Texas Instruments Incorporated (TXN): Modelo de negócios Canvas [Jan-2025 Atualizado]

No mundo dinâmico da tecnologia de semicondutores, o Texas Instruments (TXN) permanece como uma potência tecnológica, transformando desafios eletrônicos complexos em soluções inovadoras que impulsionam as indústrias. Desde a eletrônica automotiva até os dispositivos de consumo de ponta, o modelo de negócios da TXN representa um projeto sofisticado de inovação estratégica, alavancando a profunda experiência tecnológica e as parcerias globais para fornecer soluções de semicondutores de alto desempenho que alimentam o ecossistema tecnológico moderno. Ao criar meticulosamente uma abordagem abrangente que equilibra pesquisas, fabricação e estratégias centradas no cliente, a Texas Instruments se posicionou como um facilitador crítico do avanço tecnológico em vários setores.

Texas Instruments Incorporated (TXN) - Modelo de negócios: Parcerias -chave

Alianças de fabricação de semicondutores estratégicos

Texas Instruments mantém parcerias críticas de fabricação de semicondutores com:

Parceiro	Detalhes da colaboração de fabricação	Investimento anual estimado
GlobalFoundries	Produção de bolacha semicondutora de 300 mm	US $ 1,2 bilhão
TSMC (Taiwan Semiconductor Manufacturing Company)	Fabricação avançada de nó de processo	US $ 2,5 bilhões

Colaborações de pesquisa

A TI se envolve em parcerias de pesquisa estratégica com instituições acadêmicas:

• Instituto de Tecnologia de Massachusetts (MIT)
• Universidade de Stanford
• Universidade do Texas em Dallas
• Instituto de Tecnologia da Geórgia

Instituição	Foco na pesquisa	Financiamento anual de pesquisa
Mit	Pesquisa de materiais semicondutores	US $ 3,5 milhões
Universidade de Stanford	Desenvolvimento de sistemas incorporado	US $ 2,8 milhões

Parcerias da cadeia de suprimentos

TI mantém relacionamentos extensos de fornecedores de componentes eletrônicos:

• Eletronics de mouser
• Arrow Electronics
• Eletrônica de teclas digitais

Fornecedor	Duração da parceria	Valor anual de compras
Eletronics de mouser	15 anos	US $ 450 milhões
Arrow Electronics	20 anos	US $ 680 milhões

Parcerias de tecnologia automotiva e industrial

Os principais acordos de desenvolvimento conjunto incluem:

• Bosch
• Continental AG
• Siemens

Parceiro	Área de Desenvolvimento de Tecnologia	Investimento colaborativo anual
Bosch	Tecnologias de sensores automotivos	US $ 220 milhões
Continental AG	Sistemas de direção autônomos	US $ 310 milhões

Texas Instruments Incorporated (TXN) - Modelo de negócios: Atividades -chave

Design de chips semicondutores e engenharia

A Texas Instruments investiu US $ 1,9 bilhão em P&D em 2022. A empresa produz aproximadamente 45.000 produtos de processamento analógicos e incorporados diferentes.

Categoria de produto	Volume anual de produção
Chips analógicos	Mais de 25.000 designs exclusivos
Processadores incorporados	Mais de 20.000 designs exclusivos

Desenvolvimento avançado de tecnologia analógica e incorporada de processamento

A TI se concentra no desenvolvimento de tecnologias de semicondutores de ponta em vários segmentos de mercado.

• Eletrônica automotiva
• Automação industrial
• Eletrônicos pessoais
• Computação corporativa

Controle de fabricação e qualidade dos circuitos integrados

A Texas Instruments opera 8 instalações de fabricação globalmente, com uma capacidade total de fabricação de mais de 300.000 bolachas por mês.

Local de fabricação	Tipo de instalação
Dallas, Texas	Fabricação de wafer
Richardson, Texas	Design e fabricação
Cingapura	Fabricação de wafer

Pesquisa e desenvolvimento de soluções inovadoras de semicondutores

Em 2022, a TI dedicou 17,1% da receita à pesquisa e desenvolvimento, totalizando US $ 1,9 bilhão em despesas de P&D.

• Concentre -se na tecnologia de wafer de 300 mm
• Design de semicondutores analógicos avançados
• Inovações de processamento incorporado

Gerenciamento de propriedade intelectual e licenciamento de tecnologia

A Texas Instruments possui mais de 45.000 patentes ativas em todo o mundo a partir de 2022.

