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This week, we’ll be talking with Silicon Labs CEO Tyson Tuttle. Silicon Labs just announced it will be selling off its entire automotive business, which represents roughly 40 percent of the company’s revenue. We put the question to Tuttle: What would possess a company to divest that big of a chunk of itself?oaqesmc

本周，我們將與Silicon Labs首席執(zhí)行官Tyson Tuttle進行交談。Silicon Labs剛剛宣布將出售其全部汽車業(yè)務(wù)，約占公司收入的40％。我們向Tuttle提出一個問題：一家公司將剝離自己的大部分股份會怎樣？oaqesmc

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CEO Interview: Tyson Tuttle of Silicon Labsoaqesmc

首席執(zhí)行官訪談：Silicon Labs的Tyson Tuttleoaqesmc

Silicon Labs is a mid-sized semiconductor design house founded in 1996. Over the years it has established a reputation for tightly focused innovation in its chosen market segments.oaqesmc

Silicon Labs是一家成立于1996年的中型半導(dǎo)體設(shè)計公司。多年來，它在選定的細分市場中以專注于創(chuàng)新而著稱。oaqesmc

Silicon Labs hired Tyson Tuttle as CEO in 2012. He immediately focused the company on the Internet of Things market, leveraging the company’s expertise in the wireless technologies that are critical for IoT connectivity. The company’s other major division covers automotive and infrastructure.oaqesmc

Silicon Labs在2012年聘請Tyson Tuttle擔(dān)任首席執(zhí)行官。他利用公司在物聯(lián)網(wǎng)連接至關(guān)重要的無線技術(shù)方面的專業(yè)知識，立即將公司聚焦于物聯(lián)網(wǎng)市場。該公司的其他主要部門涵蓋汽車和基礎(chǔ)設(shè)施。oaqesmc

Now, back in 2014, Silicon Labs’ IoT operations brought in a little over 15 percent (that’s 1-5) 15 percent of revenue. Silicon Labs just reported its first quarter earnings earlier this week. IoT now represents 62 percent of the company’s total first quarter revenue of $255 million.oaqesmc

現(xiàn)在，回到2014年，Silicon Labs的物聯(lián)網(wǎng)業(yè)務(wù)帶來了15％以上的收入。Silicon Labs在本周早些時候剛剛報告了其第一季度收益。物聯(lián)網(wǎng)現(xiàn)在占該公司第一季度總收入（2.55億美元）的62％。oaqesmc

The company’s IoT operation and its Automotive & Infrastructure operation both grew, but the IoT group has simply been growing faster. Still, the automotive business is thriving, and it’s heading toward becoming a $400 million annual business. Nothing to sneeze at! And yet, Silicon Labs just announced it sold the operation, for $2.75 billion, to Skyworks.oaqesmc

該公司的物聯(lián)網(wǎng)業(yè)務(wù)以及其汽車和基礎(chǔ)設(shè)施業(yè)務(wù)都在增長，但是物聯(lián)網(wǎng)集團的增長速度卻更快。盡管如此，汽車業(yè)務(wù)仍在蓬勃發(fā)展，并且正朝著每年4億美元的業(yè)務(wù)邁進。沒什么可唏噓的！然而，Silicon Labs剛剛宣布將其業(yè)務(wù)以27.5億美元的價格賣給了Skyworks。oaqesmc

Right after the sale was announced, global editor Junko Yoshida got Tuttle on a video call. It was late in the day for both of them, and while the two were talking, the lights at Silicon Labs’ headquarters were turned off for the night. Tuttle bravely soldiered on, lit only by his laptop screen. So if the audio quality is a little off, that’s why.oaqesmc

交易宣布后，全球編輯吉田順子（Junko Yoshida）通過視頻通話采訪了Tuttle。對于他們倆來說，這都是很晚的時候，而當他們正在交談時，Silicon Labs總部的燈卻關(guān)了一個晚上。Tuttle勇敢地堅持著，只在他的筆記本電腦屏幕上亮著。因此，如果您聽到的采訪音頻質(zhì)量有些差，這就是原因。oaqesmc

