芯科实验室 2025年度报告

To Our Shareholders The secular drivers shaping our embedded wireless marketscontinue to strengthen. Increasing device complexity, evolvingsecurity standards, and the expansion of intelligent edgeapplications are raising the bar for performance, efficiency,and interoperability. Our differentiated platform, advanceddevelopment tools, and deep protocol expertise position us wellto enable the next generation of connected devices and extendour leadership in secure, ultra-low-power wireless solutions. Our goal over the past decade of becoming the market leaderin embedded wireless for the IoT remains unchanged. In2025, we made consistent progress converting our designwin pipeline into revenue, gaining share in our target endmarkets due to the unparalleled breadth of technology inour portfolio, depth of our domain expertise, and focus onwireless IoT end applications. The Silicon Labs team executed well this past year, delivering34%year-over-year revenue growth and maintainingstrong operating discipline, which in turn drove meaningfulimprovement in profitability. In addition to near-term revenue,we drove record opportunity funnel and design win momentum,underpinning our conviction in our long-term outlook. As we look forward to our next chapter with Texas Instruments,we do so from a position of strength. Our companies sharea common heritage, culture of engineering excellence, andlong-term commitment to building technology businesses theright way. By combining our wireless connectivity portfolio withtheir global scale and manufacturing capabilities, we will bepositioned to serve more customers, broaden our reach, andaccelerate innovation across the IoT landscape. Both of our business units ended the year with solid momentum,achieving double-digit year-over-year revenue growth. OurIndustrial & Commercial business grew sequentially eachquarter in 2025, driven by robust demand for smart metersand commercial applications such as building automation andsafety controls. Our Home & Life business delivered nearly40% growth in 2025, driven by a stabilization in smart homedemand and continued share gains in Bluetooth, which yieldedmore than 50% growth in medical applications compared tothe prior year. We are grateful to our employees, customers, partners,suppliers, and shareholders for their continued trust andcollaboration, and are confident in our ability to createmeaningful long-term value for all of our stakeholders. Thank you for your investment in Silicon Labs. We also expanded our Series 2 portfolio with several newproduct releases and began volume production of ourfirstSeries 3 device, the 301, which was the world’sfirst to achievePSA Level 4 security certification, and among thefirst to beincluded in the Connectivity Standards Alliance’s MatterCertification Program: ■Introduced ourfirst Series 3 SoC, the SiXG301 family,designed to support multiprotocol, and compute-intensiveapplications. ■Announced our upcoming Series 3 SoC, the SiXG302,designed to deliver new levels of energy efficiency andwireless performance for battery-powered applications. ■Released our BG29 family of wireless SoCs, optimized forthe smallest form factor Bluetooth LE applications. ■Introduced our FG23L Sub-GHz SoC that delivers securelong-range connectivity for high-volume applications. Matt JohnsonCEO Nav SoochBoard Chairman UNITED STATESSECURITIES AND EXCHANGE COMMISSIONWashington, D.C. 20549FORM 10-K (Mark One) þANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 For the fiscal year ended January 3, 2026 oTRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACTOF 1934 For the transition period from _________to _________ Commission file number: 000-29823SILICON LABORATORIES INC. (Exact name of registrant as specified in its charter) (512) 416-8500(Registrant’s telephone number, including area code)Securities registered pursuant to Section 12(b) of the Act: Securities registered pursuant to Section 12(g) of the Act: None Indicate by check mark if the registrant is a well-known seasoned issuer, as defined in Rule 405 of the Securities Act.þYesoNo Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Sections 13 or 15(d) of the Securities Exchange Act of1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to suchfiling requirements for the past 90 days.þYesoNo Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit suchfiles).þYesoNo Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company,or an emerging gr