Categoria de patentes	Número de patentes ativas
Tecnologias analógicas	22.000 mais de patentes
Processamento incorporado	Mais de 15.000 patentes
Outras tecnologias de semicondutores	Mais de 8.000 patentes

Texas Instruments Incorporated (TXN) - Modelo de negócios: Recursos -chave

Infraestrutura de pesquisa e desenvolvimento de semicondutores

Despesas de P&D para 2023: US $ 2,02 bilhões

Localização de P&D	Número de centros de pesquisa
Estados Unidos	5 principais instalações de pesquisa
Locais internacionais	3 centros de pesquisa globais

Portfólio de patentes

Total de patentes ativas em 2023: 47.300

• Tecnologias analógicas Patentes: 18.500
• Patentes de processamento incorporado: 12.800
• Patentes de processamento de sinal digital: 16.000

Recursos de força de trabalho

Total de funcionários em 2023: 37.400

Categoria de funcionários	Número de funcionários
Profissionais de engenharia	22,440
Equipe de suporte técnico	8,880

Instalações de fabricação

Locais de fabricação totais: 12 instalações

• Locais de fabricação dos Estados Unidos: 4
• Locais de fabricação internacional: 8

Capacidades de inovação tecnológica

Investimento de tecnologia anual: US $ 2,4 bilhões

Área de foco na inovação	Alocação de investimento
Tecnologias de semicondutores analógicos	US $ 980 milhões
Processamento incorporado	US $ 740 milhões
Processamento de sinal digital	US $ 680 milhões

Texas Instruments Incorporated (TXN) - Modelo de negócios: proposições de valor

Soluções de semicondutores analógicas e incorporadas de alto desempenho

A Texas Instruments oferece mais de 48.900 variantes de produtos de processamento analógico e incorporado a partir de 2024. A empresa gerou US $ 18,34 bilhões em receita em 2023, com semicondutores analógicos representando aproximadamente 69% da receita total.

Categoria de produto	Variantes totais de produtos	Quota de mercado
Semicondutores analógicos	34,600	26.5%
Processamento incorporado	14,300	18.3%

Tecnologias de microchip econômicas e econômicas e com eficiência energética

As tecnologias de microchip da TI demonstram uma melhoria média de eficiência de energia de 35% em comparação com os produtos de geração anterior.

• Redução média do consumo de energia: 0,5-2,5 watts por chip
• Eficiência de custo de fabricação: 12-18% menor que os concorrentes
• Potencial de economia de energia: até 40% em aplicações industriais

Produtos semicondutores confiáveis ​​e inovadores para diversas indústrias

A Texas Instruments atende a vários setores com mais de 96.000 clientes ativos globalmente em 2024.

Segmento da indústria	Contribuição da receita	Número de clientes
Automotivo	US $ 5,2 bilhões	22,500
Industrial	US $ 4,8 bilhões	35,000
Eletrônicos pessoais	US $ 3,6 bilhões	38,500

Soluções tecnológicas de ponta para eletrônicos automotivos, industriais e de consumo

Ti investe US $ 1,8 bilhão anualmente em pesquisa e desenvolvimento, concentrando -se em tecnologias avançadas de semicondutores.

• Participação de mercado de semicondutores automotivos: 15,3%
• Industrial Electronics Semiconductor Mercado Participação: 17,6%
• Participação de mercado de semicondutores de eletrônicos de consumo: 11,2%

Projeto abrangente de semicondutores e experiência em fabricação

A Texas Instruments opera 10 instalações de fabricação em todo o mundo, com uma capacidade de produção de 1,2 milhão de bolachas por ano.

Local de fabricação	Capacidade de produção de wafer	Nó de tecnologia
Estados Unidos	450.000 bolachas/ano	45nm-180nm
Ásia	750.000 bolachas/ano	28nm-65nm

Texas Instruments Incorporated (TXN) - Modelo de negócios: Relacionamentos do cliente

Serviços técnicos de suporte e consulta de engenharia

A Texas Instruments fornece serviços abrangentes de suporte técnico com as seguintes métricas principais:

Canal de suporte	Volume de suporte anual	Tempo médio de resposta
Suporte técnico online	285.000 consultas de clientes	4,2 horas
Consulta de engenharia direta	12.500 consultas especializadas	8,7 horas
Centros de Suporte Global	7 locais internacionais	Disponibilidade 24/7

Parcerias estratégicas de longo prazo

A TI mantém parcerias estratégicas com os fabricantes de tecnologia:

