Mar. 25 at 1:57 PM
$SITM ***WE ARE IN, EVENTUALLY THIS WILL BREAKOUT, BE PATIENT!!!***MARKET CAP TOO LOW WHEN YOU CRUNCH THESE #'s along with new other business and contracts coming!
Apple’s Orders Set SiTime Up for a Strong Run:
Shipments of Apple’s in-house modems are expected to hit 42 million units in 2025, 110-130 million in 2026, and 250-300 million in 2027, mainly for iPhones.
Each modem pairs with two SiTime MEMS oscillators (32KHz and 76.8MHz), priced at
$0.9-1.0 combined. It translates to roughly
$40 million in revenue for SiTime in 2025,
$110 million in 2026, and
$240 million in 2027. With SiTime’s 2024 revenue at
$200 million, this Apple-driven boost signals robust growth through 2027.
https://www.patentlyapple.com/2025/03/apple-has-chosen-sitime-as-the-exclusive-supplier-for-a-different-kind-of-oscillator-for-apples-c1-modem.html