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

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/Espressif%20Systems%20Q3%202022%20Report.pdf https://www.espressif.com/sites/default/files/financial/Espr...