Seattle vs. Silicon Valley


#1

#2

While they compete in the voice arena, we look for businesses/ stocks that would benefit from the competition.
CRUS anyone? Look like need to add back to the 10x :slight_smile: or replace NTNX with CRUS :slight_smile:


#3

I think CRUS is mainly an iPhone play. I’ve read that 70% of their revenue is AAPL. Although, they don’t disclose the exact amount. Their product doesn’t appear to be in Amazon hardware.

https://www.digikey.com/en/maker/blogs/amazon-echo-dot-teardown/4814734f90dd421fb5f6ecd9a82fbf16


#4

The sound chip in echo is from conexant acquired by snaptics. Own SYNA in the micro cap (less than $2B) portfolio. Other stocks are AMBA, LQMT and SPWR. Only four, slowly adding, profitable, about 34% YTD.


#5

Synaptics buys Amazon echo microphone supplier Conexant

This article, Development Kits for Alexa Voice System lists the recommended chipsets, voice processing technologies, and client software: Conexant (SYNA), CRUS and Microsemi. Owned SYNA and CRUS. Now have to consider whether to purchase some MSCC and AMZN :joy:

Going forward, human interface with IoT would be increasingly through voice so voice chips should be in demand.
SYNA - Conexant is leader in far-field voice solutions.
CRUS - Diversifying from Apple through voice biometrics which is needed for IoT for positive identification of you.