A quick note on part of the conversation coming up. Junko interviewed Tuttle in 2014, a couple years after he was hired at Silicon Labs. At the time, the IoT market was still very poorly defined, and it wasn’t clear what semiconductor products would be useful or necessary. Well… it wasn’t clear to most people. It was crystal clear to Tuttle.oaqesmc

采訪還有些背景。在Tuttle被Silicon Labs聘用幾年后，Junko于2014年采訪了Tuttle。當時，物聯(lián)網(wǎng)市場的定義還很不明確，尚不清楚哪種半導(dǎo)體產(chǎn)品會有用或必要。好吧……大多數(shù)人還不清楚。但Tuttle卻看的如水晶般透徹。oaqesmc

During that conversation, Tuttle took out a pen and diagrammed what an IoT processor should look like. Cliché of clichés — he did his sketch literally on the back of a napkin. He immediately began showing that diagram around, and it really did help guide how the IoT market developed.oaqesmc

在那次談話中，Tuttle拿出一支筆，畫出了IoT處理器的外觀。陳詞濫調(diào)的陳詞濫調(diào)-他的素描實際上是在餐巾紙的背面。他立即開始顯示該圖，它確實有助于指導(dǎo)物聯(lián)網(wǎng)市場的發(fā)展。oaqesmc

Okay, back to the present, and their interview this week. Junko asked Tuttle what motivated the sale of the company’s automotive operations. Here’s Tuttle’s reply.oaqesmc

好吧，回到本周的采訪。順子問Tuttle是什么促使了該公司汽車業(yè)務(wù)的出售。這是Tuttle的回復(fù)。oaqesmc

TYSON TUTTLE: Usually you hear about companies getting acquired, and here we are investing to win in a new, exciting opportunity and swinging for the fences. I think you were one of the first editors that I talked to about our IOT vision.oaqesmc

TYSON Tuttle：通常您會聽說一些公司被收購的消息，在這里我們正投資以贏得新的，令人興奮的機會，并為之奮斗。我認為您是我談到我們的物聯(lián)網(wǎng)愿景的第一批編輯之一。oaqesmc

JUNKO YOSHIDA: Yes.oaqesmc

TYSON TUTTLE: Now that’s over 60% of our business. We had a very high quality infrastructure and automotive business, but it was very different for IoT. There were more components and targeting different customers and markets and different technologies and all of that stuff. And being able to put that into a good home… Skyworks is a great company. And I think that team and those products are in good hands. We got a good valuation for it.oaqesmc

TYSON TUTTLE：現(xiàn)在，這已占我們業(yè)務(wù)的60％以上。我們擁有非常高質(zhì)量的基礎(chǔ)設(shè)施和汽車業(yè)務(wù)，但它和物聯(lián)網(wǎng)差別很大。該業(yè)務(wù)有更多的組件，并且針對不同的客戶和市場，不同的技術(shù)以及等。并能夠?qū)⑵浞胖迷谝粋€好的歸宿……Skyworks是一家出色的公司。而且我認為這個團隊和這些產(chǎn)品都被合適的人掌控。為此我們獲得了不錯的估值。oaqesmc

Now that gives us the focus and clarity to go after this IoT thing as our number one job. And that’s great for the company’s culture, for the customers, the brand, the mission. Even with suppliers, we’re not losing scale. We’ll be back to the same size that we were last year in a couple of years.oaqesmc

現(xiàn)在，這給了我們專注和清晰的基礎(chǔ)，可以把物聯(lián)網(wǎng)作為我們的頭號工作。這對于公司的文化，客戶，品牌和使命而言都是非常重要的。即使有供應(yīng)商，我們也不會失去規(guī)模。我們將恢復(fù)幾年前的規(guī)模。oaqesmc

JUNKO YOSHIDA: Really? That was the thing that I wanted to ask you because usually I don’t hear companies willing to shed. I think it’s like 42% of the business revenue, right?oaqesmc

