Ceva Secures Major Bluetooth HDT Design Win with Integrated RF Platform

Ceva, Inc. (NASDAQ: CEVA), the leading licensor of silicon and software IP for the Smart Edge, announced a major customer win for its Bluetooth® High Data Throughput (HDT) solution, including Ceva's internally developed RF technology, a significant commercial milestone validating the company's strategy to expand its wireless offering and deliver comprehensive, system-level solutions to its customers.

The customer, a leading U.S.-based semiconductor company, had previously licensed Ceva's Bluetooth IP portfolio and has now adopted Ceva's Bluetooth HDT platform, combining digital baseband, software stack and Ceva's internally developed RF technology. This progression to an integrated wireless connectivity subsystem reflects the value Ceva delivers through reduced integration complexity, faster time-to-market and deeper strategic partnerships with its customers.

This design win captures two reinforcing growth dynamics. Bluetooth 6.0 designs are entering production at multiple customers, with royalties beginning to ramp, while early Bluetooth HDT design wins position Ceva at the centre of the next wave of high-performance wireless devices. A more integrated platform means greater value per engagement and deepens its position within customer platforms across multiple product generations.

The Bluetooth connectivity market sees annual device shipments in the billions, with increasing design complexity driving demand for more integrated solutions. As the industry shifts toward the physical infrastructure required to support edge AI and data-intensive applications, connectivity is becoming a critical layer of that stack, enabling efficient data movement, low-latency communication and seamless device interaction. Suppliers capable of delivering integrated, system-level wireless platforms are increasingly favoured in this environment.

The addition of internally developed RF to Ceva's platform does more than deepen its offering to existing customers; it materially expands the addressable market. Large-scale system companies and major semiconductor players that previously required a complete wireless solution, and were not served by a digital-only IP offering can now engage with Ceva as a system-level wireless partner. Customers requiring only digital baseband IP continue to have that option, giving Ceva the ability to serve the full spectrum of wireless design requirements.

"Securing this major Bluetooth HDT design win, including our integrated RF technology, is a pivotal milestone for Ceva," said Amir Panush, Chief Executive Officer of Ceva. "Our deliberate investment in RF technology, including targeted asset acquisition, is now translating into customer adoption. This is not just a design win; it validates that our evolution from component IP to full-stack wireless solutions is working. We are delivering more complete solutions, adding greater value across the wireless stack, and building deeper, multi-generational relationships with leading companies."

"As Bluetooth evolves to support higher data throughput and more advanced use cases, the complexity of wireless design is increasing significantly," said Andrew Zignani, Senior Research Director at ABI Research. "Solutions that combine digital baseband, software stack and RF are becoming increasingly important to reduce integration effort and accelerate time-to-market. By addressing this at a system level, Ceva is well-positioned to capture a broader share of next-generation wireless platforms."

Built on its field-proven Ceva-Waves Links family, this design win and an active pipeline of Bluetooth HDT evaluations across industrial, consumer and edge AI applications reflect the growing demand for complete wireless platforms as part of the broader AI hardware stack and the increasing role of connectivity in enabling next-generation AI-driven devices.