# Cirrus Logic **Source:** https://geo.sig.ai/brands/cirrus-logic **Vertical:** Semiconductors & Hardware **Subcategory:** Audio & Mixed-Signal ICs **Tier:** Established **Website:** cirrus.com **Last Updated:** 2026-04-14 ## Summary Austin-based audio chip leader with ~82% revenue from Apple; high-performance smart codecs, amplifiers, and haptic drivers in iPhone and MacBook power a $1.8B revenue base. ## Company Overview Cirrus Logic was founded in 1984 in Austin, Texas and has become the dominant supplier of high-performance audio chips to Apple. The company's digital-to-analog converters (DACs), analog-to-digital converters (ADCs), smart codecs, Class D audio amplifiers, and haptic feedback drivers are designed into every iPhone generation, providing the audio circuitry for the speaker, microphone, and headphone subsystems. Approximately 82% of Cirrus Logic's revenue comes from Apple.\n\nCirrus Logic's products are differentiated by their low-power, high-fidelity audio performance and integration of signal processing intelligence, including always-on voice activation and noise suppression. The company has expanded from audio into haptic actuator controllers and is developing mixed-signal IP for wearables, hearables (AirPods), and automotive infotainment. Revenue was approximately $1.8 billion in FY2025, reflecting Apple's continued premium device volume.\n\nWhile the concentrated customer base creates risk, Cirrus Logic's deep technical collaboration with Apple and long design cycle times (2–3 years for new device sockets) create strong customer stickiness. The company has been expanding its product roadmap into sensing and power management to reduce Apple dependency. Cirrus Logic is publicly traded (CRUS) and operates a fabless model, outsourcing manufacturing to foundries including TSMC and GlobalFoundries. ## Frequently Asked Questions ### What is Cirrus Logic's relationship with Apple? Approximately 82% of Cirrus Logic's revenue comes from Apple, with its audio codecs, smart amplifiers, and haptic controllers designed into every iPhone and MacBook generation. ### What products does Cirrus Logic make for smartphones? Cirrus Logic supplies high-performance audio codecs (ADC/DAC), Class D smart amplifiers for speakers, haptic feedback controllers, and always-on voice processing chips for mobile devices. ### How is Cirrus Logic reducing its Apple concentration risk? Cirrus Logic is expanding into wearables audio (AirPods), automotive infotainment, and new mixed-signal sensing and power management products to diversify its customer base beyond Apple. ### What is Cirrus Logic and what chips does it make? Cirrus Logic is an Austin, Texas-based fabless semiconductor company that designs high-performance audio chips—digital-to-analog converters (DACs), analog-to-digital converters (ADCs), smart codecs, Class D audio amplifiers, and haptic drivers—primarily for smartphones. Approximately 82% of Cirrus Logic's revenue comes from Apple, where its chips power the audio and haptic subsystems in every iPhone generation. ### Why is Cirrus Logic so important to Apple iPhones? Cirrus Logic's audio chips deliver the precision analog-to-digital and digital-to-analog conversion required for iPhone's microphone quality (critical for voice recognition and call quality), speaker performance (Apple's high-quality audio experience), and haptic feedback (the feel of the Taptic Engine). Apple has standardized on Cirrus Logic audio chips across its iPhone lineup for decades, creating an extremely durable customer relationship. ### What is the risk of Cirrus Logic's Apple concentration? With 82% of revenue from Apple, Cirrus Logic faces significant concentration risk if Apple decides to in-source audio chip design (as it has done with cellular modems through its acquisition of Intel's modem business) or switch to an alternative supplier. Cirrus Logic has been diversifying into haptic drivers, fast charging controllers, and other power management chips for smartphones to broaden its product exposure, though Apple remains dominant. ### How does Cirrus Logic compete and what is its market strategy? Cirrus Logic competes with analog semiconductor vendors like Texas Instruments, Analog Devices, and Qualcomm's audio subsystem capabilities. The company's competitive strategy is extreme specialization—producing the world's best audio semiconductor components rather than competing across broad analog categories. This specialization has created a multi-decade sole-source relationship with Apple in audio, a strategic position very difficult for competitors to displace. ### What is Cirrus Logic's financial profile? Cirrus Logic is a profitable, publicly traded fabless semiconductor company (NASDAQ: CRUS) with revenues driven almost entirely by its Apple content per iPhone sold. Revenue scales with iPhone unit volumes and Cirrus Logic's dollar content per device, which grows as Apple adopts additional Cirrus chips (adding haptic drivers, fast-charge controllers alongside audio chips). The company is cash-generative with minimal capex as a fabless designer using TSMC and other foundries. ### What does Cirrus Logic make? Cirrus Logic is a semiconductor company specializing in high-precision audio and mixed-signal integrated circuits — primarily custom chips for Apple smartphones