• Parcerias de semicondutores automotivos: 42 colaborações ativas
• Fabricantes de equipamentos industriais: 28 parcerias estratégicas
• Relações eletrônicas de consumo: 35 acordos de tecnologia principais

Equipes de sucesso do cliente dedicados

Segmento de clientes	Gerentes de conta dedicados	Taxa de engajamento anual
Clientes de tecnologia corporativa	187 Gerentes de contas	Taxa de retenção de 92%
Clientes de fabricação de semicondutores	76 gerentes especializados	Taxa de satisfação de 88%

Recursos técnicos online

Estatísticas da plataforma de suporte digital:

• Site de suporte de design: 1,2 milhão de usuários registrados
• Documentação Anual Downloads: 4,7 milhões
• Módulos de treinamento on -line: 340 cursos técnicos

Inovação e personalização de produtos

Métrica de inovação	Valor anual
Investimento em P&D	US $ 1,84 bilhão
Apresentações de novos produtos	287 projetos de semicondutores
Solicitações de design personalizado	1.425 projetos especializados

Texas Instruments Incorporated (TXN) - Modelo de Negócios: Canais

Equipes de vendas diretas direcionando clientes corporativos e industriais

A Texas Instruments opera uma força de vendas diretas globais, com aproximadamente 250 profissionais de vendas dedicados aos segmentos de mercado corporativo e industrial. A equipe de vendas abrange as principais regiões:

Região	Cobertura de vendas	Número de representantes de vendas
América do Norte	Fabricação, automotiva, industrial	85
Europa	Eletrônico industrial automotivo	65
Ásia -Pacífico	Eletrônica de consumo, semicondutor	100

Plataformas de vendas digitais on-line e canais de comércio eletrônico

A infraestrutura de vendas digital da TI inclui:

• Plataforma de comércio eletrônico com 2,5 milhões de usuários registrados
• Catálogo de produtos on -line com mais de 100.000 especificações do produto
• Sistema de pedidos digitais Processando mais de 50.000 transações mensais

Redes de distribuidores de tecnologia em todo o mundo

Categoria de distribuidor	Número de parceiros	Cobertura global
Distribuidores de semicondutores autorizados	75	45 países
Revendedores de componentes eletrônicos	250	30 países

Conferências técnicas e feiras de comércio da indústria

Métricas anuais de participação:

• Mais de 30 conferências de tecnologia internacional
• Mais de 50 feiras da indústria globalmente
• Engajamento direto com mais de 15.000 profissionais de engenharia anualmente

Plataformas de marketing digital e comunicação técnica

Canal digital	Engajamento mensal	Alcançar
Site de suporte técnico TI	750.000 visitantes únicos	Global
Rede de desenvolvedores de TI	1,2 milhão de desenvolvedores registrados	180 países
Webinars técnicos	25.000 participantes médios	Vários idiomas

Texas Instruments Incorporated (TXN) - Modelo de negócios: segmentos de clientes

Fabricantes de eletrônicos automotivos

A Texas Instruments serve fabricantes de eletrônicos automotivos com uma participação de mercado de aproximadamente 14,5% em soluções de semicondutores automotivos. Receita anual do segmento automotivo: US $ 4,2 bilhões em 2023.

Tipo de cliente	Contribuição da receita	Principais linhas de produtos
Fornecedores automotivos de nível 1	US $ 2,1 bilhões	Microcontroladores, chips analógicos
Fabricantes de equipamentos originais	US $ 1,6 bilhão	Processadores incorporados

Sistemas de automação e controle industriais

A Texas Instruments gera US $ 3,8 bilhões em segmentos de mercado industrial em 2023.

• Sistemas de controle de processo: US $ 1,2 bilhão
• Automação de fábrica: US $ 1,5 bilhão
• Soluções de gerenciamento de energia: US $ 1,1 bilhão

Empresas de eletrônicos de consumo

Receita do segmento de eletrônicos de consumo: US $ 2,7 bilhões em 2023.

Categoria de produto	Receita	Posição de mercado
Smartphones	US $ 950 milhões	3 principais provedores de semicondutores
Wearables	US $ 450 milhões	Fornecedor de chip líder

Empresas de computação corporativa e telecomunicações

Receita do segmento de empresas e telecomunicações: US $ 5,6 bilhões em 2023.

