Espressif Systems vs Silicon Labs
Silicon Labs is larger by market cap ($7.2B vs $4.0B). Silicon Labs reports higher tracked revenue ($785M vs $381M). Both are primarily Edge & IoT SoC companies.
Shared segment: Design (Fabless).
Side-by-side
| Espressif Systems | Silicon Labs | |
|---|---|---|
| Market cap | $4.0B | $7.2B |
| Revenue | $381M (FY2025) | $785M (FY2025) |
| Primary segment | Edge & IoT SoC | Edge & IoT SoC |
| Market position | leader | major |
| Country | China | United States |
| Tracked suppliers | 3 | 2 |
| Tracked customers | 0 | 1 |
| Chokepoint / criticality | 0/100 | 68/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Espressif Systems and Silicon Labs compare
- Size: Silicon Labs is the larger company by market cap.
- Revenue: Silicon Labs reports higher tracked revenue.
- Supply-chain criticality: Silicon Labs has the higher chokepoint score (68/100 vs 0/100).
- Footprint: Espressif Systems (China) vs Silicon Labs (United States).