JUNKO YOSHIDA: 真的嗎？那就是我想問您的問題，因為通常我聽不到公司愿意披露。我認為這大約占業(yè)務(wù)收入的42％，對嗎？oaqesmc

TYSON TUTTLE: The 2020 business. But then you have to remember that the infrastructure and automotive business is more modest growth and more profitable. So those would be more value investors investing in that.oaqesmc

TYSON TUTTLE: 這是2020年的數(shù)字。但是您必須記住，基礎(chǔ)設(shè)施和汽車業(yè)務(wù)的增長較為溫和，而且利潤更高。因此，那些將是更具價值的投資者進行投資。oaqesmc

And then our IoT business is really on hyper growth. Our model is 20% growth, but this year we’re going to grow 25 to 30% over last year. So you’ve got this very high growth business, then that’s more growth investor. Right?oaqesmc

然后，我們的物聯(lián)網(wǎng)業(yè)務(wù)真正實現(xiàn)了高速增長。我們的模型是20％的增長，但是今年我們將比去年增長25％到30％。因此，您擁有了這一非常高增長的業(yè)務(wù)，那么那便是更多的增長投資者。對吧？oaqesmc

JUNKO YOSHIDA: Yeah. Okay.oaqesmc

TYSON TUTTLE: And so these two businesses looked very different under the same umbrella. The way to think about it is if we were a pure play IoT company, would we acquire our infrastructure and automotive business? And the answer is no. It grew up under the same umbrella and had a lot of the same sort of common culture and technology. They were targeting very, very different applications and customers.oaqesmc

TYSON TUTTLE：因此，在同一傘下，這兩個業(yè)務(wù)看起來截然不同。思考的方式是，如果我們是一家純粹的物聯(lián)網(wǎng)公司，我們是否會收購基礎(chǔ)設(shè)施和汽車業(yè)務(wù)？答案是否定的。它是在同一個傘下成長的，并具有許多相同的共同文化和技術(shù)。他們的目標是非常不同的應(yīng)用和客戶。oaqesmc

In some ways scale matters, but it only matters if you’re doing more of the same thing, not if you’re doing a whole different set of things. So it was really two different companies under one umbrella.oaqesmc

在某些方面，規(guī)模很重要，但是只有在您做更多相同的事情時才重要，而不是在做完全不同的事情集時才重要。因此，實際上是兩家不同公司在同一個傘下。oaqesmc

I just want to point out to you (and you probably can write this down) is that two other companies have really done similar things.oaqesmc

我只想向您指出（您可能會寫下來），另外兩家公司也做了類似的事情。oaqesmc

JUNKO YOSHIDA: Really?oaqesmc

TYSON TUTTLE: You look at Cree. So Cree is selling their LED business and their lighting business and focusing on silicon carbide for electric vehicles and going after a pure play. And those guys are highly valued and it’s a big high growth market and they’ve got great differentiation in technology. And so this is similar to that.oaqesmc

TYSON TUTTLE: 你看Cree。因此，Cree正在出售他們的LED業(yè)務(wù)和照明業(yè)務(wù)，并專注于電動汽車用碳化硅，并且很專注。那些人非常受重視，這是一個很大的高增長市場，他們在技術(shù)上有很大的差異。因此，這與此類似。oaqesmc

And then you also think about what Matt Murphy has done over at Marvell. Right? He sold his WiFi business and the media business and several other things. And when he took over at Marvell, he said, Hey, we need focus. We need to go after the data center and computing and 5G and all of these things with a common platform. And then now they’re pulling it InPhi, and he’s been doing a great job in creating a lot of value over there. So we viewed this as a value creation for our shareholders, and also achieving that focus delivers huge benefits in terms of our ability to accelerate our growth in the IoT markets.oaqesmc

