Qorvo-Skyworks merger. Unexpected one. Diversification beyond mobile play while consolidating mobile dominance. $7.7B combined revenue. 2/3rd mobile. >55% Apple exposure. SD % China Android exposure. Confident of customer/regulatory approvals (1Q27 closure). Key competitor QCOM stopped disclosing its RF front-end revenue. Broadcom still in the RFFE game despite losing Apple Wi-Fi socket.
Source: Sravan Kundojjala
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