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“We are off to a solid start to fiscal 2015,” said David J. Aldrich, chairman and chief executive officer of Skyworks. “Our business results are being fueled by a global surge in connectivity across a wide-ranging set of applications and by the increase in analog-rich content that is required to power today’s most innovative devices. Skyworks is at the forefront of this technology advancement—facilitating secure, high-speed, seamless connections through our integrated solutions. As our results show, we are capitalizing on these trends today—driving superior financial returns for shareholders.”
“We have created a unique business model, combining the strong growth of connectivity and the Internet of Things with the financial returns of a diversified analog company,” said Donald W. Palette, executive vice president and chief financial officer of Skyworks. “Our increasing market reach, expanding content opportunities and new product launches are enabling us to outperform normal March quarter seasonal trends. For the second fiscal quarter of 2015, we anticipate revenue to be $750 million—up 56 percent year-over-year with non-GAAP diluted earnings per share of $1.12.”
Skyworks Launches Family of Amplifier Solutions for Fast Growing Small Cell Infrastructure Market finance.yahoo.com
Devices Offer Exceptional Performance for LTE Applications
“With the launch of these new amplifiers, Skyworks is enabling small cell infrastructure OEMs to radically simplify their system architecture,” said David Stasey, vice president and general manager of Diversified Analog Solutions for Skyworks. “Specifically, our innovative devices meet stringent band requirements in the global landscape and provide our customers with unmatched amplifier efficiency and a lower bill of materials. As a result, service providers and consumers can enjoy better network efficiency and lower costs.”
Skyworks Addresses Demanding High Power Applications with Innovative Front-end Solutions finance.yahoo.com
HPUE is a special class of user equipment for LTE cellular networks which improve cell range and increase coverage. Skyworks’ complete RF front-end systems leverage the company’s proprietary SkyBlue™ technology to deliver enhanced output power and meet HPUE certification requirements from TDD carriers. SkyOne® Ultra 2.0 HPUE-compliant solutions are currently shipping at several customers while the SkyLiTE™ 2.0 HPUE-compliant devices will be available for ramps commencing in 2017. According to the latest report from Global mobile Suppliers Association (GSA), 71 operators in 43 countries have commercially launched LTE service using TDD mode, with the unpaired spectrum expected to enjoy growth in all regions.
Skyworks Partners with Libre Wireless Technologies to Deliver Broad Portfolio of Innovative Audio and Smart Home Technology Solutions finance.yahoo.com
“Skyworks continues to expand its reach across new and diverse applications,” said John O’Neill, vice president of product marketing for Skyworks. “Our partnership with Libre Wireless demonstrates how Skyworks is leveraging our system-level expertise to enable a growing set of new wireless connectivity applications while creating a seamless user experience.”
According to research from IHS Technology, the popularity of mobile devices and changing consumer habits in media consumption are not only increasing demand for wirelessly connected audio devices, but also rapidly altering the home audio landscape. Annual shipments of connected audio products, including wireless speakers, wireless soundbars, and connected A/V receivers, are expected to grow at a compound annual growth rate of 88 percent from 1.5 million units in 2010 to nearly 66 million units in 2018.
Skyworks Expands Industry Leading LTE Solutions for Internet of Things Applications finance.yahoo.com
“With leading cellular network operators announcing plans to enable the latest IoT standards on their networks in 2017, Skyworks is pleased to be pushing the performance envelope and offering our customers a single SKU, low-cost LTE solution that operates over multiple frequency bands and supports migration from 2G,” said Carlos Bori, vice president of sales and marketing for Skyworks. “Skyworks’ modules are powering wireless cellular communications for applications such as wearables, action cameras, smart meters and other consumer IoT devices requiring LTE connectivity as well as paving the way for 5G machine-to-machine communication networks.”
In a world where more devices are getting connected to the internet, Skyworks Solutions (NASDAQ:SWKS) is a key provider of the technology that enables that connectivity. I spoke with Skyworks' CEO Liam Griffin, who explained that what Skyworks does best is craft individual solutions for each of its customers. In other words, Skyworks builds customized hardware solutions for its customers -- something that can only be done if the company forms close and long-standing relationships. This gives the company a competitive advantage that can't be easily replicated by its peers and helps explain its strong (and improving) margins and cash flow production, despite operating in the competitive semiconductor industry.
The bulk of Skyworks' revenue has long come from smartphones, but its "broad markets" segment now accounts for about 25% of total sales. This includes everything from connectivity solutions in autonomous vehicles, the Internet of Things, headsets, WiFi routers, and more.
As consumer demand for faster and more reliable data continues to increase, don't be surprised if you hear more about 5G in the years ahead. Griffin explained that 5G connectivity will vastly expand the data pipe (meaning higher data speeds and less lag time) and expects 5G solutions to account for 20% or more of the company's overall revenue within the next three to five years. fool.com