Cohu vs Silicon Laboratories
Side-by-side comparison of AI visibility scores, market position, and capabilities
Mid-size semiconductor test handler and contactor specialist; ~$500M revenue. ABTS and Neon thermal test handler platforms serve mobility, automotive, and data center SoC testing.
About
Cohu Inc. was founded in 1947 in Poway, California and has grown into a leading mid-size provider of semiconductor test equipment through organic development and acquisitions. The company focuses on test handlers (which position chips in automated test systems), contactors (which make electrical contact between chips and test sockets), thermal management during test, and integrated test cell solutions. Cohu is a complement to ATE vendors like Teradyne and Advantest, providing the mechanical handling infrastructure that feeds chips into testers at high volume.\n\nCohu's product portfolio includes the ABTS (Automated Burn-in and Test System) platform, the Neon thermal handler for extreme temperature testing (-55°C to +165°C), and a comprehensive contactor library for BGA, QFP, and advanced packaging formats. Key served markets include automotive (ADAS, power management), mobility (smartphone application processors, modem chips), and data center (SoC, memory interface). Automotive reliability testing is a major growth driver, as automotive-grade chips require extensive burn-in and temperature cycling per AEC-Q100 standards.\n\nCohu acquired Xcerra in 2018 to significantly expand its handler product line and global service network. The company reported approximately $500 million in revenue, with margins impacted by semiconductor capital equipment cycles. As automotive electrification and ADAS content per vehicle grow, Cohu's thermal test handler business is expected to see sustained demand growth.
Pure-play IoT chip company after divesting Infrastructure/Automotive; EFR32 wireless SoC family (Matter/Zigbee/BLE/Thread) leads smart home and industrial IoT markets.
About
Silicon Laboratories (Silabs) was founded in 1996 in Austin, Texas and initially built mixed-signal ICs for modem and broadcast applications before pivoting to become a pure-play IoT chip company. Following the 2021 divestiture of its Infrastructure & Automotive business to Skyworks Solutions for $2.75 billion, Silabs is 100% focused on wireless connectivity semiconductors for IoT applications.\n\nSilabs' EFR32 Wireless Gecko SoC family is a market leader in smart home connectivity, supporting Matter, Zigbee, Thread, Bluetooth Low Energy, Sub-GHz, and Wi-Fi standards. These chips power smart lights, thermostats, door locks, energy meters, industrial sensors, and medical monitoring devices. The company's Simplicity Studio software ecosystem and extensive protocol stack support give it a strong developer platform advantage, especially as the Matter smart home standard (backed by Apple, Google, Amazon) gains adoption.\n\nSilabs also provides energy harvesting solutions and ultra-low-power microcontrollers for battery-powered IoT devices. The company generated approximately $2 billion in annual revenue before the Infrastructure divestiture and is now growing its IoT-focused revenue base through increasing smart home and industrial IoT demand. Silabs operates a fabless model and partners with TSMC for advanced node production.
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