• Soluções de data center: US $ 3,2 bilhões
• 5G Chips de infraestrutura: US $ 1,7 bilhão
• Equipamento de rede: US $ 700 milhões

Dispositivos médicos e provedores de tecnologia de saúde

Receita do segmento de tecnologia médica: US $ 1,1 bilhão em 2023.

Subsegmento de assistência médica	Receita	Tecnologias -chave
Imagem médica	US $ 450 milhões	Processadores de sinal analógico
Equipamento de diagnóstico	US $ 350 milhões	Processadores incorporados
Monitoramento do paciente	US $ 300 milhões	Tecnologias de sensores

Texas Instruments Incorporated (TXN) - Modelo de negócios: estrutura de custos

Investimentos significativos de pesquisa e desenvolvimento

No ano fiscal de 2023, a Texas Instruments investiu US $ 2,16 bilhões em despesas de pesquisa e desenvolvimento. A empresa alocou aproximadamente 18,7% de sua receita total em relação às iniciativas de P&D.

Ano fiscal	Investimento em P&D	Porcentagem de receita
2023	US $ 2,16 bilhões	18.7%
2022	US $ 1,98 bilhão	17.5%

Despesas avançadas de equipamentos de fabricação de semicondutores

A Texas Instruments investiu fortemente em recursos avançados de fabricação, com as despesas de capital atingindo US $ 4,8 bilhões em 2023.

• Expansão da capacidade de fabricação de 300 mm
• Instalações avançadas de fabricação de processamento analógico e incorporado
• Investimentos em andamento em tecnologia de produção de semicondutores de ponta

Compensação altamente qualificada da força de trabalho

A compensação total dos funcionários para os instrumentos do Texas em 2023 foi de aproximadamente US $ 5,3 bilhões, cobrindo 35.700 funcionários.

Métrica de compensação	2023 valor
Compensação total dos funcionários	US $ 5,3 bilhões
Número de funcionários	35,700
Compensação média por funcionário	$148,462

Custos complexos da cadeia de suprimentos globais

A Texas Instruments mantém uma complexa cadeia de suprimentos global com instalações de fabricação em vários países, incluindo Estados Unidos, China, Malásia e Japão.

• Vários locais de fabricação globalmente
• Redes de logística e compras sofisticadas
• Despesas de gerenciamento anual estimado da cadeia de suprimentos: US $ 620 milhões

Despesas de Desenvolvimento e Manutenção da Propriedade Intelectual

Em 2023, a Texas Instruments possuía aproximadamente 47.810 patentes ativas em todo o mundo, com despesas anuais relacionadas à propriedade intelectual estimadas em US $ 350 milhões.

Métrica IP	2023 valor
Patentes ativas	47,810
Despesas relacionadas a IP	US $ 350 milhões

Texas Instruments Incorporated (TXN) - Modelo de negócios: fluxos de receita

Vendas de chips semicondutores em vários setores

A Texas Instruments reportou receita total de US $ 18,34 bilhões para o ano fiscal de 2023. Repartição de vendas de chips semicondutores pela indústria:

Segmento da indústria	Receita ($ m)	Percentagem
Industrial	4,612	25.1%
Automotivo	4,834	26.3%
Eletrônicos pessoais	3,428	18.7%
Sistemas corporativos	3,124	17.0%

Licenciamento de tecnologia de processamento incorporado

A receita de licenciamento para tecnologias de processamento incorporada em 2023 foi de aproximadamente US $ 456 milhões.

• As taxas de licenciamento de IP do processador variam de US $ 50.000 a US $ 2 milhões por design
• Contratos anuais de licenciamento de tecnologia em média $ 175.000

Serviços de design de semicondutores personalizados

A receita de serviço de design de semicondutores personalizada atingiu US $ 612 milhões em 2023.

Tipo de serviço de design	Valor médio do contrato
Design personalizado analógico	$275,000
Design personalizado digital	$425,000

Royalties de propriedade intelectual

Royalties de propriedade intelectual total para 2023: US $ 287 milhões.

• Média de licenciamento de patentes: US $ 1,2 milhão por patente
• Royalties de transferência de tecnologia: US $ 3,4 milhões

Taxas técnicas de suporte e consulta de engenharia

O suporte técnico e a receita de consulta de engenharia totalizaram US $ 214 milhões em 2023.

