Skyworks Solutions Inc
SWKS: XNAS (USA)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| >H? | LOCK|&Z^ | LOCK|>#m%$V& |
Skyworks Appears Poised to Join With Qorvo and Emerge as an RF Chip Leader
Business Strategy and Outlook
Skyworks Solutions is a leading supplier of a variety of radio frequency components to smartphone makers and a host of other electronics device makers. The company faces an intense competitive landscape, as evidenced by its share loss in Apple’s iPhone 17 series. However, we expect increasing complexity and a greater need for high-end RF content to drive faster and more reliable data connections while preserving battery lives in wireless devices.
