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Skyworks Solutions, Inc.

SWKSsupplier

Skyworks Solutions designs analog and mixed-signal semiconductors that enable wireless connectivity. As a key supplier of RF front-end modules to major smartphone OEMs, Skyworks sits at the heart of the 5G transition and is expanding into automotive and IoT RF markets.

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Produkte & Umsatz

Umsatzanteil nach Produkt

Umsatzaufschlüsselung ($4.8B)

Statische Daten (Echtzeitfinanzen werden geladen…)

Mobile (60%)
Broad Markets (30%)
Other (10%)

Segmentzusammensetzung und Hauptkunden

Produktdetails

Mobile RF Front-End Modules55%

Power amplifiers, filters, and switches for 5G smartphones

Broad Markets RF30%

RF solutions for automotive, industrial, IoT, and infrastructure

Wi-Fi/Bluetooth Modules15%

Connectivity solutions for access points and smart home devices

Makro- und Marktkontext

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Nächste Katalysatoren

TSMC Q2 실적 (2026.04.17)NVIDIA GB300 양산 착수 발표AMAT/LRCX/KLAC 실적 시즌 (2026.05)

Aktuelle Nachrichten

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KI-Analyse

Klicken Sie auf "KI-Analyse abrufen" für eine KI-gestützte Lieferkettenanalyse von Skyworks Solutions, Inc..

Unternehmensinformationen

Hauptsitz

Irvine, California, USA

Gegründet

2002

Mitarbeiter

11,000+

Sektorübersicht반도체

Sektornachrichten

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Hauptthemen

  • AI 가속기(H100/B200) 수요 공급 불균형 지속
  • Gate-All-Around 공정 전환 → 장비 교체 사이클
  • HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성

Nächste Katalysatoren

  • TSMC Q2 실적 (2026.04.17)
  • NVIDIA GB300 양산 착수 발표