Categoria de serviço	Taxa média
Suporte técnico de Nível 1	US $ 85/hora
Consulta Avançada de Engenharia	US $ 350/hora

Texas Instruments Incorporated (TXN) - Canvas Business Model: Value Propositions

You're looking at the core reasons why Texas Instruments Incorporated (TI) holds such a strong position in the semiconductor world, especially as the industry navigates supply chain shifts. These aren't just marketing points; they are backed by massive capital commitments and long-standing product strategies.

Long-term supply assurance via U.S. 300mm manufacturing

This is about de-risking the supply chain for critical components. Texas Instruments Incorporated is putting its money where its mouth is, committing more than $60 billion across seven new U.S. semiconductor fabrication plants (fabs) in Texas and Utah. This is the largest investment in foundational semiconductor manufacturing in U.S. history, period. The Sherman, Texas mega-site alone is slated for up to $40 billion in investment, covering four fabs (SM1, SM2, SM3, and SM4). The goal is clear: these facilities will manufacture hundreds of millions of U.S.-made chips daily. To be fair, this massive build-out means capital expenditures are elevated, but the payoff is control; TI is targeting sourcing more than 95% of its wafers internally by 2030, with over 80% of that volume running on 300mm wafers. The U.S. market remains its largest, accounting for 38% of total revenue in 2024.

Broadest portfolio of analog and embedded chips in the industry

When you need a chip to manage power, sense a signal, or provide core digital control, TI wants to be the first place you look. Their portfolio is vast, encompassing more than 80,000 products. This breadth is what keeps them indispensable across diverse end markets. For context, in 2024, the Analog segment alone brought in $12.16 billion, making up about 78% of the company's total revenue, while the Embedded Processing segment added $2.53 billion, or roughly 16%. Even with a recent market slowdown, Q2 2025 revenue hit $4.45 billion, showing a 16% increase from the prior year's second quarter. Analog and embedded processing products, in total, drive more than 80% of the company's top line. That's a lot of silicon to choose from.

Low-cost production from larger 300mm wafers (defintely a cost advantage)

The move to 300mm wafers isn't just about volume; it's about unit economics. Simply put, larger wafers mean more chips per run, which drives down the cost per die. TI claims its vertically integrated 300mm fabs slash costs by 30% when compared to their older 200mm facilities. This cost structure, combined with their scale, helps maintain strong profitability. For instance, in 2024, the gross profit was $9,094 million on revenue of $15,641 million, equating to a gross margin of approximately 58.1%. This efficiency is crucial for long-term shareholder value. Here's a quick look at how the core segments contributed to that margin profile in 2024:

Segment	2024 Revenue (Billions USD)	Approximate Revenue Share
Analog	$12.16	78%
Embedded Processing	$2.53	16%
Other	$0.947	6%

Robust product quality and longevity for industrial/automotive use

For the markets that demand reliability-like industrial controls and vehicles-product life matters more than the latest speed bump. TI knows this; industrial and automotive markets together accounted for about 70% of revenue in 2024. Their commitment to continuity is baked into their policy: standard product life cycles are typically 10 to 15 years, and often longer. For the most demanding sectors, automotive or high-reliability products aren't even considered for obsolescence unless they've been in production for less than 10 years or haven't seen sales in the last seven years. Plus, they are innovating for reliability; for example, new automotive clocks based on BAW technology are claimed to be 100 times more reliable than traditional quartz clocks.

Comprehensive design tools and technical support for engineers

Getting a design right the first time saves everyone time and money. TI backs its 80,000+ product portfolio with a deep ecosystem of support. Engineers use their free tools to accelerate time to market, predicting design behavior without needing a physical prototype first. You can leverage tools like WEBENCH® Circuit Designer for power supplies or the PSpice® for TI simulation suite, which boasts one of the largest model libraries in the industry. For embedded development, the Code Composer Studio™ IDE helps debug applications for their microcontrollers. Furthermore, the company supports its massive customer base-over 100,000 customers-with direct technical help, including the TI E2E™ design support forums. For instance, the MSPM0 MCU portfolio alone offers over 100 cost-effective MCUs with scalable configurations.

Finance: draft 13-week cash view by Friday.

Texas Instruments Incorporated (TXN) - Canvas Business Model: Customer Relationships

Texas Instruments Incorporated maintains a multi-faceted approach to customer relationships, balancing high-touch engineering support with broad digital accessibility.

Dedicated field application engineers (FAE) for technical support are crucial for design-ins, especially as the company focuses on high-growth areas.

High-touch, direct sales model for large customers is evident in the relationships with major players in the electronics ecosystem, such as Apple, Ford, and SpaceX. This direct engagement supports the complex needs of these key accounts.

