Thursday, July 16, 2009

Silicon Motion Technology 20F

Customer concentration: "Sales to our five largest customers represented approximately 35%, 38% and 35% of our net revenue in 2006, 2007 and 2008, respectively. In 2008, Samsung Electronics was our largest customer and accounted for approximately 10% of our sales."

Sales by product line:
  • Mobile storage including controllers for flash memory cards, USB flash drives, SSDs, embedded flash applications, and flash card readers. NTS 4.1M or 75% of sales
  • Mobile communications including mobile TV IC solutions, CDMA RF ICs, and electronic toll collection RF ICs. NTS 0.965M or 17% of sales
  • Multimedia SoCs including graphics processors, PC camera SoCs, and MP3 SoCs. NTS .402M or 7% of sales
  • Other 1% of sales
Wafer foundries: "TSMC in Taiwan, SMIC in China, Silterra in Malaysia and ST Microelectronics in Europe are currently our primary foundries that manufacture most of our semiconductors. Our foundries in Taiwan, Malaysia and China currently fabricate our devices using mature and stable CMOS process technology primarily with line-widths of 0.09-, 0.13-, 0.16-, 0.18-, and 0.25- micron. We also rely on STMicroelectronics as our foundry for mobile communications products using Bi-CMOS process technology primarily with line-widths of 0.25 and 0.35 micron."

Assembly and test: "We currently engage companies such as SPIL, Taiwan IC Packaging (TICP), King Yuan Electronics, and Youngtek Electronics in Taiwan and Amkor in Korea as our primary subcontractors for the assembly and testing of our products."

Patent foundation: "As of June 23, 2009, we had 91 patents in China, Japan, Korea, Taiwan, and the United States and 297 patents pending."