然后，您還要記得Matt Murphy在Marvell時的行為。對吧？他賣掉了他的WiFi業(yè)務(wù)和媒體業(yè)務(wù)以及其他幾個業(yè)務(wù)。當他接管Marvell時，他說：嘿，我們需要專注。我們需要在一個通用平臺上關(guān)注數(shù)據(jù)中心，計算和5G以及所有這些東西。然后現(xiàn)在他們開始收購InPhi，而他在那方面創(chuàng)造了很多價值，一直做得很出色。因此，我們將其視為為股東創(chuàng)造價值的方式，并且實現(xiàn)這一關(guān)注點將在我們加速物聯(lián)網(wǎng)市場增長的能力方面帶來巨大的好處。oaqesmc

JUNKO YOSHIDA: Right. Six years ago when I when I covered that famous back of the napkin IoT SOC story, I thought that actually you were nuts. Okay?oaqesmc

JUNKO YOSHIDA: 對。六年前，當我談到餐巾IoT SOC那個著名的背后故事時，我以為實際上你真瘋了。好的？oaqesmc

TYSON TUTTLE: Well, I may still be nuts! Some things never change.oaqesmc

TYSON TUTTLE: 嗯，我可能還是瘋了！有些事永遠不會改變。oaqesmc

JUNKO YOSHIDA: It’s not a knock on you. But I thought that IoT was so undefined and everybody wanted to call his or her business IoT-related. But you are the first executive actually who came out saying that this is the concept, but this is how I define IoT in my business. You had the clear message with that concept.oaqesmc

JUNKO YOSHIDA: 這不是提醒。但是我認為物聯(lián)網(wǎng)是如此不確定，每個人都想稱呼他或她與企業(yè)物聯(lián)網(wǎng)相關(guān)的業(yè)務(wù)。但是，您實際上是第一個高管，出來說這是概念，但這就是我在業(yè)務(wù)中定義IoT的方式。您對這個概念有清楚的信息。oaqesmc

TYSON TUTTLE: That’s been consistent all the way along. We’ve expanded into some additional wireless standards and we’re now building our third generation silicon platform. So that drawing that I gave you is still essentially the same sort of chips that we’re building today. We’ve added security and we’re adding artificial intelligence. We’re moving smaller process geometries. And then applying that broadly to thousands of applications and tens of thousands of customers.oaqesmc

TYSON TUTTLE：一直以來都是一致的。我們已經(jīng)擴展到其他一些無線標準，現(xiàn)在正在構(gòu)建第三代芯片平臺。因此，我給您提供的圖紙在本質(zhì)上仍與我們今天正在構(gòu)建的芯片相同。我們增加了安全性，并增加了人工智能。我們正在向更小的工藝邁進。然后將其廣泛應(yīng)用于成千上萬的應(yīng)用和成千上萬的客戶。oaqesmc

But we’ve now seen those IoT markets really start taking off. When I started talking about IoT, people didn’t really even know what it meant. And from my perspective, it was like, you have your mobile phones and you have your PCs, and those are connected to the internet, but all this other stuff is going to get connected to the internet. And when you connect something, you create inherent value.oaqesmc

但是，我們現(xiàn)在已經(jīng)看到那些物聯(lián)網(wǎng)市場真正開始騰飛。當我開始談?wù)撐锫?lián)網(wǎng)時，人們甚至根本不了解它的含義。從我的角度來看，這就像您擁有手機和PC一樣，它們都已連接到Internet，但是所有其他這些東西都將連接到Internet。當您連接某物時，便會創(chuàng)造內(nèi)在價值。oaqesmc

And so whether that value is in convenience or in economic value or saving money or saving energy, making devices more intelligent by connecting them to the internet and connecting them to each other and connecting them to applications and people, creates whole new business models and whole new use cases for devices.oaqesmc

因此，無論該價值是在便利性，經(jīng)濟價值，節(jié)省金錢或節(jié)省能源方面，通過將設(shè)備連接到互聯(lián)網(wǎng)，將它們彼此連接以及將它們連接到應(yīng)用和人員，使設(shè)備變得更加智能，從而創(chuàng)建了全新的商業(yè)模式和整體設(shè)備的新用例。oaqesmc

