NgoLwesibili ngesikhathi sendawo, inkampani yama-chip e-radio frequency yase-US i-Skyworks Solutions imemezele ukuthengwa kwe-Qorvo Semiconductor. Lezi zinkampani ezimbili zizohlangana zakhe ibhizinisi elikhulu elilinganiselwa cishe ku-$22 billion (cishe ama-yuan ayizigidigidi eziyi-156.474), elihlinzeka ngama-chip e-radio frequency (RF) e-Apple kanye nabanye abakhiqizi bama-smartphone. Lesi sinyathelo sizodala omunye wabahlinzeki abakhulu bama-chip e-RF e-United States.

Ngokwemigomo yesivumelwano, abanikazi bamasheya beQorvo bazothola u-$32.50 ngokheshi ngesabelo ngasinye kanye namasheya angu-0.960 esitoko seSkyworks. Ngokusekelwe entengo yokuvala ngoMsombuluko, lesi sipho silingana no-$105.31 ngesabelo ngasinye, okumelela iphrimiyamu engu-14.3% kunentengo yokuvala yosuku lokuhweba olwedlule, futhi okuhambisana nenani eliphelele elingaba ngu-$9.76 billion.

Ngemva kwesimemezelo, amanani esitoko sazo zombili izinkampani akhuphuke cishe ngo-12% ekuhwebeni kwangaphambi kwemakethe. Ochwepheshe bemboni bakholelwa ukuthi lokhu kuhlanganiswa kuzothuthukisa kakhulu ubukhulu kanye namandla okuxoxisana enkampani ehlanganisiwe, futhi kuqinise isikhundla sayo sokuncintisana emakethe yama-chip omsakazo womhlaba wonke.

I-Skyworks igxile ekuklameni nasekukhiqizeni ama-chip e-analog kanye nama-mixed-signal asetshenziswa kwezokuxhumana okungenantambo, kuma-electronics ezimoto, emishinini yezimboni, kanye nemikhiqizo yama-electronics abathengi. Ngo-Agasti kulo nyaka, inkampani yabikezela ukuthi imali engenayo kanye nenzuzo yayo kwikota yesine kuzodlula okulindelwe yi-Wall Street, ikakhulukazi ngenxa yesidingo esinamandla sama-chip ayo e-analog emakethe.

Idatha yokuqala ikhombisa ukuthi imali engenayo ye-Skyworks yekota yesine yezimali yayicishe ibe yi-$1.1 billion, kanye nemali engenayo encishisiwe ye-GAAP ngesabelo ngasinye engu-$1.07; ngonyaka wezimali ogcwele ka-2025, imali engenayo yayicishe ibe yi-$4.09 billion, kanye nemali engenayo yokusebenza ye-GAAP engu-$524 million kanye nemali engenayo yokusebenza engeyona ye-GAAP engu-$995 million.

I-Qorvo iphinde yakhipha imiphumela yayo yokuqala yekota yesibili yonyaka wezimali ka-2026. Ngokusho kwe-Generally Accepted Accounting Principles (GAAP) yase-United States, imali engenayo yayo yayingu-1.1 billion US dollars, kanye nomkhawulo wenzuzo ophelele ongu-47.0%, kanye nemali engenayo encishisiwe ngesabelo ngasinye engu-1.28 US dollars; kubalwa ngokusekelwe kwi-Non-GAAP (Non-Governmental Accounting Principles), umkhawulo wenzuzo ophelele wawungu-49.7%, kanti imali engenayo encishisiwe ngesabelo ngasinye yayingu-2.22 US dollars.

Abahlaziyi bezimboni bakholelwa ukuthi lokhu kuhlanganiswa kuzothuthukisa kakhulu ubukhulu kanye namandla okuxoxisana kwebhizinisi elihlangene emkhakheni wobuchwepheshe be-RF front-end, kusize ekubhekaneni nengcindezi yokuncintisana ebangelwa ama-chip e-Apple azithuthukisile. I-Apple kancane kancane ikhuthaza ukuzimela kwama-chip e-RF. Lo mkhuba usuvele ubonakale ekuqaleni kumodeli ye-iPhone 16e ekhishwe ekuqaleni kwalonyaka, futhi ungase unciphise ukuthembela kwayo kubaphakeli bangaphandle njenge-Skyworks ne-Qorvo esikhathini esizayo, okubangela inselele engaba khona emathubeni okuthengisa esikhathi eside alezi zinkampani zombili.

I-Skyworks ithe imali engenayo yonyaka yenkampani ehlanganisiwe izofinyelela cishe ku-$7.7 billion, kanye nemali engenayo elungisiwe ngaphambi kwenzalo, intela, ukwehla kwenani, kanye nokukhokhelwa kwemali (i-EBITDA) engaba ngu-$2.1 billion. Iphinde yabikezela ukuthi kungakapheli iminyaka emithathu, izofinyelela ukusebenzisana kwezindleko zonyaka okungaphezu kuka-$500 million.

Ngemva kokuhlanganiswa, inkampani izoba nebhizinisi elihambayo elibiza u-$5.1 billion kanye nesigaba sebhizinisi "esibanzi" esibiza u-$2.6 billion. Lesi sakamuva sigxile ezindaweni ezifana nezokuvikela, izindiza, i-edge IoT, izikhungo zedatha zezimoto kanye ne-AI, lapho imijikelezo yomkhiqizo inde khona futhi inzuzo iphakeme. Womabili amaqembu aphinde athi ukuhlanganiswa kuzokwandisa amandla awo okukhiqiza e-United States futhi kwandise izinga lokusetshenziswa kwamafektri asekhaya. Le nkampani entsha izoba nonjiniyela abangaba ngu-8,000 futhi ibambe amalungelo obunikazi angaphezu kuka-12,000 (kufaka phakathi lawo asenqubweni yokufaka isicelo). Ngokuhlanganisa izinsiza ze-R&D kanye nokukhiqiza, le nkampani entsha ihlose ukuncintisana ngempumelelo nezinkampani ezinkulu zomhlaba wonke ze-semiconductor futhi ibambe amathuba alethwe yi
ukukhula kwesidingo sezinhlelo zemvamisa yomsakazo ezithuthukisiwe kanye nemikhiqizo kagesi eqhutshwa yi-AI.