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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产品与营收

产品营收占比

营收构成 ($4.8B)

静态数据（加载实时财务…）

Mobile (60%)

Broad Markets (30%)

Other (10%)

业务板块构成与主要客户

产品详情

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

供应链关系

合作伙伴

Qualcomm Incorporated

RF front-ends paired with Snapdragon platforms

影响: Symbiotic mobile ecosystem

主要客户

Samsung Electronics

RF modules for Galaxy smartphones

影响: Major handset customer

主要供应商

Taiwan Semiconductor Manufacturing Company

Advanced RF chip fabrication

影响: Key foundry partner

宏观与市场背景

반도체行业新闻

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

近期催化剂

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

AI 分析

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企业信息

总部

Irvine, California, USA

成立时间

2002

员工人数

11,000+

官网

skyworksinc.com

行业概况 — 반도체

行业新闻