| To: mlc178 who wrote (1675) | 8/3/2019 2:15:43 PM | | From: robert b furman | | | | 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 | | | | | | 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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| From: JakeStraw | 8/21/2019 9:53:42 AM | | | | | | Skyworks Enables Emerging Bluetooth® Platforms
finance.yahoo.com
Bluetooth® LE is a critical protocol for IoT, given its upgraded communication capabilities and minimal power consumption requirements. Bluetooth® 5 further enhances benefits and supports additional breakthrough features such as extended ranges, higher data throughputs and improved co-existence, all key elements in an increasingly dense network.
“Our collaboration with Nordic to deploy premium Bluetooth® systems for diverse markets represents Skyworks’ commitment to enable the future of connectivity,” said John O’Neill, Skyworks’ vice president of marketing. “The intersection of our solutions is driving wireless adoption and elevating performance to higher levels for revolutionary new applications across home automation, automotive, industrial, medical, wearables, mobile and more.” |
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| From: mlc178 | 9/26/2019 1:12:00 PM | | | | | | QRVO, SWKS slide as analyst sees Huawei losses
Sep. 26, 2019 10:38 AM ET|About: Qorvo, Inc. (QRVO)|By: Brandy Betz, SA News Editor
Susquehanna analyst Christopher Rolland writes that Huawei has found alternatives to most U.S. RF suppliers, citing a visit to China and discussions with Huawei.
Rolland says volumes are unlikely to return to pre-ban levels even if the ban is lifted. The purchasing levels could return to only 50% of the prior levels.
Susquehanna cuts Qorvo ( QRVO -1.2%) from $74 to $70 and Skyworks ( SWKS -0.8%) from $78 to $74.
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Of course Huawei would find alternatives. There are plenty of Japanese and European alternatives to these two US companies. |
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| From: mlc178 | 10/10/2019 12:44:22 PM | | | | | | Qorvo, Skyworks jump as Cowen upgrades on 2020 iPhone ramp
Oct. 10, 2019 10:29 AM ET|About: Qorvo, Inc. (QRVO)|By: Jason Aycock, SA News Editor
• Cowen has upgraded key Apple suppliers Qorvo ( QRVO +4.2%) and Skyworks ( SWKS +5%) to Outperform on potential strength from a 5G iPhone.
• Sentiment is low for this year's iPhone crop, analyst Karl Ackerman writes, ahead of anticipated 5G-enabled phones in the second half of 2020, which should provide a "strong C2020 ramp in handset revenues."
• He's raised his price target on Skyworks to $95 from $80, implying 12% upside, and raised the Qorvo target to $90 from $75, implying 18% upside.
• Qorvo derives 32% of revenue from Apple, Bloomberg notes, while Skyworks derives 30% of revenue from key Apple supplier Foxconn. |
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| From: mlc178 | 10/15/2019 2:07:56 PM | | | | | | thesteet.com: Skyworks, Qorvo Shares Climb as Cowen Chips in Upgrade to Outperform
By Rob Lenihan
Updated Oct 10, 2019 9:42 AM EDT
Shares of Skyworks Solutions (SWKS - Get Report) and Qorvo (QRVO - Get Report) were both climbing Thursday after an analyst at Cowen upgraded the semiconductor companies to outperform from market perform.
Skyworks Solutions rose 3.6% to $83.64 while Qorvo climbed 3% to $75.50.
Analyst Karl Ackerman also increased his price target on Qorvo to $90 from $75, saying in a note that the stock's risk-reward is skewed to the upside with $7.50 to $8 a share of earnings possible in 2021.
Although Qorvo's content is lower this iPhone (AAPL - Get Report) cycle, Ackerman sees unit upside ahead of higher radio-frequency content in a 5G-enabled phone in 2020.
He also said that while the U.S.-China trade war is not likely to end soon, a resolution over the next few quarters may add $500 million of revenue and $1 of earnings per share to 2020 estimates for the company.
Ackerman increased his target for Skyworks to $95 from $80. The company's content continues to ramp during the current iPhone cycle, he said, and, again, higher radio-frequency content in a 5G-enabled phone presents unit upside potential in 2020.
In addition, Chinese tech company Huawei is 90% discounted into 2020 estimates, which could drive $350 million in sales and 60 cents in EPS upside if the U.S. and China resolve their trade issues.
Ackerman also said WiFi 6m is "finally here," enabling Skyworks to dominate in smart-home applications. |
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| From: mlc178 | 10/31/2019 9:40:52 PM | | | | | | Qorvo released its results today for the 2nd quarter of 2020, ended Sept 28, 2019.
As estimated by analysts.
Revenue: $754 million.
EPS $1.30 per sh.
Actual non-GAAP results
Revenue: $806.7 million
EPS $1.52 per sh.
Guidance for the upcoming quarter
Revenue: 840 to 860 million
Midpoint of EPS: 1.67 (blows away the estimate of 1.35)
This company is on fire! The stock went up $7.64 in after hours (+9.45%). |
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