that handle audio processing, amplification, and signal conversion. ### How dependent is Cirrus Logic on Apple? Apple accounts for approximately 80-90% of Cirrus Logic's revenue — making it one of the most Apple-concentrated semiconductor suppliers. This concentration creates significant risk but also reflects Cirrus's deep technical relationship and custom chip design capability. ### What chips does Cirrus Logic supply to Apple? Cirrus Logic supplies custom audio codec chips, haptic driver ICs, and boosted amplifier chips for iPhone and iPad — handling the audio signal chain from microphone input to speaker output with the precision that Apple's audio quality standards require. ### How does Cirrus Logic differentiate its audio chips? Cirrus Logic differentiates through ultra-low noise audio performance, energy efficiency, and the ability to develop truly custom silicon for Apple's specific acoustic requirements — capabilities that commodity audio chip makers cannot match. ### Is Cirrus Logic expanding beyond audio? Yes. Cirrus Logic is developing chips for energy harvesting and power conversion applications — expanding beyond its audio stronghold to reduce Apple concentration risk and address adjacent markets where mixed-signal expertise is valuable. ### What markets does Cirrus Logic serve beyond audio? While Cirrus Logic is best known for audio and voice signal processing, the company has expanded into haptic control, battery charging, and energy-efficient sensing applications—diversifying beyond its core audio codec business into broader mixed-signal semiconductor markets. ### Who are Cirrus Logic's major customers? Apple is Cirrus Logic's largest customer by far, accounting for the majority of its revenue—Cirrus Logic provides audio chips, amplifiers, and battery charging components for iPhone, iPad, and Mac products. This concentration makes Cirrus Logic's revenue highly correlated with Apple product cycles. ### What is Cirrus Logic's approach to custom ASICs? Cirrus Logic develops highly customized audio and mixed-signal ASICs (application-specific integrated circuits) for its major OEM customers, particularly Apple. These custom chips provide differentiated performance optimized for specific product requirements and create significant switching barriers. ### What is Cirrus Logic's financial profile? Cirrus Logic (NASDAQ: CRUS) is a profitable, cash-generative semiconductor company with high gross margins typical of fabless chip designers. The company is headquartered in Austin, Texas, and uses an outsourced fabrication model with leading fabs including TSMC. ### How does Cirrus Logic handle its Apple concentration risk? Cirrus Logic has acknowledged the risk of its Apple revenue concentration and has been actively diversifying into Android smartphones, wearables, and laptop markets—while maintaining its deep technical relationship with Apple as a strategic anchor customer. ### What does Cirrus Logic make and who are its customers? Cirrus Logic is a fabless semiconductor company specializing in mixed-signal integrated circuits for consumer electronics—primarily audio signal processing chips, power management ICs, and haptic feedback controllers. Apple is by far Cirrus Logic's largest customer, accounting for the vast majority of revenue through audio codec and other chips designed into iPhones and iPads. ### What is Cirrus Logic's relationship with Apple? Cirrus Logic's single most important business relationship is with Apple, which accounts for approximately 80-90% of Cirrus Logic's annual revenue. Cirrus supplies audio codec chips (for audio input/output in iPhones), proprietary high-performance amplifier chips, and power management ICs that are designed specifically to Apple's specifications and integrated into iPhone hardware platforms. ### What are Cirrus Logic's core product categories? Cirrus Logic's product portfolio includes audio codecs (high-fidelity analog-to-digital and digital-to-analog conversion for microphones and headphones), smart amplifiers (self-protecting speaker driver ICs), power conversion ICs (fast charging controllers), and haptic driver ICs (for tactile feedback in touchscreens). Each category serves the consumer electronics design requirements for compact, high-performance mixed-signal processing. ### What is Cirrus Logic's financial profile? Cirrus Logic (Nasdaq: CRUS) is headquartered in Austin, Texas, and generates revenues of approximately $1.7-1.8 billion annually, driven almost entirely by Apple design wins. The company is highly profitable with strong operating margins typical of specialty semiconductor fabless companies. Revenue timing follows Apple's iPhone launch cycles, creating seasonal revenue concentration. ### What are Cirrus Logic's growth opportunities beyond Apple? Cirrus Logic is actively diversifying beyond Apple by developing power management and audio chips for Android smartphones, earbuds, laptops, and gaming devices. The company is investing in automotive audio applications as premium vehicle audio systems grow in sophistication. Reducing Apple revenue concentration is a strategic priority given the risk of single-customer dependence. ## Tags b2b, global, public, hardware, technology, manufacturing --- *Data from geo.sig.ai Brand Intelligence Database. Updated 2026-04-14.*