The company's Q3 2025 performance highlights the success in these core markets, which rely heavily on this direct support structure:

End Market Segment	Q3 2025 Year-over-Year Revenue Growth	2025 Projected Run Rate/Focus
Industrial	25%	Core focus for long-term growth
Enterprise Systems	35%	Significant growth driver
Communications Equipment	45%	Fueled by 5G and data center buildouts
Data Center	Growing above 50% year-to-date	Projected $1.2 billion run rate for 2025

Self-service and e-commerce platform via TI.com serves as a critical channel for a wider base of designers and manufacturers.

Extensive online technical documentation and training support the self-service model, enabling rapid prototyping and design adoption.

• TI.com hosts investor relations information, including the Q3 2025 revenue announcement of $4.74 billion.
• The company's trailing 12-month Cash Flow from Operations reached $6.9 billion as of Q3 2025.
• The data center business, currently a single-digit percentage of total sales, is expected to reach 20% of sales in the future.

Long-term, strategic relationships with key industrial partners are cemented by the company's commitment to capacity and supply assurance.

Texas Instruments Incorporated confirmed plans to invest over $60.00 billion in expanding its U.S. semiconductor manufacturing capacity, supported by up to $1.61 billion in U.S. CHIPS and Science Act funding.

This long-term investment strategy underpins customer confidence, as evidenced by the 22nd consecutive annual dividend increase in September 2025, raising the payout to $1.42 per share.

The partnership ecosystem includes technology collaborators in areas like Functional Safety, Gallium Nitride (GaN), and Edge AI, with a specific focus on entities creating integrated circuits (ICs) and advanced semiconductor materials.

The trailing 12-month Free Cash Flow as of Q3 2025 was $2.4 billion.

Texas Instruments Incorporated (TXN) - Canvas Business Model: Channels

You're looking at how Texas Instruments Incorporated (TXN) gets its products-the Analog and Embedded Processing chips-into the hands of its over 100,000 customers. The strategy heavily favors a direct approach, which is a key differentiator in the semiconductor space.

Direct sales force (accounts for about 80% of revenue)

The core of the distribution strategy is the direct sales team. As of the 2024 fiscal year, about 80% of Texas Instruments Incorporated's total revenue was generated through these direct channels. This focus reflects a multi-year investment in building closer relationships with customers to capture more of their design projects.

The scale of the business means this direct channel handles massive volume. For context, applying this split to the full-year 2024 revenue of $15.641 billion gives you a sense of the direct channel's magnitude:

Channel Type	2024 Revenue Percentage	Estimated 2024 Revenue Amount
Direct Sales (Including TI.com)	80%	$12.513 billion
Third-Party Distributors	20%	$3.128 billion

TI.com e-commerce platform for direct customer orders

The TI.com website is explicitly bundled into that 80% direct revenue figure. Texas Instruments Incorporated has been actively investing in new and improved capabilities for its website and e-commerce functions to support direct ordering, inventory programs, and logistics. This digital front door is critical for servicing the broad customer base.

Global network of authorized third-party distributors

The remaining portion of sales moves through a global network of authorized third-party distributors. In 2024, these distributors accounted for approximately 20% of the company's total revenue. While this is the smaller piece of the revenue pie, it remains an important route to market, especially for smaller orders or specific geographic coverage.

• Distributor-sourced revenue in 2024 was approximately $3.128 billion based on the 2024 total revenue of $15.641 billion.
• Distributors carry competing product lines, which is a noted operational consideration.

Regional sales offices across all major geographies

The direct sales force is supported by a physical presence across key regions. Geographically, the United States accounted for 38% of total revenue in 2024, while Europe, the Middle East, and Africa accounted for 22%. China was 19%, Japan was 8%, and the rest of Asia was 11% in 2024. These offices house the sales teams driving the direct revenue.

Technical support and design centers worldwide

Investments in the direct channel also include capabilities to directly support customers, which encompasses technical support and design centers. These centers help customers integrate Texas Instruments Incorporated's products, which is intended to strengthen market reach and secure more design wins, leading to higher product sales per design.

• The company employed about 34,000 people worldwide as of December 31, 2024.
• Approximately 90% of those employees were in R&D, sales, or manufacturing, supporting the technical and sales infrastructure.

Texas Instruments Incorporated (TXN) - Canvas Business Model: Customer Segments

You're looking at the core of Texas Instruments Incorporated's (TXN) business, which is its incredibly broad and deep customer base. Honestly, the sheer scale is what sets them apart in the semiconductor world.

