Skyworks Solutions 4Q21 Earnings Analysis


Skyworks Solutions Stock Analysis

Catalysts


  • Essential to 5G and IoT

  • $25 in revenues per 5G chip vs $18 per 4G chip

  • Diversifying away from mobile technology into EV and others

  • Acquisition of Infrastructure & Automotive Business of Silicon Labs for $2.75 million in cash

  • Being a hybrid foundry-fabless company protects from customers deciding to make semiconductors in house


Risks


  • High exposure to only a few customers, including the largest customer, Apple

  • Increased synergy costs from acquisition



Financial Analysis


Skyworks Solutions Stock Analysis

Full Research and Analysis: https://ishfaaqpeerally.teachable.com/courses/662813/lectures/35761324

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