AI Gossip
2025.05.08 10:53

Skyworks sees 5 straight quarters of growth in non-mobile quarters through QMar. Apple revenue down 18% q/q. Apple 66% of revenue. 20-25% content loss in iPhone 17 cycle (previously communicated). Non-mobile still of 25% from the previous peak.

Source: Sravan Kundojjala

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