Texas Instruments Incorporated serves over 100,000 diverse customers globally, supported by a portfolio of approximately 80,000+ products. As of late 2025, the company's revenue generation is heavily weighted toward specific, high-value industrial and automotive applications. For instance, in the first quarter of 2025, these two segments combined represented 70% of total sales, showing where the bulk of the business stability comes from.

The customer base is geographically diverse, with approximately 60% of the company's revenue generated from customers headquartered outside the United States.

Industrial Electronics Companies

Industrial electronics companies remain the largest end market for Texas Instruments Incorporated's analog and embedded processing chips. This segment is crucial for factory automation, power management, and general industrial control systems. Following a period of inventory digestion, this market showed a strong rebound in the latter half of 2025. In the third quarter of 2025, revenue from the Industrial Market increased about 25% year-over-year (Y/Y). This recovery is a key driver for the company's overall performance, especially as capital spending in industrial automation continues to accelerate.

Automotive Manufacturers

Automotive manufacturers represent a significant, though sometimes more cyclical, segment. Texas Instruments Incorporated's components are essential for advanced driver-assistance systems (ADAS), electric vehicle (EV) power management, and in-vehicle infotainment systems. While the automotive market saw a low-single-digit increase year-over-year in Q1 2025, it showed sequential growth of about 10% in Q3 2025. Management has noted that this segment has not fully recovered to the pace of the industrial segment, but the long-term trend toward vehicle electrification provides a solid foundation.

Personal Electronics

The personal electronics segment, which includes smartphones and various consumer devices, is characterized by seasonality and shorter product cycles. This market experienced a notable contraction in early 2025, declining by the mid-teens year-over-year in Q1. However, by Q3 2025, this segment showed a strong rebound, growing around 25% year-over-year, indicating a seasonal pickup or inventory restocking.

Communications Equipment and Enterprise Systems

This segment is currently experiencing some of the fastest growth velocity, largely fueled by massive data center buildouts necessary for artificial intelligence (AI) infrastructure. Communications Equipment revenue saw an increase of about 45% Y/Y in Q3 2025, and Enterprise Systems grew about 35% Y/Y in the same period. The data center market, specifically, is booming; Texas Instruments Incorporated estimates this area is running at roughly a $1.2 billion annual run rate in 2025, growing over 50% year-to-date. The company plans to break out the data center market as a separate reported segment starting in Q1 2026 due to its increasing significance.

Here's a quick look at the reported year-over-year segment performance from the third quarter of 2025, which shows the current demand landscape:

End Market Segment	Q3 2025 Y/Y Revenue Growth
Industrial Market	25%
Personal Electronics	~25%
Communications Equipment	~45%
Enterprise Systems	~35%
Automotive Market	Upper-single digits

The core of Texas Instruments Incorporated's customer strategy is built on serving these diverse, yet interconnected, markets with its analog and embedded processing chips. The company's focus on maintaining capacity and inventory, even amid cautious near-term guidance, reflects confidence in the long-term demand from these 100,000+ customers.

• The company's Analog Revenue grew 16% year-over-year in Q3 2025.
• Embedded Processing Revenue increased 9% Y/Y in Q3 2025.
• The data center business is expected to reach a 20% share of total sales in the future, up from a single-digit percentage currently.

Finance: draft a sensitivity analysis on the impact of a 5% sequential decline in the Automotive segment for Q4 2025 by Monday.

Texas Instruments Incorporated (TXN) - Canvas Business Model: Cost Structure

High capital expenditures (CapEx) for new 300mm fabs

Texas Instruments Incorporated (TXN) is undertaking a massive capital investment program focused on building out domestic 300mm wafer fabrication capacity. The total planned investment across seven new U.S. semiconductor fabs in Texas and Utah exceeds $60 billion. Specifically, the largest mega-site in Sherman, Texas, includes an investment of up to $40 billion for four fabs, with SM1 and SM2 already underway as of mid-2025. For the trailing twelve months ending Q2 2025, capital expenditures totaled $4.9 billion.

Significant manufacturing and raw material costs

Manufacturing costs remain a significant component of the cost structure, evidenced by the need for strategic price adjustments. The Cost of Goods Sold (COGS) margin increased from 26.6% in 2022 to 31.9% in 2024, reflecting higher manufacturing costs and lower economies of scale during the revenue decline. The August 2025 price hikes, impacting over 60,000 part numbers, were partly attributed to rising material costs, specifically for high-purity silicon wafers. The company's gross margin in Q2 2025 stood at 57.9%.

