Ibigo bibiri bikomeye bya chip chip bya RF byahujwe, bifite agaciro karenga miliyari 20 z'amadolari!

Ku wa kabiri ku isaha yo mu karere, isosiyete ikora radiyo yo muri Amerika yitwa Skyworks Solutions yatangaje ko yaguze Qorvo Semiconductor. Ibigo byombi bizahuriza hamwe gushinga uruganda runini rufite agaciro ka miliyari 22 z'amadolari y’Amerika (hafi miliyari 156.474), rutanga ibyuma bya radiyo (RF) kuri Apple n’abandi bakora inganda za terefone. Uku kwimuka kuzakora umwe mubatanga RF nini cyane muri Amerika.

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Nk’uko amasezerano abiteganya, abanyamigabane ba Qorvo bazahabwa amadorari 32.50 y’amadolari kuri buri mugabane n’imigabane 0.960 ya Skyworks. Ukurikije igiciro cyo gusoza ku wa mbere, iki cyifuzo gihwanye n’amadolari 105.31 kuri buri mugabane, ibyo bikaba bingana na 14.3% ugereranije n’igiciro cy’umunsi w’ubucuruzi cyarangiye, kandi gihwanye n’agaciro kangana na miliyari 9.76.

Nyuma yo gutangazwa, ibiciro byimigabane yibi bigo byombi byazamutse hafi 12% mubucuruzi bwabanjirije isoko. Inzobere mu nganda zemeza ko uku kwibumbira hamwe bizamura cyane ingufu n’ubucuruzi by’isosiyete ihuriweho, kandi bishimangira umwanya wacyo wo guhatanira isoko rya radiyo ku isi.

Skyworks kabuhariwe mugushushanya no gukora ibigereranyo hamwe na chip-signal-chip ikoreshwa mubitumanaho bidafite insinga, ibikoresho bya elegitoroniki yimodoka, ibikoresho byinganda, nibicuruzwa bya elegitoroniki. Muri Kanama uyu mwaka, isosiyete yahanuye ko amafaranga yinjira n’inyungu mu gihembwe cya kane bizarenga ibyateganijwe na Wall Street, bitewe ahanini n’uko hakenewe cyane imashini zisa n’isoko.

Amakuru abanza yerekana ko amafaranga Skyworks yinjije mu gihembwe cya kane cy’ingengo y’imari agera kuri miliyari 1.1 z'amadolari, aho GAAP yagabanije inyungu ku mugabane wa $ 1.07; mu mwaka w’ingengo y’imari 2025, amafaranga yinjije agera kuri miliyari 4.09 z'amadolari, aho GAAP yinjije miliyoni 524 n’amadolari ya GAAP yinjiza miliyoni 995.

Qorvo kandi icyarimwe yashyize ahagaragara ibisubizo byayo byambere byigihembwe cya kabiri cyumwaka w’ingengo y’imari 2026.Nkurikije amahame rusange y’icungamutungo yemewe (GAAP) yo muri Amerika, amafaranga yinjije angana na miliyari 1,1 y’amadolari y’Amerika, hamwe n’inyungu rusange ingana na 47.0%, kandi yinjiza amafaranga ku mugabane wa 1.28 US $; kubarwa hashingiwe ku Bitari GAAP (Amahame ya Leta adaharanira inyungu), inyungu rusange yari 49.7%, naho inyungu zagabanijwe kuri buri mugabane ni 2.22 US $.

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Abasesenguzi b'inganda bemeza ko uku kwibumbira hamwe bizamura cyane imbaraga n’inguzanyo z’umushinga uhuriweho mu bijyanye n’ikoranabuhanga rya mbere rya RF, bifasha guhangana n’igitutu cy’ipiganwa cyazanywe na chip yateye imbere ya Apple. Apple igenda iteza imbere ubwigenge bwa chip ya RF. Iyi myumvire imaze kugaragara muburyo bwa iPhone 16e yasohotse mu ntangiriro zuyu mwaka, kandi irashobora kugabanya intege nke zishingiye kubatanga isoko nka Skyworks na Qorvo mugihe kiri imbere, bikaba bishobora guteza ikibazo cyigihe kirekire cyo kugurisha ibigo byombi.

Skyworks yavuze ko amafaranga y’isosiyete ahuriweho buri mwaka azagera kuri miliyari 7.7 z'amadolari, hamwe n’inyungu zahinduwe mbere y’inyungu, imisoro, guta agaciro, ndetse no kugabanya amadolari (EBITDA) agera kuri miliyari 2.1. Yateganyaga kandi ko mu myaka itatu, izagera ku mikoreshereze y’amafaranga arenga miliyoni 500.

Nyuma yo guhuzwa, isosiyete izaba ifite ubucuruzi bugendanwa bufite agaciro ka miliyari 5.1 z'amadolari hamwe n’ishami ry’ubucuruzi “isoko ryagutse” rifite agaciro ka miliyari 2.6. Iheruka yibanda ku bice nka defanse, icyogajuru, inkombe IoT, ibinyabiziga na AI, aho ibicuruzwa bizenguruka kandi inyungu zikaba nyinshi. Impande zombi zavuze kandi ko kwibumbira hamwe bizagura ubushobozi bw’umusaruro muri Amerika no kongera igipimo cy’imikoreshereze y’inganda zo mu gihugu. Isosiyete nshya izaba ifite injeniyeri zigera ku 8000 kandi ifite patenti zirenga 12.000 (harimo iziri mu nzira yo gusaba). Binyuze mu guhuza R&D n’ibikoresho byo gukora, iyi sosiyete nshya igamije guhangana neza n’ibihangange bya semiconductor ku isi no gukoresha amahirwe yazanywe
ubwiyongere bukenewe kuri sisitemu ya radiyo igezweho hamwe nibicuruzwa bya elegitoroniki.


Igihe cyo kohereza: Ukwakira-06-2025