Lachiwiri nthawi yakumaloko, kampani ya ma chip a wailesi ku US, Skyworks Solutions, yalengeza za kugula Qorvo Semiconductor. Makampani awiriwa aphatikizana kuti apange kampani yayikulu yokwana pafupifupi $22 biliyoni (pafupifupi 156.474 biliyoni yuan), yopereka ma chip a wailesi (RF) kwa Apple ndi opanga mafoni ena. Izi zipangitsa kuti pakhale imodzi mwa makampani akuluakulu ogulitsa ma chip a RF ku United States.

Malinga ndi zomwe zili mu mgwirizanowu, eni masheya a Qorvo adzalandira $32.50 pagawo lililonse ndi magawo 0.960 a Skyworks. Kutengera mtengo wotseka Lolemba, choperekachi chikufanana ndi $105.31 pagawo lililonse, chomwe chikuyimira 14.3% ya mtengo wotseka wa tsiku lapitalo la malonda, ndipo chikugwirizana ndi mtengo wonse wa pafupifupi $9.76 biliyoni.

Pambuyo pa chilengezochi, mitengo ya magawo a makampani onse awiri idakwera ndi pafupifupi 12% mu malonda asanayambe msika. Akatswiri amakampani amakhulupirira kuti kuphatikizana kumeneku kudzakulitsa kwambiri kukula ndi mphamvu zogulira za kampaniyo, ndikulimbitsa malo ake opikisana pamsika wapadziko lonse wa ma chip a wailesi.

Skyworks imadziwika bwino popanga ndi kupanga ma chips a analog ndi mixed-signal omwe amagwiritsidwa ntchito polumikizana opanda zingwe, zamagetsi zamagalimoto, zida zamafakitale, ndi zinthu zamagetsi zamagetsi. Mu Ogasiti chaka chino, kampaniyo idaneneratu kuti ndalama zomwe amapeza ndi phindu lake mu kotala lachinayi zidzaposa zomwe Wall Street ikuyembekezera, makamaka chifukwa cha kufunikira kwakukulu kwa ma chips ake a analog pamsika.

Deta yoyambirira ikuwonetsa kuti ndalama zomwe Skyworks adapeza mu kotala lachinayi la ndalama zinali pafupifupi $1.1 biliyoni, ndipo phindu la GAAP pa gawo lililonse linali $1.07; chaka chonse cha ndalama cha 2025, ndalama zomwe adapeza zinali pafupifupi $4.09 biliyoni, ndipo ndalama zomwe GAAP adapeza pa ntchito zinali $524 miliyoni ndi ndalama zomwe sizinali za GAAP pa ntchito zinali $995 miliyoni.

Qorvo idatulutsanso nthawi yomweyo zotsatira zake zoyambirira za kotala lachiwiri la chaka chachuma cha 2026. Malinga ndi General Accepted Accounting Principles (GAAP) ya ku United States, ndalama zake zinali madola 1.1 biliyoni aku US, ndi phindu lonse la 47.0%, ndi phindu lochepetsedwa pa gawo lililonse la madola 1.28 aku US; kuwerengedwa kutengera Non-GAAP (Non-Governmental Accounting Principles), phindu lonse linali 49.7%, ndipo phindu lochepetsedwa pa gawo lililonse linali madola 2.22 aku US.

Akatswiri amakampani amakhulupirira kuti kuphatikizana kumeneku kudzakulitsa kwambiri kukula ndi mphamvu zogulira makampani ogwirizana m'munda wa ukadaulo wa RF, kuthandiza kuthana ndi kukakamizidwa kwa mpikisano komwe kumabwera chifukwa cha ma chips omwe Apple idapanga yokha. Apple pang'onopang'ono ikulimbikitsa kudziyimira payokha kwa ma chips a RF. Izi zayamba kale kuonekera mu mtundu wa iPhone 16e womwe udatulutsidwa koyambirira kwa chaka chino, ndipo zitha kufooketsa kudalira kwake ogulitsa akunja monga Skyworks ndi Qorvo mtsogolomu, zomwe zingabweretse vuto lalikulu ku mwayi wogulitsira wamakampani onse awiriwa kwa nthawi yayitali.

Skyworks inanena kuti ndalama zonse zomwe kampaniyo imapeza pachaka zidzafika pafupifupi $7.7 biliyoni, ndipo ndalama zomwe kampaniyo imapeza zisanakwane chiwongola dzanja, misonkho, kuchepa kwa mtengo, ndi kubweza ngongole (EBITDA) zidzafika pafupifupi $2.1 biliyoni. Inanenanso kuti mkati mwa zaka zitatu, idzakwaniritsa mgwirizano wa ndalama zokwana $500 miliyoni pachaka.

Pambuyo pa kuphatikizika kwa kampaniyo, kampaniyo idzakhala ndi bizinesi ya mafoni yamtengo wapatali wa $5.1 biliyoni ndi gawo la bizinesi la "msika wonse" lamtengo wapatali wa $2.6 biliyoni. Gawo lachiwirili likuyang'ana kwambiri madera monga chitetezo, ndege, IoT ya m'mphepete, malo osungiramo magalimoto ndi AI, komwe zinthuzo zimakhala zazitali ndipo phindu limakwera. Magulu onse awiriwa adanenanso kuti kuphatikizikaku kudzakulitsa mphamvu zawo zopangira ku United States ndikuwonjezera kuchuluka kwa magwiritsidwe ntchito a mafakitale am'nyumba. Kampani yatsopanoyi idzakhala ndi mainjiniya pafupifupi 8,000 ndipo idzakhala ndi ma patent opitilira 12,000 (kuphatikiza omwe ali munjira yofunsira). Kudzera mu kuphatikiza kwa R&D ndi zinthu zopangira, kampani yatsopanoyi ikufuna kupikisana bwino ndi makampani akuluakulu apadziko lonse lapansi ndikugwiritsa ntchito mwayi womwe umabwera ndi
kukula kwa kufunikira kwa makina apamwamba a wailesi ndi zinthu zamagetsi zoyendetsedwa ndi AI.