Combine Skyworks and Qorvo Skyworks; Then Split Them UP
Let’s combine Skyworks and Qorvo, then split them into a Mobile Company and a Non-Mobile company. Our (very) rough math shows this could create $10b in value. Complex yes, but overdue.
Category Archives: RF
Qualcomm 4Q22 Earnings – Kitchen Sink
Qualcomm rounded up all the bad news to report this quarter. The bar will now be very low. This will give them breathing room next year, focusing on the Street on macro, which is better than letting them get impatient about autos.
Will Apple build its own RF chips?
Will Apple build its own RF chips – it turns out this is much more complicated than it sounds, and Apple is already getting almost everything it wants from its RF suppliers. However, nowhere in this piece do we say it will never happen.
Vicarious MWC – The Power of a Single Hyphen
Qualcomm has a lot of buzzwords in their X70 press release – AI ! 5G ! – but the real significance of this news can be found in a single hyphen between Modem and RF.