Skyworks has significant customer concentration with Apple, and if Apple were to ever switch to another vendor or develop robust RF solutions in-house, it would be a damaging blow. Skyworks ...

Skyworks Solutions shares sank more than 25% during early Thursday trading after the company reported that its largest ...

As previously reported, Argus downgraded Skyworks (SWKS) to Hold from Buy. Apple (AAPL) is by far Skyworks’s largest customer, at 69% of FY24 ...

including highly integrated RF modules. Following the announcement, a number of investment banking firms moved to downgrade Skyworks’ rating. Analysts from Stifel said they slashed their stock ...

We observed Skyworks’ stock sell off as much as 24% on the news, and we think the reaction is justified. We will now model about $7 of RF content in the iPhone 17 for Skyworks in fiscal 2026 and ...