the "RF" chip business is a zero sum game. the increased revenue @ AVGO & SWKS take away the pie from the other bit players of TQNT, RFMD, and ANAD. when I bought SWKS in may of 2005 RFMD had more revenue than SWKS. RFMD also had 100 million shares less outstanding in 2005.
If you going to use fancy sayings like "zero sum game" it might be better if you understood the meaning of them and then whether they apply. For example "zero sum game" means a "pie" that is static and even a first year moron knows the RF chip business has been growing exponentially in both units ship and TAM since it's inception. Duh!!!!!
GREENSBORO, N.C., Dec. 9, 2013 (GLOBE NEWSWIRE) -- RFMD, Inc. (RFMD:$4.675,0$-0.085,0-1.79%) , a global leader in the design and manufacture of high-performance radio frequency solutions, today announced that the newest flagship Android smartphone incorporates its envelope tracking (ET) power amplifiers, antenna switch module, diversity switches and antenna tuner. This fifth generation smartphone from a leading Korea-based manufacturer is the slimmest and fastest Android phone to date and the first new smartphone to benefit from the improved power efficiency of RFMD's ET power amplifiers (PAs) and antenna control solutions.
This Android 4.4- (KitKat-) equipped smartphone integrates RFMD's RF8017 and RF8020 ET power amplifier modules; RF1492A antenna switch module; RF1119 antenna tuners; RF1136, RF1633 and RF1660 diversity switches; and RF5521 low-band Wi-Fi and RF5540 high-band Wi-Fi switch LNAs. RFMD's ET PAs are designed to maximize the efficiency of the phone's quad-core processor while RFMD's antenna control solutions help optimize antenna efficiency.
"We are pleased to support the successful launch of this new marquee smartphone which incorporates our envelope tracking and antenna control technology," said Eric Creviston, president of RFMD's Cellular Products Group. "Our ET PAs and antenna tuning help maximize RF power efficiency and power transfer to the antenna, which translates to improved battery life and an enhanced user experience for this feature-packed new LTE smartphone as well as others coming to market."
you stated that "alpha industries just changed their name to skyworks solutions." actually it was a merger of CNXT's wireless operations with alpha in 2002. AVGO was created in 2005 with its' roots in HPQ. the beginning of the end for RFMD.