RF – Digits to Dollars

Combine Skyworks and Qorvo Skyworks; Then Split Them UP

Let’s combine Skyworks and Qorvo, then split them into a Mobile Company and a Non-Mobile company. Our (very) rough math shows this could create $10b in value. Complex yes, but overdue.

D2D Advisory

January 19, 2024

Analyst Decoder Ring, Electric Vehicles, Qualcomm, RF, The Street

Qualcomm 4Q22 Earnings – Kitchen Sink

Qualcomm rounded up all the bad news to report this quarter. The bar will now be very low. This will give them breathing room next year, focusing on the Street on macro,…

D2D Advisory

November 4, 2022

Apple, Qualcomm, RF, Roll Your Own, Silicon, Wireless

Will Apple build its own RF chips?

Will Apple build its own RF chips – it turns out this is much more complicated than it sounds, and Apple is already getting almost everything it wants from its RF suppliers.…

D2D Advisory

August 30, 2022

Analyst Decoder Ring, Components, MWC, Qualcomm, RF, Wireless

Vicarious MWC – The Power of a Single Hyphen

Qualcomm has a lot of buzzwords in their X70 press release – AI ! 5G ! – but the real significance of this news can be found in a single hyphen between…

D2D Advisory

March 2, 2022