Skyworks should continue to benefit from further adoption of high-end smartphones and multimode handsets.
Skyworks has strong relationships with other wireless chipmakers, such as Qualcomm and MediaTek, which might have helped it secure new handset design wins in recent years.
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. Read more
The majority of handset sales come from a handful of firms. These large cell phone makers might be able to exert pricing pressure on suppliers such as Skyworks over time.
Handset makers are able to switch vendors for each new phone design. Skyworks faces stiff competition in its attempts to get designed into phones.
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