Skyworks place in iPhone
A little while back krisfore made an important post (#8546), that somehow got passed over. I thought everyone invested in SWKS should be aware of it. He wrote, in part:
OK, if AVGO is used in phones I was wondering where SWKS and QRVO fit in. Here’s something that I found that explains it a bit more:
Well I followed the link to a teardown of the iPhone 6, and found that seven or eight different chip companies had chips in the iPhone, including two by SWKS and six by QCOM. Here’s what I concluded: Great link Kris. That explained a lot to me:
1 - There’s a bit of everyone in the iPhone. It may not be enough to budge the dial much for a huge company like QCOM, but it’s a big deal for SWKS.
2 - That means that Apple isn’t going to drop or cut SWKS’s input because SWKS has some kind of a monopoly stranglehold. Apple is a big customer for SWKS, but SWKS is just one supplier among many for Apple. I found that rather reassuring.
3 - It also means to me that SWKS can keep growing enormously fast in its own little niches. It doesn’t have to take over the world. It has grown as fast as it has being just one of many suppliers to Apple. Sounds great to me.