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Tag Archives: Skyworks

modern radio set placed on wooden crate

Will Apple build its own RF chips?

August 30, 2022by D/D Advisors 3 Comments

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.

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Apple, Qualcomm, RF, Roll Your Own, Silicon, Wireless

What Are They Building in There?

December 20, 2021by D/D Advisors 1 Comment

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.

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Analyst Decoder Ring, Apple, Components, Qualcomm, Silicon, Wireless

The Reverse Qualcomm Squeeze

October 22, 2021by D/D Advisors Leave a comment

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.

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Analyst Decoder Ring, Apple, Components, Qualcomm, Roll Your Own, Silicon, Stocks, Strategy, Wireless

MWC 2021: No News is Just No News

June 30, 2021by D/D Advisors Leave a comment

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.

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MWC, Wireless

SLAB Bets the House on IoT

April 26, 2021by D/D Advisors 1 Comment

SLAB Bets the House on IOT – Silicon Labs’ IoT business could be immensely valuable, if it works. And they seem to think it really will work.

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IoT, M&A, Silicon

RF Semis Update

February 12, 2021by D/D Advisors Leave a comment

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.

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Analyst Decoder Ring, Components, Qualcomm, Silicon, Wireless

5 chip companies revisited

July 24, 2020by D/D Advisors 2 Comments

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.

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Analyst Decoder Ring, Components, M&A, Qualcomm, Stocks, Strategy, The Street

RF Semis Update – The More Things Change….

March 9, 2015by D/D Advisors 1 Comment

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 […]

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Components, MWC, Silicon

The RF Semiconductor Market – And Why It Matters

February 26, 2015by D/D Advisors 6 Comments

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. […]

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Components, M&A, MWC, Silicon, Stocks

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