Morningstar Rating

Stock Research and Analysis

by Brian Colello, CPA

Bulls Say

Skyworks should continue to see higher dollar content per phone as customers in developed and emerging markets shift away from basic handsets toward more complex 3G and 4G smartphones.
4G LTE networks use many different spectrum frequencies, which require more complex antenna and signal technology, allowing Skyworks to sell higher-value, more advanced RF content into smartphones and tablets.
As more and more devices become connected to the Internet via cellular networks, Skyworks may continue to find new industries that may require additional RF chip content. Read more 

Bears Say

The smartphone market is dominated by a handful of large OEMs that might be able to exert pricing pressure on suppliers such as Skyworks over time, and Skyworks’ earnings would take a hit if a large customer like Apple were to ever cut the firm out of the loop.
Based on its R&D muscle and dominant position in mobile processors, Qualcomm looms as a credible threat to Skyworks in the RF space.
Skyworks' analog business focuses on underserved niche segments, such as electrical meters and keyless entry for automobiles. However, there are many larger competitors in the analog market. Read more 


We view Skyworks as a well-run company and good stewards of shareholder capital. CEO David J. Aldrich took the top job in June 2002, when the merger of Alpha Industries and Conexant Systems' wireless business created Skyworks. Before that, he had held   Read more 


Skyworks Solutions produces semiconductors for wireless handsets that are used to enable wireless connectivity. Its main products include power amplifiers, integrated front-end   Read more 

2014's Best-Performing Stock We Cover: Skyworks 
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