SWKS - Skyworks Solutions, Inc (was AHAA)

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Technology Stocks SWKS - Skyworks Solutions, Inc (was AHAA)

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From: JakeStraw	5/3/2019 7:52:54 AM
	of 1698

Skyworks Reports Q2 FY19 Results marketwatch.com “Leveraging the strength of our business model and momentum across our high-growth broad markets and Internet of Things portfolio, Skyworks delivered another quarter of solid performance,” said Liam K. Griffin, president and chief executive officer of Skyworks. “At a higher level, our advanced connectivity solutions are enabling the critical wireless protocols that form the backbone of today’s mobile economy. From data center to cloud, media and entertainment, to e-commerce and ride-hailing services, our innovative technology is underpinning the newest generation of connected applications. As we transition to 5G, these connections become increasingly more important. Through our unique systems expertise, strategic partnerships and global scale, Skyworks is well positioned to address the technical challenges and complexity of 5G, capitalizing on a new era of unprecedented opportunity.” Second Fiscal Quarter Business Highlights Unveiled Sky5™ Ultra and Sky5™ LiTE for cellular applications Powered Google’s Pixel with a suite of front-end solutions Deployed SkyOne® and DRx technology for Samsung’s flagship Galaxy S10 smartphones Secured 5G massive MIMO infrastructure wins with Ericsson and Nokia Commenced volume production of ultra-compact mini circulators for 5G base stations Captured sockets in the first commercially ready 5G indoor access point Extended reach into aerospace and defense markets with introduction of C-band filters Leveraged portfolio of analog SoCs across new high-fidelity gaming headsets and Samsung’s premium soundbars Expanded automotive footprint with LTE devices supporting eCall, remote entry and in-cabin entertainment features Launched Wi-Fi 6 engines at Aruba, Asus, Cisco and NetGear Enabled long-range M2M communications in smart meters and city street lighting Achieved Verizon certification for mobile IoT system-in-package deployments Ramped connectivity modules and analog control ICs for Arlo’s industry-leading security systems

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From: JakeStraw	5/3/2019 12:21:14 PM
	of 1698

Skyworks Solutions Inc (SWKS) Q2 2019 Earnings Call Transcript finance.yahoo.com

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From: mlc178	5/16/2019 5:32:57 PM
	of 1698

So Huawei is barred from buying from Skyworks unless it gets US govt approval. Who else can Huawei turn to for GaAs parts? Are the Japanese any good at producing GaAs parts? Anyway I am guessing Huawei can get approval for smartphone parts. Parts for 5G infrastructure would be more difficult to get approval for.

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From: mlc178	5/17/2019 3:30:06 PM
	of 1698

The ban on sales to Huawei will definitely benefit non-American companies. For example both Infineon and NXP make RF front end components for handsets and GaN transistors for basestations. For some parts Huawei can copy them and, if caught, pay a patent licensing fee. The Chinese are masters at spy and copy which is one of the reasons why Huawei got hit with this ban.

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From: mlc178	6/4/2019 1:11:50 PM
	of 1698

Qorvo, Analog Devices, Macom, NXP, Infineon, and some Japanese companies have GaN products available. Skyworks and Broadcom do not. That could put Skyworks at a disadvantage in some applications. For example some recent PR's from Qorvo: 06/04/2019 Qorvo GaN and GaAs Amplifiers Selected by Syrlinks for Space Applications 06/03/2019 Qorvo Adds New GaN Power Amplifiers for Mission-Critical Applications 06/03/2019 Qorvo Breaks Power Barrier with 10W Ka-Band GaN Amplifier

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From: JCO24	7/8/2019 4:52:22 PM
	of 1698

Skyworks Solutions has an 82.7% share of sales in China, which is definitely something you don’t want to see right now. Trade war forecasts are not looking good, it has a “Strong Sell” Zacks Rating, and insiders are selling (see SEC 10Q). Source: marketwatch.com

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From: mlc178	7/9/2019 12:34:11 PM
	of 1698

WASHINGTON (Reuters) - The U.S. Department of Commerce will issue licenses to U.S. companies seeking to sell to Chinese telecoms equipment giant Huawei Technologies Co Ltd where there is no threat to national security, Commerce Secretary Wilbur Ross said on Tuesday. “To implement the president’s G20 summit directive two weeks ago, Commerce will issue licenses where there is no threat to U.S. national security,” Ross said, referring to the meeting of world leaders in Japan. “Within those confines, we will try to make sure that we don’t just transfer revenue from the U.S. to foreign firms,” he said. reuters.com

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From: mlc178	8/1/2019 11:42:21 PM
	of 1698

QRVO (competitor of SWKS) went up $4.16 in after hours. ---------------------------------------------- From Zacks: Qorvo (QRVO) came out with quarterly earnings of $1.36 per share, beating the Zacks Consensus Estimate of $1.15 per share. This compares to earnings of $0.96 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 18.26%. A quarter ago, it was expected that this chipmaker would post earnings of $1.06 per share when it actually produced earnings of $1.22, delivering a surprise of 15.09%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. ---------------------------------------------------------------------------- That's super considering the company got cut off from Huawei.

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To: mlc178 who wrote (1675)	8/3/2019 2:15:43 PM
From: robert b furman	of 1698

I'm beginning to think the supply channels of chip makers are very nimble and flexible. When Huawei can't make a product, there is another company that ramps up production and displaces Huawei. Same thing for laptops,desktops why should smartphones be any different? That giant sucking sound is the semi industry running out of China ASAP. Bob

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From: mlc178	8/9/2019 1:31:17 PM
	1 Recommendation of 1698

5G smartphones with in-house developed processors tend to use RF parts from Skyworks and Qorvo. 5G smartphones with Qualcomm processors and modems tend to use Qualcomm RF parts. Qualcomm has been boasting about its RF front end design wins. That shows the importance of Huawei and Samsung to Skyworks and Qorvo, since these two Asian giants design their own processors and modems.

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