And in fact, in some ways, any sort of device today that you do not connect is kind of a race to the bottom, right? Because all the products we have, if it’s not connected, it’s just static. Whereas when it gets connected, it becomes more intelligent. It evolves in the future.oaqesmc

實際上，從某種意義上說，當今您未連接的任何設(shè)備都在競相競爭，對吧？因為我們擁有的所有產(chǎn)品，如果沒有連接，那就是靜態(tài)的。而當它連接時，它將變得更加智能。它在未來發(fā)展。oaqesmc

There’s new functionality that can be embedded into that device, and that’s creating value. And that’s what we’re providing the platform for.oaqesmc

可以將新功能嵌入到該設(shè)備中，從而創(chuàng)造價值。這就是我們提供的平臺。oaqesmc

I think one of the other things is, the business we sold were components that go into other people’s systems. Whether it’s an isolator going into an electric vehicle or a timing shift going into a communication system. In IoT, we are doing all of the silicon. We are the ones that are integrating the processing and the memory and the energy battery management, the sensor interfaces, the entire system, both at the hardware and the SOC level, but also at the software levels. All the way from the transistor and the silicon all the way up to the cloud.oaqesmc

我認為另一件事是，我們出售的業(yè)務(wù)是進入他人系統(tǒng)的組件。無論是進入電動汽車的隔離器，還是進入通信系統(tǒng)的定時轉(zhuǎn)換。在物聯(lián)網(wǎng)中，我們正在做所有的芯片。我們是在硬件和SOC級別以及軟件級別集成處理，內(nèi)存和能量電池管理，傳感器接口，整個系統(tǒng)的公司。從晶體管和硅一直到云。oaqesmc

This has really transformed the company from being just a pure silicon component provider to be a silicon software and solution provider where we can really control the integration path.oaqesmc

這確實使公司從單純的硅組件提供商轉(zhuǎn)變?yōu)榭梢哉嬲刂萍陕窂降墓柢浖徒鉀Q方案提供商。oaqesmc

We don’t sell this into PCs or handsets. We sell it very broadly into all these different applications. It’s a very resilient business, because we’re not just dependent on one customer or one application, and we’re sharing… Once we achieve scale in that business, as we scale this up to the point where it’s hitting the profitability targets and all that that we’re putting out there, there’s a high degree of differentiation, a high degree of defensibility in a very high quality… In other words, it’s like a snowball going downhill, right? You’re just building momentum.oaqesmc

我們不會將其出售給PC或手機。我們將其廣泛銷售到所有這些不同的應(yīng)用中。這是一個非常有彈性的業(yè)務(wù)，因為我們不僅依賴于一個客戶或一個應(yīng)用，而且我們正在共享……一旦在該業(yè)務(wù)中實現(xiàn)規(guī)模，我們就將其擴展到達到利潤目標和所有目標的地步。那就是我們要展示的東西，它具有很高的差異性，很高的防御性和非常高的質(zhì)量……換句話說，就像滾雪球一樣，對吧？您只是在建立動力。oaqesmc

There’s kind of an equivalent to this on the software side. So if you think about enterprise software, like Salesforce creates a platform or CRM across industries. We’re creating a silicon and software platform that goes across industries. Either of these companies can’t afford to do it themselves, or if you just do one part, you never achieve the scale to be able to reach this escape velocity that we believe that we finally achieved, which is kind of related to the timing of when we’re doing this. We’ve now reached this critical mass, this escape velocity.oaqesmc

在軟件方面，這相當于一種情況。因此，如果您考慮使用企業(yè)軟件，例如Salesforce會創(chuàng)建跨行業(yè)的平臺或CRM。我們正在創(chuàng)建一個跨行業(yè)的芯片和軟件平臺。這些公司中的任何一個都承擔(dān)不了自行開發(fā)的費用，或者如果您只做一部分，您將永遠無法達到能夠達到我們認為最終實現(xiàn)的這一逃逸速度的規(guī)模，這與我們這樣做的時機有關(guān)?，F(xiàn)在我們達到了這個臨界質(zhì)量，這個逃逸速度。oaqesmc

