Ka Labobeli nako ea lehae, k'hamphani ea radio frequency chip ea US Skyworks Solutions e phatlalalitse ho nkuoa ha Qorvo Semiconductor. Likhamphani tsena tse peli li tla kopana ho theha khoebo e kholo ea boleng ba hoo e ka bang $22 billion (hoo e ka bang li-yuan tse limilione tse likete tse 156.474), e fanang ka li-chips tsa radio frequency (RF) bakeng sa Apple le bahlahisi ba bang ba li-smartphone. Ts'ebetso ena e tla theha e 'ngoe ea barekisi ba kholo ka ho fetisisa ba li-chip tsa RF United States.

Ho ea ka lipehelo tsa tumellano, ba nang le kabelo Qorvo ba tla fumana $ 32.50 ka chelete ka kabelo le likarolo tse 0.960 tsa setoko sa Skyworks. Ho ipapisitsoe le theko e koalang ea Mantaha, tlhahiso ena e lekana le $105.31 ka kabelo e 'ngoe, e emelang 14.3% premium ho feta theko ea ho koala ea letsatsi le fetileng la khoebo, 'me e tsamaellana le kakaretso ea kakaretso ea $9.76 bilione.

Kamora phatlalatso, litheko tsa setoko tsa lik'hamphani ka bobeli li nyolohile ka hoo e ka bang 12% khoebong ea pele ho mmaraka. Litsebi tsa indasteri li lumela hore kopano ena e tla ntlafatsa haholo tekanyo le matla a therisano ea k'hamphani e kopaneng, le ho matlafatsa boemo ba eona ba tlholisano 'marakeng oa lefats'e oa li-radio frequency chip.

Skyworks e sebetsa ka thata ho rala le ho etsa li-analog le li-signal-signal chips tse sebelisoang puisanong e se nang mohala, lisebelisoa tsa elektroniki tsa likoloi, lisebelisoa tsa indasteri le lihlahisoa tsa elektroniki tsa bareki. Ka Phato selemong sena, k'hamphani e ile ea bolela esale pele hore chelete le phaello ea eona karolong ea bone e tla feta litebello tsa Wall Street, haholo-holo ka lebaka la tlhokahalo e matla ea li-chips tsa eona tsa analog 'marakeng.

Lintlha tsa pele li bonts'a hore lekeno la Skyworks bakeng sa kotara ea bone ea lichelete e ne e ka ba $ 1.1 bilione, ka moputso o hlapollotsoeng oa GAAP ka karolo e 'ngoe ea $ 1.07; bakeng sa selemo se felletseng sa lichelete sa 2025, lekeno le ne le ka ba limilione tse likete tse 4.09, ka chelete ea ts'ebetso ea GAAP ea limilione tse likete tse 524 le lekeno le sa sebetseng la GAAP la $ 995 milione.

Qorvo e boetse e lokolla ka nako e le 'ngoe liphetho tsa eona tsa pele bakeng sa kotara ea bobeli ea selemo sa lichelete sa 2026. Ho ea ka Melao-motheo e Amoheletsoeng ea Kakaretso ea Boikarabello (GAAP) ea United States, chelete ea eona e ne e le lidolara tse limilione tse likete tse 1.1 tsa US, ka phaello ea kakaretso ea 47.0%, le meputso e hlapollotsoeng ka karolo ea 1.28 ea lidolara tsa US; e baliloeng ho ipapisitsoe le Non-GAAP (Melao-pele ea Liak'haonte ea Non-Governmental Accounting), kakaretso ea phaello e ne e le 49.7%, 'me meputso e hlapollotsoeng karolo ka 'ngoe e ne e le lidolara tse 2.22 tsa Amerika.

Bahlahlobisisi ba indasteri ba lumela hore kopanyo ena e tla ntlafatsa haholo tekanyo le matla a khoebo a kopaneng lefapheng la theknoloji ea RF ea pele, ho thusa ho sebetsana ka katleho le khatello ea tlholisano e tlisoang ke lichifi tsa Apple tse iketselitseng. Apple butle-butle e phahamisa boikemelo ba li-chips tsa RF. Mokhoa ona o se o bonahetse qalong mofuteng oa iPhone 16e o lokollotsoeng pejana selemong sena, 'me o ka fokolisa ho ts'epa ha eona ho barekisi ba kantle ba kang Skyworks le Qorvo nakong e tlang, e leng se hlahisang phephetso e ka bang teng ho litebello tsa nako e telele tsa thekiso ea lik'hamphani ka bobeli.

Skyworks e boletse hore lekeno la selemo le selemo la k'hamphani e kopaneng le tla fihla hoo e ka bang $ 7.7 bilione, ka meputso e fetotsoeng pele ho tsoala, makhetho, phokotso ea boleng le amortization (EBITDA) e ka bang $ 2.1 billion. E boetse e hakantse hore nakong ea lilemo tse tharo, e tla fihlela li-synergies tsa litšenyehelo tsa selemo le selemo tse fetang $500 milione.

Ka mor'a ho kopanya, k'hamphani e tla ba le khoebo ea selefouno e jang liranta tse limilione tse likete tse 5.1 le karolo ea khoebo ea "maraka o pharaletseng" e ka bang $ 2.6 limilione tse likete. Ea morao-rao e shebana le libaka tse kang ts'ireletso, sefofane, IoT, likoloi le litsi tsa data tsa AI, moo lipotoloho tsa lihlahisoa li leng telele le menyetla ea phaello e phahameng. Mahlakore ka bobeli a boetse a boletse hore kopano e tla holisa bokhoni ba eona ba tlhahiso United States le ho eketsa sekhahla sa ts'ebeliso ea lifeme tsa lapeng. Khamphani e ncha e tla ba le lienjineri tse ka bang 8,000 'me e ts'oare litokelo tse fetang 12,000 (ho kenyeletsoa le tse ts'ebetsong ea kopo). Ka kopanyo ea R&D le lisebelisoa tsa tlhahiso, k'hamphani ena e ncha e ikemiselitse ho qothisana lehlokoa le li-semiconductor tsa lefats'e le ho nka menyetla e tlisoang ke.
kholo ea tlhokahalo ea litsamaiso tse tsoetseng pele tsa maqhubu a seea-le-moea le lihlahisoa tsa elektroniki tse tsamaisoang ke AI.