NgoLwesibili esikhathini sendawo, inkampani yase-US yama-radio frequency chip i-Skyworks Solutions imemezele ukutholwa kwe-Qorvo Semiconductor. Lezi zinkampani ezimbili zizohlangana zenze ibhizinisi elikhulu lenani elilinganiselwa ku-$22 billion (cishe amabhiliyoni ayi-156.474 yuan), lihlinzeka ngama-chips omsakazo (RF) we-Apple nabanye abakhiqizi be-smartphone. Lesi sinyathelo sizodala omunye wabahlinzeki abakhulu be-RF chip e-United States.

Ngokwemibandela yesivumelwano, abanikazi bamasheya e-Qorvo bazothola u-$32.50 eyimali ngesheya ngalinye kanye namasheya angu-0.960 esitoko se-Skyworks. Ngokusekelwe enanini lokuvala langoMsombuluko, lo mnikelo ulingana no-$105.31 ngesheya ngalinye, okumele inkokhelo engu-14.3% ngaphezu kwenani lokuvala losuku lwangaphambilini lokuhweba, futhi elihambisana nenani eliphelele lenani elilinganiselwa ku-$9.76 billion.

Ngemuva kwesimemezelo, izintengo zesitoko zazo zombili izinkampani zikhuphuke cishe ngo-12% ekuhwebeni kwangaphambili kwemakethe. Ochwepheshe bezimboni bakholelwa ukuthi lokhu kuhlanganiswa kuzothuthukisa kakhulu izinga namandla okuxoxisana enkampani ehlanganisiwe, futhi kuqinise isikhundla sayo sokuncintisana emakethe yomhlaba wonke yama-chip frequency radio.

I-Skyworks igxile ekudizayineni nasekukhiqizeni ama-analog nama-chips anesignali exubile asetshenziswa kwezokuxhumana okungenantambo, ugesi wezimoto, okokusebenza kwezimboni, kanye nemikhiqizo kagesi yabathengi. Ngo-Agasti kulo nyaka, inkampani yabikezela ukuthi imali engenayo kanye nenzuzo engxenyeni yesine izodlula lokho okulindelwe yi-Wall Street, ikakhulukazi ngenxa yesidingo esinamandla se-analog chips emakethe.

Imininingwane yokuqala ikhombisa ukuthi imali etholwa abakwaSkyworks kwikota yesine yezimali ibilinganiselwa ku-$1.1 billion, kanti i-GAAP ithola inzuzo ehlanjululwe ngesabelo ngasinye sika-$1.07; onyakeni wezimali ogcwele ka-2025, imali engenayo ibicishe ibe ngama-dollar ayizigidi eziyizinkulungwane ezingama-4.09, kanti imali engenayo yokusebenza kwe-GAAP yezigidi ezingama- $ 524 kanye nemali engenayo yokusebenza okungeyona eye-GAAP yezigidi ezingama- $ 995.

I-Qorvo iphinde ngasikhathi sinye yakhipha imiphumela yayo yokuqala yekota yesibili yonyaka wezimali ka-2026. Ngokuvumelana ne-Generally Accepted Accounting Principles (GAAP) yase-United States, imali engenayo yayingama-dollar ayizigidi eziyizinkulungwane ezingu-1.1, nesamba senzuzo yemaliji engu-47.0%, kanye nenzuzo ehlanjululwe ngesheya ngalinye lamadola ase-US angu-1.28; ibalwa ngokususelwe ku-Non-GAAP (Izimiso Zokubalwa Kwezimali Okungezona Kukahulumeni), imajini yenzuzo iyonke yayingu-49.7%, futhi imali engenayo encishisiwe ngesheya ngalinye yayingu-2.22 US dollar.

Abahlaziyi bemboni bakholelwa ukuthi lokhu kuhlanganiswa kuzothuthukisa kakhulu isikali namandla okuxoxisana ebhizinisi elihlanganisiwe emkhakheni wobuchwepheshe be-RF front-end, kusize ukubhekana nengcindezi yokuncintisana elethwa ama-chips a-Apple azithuthukisile. I-Apple kancane kancane ithuthukisa ukuzimela kwama-RF chips. Lo mkhuba usuvele ubonakalisiwe kumodeli ye-iPhone 16e ekhishwe ekuqaleni kwalo nyaka, futhi ingase inciphise ukuthembela kwayo kubahlinzeki bangaphandle abafana ne-Skyworks ne-Qorvo esikhathini esizayo, ibeka inselele engaba khona emathembeni okuthengisa esikhathi eside azo zombili izinkampani.

I-Skyworks ithe imali engenayo yonyaka yenkampani ehlanganisiwe izofinyelela cishe ku-$7.7 billion, kanye nenzuzo elungisiwe ngaphambi kwenzalo, izintela, ukwehla, kanye ne-amortization (EBITDA) efinyelela cishe ku-$2.1 billion. Iphinde yaveza ukuthi phakathi neminyaka emithathu, izozuza izivumelwano zezindleko zonyaka ezingaphezu kwezigidi ezingu-500 zamaRandi.

Ngemuva kokuhlanganiswa, inkampani izoba nebhizinisi leselula elibiza ama-dollar ayizigidi eziyizinkulungwane ezingu-5.1 kanye nengxenye yebhizinisi "yemakethe ebanzi" ebiza u-$ 2.6 billion. Lokhu kokugcina kugxile ezindaweni ezifana nezokuvikela, i-aerospace, i-Edge IoT, izikhungo zedatha yezimoto kanye ne-AI, lapho imijikelezo yomkhiqizo mide futhi amamajini enzuzo ephakeme. Zombili izinhlangothi ziphinde zathi ukuhlanganiswa kuzokwandisa amandla azo okukhiqiza e-United States futhi kukhuphule izinga lokusebenzisa izimboni zasekhaya. Inkampani entsha izoba nonjiniyela ababalelwa ku-8,000 futhi ibambe amalungelo obunikazi angaphezu kuka-12,000 (kuhlanganise nalawo asenqubweni yokufaka isicelo). Ngokuhlanganiswa kwe-R&D kanye nezinsiza zokukhiqiza, le nkampani entsha ihlose ukuncintisana ngempumelelo nama-semiconductor giants global futhi ibambe amathuba alethwe
ukukhula kwesidingo sezinhlelo ezithuthukisiwe zamafrikhwensi omsakazo kanye nemikhiqizo kagesi eshayelwa yi-AI.