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by mmoskal 1273 days ago
Espressif seems to be pulling $180m per year [0], so I guess on the order of 100m devices. The likes of ST and NXP have 10-20x the revenue, but I would venture the majority of what they are selling isn't connected. Nordic revenue was $600m, most of it BLE likely. So I guess Espressif is somewhat significant but definitely not dominant.

[0] https://www.espressif.com/sites/default/files/financial/Espr...