Inphi's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Inphi (IPHI) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Inphi vs Its Competitors
- TTM: Trailing 12-month revenue of 683M vs -M combined for tracked competitors (100.0% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+9.8% annualized vs trailing 12 months).
- Peer revenue share: Inphi accounted for 100.0% of combined revenue among its tracked peer group, up from 100.0% a year earlier.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
IPHI Sales vs. its Competitors, Q4 2020
Inphi generated 100.00 % of the combined sales of its peer group, up from 100.00 % a year earlier.
For context: the Semiconductors industry grew revenue 10.5% year over year, combined, vs 82.3% for Inphi. Inphi's share of combined industry revenue moved from 0.02% to 0.03%, a gain of 0.01 percentage points.
Inphi's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Inphi Corp | No | Yes | Yes | No |
| High-Confidence Competitors (1) | ||||
| Similar Growth & Profitability (8) | 62.50 % (5 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 16.70 % (1 of 6) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
IPHI Stock Performance relative to its Competitors
IPHI Stock Performance relative to High-Confidence Competitors
IPHI Stock Performance relative to Similar Growth & Profitability Competitors
Inphi's Comment on Competition and Industry Peers
Currently, our competitors range from large, international companies offering a wide range of semiconductor products to smaller companies specializing in narrow markets. Our primary competitors include Acacia Communications, Inc., Broadcom Ltd., Ciena Corporation, Integrated Device Technology, Inc., M/A-COM Technology Solutions Inc., MaxLinear, Inc., Microsemi Corporation, NTT Electronics Corporation, Qorvo, Inc. and Semtech Corp. as well as other smaller analog signal processing companies. We expect competition in our target markets to increase in the future as existing competitors improve or expand their product offerings.
Our ability to compete successfully depends on elements both within and outside of our control, including industry and general economic trends. During past periods of downturns in our industry, competition in the markets in which we operate intensified as our customers reduced their purchase orders. Many of our competitors are significantly larger, have greater financial, technical, marketing, distribution, customer support and other resources, are more established than we are, and have significantly better brand recognition and broader product offerings with which to withstand similar adverse economic or market conditions in the future. These developments may materially and adversely affect our current and future target markets and our ability to compete successfully in those markets.
We compete or plan to compete in different target markets to various degrees on the basis of a number of principal competitive factors, including:
product performance;
power budget;
features and functionality;
customer relationships;
size;
ease of system design;
product roadmap;
reputation and reliability;
customer support; and
price.
We believe we compete favorably with respect to each of these factors. We maintain our competitive position through our ability to successfully design, develop and market complex high-speed analog solutions for the customers that we serve.
Inphi's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Maxlinear Inc | Named by the company | 85% |
| Arrive Technologies, Inc. | Named by the company | 85% |
| eSilicon Corporation | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Inphi's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
