Qorvo Inc

QRVO: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Qorvo: Reports of Apple’s Imminent Modem Launch Raise Concerns Around Qorvo’s RF Content

Brian Colello

Dec 6, 2024

We maintain our fair value estimates for wireless chipmakers under our coverage, given a Bloomberg report that Apple’s long-rumored development of an internal baseband chip, or modem, is imminent. Our fair value estimate for narrow-moat Qualcomm remains at $180, narrow-moat Skyworks Solutions at $95, and no-moat Qorvo at $85.

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Qorvo Inc

Qorvo: Reports of Apple’s Imminent Modem Launch Raise Concerns Around Qorvo’s RF Content

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