I te Tūrei, te wā ā-rohe, i panuitia e te kamupene maramara auau reo irirangi o Amerika, a Skyworks Solutions, te hokonga mai i a Qorvo Semiconductor. Ka hanumi ngā kamupene e rua hei hanga i tētahi umanga nui e tata ana ki te $22 piriona (tata ki te 156.474 piriona yuan) te uara, e whakarato ana i ngā maramara auau reo irirangi (RF) mō Apple me ētahi atu kaihanga waea atamai. Mā tēnei nekehanga ka hangaia tētahi o ngā kaiwhakarato maramara RF nui rawa atu i te United States.

E ai ki ngā tikanga o te whakaaetanga, ka whiwhi ngā kaipupuri hea o Qorvo i te $32.50 i roto i te moni mō ia hea me te 0.960 hea o Skyworks. I runga i te utu kati o te Mane, he rite tēnei tuku ki te $105.31 mō ia hea, he 14.3% te pikinga ake i te utu kati o te rā hokohoko o mua, ā, he rite ki te uara whānui o te $9.76 piriona.

Whai muri i te panuitanga, i piki ake ngā utu hea o ngā kamupene e rua mā te 12% pea i te hokohoko i mua i te mākete. E whakapono ana ngā tohunga ahumahi mā tēnei whakakotahitanga ka tino whakarei ake i te tauine me te mana whiriwhiri o te kamupene kua whakakotahihia, ā, ka whakapakari ake i tōna tūranga whakataetae i roto i te mākete maramara auau reo irirangi o te ao.

He tohunga a Skyworks ki te hoahoa me te hanga maramara tohu-whakakotahi me ngā maramara tohu-whakaranu e whakamahia ana i roto i ngā whakawhitiwhiti kōrero ahokore, ngā hikohiko motuka, ngā taputapu ahumahi, me ngā hua hikohiko kaihoko. I te marama o Ākuhata o tēnei tau, i matapaetia e te kamupene ka nui ake āna moni whiwhi me āna hua i te hauwhā tuawhā i ngā tumanakohanga a Wall Street, nā te kaha o te tono mō āna maramara tohu-whakakotahi i te mākete te nuinga.

E whakaatu ana ngā raraunga tuatahi ko te moni whiwhi a Skyworks mō te hauwhā pūtea tuawhā he tata ki te $1.1 piriona, me te whiwhinga GAAP kua whakawhāititia mō ia hea he $1.07; mō te tau pūtea katoa 2025, ko te moni whiwhi he tata ki te $4.09 piriona, me te moni whiwhi whakahaere GAAP he $524 miriona me te moni whiwhi whakahaere kore-GAAP he $995 miriona.

I tukuna anō hoki e Qorvo āna hua tuatahi mō te hauwhā tuarua o te tau pūtea 2026. E ai ki ngā Mātāpono Kaute Whānui kua Whakaaetia (GAAP) o te Hononga o Amerika, ko te moni whiwhi he 1.1 piriona tāra US, me te tawhē hua whānui o te 47.0%, me ngā whiwhinga moni kua whakawhāitihia mō ia hea he 1.28 tāra US; i tatauhia i runga i te Non-GAAP (Non-Governmental Accounting Principles), ko te tawhē hua whānui he 49.7%, ā, ko ngā whiwhinga moni kua whakawhāitihia mō ia hea he 2.22 tāra US.

E whakapono ana ngā kaitātari ahumahi mā tēnei whakakotahitanga ka nui ake te tauine me te mana whiriwhiri o te hinonga whakakotahi i roto i te ao o te hangarau RF, ā, ka āwhina i te aro atu ki te pēhanga whakataetae e kawea mai ana e ngā maramara i whakawhanakehia e Apple. Kei te whakatairanga haere a Apple i te mana motuhake o ngā maramara RF. Kua kitea kētia tēnei ia i roto i te tauira iPhone 16e i tukuna i te tīmatanga o tēnei tau, ā, tera pea ka ngoikore tōna whakawhirinaki ki ngā kaiwhakarato o waho pērā i a Skyworks me Qorvo a muri ake nei, ka waiho hei wero pea ki ngā tūmanakohanga hokohoko mō te wā roa o ngā kamupene e rua.

I kī a Skyworks ka eke te moni whiwhi ā-tau a te kamupene ki te $7.7 piriona, me ngā whiwhinga kua whakatikatikaina i mua i te huamoni, ngā taake, te whakahekenga uara, me te whakahekenga uara (EBITDA) ki te $2.1 piriona. I matapaetia hoki i roto i ngā tau e toru, ka eke ki ngā utu ā-tau neke atu i te $500 miriona.

Whai muri i te hanumitanga, ka whai pakihi pūkoro te kamupene e $5.1 piriona te uara, me te wehenga pakihi "mākete whānui" e $2.6 piriona te uara. Ko te mea whakamutunga e aro ana ki ngā wāhanga pēnei i te parepare, te rererangi, te IoT taha, ngā pokapū raraunga motuka me te AI, he roa ake ngā huringa hua, ā, he teitei ake ngā tawhē hua. I kī anō ngā taha e rua ka whakawhānui ake te hanumi i tō rātou kaha whakaputa i roto i te United States, ka whakapiki ake hoki i te tere whakamahinga o ngā wheketere o te whare. Ka tata ki te 8,000 ngā miihini o te kamupene hou, ā, neke atu i te 12,000 ngā patene (tae atu ki ngā mea kei roto i te tukanga tono). Mā te whakaurunga o ngā rauemi R&D me te hanga, e whai ana tēnei kamupene hou ki te whakataetae pai ake ki ngā kamupene hiko hiko o te ao, me te hopu i ngā whai wāhitanga e kawea mai ana e
te tipu haere o te hiahia mō ngā pūnaha auau reo irirangi matatau me ngā hua hiko e whakahaerehia ana e te AI.