Android Business to Remain ‘Supply-Constrained’: Cirrus CEO

For Cirrus Logic, a top supplier of smartphone audio chips, the Android business this year “has really been supply-constrained,” said CEO John Forsyth on an earnings call Tuesday for fiscal Q1 ended June 25. “One of the impacts of that is having to be very selective about which circuits we chase within smartphones and elsewhere, but that has had an impact on our Android business.” It’s not a question of “being short to customers in a given month,” he said. “It’s a question of not committing to certain designs, if we didn’t feel confident we have the supply.” Cirrus anticipates its Android business “still being supply-constrained through the rest of fiscal 2023" ending late March, he said. “That said, we are well embedded in the flagship tier of that market and insofar as we can expand supply, we will look to do that and look to continue to build on the momentum that we have there.”