JUNKO YOSHIDA: Let me ask you this: You said that the basic building blocks that you conceptualized in that IoT SOC hasn’t really changed. So in order to have this snowball effect that you’re gunning for, with the booming IoT business, where do you need to actually invest more? There must be a good reason that you wanted to focus on IoT, and I’m just assuming that it’s parts of IoT business that you really need to not just focus on, but you need to invest in. What are they?oaqesmc

JUNKO YOSHIDA: 讓我問你一個問題：你說你在IoT SOC中概念化的基本構(gòu)建塊并沒有真正改變。因此，為了發(fā)揮您不斷追求的滾雪球效應(yīng)，隨著蓬勃發(fā)展的物聯(lián)網(wǎng)業(yè)務(wù)，您實際上需要在哪里進行更多投資？您一定有充分的理由要專注于物聯(lián)網(wǎng)，而我只是假設(shè)它確實是物聯(lián)網(wǎng)業(yè)務(wù)的一部分，您不僅需要專注于物聯(lián)網(wǎng)，還需要投資。它們是什么？oaqesmc

TYSON TUTTLE: Certainly we need to increase our investments in Bluetooth and WiFi, which are two of the key wireless standards for IoT. We’ve got a great position in both of those, but there’s additional investments in silicon platforms and software and support that need to happen as we do our third… and really into our third generation silicon platform. So there’s a lot of software to do. There’s additional silicon to do, and there’s additional standards to get critical mass around.oaqesmc

TYSON TUTTLE：當然，我們需要增加對藍牙和WiFi的投資，這是IoT的兩個關(guān)鍵無線標準。我們在這兩個方面都擁有很強的地位，但是在我們真正進入第三代硅平臺時，需要在硅平臺，軟件和支持方面進行額外的投資。因此，有很多軟件可以做。還有其他芯片的工作要做，還有其他標準可以解決關(guān)鍵問題。oaqesmc

And the focus that we’re going to be able to achieve by doing this… and we will be freeing up some additional dollars to be able to invest in R&D to accelerate those developments internally. We’re able to reset our financial model and then grow from there and have this ramp in profitability over time as we scale.oaqesmc

通過這樣做，我們將能夠?qū)崿F(xiàn)的重點……我們將騰出一些額外的資金，用于研發(fā)，以在內(nèi)部加速這些發(fā)展。我們能夠重置我們的財務(wù)模型，然后從那里開始發(fā)展，并且隨著我們規(guī)模的擴大，盈利能力會隨著時間的推移而逐漸增加。oaqesmc

So it allows us to kind of front-end load some of those investments that were hard to make, actually. Even though the company was more profitable before, we were really valued more on the earnings, and now we’re going to really be valued more on the growth.oaqesmc

因此，它實際上使我們可以在前端加載一些難以進行的投資。即使該公司以前盈利更高，但我們在收益方面的確獲得了更高的估值，現(xiàn)在，我們將在增長方面得到了更高的估值。oaqesmc

JUNKO YOSHIDA: I see.oaqesmc

TYSON TUTTLE: We’re at this point where the pandemic has accelerated the demand for our products and accelerated the adoption of IoT technology. And so that’s a really important thing to think. Why now? It’s not as though has the IoT business reached this kind of critical mass. The markets are really taking off. And so to really capitalize on that and to be able to achieve leadership requires focus and purity in terms of what we’re doing. And we believe that we can run faster as a pure play company in this area.oaqesmc

TYSON TUTTLE：在這一點上，新冠疫情已經(jīng)加速了對我們產(chǎn)品的需求，并加速了IoT技術(shù)的采用。因此，這是一件非常重要的事情。為什么現(xiàn)在？物聯(lián)網(wǎng)業(yè)務(wù)似乎并沒有達到這種臨界水平。市場真的起飛了。因此，要真正利用這一點并獲得領(lǐng)導(dǎo)才能，就需要我們做事的重點和純正性。而且我們相信，在這方面，作為一家純粹公司，我們可以更快地運轉(zhuǎn)。oaqesmc

