Lachiwiri nthawi yakomweko, kampani yaku US ma radio frequency chip Skyworks Solutions idalengeza za kupeza Qorvo Semiconductor. Makampani awiriwa aphatikizana ndikupanga bizinesi yayikulu pafupifupi $ 22 biliyoni (pafupifupi 156.474 biliyoni ya yuan), yopereka ma radio frequency (RF) chips kwa Apple ndi ena opanga mafoni. Kusunthaku kupangitsa kuti m'modzi mwa ogulitsa ma chip a RF akulu kwambiri ku United States.

Malinga ndi zomwe agwirizana, eni ake a Qorvo alandila ndalama zokwana $32.50 pagawo lililonse komanso magawo 0.960 a masheya a Skyworks. Kutengera mtengo wotseka wa Lolemba, zoperekazi ndizofanana ndi $105.31 pagawo lililonse, zomwe zikuyimira 14.3% premium pamtengo wotsekera watsiku lapitalo, ndikufanana ndi chiwongolero chonse cha pafupifupi $9.76 biliyoni.

Pambuyo pa chilengezochi, mitengo yamakampani onse awiri idakwera pafupifupi 12% pakugulitsa kusanachitike msika. Akatswiri amakampani akukhulupirira kuti kuphatikiza kumeneku kukweza kwambiri kukula ndi kuthekera kwamakampani ophatikizika, ndikulimbitsa mpikisano wake pamsika wapadziko lonse wa chip radio frequency.

Skyworks imagwira ntchito popanga ndi kupanga tchipisi ta analogi ndi zosakanikirana zomwe zimagwiritsidwa ntchito polumikizirana opanda zingwe, zamagetsi zamagalimoto, zida zamafakitale, ndi zinthu zamagetsi zamagetsi. Mu Ogasiti chaka chino, kampaniyo idaneneratu kuti ndalama zake ndi zopindulitsa mgawo lachinayi zidzaposa zomwe Wall Street amayembekeza, makamaka chifukwa cha kufunikira kwakukulu kwa tchipisi ta analogi pamsika.

Zomwe zimayambira zikuwonetsa kuti ndalama za Skyworks pagawo lachinayi lazachuma zinali pafupifupi $ 1.1 biliyoni, ndi GAAP yochepetsedwa phindu pagawo lililonse la $ 1.07; Pachaka chonse chandalama cha 2025, ndalamazo zinali pafupifupi $4.09 biliyoni, ndi ndalama zogwirira ntchito za GAAP zokwana $524 miliyoni ndi ndalama zomwe sizinali za GAAP zokwana $995 miliyoni.

Qorvo nayenso nthawi yomweyo anatulutsa zotsatira zake zoyambirira za gawo lachiwiri la chaka chachuma cha 2026. Malingana ndi Generally Accepted Accounting Principles (GAAP) ya United States, ndalama zake zinali madola mabiliyoni a 1.1 a US, ndi phindu lalikulu la 47.0%, ndi zopindula zochepetsedwa pa gawo la dola ya 1.28; yowerengeredwa kutengera Non-GAAP (Mfundo Zowerengera Zopanda Boma), phindu lonse linali 49.7%, ndipo ndalama zochepetsedwa pagawo lililonse zinali madola 2.22 aku US.

Ofufuza zamakampani akukhulupirira kuti kuphatikizaku kukulitsa mphamvu yabizinesi yophatikizika muukadaulo wakutsogolo wa RF, kuthandizira kuthana ndi kukakamizidwa komwe kumabwera chifukwa cha tchipisi ta Apple. Apple pang'onopang'ono ikulimbikitsa kudziyimira pawokha kwa tchipisi ta RF. Izi zawonetsedwa kale mu mtundu wa iPhone 16e womwe watulutsidwa koyambirira kwa chaka chino, ndipo zitha kufooketsa kudalira kwake kwa ogulitsa akunja monga Skyworks ndi Qorvo m'tsogolomu, zomwe zingayambitse vuto lomwe lingakhalepo kwa nthawi yayitali yogulitsa makampani onsewa.

Skyworks inanena kuti ndalama zomwe kampaniyo imapeza pachaka zifika pafupifupi $ 7.7 biliyoni, ndi ndalama zosinthidwa zisanachitike chiwongola dzanja, misonkho, kutsika, ndi kubweza ndalama (EBITDA) zokwana pafupifupi $2.1 biliyoni. Inanenanso kuti mkati mwa zaka zitatu, ipeza mgwirizano wapachaka wopitilira $500 miliyoni.

Pambuyo pophatikizana, kampaniyo idzakhala ndi bizinesi yam'manja yokwana madola 5.1 biliyoni ndi gawo la bizinesi la "msika waukulu" wa $ 2.6 biliyoni. Zotsirizirazi zimayang'ana madera monga chitetezo, ndege, m'mphepete mwa IoT, magalimoto ndi AI data centers, kumene maulendo a malonda ndi otalika ndipo malire a phindu ndi apamwamba. Magulu awiriwa adanenanso kuti kuphatikizaku kukulitsa mphamvu zawo zopangira ku United States ndikuwonjezera kuchuluka kwa mafakitole apanyumba. Kampani yatsopanoyi idzakhala ndi mainjiniya pafupifupi 8,000 ndikukhala ndi ma patent opitilira 12,000 (kuphatikiza omwe akufunsira). Kupyolera mu kuphatikiza kwa R&D ndi zinthu zopangira, kampani yatsopanoyi ikufuna kupikisana bwino ndi zimphona zapadziko lonse lapansi za semiconductor ndikugwiritsa ntchito mwayi wobwera ndi
kukula kwa kufunikira kwa machitidwe apamwamba a ma radio frequency ndi zinthu zamagetsi zoyendetsedwa ndi AI.