I ka Pōʻalua, manawa kūloko, ua hoʻolaha ka hui ʻāpana alapine lekiō ʻAmelika ʻo Skyworks Solutions i ke kūʻai ʻana iā Qorvo Semiconductor. E hui pū nā hui ʻelua e hana i kahi ʻoihana nui i waiwai ʻia ma kahi o $22 biliona (ma kahi o 156.474 biliona yuan), e hāʻawi ana i nā ʻāpana alapine lekiō (RF) no Apple a me nā mea hana kelepona ʻē aʻe. E hana kēia neʻe i kekahi o nā mea hoʻolako ʻāpana RF nui loa ma ʻAmelika Hui Pū ʻIa.

Wahi a nā ʻōlelo o ka ʻaelike, e loaʻa i nā mea kuleana o Qorvo he $32.50 ma ke kālā ma kēlā me kēia mahele a me 0.960 mau mahele o ka waihona Skyworks. Ma muli o ke kumukūʻai pani o ka Pōʻakahi, ua like kēia hāʻawi me $105.31 no kēlā me kēia mahele, e hōʻike ana i kahi uku kiʻekiʻe he 14.3% ma luna o ke kumukūʻai pani o ka lā kālepa i hala, a ua kūlike me ka loiloi holoʻokoʻa ma kahi o $9.76 biliona.

Ma hope o ka hoʻolaha ʻana, ua piʻi aʻe nā kumukūʻai o nā ʻoihana ʻelua ma kahi o 12% i ke kālepa mua ʻana o ka mākeke. Manaʻo nā loea ʻoihana e hoʻonui nui kēia hui ʻana i ka nui a me ka mana kūkākūkā o ka ʻoihana i hui pū ʻia, a hoʻoikaika i kona kūlana hoʻokūkū ma ka mākeke chip alapine lekiō honua.

He loea ʻo Skyworks i ka hoʻolālā ʻana a me ka hana ʻana i nā ʻāpana analog a me nā ʻāpana hōʻailona hui i hoʻohana ʻia i nā kamaʻilio uea ʻole, nā mea uila kaʻa, nā lako ʻoihana, a me nā huahana uila mea kūʻai. I ʻAukake o kēia makahiki, ua wānana ka ʻoihana e ʻoi aku ka nui o kāna loaʻa kālā a me nā loaʻa kālā ma ka hapaha ʻehā ma mua o nā manaʻolana o Wall Street, ma muli nui o ke koi ikaika no kāna mau ʻāpana analog ma ka mākeke.

Ua hōʻike ʻia ka ʻikepili mua ua kokoke ka loaʻa kālā o Skyworks no ka hapaha kālā ʻehā ma kahi o $1.1 biliona, me ka loaʻa kālā i hoʻoheheʻe ʻia o GAAP ma kēlā me kēia mahele o $1.07; no ka makahiki kālā piha 2025, ua kokoke ka loaʻa kālā ma kahi o $4.09 biliona, me ka loaʻa kālā hana GAAP o $524 miliona a me ka loaʻa kālā hana ʻole GAAP o $995 miliona.

Ua hoʻokuʻu pū ʻo Qorvo i kāna mau hopena mua no ka hapaha ʻelua o ka makahiki kālā 2026. Wahi a nā Generally Accepted Accounting Principles (GAAP) o ʻAmelika Hui Pū ʻIa, ʻo kāna loaʻa kālā he 1.1 biliona kālā ʻAmelika, me ka loaʻa kālā nui o 47.0%, a me ka loaʻa kālā i hoʻoheheʻe ʻia ma kēlā me kēia mahele o 1.28 kālā ʻAmelika; i helu ʻia ma muli o ka Non-GAAP (Non-Governmental Accounting Principles), ʻo ka loaʻa kālā nui he 49.7%, a ʻo ka loaʻa kālā i hoʻoheheʻe ʻia ma kēlā me kēia mahele he 2.22 kālā ʻAmelika.

Manaʻo nā loiloi ʻoihana e hoʻonui nui kēia hui ʻana i ka nui a me ka mana kūkākūkā o ka ʻoihana i hui pū ʻia ma ke kahua o ka ʻenehana RF front-end, e kōkua ana i ka hoʻokūkū ʻana i ke kaomi hoʻokūkū i lawe ʻia mai e nā ʻāpana i hoʻomohala ponoʻī ʻia e Apple. Ke hoʻolaha mālie nei ʻo Apple i ke kūʻokoʻa o nā ʻāpana RF. Ua hōʻike mua ʻia kēia ʻano ma ke kumu hoʻohālike iPhone 16e i hoʻokuʻu ʻia ma mua o kēia makahiki, a hiki paha ke hoʻonāwaliwali i kona hilinaʻi ʻana i nā mea hoʻolako waho e like me Skyworks lāua ʻo Qorvo i ka wā e hiki mai ana, e hoʻokau ana i kahi pilikia kūpono i nā manaʻolana kūʻai lōʻihi o nā ʻoihana ʻelua.

Ua ʻōlelo ʻo Skyworks e hiki aku ka loaʻa kālā makahiki o ka hui i hui pū ʻia ma kahi o $7.7 biliona, me nā loaʻa kālā i hoʻoponopono ʻia ma mua o ka ukupanee, nā ʻauhau, ka emi ʻana o ka waiwai, a me ka amortization (EBITDA) e piʻi ana ma kahi o $2.1 biliona. Ua kuhi pū ʻia hoʻi i loko o ʻekolu mau makahiki, e hoʻokō ia i nā synergies kumukūʻai makahiki ma luna o $500 miliona.

Ma hope o ka hui ʻana, e loaʻa i ka ʻoihana kelepona kahi ʻoihana kelepona waiwai he $5.1 biliona a me kahi mahele ʻoihana "mākeke ākea" waiwai he $2.6 biliona. Ke nānā nei ka mea hope i nā wahi e like me ka pale kaua, aerospace, edge IoT, automotive a me nā kikowaena ʻikepili AI, kahi i lōʻihi ai nā pōʻaiapuni huahana a ʻoi aku ka kiʻekiʻe o nā palena waiwai. Ua ʻōlelo pū nā ʻaoʻao ʻelua e hoʻonui ka hui ʻana i ko lākou hiki ke hana ma ʻAmelika Hui Pū ʻIa a hoʻonui i ka helu hoʻohana o nā hale hana kūloko. E loaʻa i ka ʻoihana hou ma kahi o 8,000 mau ʻenekinia a paʻa i nā palapala sila he 12,000 (me nā mea i loko o ke kaʻina noi). Ma o ka hoʻohui ʻana o nā kumuwaiwai R&D a me nā hana hana, manaʻo kēia ʻoihana hou e hoʻokūkū maikaʻi me nā pilikua semiconductor honua a hopu i nā manawa kūpono i lawe ʻia mai e
ka ulu ʻana o ke koi no nā ʻōnaehana alapine (frequency) lekiō holomua a me nā huahana uila i hoʻokele ʻia e AI.