NeChipiri nguva yemuno, US radio frequency chip kambani Skyworks Solutions yakazivisa kutorwa kweQorvo Semiconductor. Makambani maviri aya achabatana kuti aumbe bhizinesi hombe rine mari inosvika mabhiriyoni makumi maviri nemaviri emadhora (anenge 156.474 bhiriyoni yuan), achipa maredhiyo frequency (RF) machipisi eApple nevamwe vanogadzira smartphone. Kufamba uku kuchagadzira imwe yevakuru vakuru veRF chip muUnited States.

Zvinoenderana nechibvumirano, vagovani veQorvo vanowana madhora makumi matatu nemakumi mashanu emari pachikamu uye 0.960 migove yeSkyworks stock. Zvichienderana nemutengo wekuvhara weMuvhuro, chinopihwa ichi chakaenzana nemadhora zana nemakumi matatu neshanu pachikamu chimwe nechimwe, chinomiririra 14.3% yepamusoro pamutengo wekuvhara wezuva rapfuura, uye inoenderana nekukosheswa kwemari inosvika bhiriyoni mazana mapfumbamwe nemakumi manomwe nenomwe.

Mushure mekuzivisa, mitengo yemasheya emakambani ese ari maviri akakwira neinosvika 12% mukutengesa kusati kwatengeswa. Nyanzvi dzemaindasitiri dzinotenda kuti kusangana uku kuchawedzera zvakanyanya chiyero uye simba rekutengesa rekambani yakasanganiswa, uye nekusimbisa chinzvimbo chayo chemakwikwi mumusika wepasi rose radio frequency chip.

Skyworks inyanzvi mukugadzira nekugadzira analogi uye yakasanganiswa-signal machipisi anoshandiswa mukufambiswa kwewireless, mota dzemagetsi, midziyo yemumaindasitiri, uye zvigadzirwa zvemagetsi zvevatengi. Muna Nyamavhuvhu gore rino, kambani yakafanotaura kuti mari yayo uye purofiti mukota yechina yaizopfuura tarisiro yeWall Street, kunyanya nekuda kwekuda kwakasimba kwemachipisi ayo analogi mumusika.

Iyo yekutanga data inoratidza kuti mari yeSkyworks yekota yechina yemari yaisvika madhora bhiriyoni 1.1, ine GAAP yakaderedzwa mihoro pachikamu chemadhora 1.07; kwegore rakazara remari 2025, mari yacho yaive ingangoita madhora mazana mana nemakumi mapfumbamwe emadhora, nemari yekushandisa yeGAAP yemadhora mazana mashanu nemakumi maviri nemana emadhora uye mari isiri yeGAAP yemadhora mazana mapfumbamwe nemakumi mapfumbamwe nemashanu.

Qorvo zvakare panguva imwe cheteyo yakaburitsa mhedzisiro yayo yekutanga chikamu chechipiri chegore rezvemari 2026. Maererano neGenerally Accepted Accounting Principles (GAAP) yekuUnited States, mari yayo yaive bhiriyoni 1.1 yemadhora ekuAmerica, ine gross profit margin ye47.0%, uye yakaderedzwa mihoro pachikamu che1.28 US dollars; yakaverengerwa zvichibva paNon-GAAP (Non-Governmental Accounting Principles), iyo gross profit margin yaive 49.7%, uye mihoro yakaderedzwa pagomendi yaive madhora mazana maviri nemakumi maviri nemaviri emadhora.

Vaongorori veindasitiri vanotenda kuti kubatanidzwa uku kuchawedzera zvakanyanya chiyero uye simba rekutengesa rebhizinesi rakasanganiswa mumunda weRF yekumberi-yekupedzisira tekinoroji, zvichibatsira kutarisana nekumanikidzwa kwemakwikwi kunounzwa nemachipi eApple akazvigadzira. Apple iri kusimudzira zvishoma nezvishoma kuzvitonga kweRF machipisi. Maitiro aya akatotanga kuratidzwa muiyo iPhone 16e modhi yakaburitswa kutanga kwegore rino, uye inogona kunetesa kuvimba kwayo kune vatengesi vekunze vakaita seSkyworks neQorvo mune ramangwana, zvichiunza dambudziko ringaite kune tarisiro yenguva refu yekutengesa yemakambani ese ari maviri.

Skyworks yakataura kuti mari yakabatanidzwa yekambani yepagore yaizosvika inosvika mabhiriyoni manomwe nenomwe emadhora, nemari yakagadziridzwa isati yawana mubereko, mutero, kudzikira, uye mari yekubhadhara mari (EBITDA) inosvika mabhiriyoni mazana maviri neshanu emadhora. Yakafungidzirawo kuti mukati memakore matatu, yaizowana mari yegore negore synergies inopfuura $500 miriyoni.

Mushure mekubatana, kambani ichange iine bhizinesi renhare rinokosha 5.1 bhiriyoni uye "musika wakakura" chikamu chebhizinesi chinokwana madhora 2.6 bhiriyoni. Iyo yekupedzisira inotarisa munzvimbo dzakaita sedziviriro, aerospace, edge IoT, mota uye AI data nzvimbo, uko kutenderera kwechigadzirwa kwakareba uye purofiti yakakwira. Mapato ese ari maviri akataurawo kuti kubatanidzwa kuchawedzera huwandu hwavo hwekugadzira muUnited States uye kuwedzera huwandu hwekushandiswa kwemafekitori epamba. Iyo kambani nyowani ichave neinosvika zviuru zvisere mainjiniya uye inobata pamusoro pegumi nemaviri patents (kusanganisira ayo ari mukuita kunyorera). Kuburikidza nekubatanidzwa kweR&D uye zviwanikwa zvekugadzira, kambani nyowani iyi ine chinangwa chekukwikwidza zvakanyanya nemahofori epasi rose semiconductor uye kutora mikana yakaunzwa
kukura kwekudiwa kweyepamusoro radio frequency masisitimu uye AI-inofambiswa nemagetsi zvigadzirwa.