That said, Skyworks' RF prospects might not be rosy forever ... and integrated front end modules used in many 4G- and 5G- enabled smartphones. To a lesser extent, we think that some of Skyworks ...

During its Q1 fiscal 2025 earnings call, CFO Kris Sennesael said that while Skyworks secured some RF module contracts, its overall content share in the iPhone 17 is expected to drop 20% to 25%.

Shares of Skyworks Solutions ... including highly integrated RF modules. According to the company, Apple accounted for 72 percent of its revenues in the last quarter. Following the announcement ...

including several highly integrated RF modules, but will now be dual-sourced on a key socket rather than being the sole provider. Despite this setback, Skyworks Solutions reported first-quarter ...

Skyworks has chosen Philip Brace ... including several highly integrated RF modules, our content position is expected to be down 20% to 25%. This decline will start impacting our revenue in ...

Skyworks has chosen Philip Brace as our next ... Although we were able to secure multiple sockets including several highly integrated RF modules, our content position is expected to be down ...

Nvidia has established itself as a dominant player in the AI chip and semiconductor market, particularly with its powerful ...

It offers optical and copper physical layer devices, mobile device connectivity solutions, Ethernet switching and routing custom silicon solutions, RF front-end modules and filters, and other ...

We observed Skyworks’ stock sell off as much as 24% on the news, and we think the reaction is justified. We will now model about $7 of RF content in the iPhone 17 for Skyworks in fiscal 2026 and ...