30% des Marktanteils im Wi-Fi IoT zu gewinnen. Cevas Erfolg wird dem Fokus auf energieeffiziente Innovationen und der frühzeitigen Markteinführung der neuesten Standards zugeschrieben, wodurch es sich als ein Schlüsselakteur im wachsenden Markt für intelligente Edge AI/IoT-Anwendungen positioniert.
- 67% market share in wireless connectivity IP revenues for 2023
- 1.3 billion devices sold worldwide in 2023 powered by Ceva wireless connectivity IP
- 35% estimated market share in Bluetooth IoT for 2023
- 45% estimated market share in TWS earbuds (excluding Apple) for 2023
- Projected 25-30% market share in Wi-Fi IoT within 2 years
- More than 40 licensees for Wi-Fi 6 IP
- None.
Ceva's dominance in wireless connectivity IP is a significant achievement. With a
The company's estimate of
Ceva's focus on low-power innovation and early adoption of new standards positions them well for future market demands, especially as devices become more intelligent and energy-efficient.
Ceva's market leadership in wireless connectivity IP is a strategic advantage in the rapidly evolving IoT landscape. With 1.3 billion devices sold worldwide powered by their IP in 2023, Ceva has established a robust ecosystem.
The company's expansion into next-generation technologies like Bluetooth Channel Sounding, Wi-Fi 7 and UWB 2.0 indicates a forward-thinking approach. This proactive strategy could lead to increased market share and revenue streams as these technologies become mainstream.
However, it's important to monitor potential challenges such as increased competition, regulatory changes, or shifts in technology adoption that could impact Ceva's dominant position in the future.
Ceva's market leadership in wireless connectivity IP translates to a strong financial position. The
The company's diverse portfolio across multiple wireless standards mitigates risk and opens up various revenue opportunities. As IoT and edge AI applications continue to grow, Ceva's expanded offerings in sensing IPs and edge AI NPUs could drive additional revenue streams.
Investors should watch for Ceva's ability to maintain its market share and successfully monetize its new technologies in the coming years.
Latest Design IP Report from IPNest ranks Ceva #1 in Wireless Interface IP Revenue for 2023 with
Ceva's wireless connectivity IP leadership began over a decade ago, starting with Bluetooth and expanding to include Wi-Fi, 802.15.4 and most recently UWB. With the emergence of the Internet of Things, almost every electronic device around us has become connected, leading to a huge push for semiconductor companies to integrate wireless connectivity into their MCU and SoC designs. A scarcity of wireless design expertise coupled with strict cost, power and time-to-market constraints has led to strong demand for Ceva's wireless connectivity IPs, culminating in more than 1.3 billion devices in 2023 sold worldwide powered by Ceva wireless connectivity IP. In Bluetooth alone, Ceva estimates its worldwide Bluetooth IoT market share in 2023 was
"For many years, Ceva has been the dominant supplier of wireless interface IP to the semiconductor industry, with a strong focus on low power innovation and constantly being first to market with the latest standards," said Dr. Eric Esteve, Principal Analyst at IPnest. "As the IP vendor with the broadest range of wireless connectivity IPs in an increasingly connected world, their portfolio provides proven solutions for the integration of multi-standard wireless connectivity into chip designs, faster and with lower risk."
Iri Trashanski, Chief Strategy Officer at Ceva, added: "Wireless connectivity is a fundamental building block of every smart edge device and forms the basis of our strategy at Ceva to enable any device to connect, sense and infer data more reliably and efficiently. IPNest's latest Design IP Report reinforces our incredible track record of successful implementations of wireless connectivity that powers billions of devices, established through partnerships with many of the world's leading semiconductor companies and OEMs. Our customers rely on our proven and reliable IP to provide secure and high performance connectivity today and in future generations of their products. As the devices we connect become increasingly intelligent, our portfolio of sensing IPs and edge AI NPUs perfectly complement our wireless IPs, and offer our customers a single source and unified approach for their smart edge product roadmaps."
*Market share based on ABI Research Bluetooth Market Tracker – Q2'24, data excluding mobile shipments, and; Ceva internal data.
**Market share based on Ceva customer market share estimates from 52audio, Morgan Stanley Research as of Sept '23.
About Ceva, Inc.
At Ceva, we are passionate about bringing new levels of innovation to the smart edge. Our wireless communications, sensing and Edge AI technologies are at the heart of some of today's most advanced smart edge products. From Bluetooth, Wi-Fi, UWB and 5G platform IP for ubiquitous, robust communications, to scalable Edge AI NPU IPs, sensor fusion processors and embedded application software that make devices smarter, we have the broadest portfolio of IP to connect, sense and infer data more reliably and efficiently. We deliver differentiated solutions that combine outstanding performance at ultra-low power within a very small silicon footprint. Our goal is simple – to deliver the silicon and software IP to enable a smarter, safer, and more interconnected world. This philosophy is in practice today, with Ceva powering more than 18 billion of the world's most innovative smart edge products from AI-infused smartwatches, IoT devices and wearables to autonomous vehicles and 5G mobile networks.
Our headquarters are in
Ceva: Powering the Smart Edge™
Visit us at www.ceva-ip.com and follow us on LinkedIn, X, YouTube, Facebook, and Instagram.
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