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.
Tag Archives: qorvo
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.
What Are They Building in There?
A recent Bloomberg report on Apple’s RF ambitions is probably not as earth shaking as it seems. That being said, Apple appears to have some very big, tantalizing ambitions for pushing what is possible with communications.
The Reverse Qualcomm Squeeze
The Reverse Qualcomm Squeeze – Qualcomm’s advances in RF products, including this week’s announcement of their filter line – positions Qualcomm to reverse the trend of their smartphone customers building their own silicon.
MWC 2021: No News is Just No News
MWC 2021: No News is Just No News – The major companies have not announced much actual news at this year’s show. Such are the times.
RF Semis Update
RF Semis Update – On the competitive front Qualcomm’s growing heft in RF semis does not affect Broadcom much, but is a growing problem for Skyworks and Qorvo.
5 chip companies revisited
5 chip companies revisited – With elevated stock prices and cheap debt the large companies have the means to further consolidate the industry. But this time even the biggest companies may be targets.
RF Semis Update – The More Things Change….
Last week I posted on overview of the RF semis market. I wrote that I expected some big announcements in the space during MWC. I was sadly disappointed. Nothing much […]
The RF Semiconductor Market – And Why It Matters
The RF Semis Market is about to undergo some dramatic shifts. For the past two years I have been neck deep in that market, but am no longer employed there. […]