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.

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?

Skyworks selling fewer components in its latest quarter doesn't necessarily mean Apple using fewer in the same period. Apple is due to report its earnings on May 2, 2024.

Skyworks forecasts current second-quarter sales will also fall about 7% to 12%, or between $1.02 billion and $1.07 billion. The company’s shares are off some about 12% over the past year; Apple’s ...

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 (CRUS ...

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.

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’ 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.

Skyworks Analysts Call Out Apple Content Gain And Broad Market Strength Post Mixed 1Q Benzinga Feb. 7, 2023, 11:51 AM ...

(Reuters) - Skyworks Solutions Inc, a supplier of radio frequency chips to companies such as Apple Inc, estimated fourth-quarter adjusted profit and revenue above its forecast, sending its shares ...

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?