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Skyworks Solutions Inc. Message Board

  • mobilesemi mobilesemi Sep 24, 2012 10:29 AM Flag

    Perhaps 5M units is ALL that could be reasonably produced

    There is a capacity issue you know.

    Sentiment: Strong Buy

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    • $5.50 SWKS content per i-phone 5:

      "Skyworks SKY77729-4 - Power Amplifier Control -LTE Band 17
      Skyworks SKY77487-18 - Power Amplifier Control - LTE Band 1
      Skyworks SKY70631 - Power Amplifier Duplexer Module
      Skyworks SKY77352-15 - Power Amplifier Control -Quad-band,GSM/GPRS

      Barclays was wrong about AVGO which didn't provide LTE Band 17 in A1428. AVGO content in A1428 is only $1.70 (Dual PAD LTE Band 1, 4). TQNT content in A1428 is $2 ($1.70 Quad UMTS + $0.30 5GHz WLAN PA). SWKS content in A1428 is ~ $3.45 ($0.85+$0.7 * 3+ $0.5 2.4GHz WLAN PA).
      AVGO content in A1429 is $2.40 ($1.7 + $0.7). TQNT content in A1429 is $2. SWKS content in A1429 is ~ $2.05 (0.85 QUAD GSM/GPRS/EDGE + 0.7 CDMA +0.5 WLAN)."

      Sentiment: Buy

    • 5 million units plus 2 million units sold that are in transit. those 2 million units have not been signed for, delivery, and activated. 5m + 2m = 7 million units. SWKS has $5+ dollar content per unit.

      Sentiment: Buy

 
SWKS
51.44-1.21(-2.30%)Jul 25 4:00 PMEDT

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