Market OpportunitiesSTM's revenues from LEO satellites and terminals are forecasted to grow significantly, with contributions from Starlink, Kuiper, and other constellations.
Product DemandSTM's recently launched STM32N6 MCU targeted at edge AI applications is already seeing strong demand, becoming its fastest MCU to reach sales of $100m.
Technology IntegrationA significant increase in STM's revenue and margin is expected from higher content in the iPhone 17, mainly due to a new meta-optics based 3D sensor solution.