JUNKO YOSHIDA: Can I ask you something? I don’t think I’m quite comprehending. When you said that you need to invest more on things like WiFi and Bluetooth, I thought those are standardized products. Why do you need to invest more? What’s going on there?oaqesmc

JUNKO YOSHIDA：我能問你一件事嗎？我認為我不太了解。當您說需要在WiFi和藍牙等方面進行更多投資時，我認為這些都是標準化的產(chǎn)品。為什么需要增加投資？那里發(fā)生了什么事？oaqesmc

TYSON TUTTLE: Well, to be able to address thousands of applications and tens of thousands of customers, you have to build out a portfolio of products. So it’s a platform.oaqesmc

TYSON TUTTLE：好吧，要能夠處理成千上萬的應(yīng)用和成千上萬的客戶，您必須構(gòu)建一系列產(chǎn)品。所以這是一個平臺。oaqesmc

Today, if you’re going to achieve leadership, you have to run faster. Right? You have to move into the next process nodes, and you’ve got to get into the next version of the standard. And you’ve got to have all the variations of those technologies and all the various permutations to be able to address more and more of that market.oaqesmc

今天，如果要獲得領(lǐng)導(dǎo)地位，您必須運行得更快。正確的？您必須進入下一個流程節(jié)點，并且必須進入標準的下一個版本。而且，您必須擁有這些技術(shù)的所有變體以及所有不同的排列方式，才能應(yīng)對越來越多的該市場。oaqesmc

We’ve got a great position in the market in a lot of areas. But you’ve gotta be able to make those investments and run faster to be able to gain the market share as the markets are growing. The IoT markets are growing about 15% per year. And so with our 20% per year model that we’re putting out, that means that we’re going to be gaining market share over time.oaqesmc

我們在許多領(lǐng)域在市場上都占有重要地位。但是，您必須能夠進行這些投資并以更快的速度運行，從而能夠隨著市場的增長而獲得市場份額。物聯(lián)網(wǎng)市場每年增長約15％。因此，隨著我們推出的每年增長20％的模型，這意味著隨著時間的流逝，我們將獲得越來越多的市場份額。oaqesmc

JUNKO YOSHIDA: Wow.oaqesmc

TYSON TUTTLE: We see evidence of this. We see companies like TI kind of not really keeping up. Other companies might do a chip for lighting or try to go after one market or another. But if you don’t have the critical mass of being able to have revenue from all of these markets, it doesn’t work.oaqesmc

TYSON TUTTLE：我們看到了這方面的證據(jù)。我們看到像TI這樣的公司并沒有跟上步伐。其他公司可能會制造用于照明的芯片，或者試圖占領(lǐng)一個市場或另一個市場。但是，如果您沒有足夠的能力從所有這些市場中獲得收入，那將是行不通的。oaqesmc

In other words, the leader in a market is always the one that achieves the best return on their investment. And so it’s our view that focusing on accelerating our path to that market leadership… While today we have a market leadership, but the market is going to be much, much, much bigger in the future. And so that requires even greater momentum.oaqesmc

換句話說，市場的領(lǐng)導(dǎo)者永遠是能夠獲得最佳投資回報的人。因此，我們認為，專注于加快我們在市場領(lǐng)導(dǎo)地位方面的道路……雖然今天我們擁有市場領(lǐng)導(dǎo)地位，但未來的市場將越來越大。因此，這需要更大的動力。oaqesmc

BRIAN SANTO: That was Silicon Labs CEO Tyson Tuttle, with EE Times global editor Junko Yoshida. We’ve got a link to Junko’s story on the podcast episode web page.oaqesmc

BRIAN SANTO：那是Silicon Labs的首席執(zhí)行官Tyson Tuttle，與EE Times全球編輯Junko Yoshida的對話。我們在播客插播網(wǎng)頁上有一個指向Junko的故事的鏈接。oaqesmc

其他更多音頻行業(yè)報道，請關(guān)注喜馬拉雅EETimes中英雙語科技評論。oaqesmc