Skyworks Solutions

“your 5G position in premium Android handsets, including the upcoming Galaxy S26 launch”

An analyst notes Skyworks' strengthening 5G content position in premium Android handsets including Samsung's upcoming Galaxy S26, a read-through on Samsung's flagship.

“I'd also like to recognize the Qorvo team for the constructive and collaborative approach brought to the integration planning process”

Skyworks discusses its pending transformative combination with Qorvo, citing complementary RF portfolios, over $500M of synergies, and a targeted early-2027 close.

“including the automotive space and other areas where we have presence. We mentioned BYD and the like.”

Skyworks cites automotive customer BYD as an example of its non-handset China business beyond premium smartphones.

“It's primarily driven by Google. We expect it to increase again in the December quarter, again, driven by Google.”

Skyworks' Android revenue (near $100M) is driven primarily by Google's Pixel product ramp, expected to grow again in the December quarter.

“we announced an agreement to combine with Qorvo, a transformative deal that upon closing will add meaningful scale, diversification and a broader highly complementary technology and product portfolio.”

Skyworks announced a transformative merger-of-equals combination with fellow RF supplier Qorvo, expected to reduce customer concentration and broaden the product portfolio.

“And this is really primarily related to our ramp with Google, and we expect continued growth into the September quarter when we're thinking about Android.”

Skyworks attributes a significant sequential jump in Android-segment revenue to a ramp with Google, expecting continued growth into the next quarter.

“So clearly, you qualify for that party against Avago or Broadcom.”

Analyst frames Skyworks as competing directly against Broadcom for RF transmit-module content, suggesting Skyworks could regain share as internal-modem volumes increase.

“On the Apple Broad Markets piece, I mean, any reason to think that's very different from the average 15% of overall Apple revenue in 3Q or 4Q?”

Analyst confirms Apple represents roughly 15% of Skyworks's Broad Markets revenue mix; management indicates a similar percentage and split is expected into the September quarter.

“We continue to have a strong relationship with Google. We have already won substantial design wins for the -- for next year and the year after.”

Skyworks describes an ongoing strong relationship with Google with substantial forward design wins already secured in the Android ecosystem.

“but we've indicated that it is unlikely or impossible that we win back those sockets, as it relates to the Qualcomm modem, but we've done well as it relates to the internal model.”

Skyworks confirms Qualcomm has won a dual-sourced RF socket at Skyworks' largest customer and that Skyworks does not expect to win it back, implying Qualcomm gained share.

“As for Apple or your largest customer, I know it sounds like the new competition is in one of your largest modules.”

Analyst names Apple as Skyworks' largest customer amid discussion of Skyworks losing exclusive-source status on a key RF module for Apple's next phone cycle.

“We enabled Asus’s award-winning quad-band Wi-Fi 7 gaming routers and expanded our design win pipeline in automotive with cellular connectivity and power management solutions.”

Skyworks enabled Asus's award-winning Wi-Fi 7 gaming routers, another design win highlighting Asus's product momentum.