Cost Metric	Amount / Percentage	Period / Context
Total Planned U.S. Fab Investment	More than $60 billion	Across seven U.S. semiconductor fabs (Texas and Utah)
Sherman, Texas Fab Investment (Up to)	$40 billion	For four fabs (SM1, SM2, SM3, SM4)
Trailing 12-Month Capital Expenditures	$4.9 billion	As of Q2 2025
Gross Margin	57.9%	Q2 2025
COGS Margin	31.9%	2024

R&D and SG&A expenses, T12M totaling $3.9 billion (as of Q2 2025)

Operating expenses reflect ongoing investment in innovation and market reach. Over the trailing twelve months ending Q2 2025, Research & Development (R&D) and Selling, General & Administrative (SG&A) expenses totaled $3.9 billion. This spend represented 23% of revenue on a T12M basis for the same period. For the second quarter of 2025 alone, operating expenses were $1.01 billion, up 5% from the year prior.

Costs associated with closing older 150 mm manufacturing sites

The transition to 300mm technology necessitates the closure of older capacity, which carries associated workforce costs. Texas Instruments Incorporated (TXN) is reaching the final steps of a planned, multi-year transition to close its remaining 150-millimeter facilities in Dallas and Sherman, Texas. This has involved workforce reductions. For instance, 163 employees working on the 150mm wafer production line at the Dallas DFAB site were notified of a December 12, 2025, layoff, with an additional 20 employees notified of an April 2026 layoff. The company also announced layoffs in its China division.

Labor costs for a global, specialized workforce

Maintaining a specialized global workforce is a core cost. The massive U.S. fab expansion is projected to support more than 60,000 new U.S. jobs. The workforce adjustments related to the 150mm facility closures saw nearly 400 employees laid off in the U.S. in December 2025, according to reports. The company also hired 71 H-1B visa workers in the first half of 2025.

• The transition to 300mm wafers is key to reducing per-unit costs by approximately 20-30% compared to older 200mm processes.
• The company sells products to over 100,000 customers globally.
• The company returned $6.7 billion to shareholders through dividends and share repurchases over the trailing twelve months ending Q2 2025.

Texas Instruments Incorporated (TXN) - Canvas Business Model: Revenue Streams

You're looking at the core ways Texas Instruments Incorporated (TXN) brings in money as of late 2025, based on the most recent full-year figures and near-term projections. Honestly, the story remains dominated by their core semiconductor businesses.

The primary revenue drivers for Texas Instruments Incorporated are clearly segmented, with Analog products being the bedrock of the business. For the fiscal year 2024, this segment brought in $12.16 billion, which represented approximately 77.74% of the total 2024 revenue of $15.641 billion. This is the segment you need to watch for overall health.

Next up is the Embedded Processing segment. In 2024, this area generated $2.53 billion. That works out to about 16.17% of the total 2024 revenue. It's smaller than Analog, but still a significant piece of the pie.

The Data Center market is the clear near-term growth story. As of late 2025, Texas Instruments Incorporated CEO Haviv Ilan stated that revenue from this segment is projected to hit an annual run rate of $1.2 billion for 2025, reflecting growth over 50% year-to-date. This segment is becoming a really important chunk of business.

Here's a quick look at the 2024 segment revenue breakdown:

Segment	2024 Revenue	Approximate % of Total 2024 Revenue
Analog products	$12.16 billion	78%
Embedded Processing products	$2.53 billion	16%
Other (DLP, Calculators, Custom ASICs)	$0.947 billion	~6%

The remaining revenue stream comes from what Texas Instruments Incorporated calls the Other segment. In 2024, this segment generated $947 million. This bucket includes a few distinct product lines, and you should know what they are:

• Sales of DLP products, which are used in various display and light control applications.
• Education technology products, specifically calculators, like the TI-30X IIS and the TI-Nspire family.
• Custom ASICs (Application-Specific Integrated Circuits) solutions developed for specific clients.

Licensing and royalty income from intellectual property is generally captured within the revenue reported for these product lines or the general corporate revenue, as no separate, material figure for just licensing and royalties was explicitly broken out alongside the main product segments for the 2024 period. The focus for Texas Instruments Incorporated is definitely on the semiconductor sales.

Finance: draft 13-week cash view by Friday.