NgoLwesibini ngexesha lendawo, inkampani ye-radio frequency chips yase-US iSkyworks Solutions ibhengeze ukuthengwa kweQorvo Semiconductor. Ezi nkampani zimbini ziza kudibana zenze ishishini elikhulu elixabisa malunga ne-$22 yeebhiliyoni (malunga ne-156.474 yeebhiliyoni zeeyuan), zibonelela ngee-radio frequency chips (RF) kwi-Apple kunye nabanye abavelisi beefowuni. Eli nyathelo liza kudala omnye wabathengisi be-RF chips abakhulu eMelika.

Ngokwemiqathango yesivumelwano, abaninizabelo baseQorvo baza kufumana i-$32.50 ngemali ngesabelo ngasinye kunye nezabelo ze-0.960 zeSkyworks. Ngokusekelwe kwixabiso lokuvala ngoMvulo, esi sibonelelo silingana ne-$105.31 ngesabelo ngasinye, simele iprimiyamu ye-14.3% ngaphezulu kwexabiso lokuvala losuku lwangaphambili lorhwebo, kwaye sihambelana noxabiso lulonke olumalunga ne-$9.76 yeebhiliyoni.

Emva kwesi sibhengezo, amaxabiso esitokhwe sazo zombini iinkampani anyuke malunga ne-12% kurhwebo lwangaphambi kokuba kuthengiswe. Iingcali zoshishino zikholelwa ukuba olu manyano luya kuphucula kakhulu ubungakanani kunye namandla okuxoxisana kwenkampani edibeneyo, kwaye luqinise isikhundla sayo sokukhuphisana kwimarike yehlabathi yeetshiphusi zerediyo.

I-Skyworks igxile ekuyileni nasekuveliseni iitships ze-analog kunye ne-mixed-signal ezisetyenziswa kunxibelelwano olungenazingcingo, izixhobo ze-elektroniki zeemoto, izixhobo zoshishino, kunye neemveliso ze-elektroniki zabathengi. Ngo-Agasti kulo nyaka, inkampani yaxela kwangaphambili ukuba ingeniso kunye nenzuzo yayo kwikota yesine iya kudlula okulindelweyo yiWall Street, ikakhulu ngenxa yemfuno enamandla yeetships zayo ze-analog kwimarike.

Idatha yokuqala ibonisa ukuba ingeniso yeSkyworks kwikota yesine yemali ibimalunga ne-$1.1 yeebhiliyoni, kunye nengeniso encitshisiweyo ye-GAAP ngesabelo ngasinye eyi-$1.07; kunyaka-mali wonke ka-2025, ingeniso ibimalunga ne-$4.09 yeebhiliyoni, kunye nengeniso yokusebenza ye-GAAP eyi-$524 yezigidi kunye nengeniso yokusebenza engekho phantsi kwe-GAAP eyi-$995 yezigidi.

I-Qorvo ikwakhuphe ngaxeshanye iziphumo zayo zokuqala zekota yesibini yonyaka-mali ka-2026. NgokweMigaqo ye-Accounting eyamkelweyo ngokubanzi (i-GAAP) yase-United States, ingeniso yayo yayiyi-1.1 yeebhiliyoni zeedola zaseMelika, kunye nomda wenzuzo epheleleyo we-47.0%, kunye nemali engenayo encitshisiweyo ngesabelo ngasinye ye-1.28 yeedola zaseMelika; ibalwa ngokusekelwe kwi-Non-GAAP (IMigaqo ye-Accounting engekho phantsi kukaRhulumente), umda wenzuzo epheleleyo yayiyi-49.7%, kwaye imali engenayo encitshisiweyo ngesabelo ngasinye yayiyi-2.22 zeedola zaseMelika.

Abahlalutyi beshishini bakholelwa ukuba olu manyano luya kuphucula kakhulu ubungakanani kunye namandla okuxoxisana kweshishini elidibeneyo kwicandelo lobuchwepheshe be-RF front-end, lunceda ekubhekaneni noxinzelelo lokhuphiswano oluziswa ziitships eziziphuhlisileyo ze-Apple. I-Apple ikhuthaza kancinci kancinci ukuzimela kweetships ze-RF. Olu hlobo sele lubonakalisiwe ekuqaleni kwimodeli ye-iPhone 16e ekhutshwe ekuqaleni kwalo nyaka, kwaye lunokuthomalalisa ukuthembela kwayo kubaboneleli bangaphandle abanjengoSkyworks kunye neQorvo kwixesha elizayo, nto leyo enokubangela umngeni onokubakho kumathemba okuthengisa exesha elide ala nkampani zombini.

I-Skyworks ithe ingeniso yonyaka yenkampani edibeneyo iya kufikelela kwi-$7.7 yeebhiliyoni, kunye nengeniso ehlengahlengisiweyo ngaphambi kwenzala, irhafu, ukwehla kwexabiso, kunye nokuhlawulwa kwemali (i-EBITDA) efikelela kwi-$2.1 yeebhiliyoni. Ikwaqikelele ukuba kwiminyaka emithathu, iya kufezekisa ukudibana kweendleko zonyaka okungaphezulu kwe-$500 yezigidi.

Emva kokudibana, inkampani iza kuba neshishini elihambayo elixabisa i-$5.1 yeebhiliyoni kunye necandelo leshishini "elibanzi" elixabisa i-$2.6 yeebhiliyoni. Eli candelo lokugqibela ligxile kwiindawo ezifana nokhuselo, i-aerospace, i-edge IoT, iimoto kunye namaziko edatha e-AI, apho imijikelo yemveliso inde kwaye inzuzo iphezulu. Omabini amaqela atsho ukuba ukudibana kuya kwandisa amandla abo emveliso eMelika kwaye kwandiswe izinga lokusetyenziswa kweefektri zasekhaya. Le nkampani intsha iya kuba neenjineli ezimalunga nama-8,000 kwaye ibambe amalungelo obunikazi angaphezu kwe-12,000 (kuquka lawo akwinkqubo yesicelo). Ngokudityaniswa kwe-R&D kunye nezixhobo zokuvelisa, le nkampani intsha ijolise ekukhuphisaneni ngempumelelo neenkampani ezinkulu zehlabathi kunye nokusebenzisa amathuba aziswa yi
ukukhula kwemfuno yeenkqubo zerediyo eziphucukileyo kunye neemveliso ze-elektroniki eziqhutywa yi-AI.