Apple’s business has kept Skyworks busy during a trying time for chipmakers, given the host of inventory and supply chain issues facing the semiconductor industry (see story, this page). In fiscal ...

Tear-down analysis of Apple’s smartphones has previously confirmed Skyworks Solutions has been an Apple iPhone supplier since the iPhone 3GS. A June 2010 note from Oppenheimer & Co revealed, ...

Skyworks makes chips used in Apple devices that are crucial for wireless communication. According to the company, Apple accounted for 72% of its roughly $1 billion in revenue for the December quarter.

Skyworks’ recovery may begin in FY27 with the iPhone 18, depending on Apple’s modem progress. However, increased competition and dual-sourcing risks remain long-term, Roy writes.

If Apple ceases to do business with Skyworks, we are looking at a massive hit of around 50% to company revenue. However, the most important question is, what is the probability of this happening?

Apple is responsible for much of this consumer electronics exposure, with 64% of Skyworks' total revenue of $1.07 billion in its own June 2023 quarter tied to Apple (so, about $685 million in ...

Shares of Skyworks Solutions slid, after the Apple supplier said tougher competition for the iPhone maker's semiconductor business would cut into sales. Apple is the company's largest customer.

Apple made up 30% of Qorvo's revenue in fiscal 2021 and 59% of Skyworks' sales in fiscal 2021, so it would be a crushing blow if Apple were to entirely abandon either RF supplier.

Skyworks Solutions (NASDAQ:SWKS) was the only one of three Apple mixed signal suppliers to come close at hitting analysts targets.This is the third of three articles profiling Cirrus Logic ...

Skyworks relies on Apple for a large chunk of its revenue. For example, the chipmaker reportedly supplies $13.40 worth of chips for each unit of the iPhone 14 Pro.

All that, plus Skyworks’ relatively small size, a market cap of $16.5 billion, tells me Apple should drop it down the priority list. Why Buy Skyworks?