Skyworks' Foray in Car Infotainment - Analyst Blog
Skyworks Solutions
Inc. (SWKS), a leading semiconductor manufacturer,
recently disclosed that its Silicon-on-insulator (SOI) switching
technology for infotainment systems is being increasingly deployed
by car manufacturers across the world. The observation comes as a
fresh lease of life for the company that is bearing the burnt of
continuous price wars and intense competition from its rivals as
the industry faces a booming demand for technologically advanced
products.
The solid state technology utilized by Skyworks enables seamless
transition to low noise and broadband switching among the various
media sources in automobiles, such as, audio, Blu-ray/DVD,
navigation, cell phone and vehicle security display inputs. The
ultra-broadband RF (radio frequency) switches used by Skyworks
offer greater reliability at a relatively low cost compared to
other available products in the offing. Consequently, Skyworks’
products are increasingly gaining popularity across the globe.
Skyworks Solutions designs, manufactures, and markets a broad range
of high performance analog and mixed signal semiconductors that
enable wireless connectivity. The company’s products include power
amplifiers (PAs), front-end modules (FEMs), RF sub-systems, and
cellular systems. Leveraging its core analog technologies, the
company also offers a diverse portfolio of linear integrated
circuits (ICs) that support automotive, broadband, cellular
infrastructure, industrial and medical applications.
Moving forward, Skyworks intends to capitalize on three business
segments − mobile Internet, vertical markets and analog components.
Demand for mobile Internet applications is on the rise with the
broad proliferation of smartphones, net books, note books, caplets
and other forms of embedded wireless devices. Skyworks expects to
consolidate its position in the mobile Internet spectrum with a
broad array of products that covers everything from net books and
data cards to smartphones, and even entry-level handsets
The market for smartphones is also reportedly growing four fold
compared to the traditional cellular handset. The rising RF dollar
content and increasing complexity associated with the proliferation
of smartphones and an array of other mobile Internet devices are
fueling the total available market (TAM) growth, providing a unique
opportunity for Skyworks to expand. Management further expects an
upsurge in smartphone adoption in the developing countries such as
India.
However, the company needs to be wary of a stiff competition from
other players in the industry such as RF Micro Devices
Inc. (RFMD) and DSP Group Inc. (DSPG) –
each carrying a Zacks Rank #1 (Strong Buy), and Anadigics,
Inc. (ANAD) carrying a Zacks Rank #2 (Buy). Skyworks,
however, presently carries a Zacks Rank #3 (Hold).
ANADIGICS CORP (ANAD): Free Stock Analysis Report
DSP GROUP INC (DSPG): Free Stock Analysis Report
RF MICRO DEVICE (RFMD): Free Stock Analysis Report
SKYWORKS SOLUTN (SWKS): Free Stock Analysis Report
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Skyworks Solutions (NASDAQ:SWKS)
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Skyworks Solutions (NASDAQ:SWKS)
過去 株価チャート
から 7 2023 まで 7 2024