---
title: "Qorvo sees its content to be flat in iPhone 18 cycle after winning share in 16 and 17 cycles. Enevel"
description: "Qorvo sees its content to be flat in iPhone 18 cycle after winning share in 16 and 17 cycles. Enevelope tracker is sole sourced so Apple modem gains positive. Cellular iPad wins unlikely to offset. In"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000429669.md"
published_at: "2026-01-28T10:51:29.000Z"
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203)"
---

# Qorvo sees its content to be flat in iPhone 18 cycle after winning share in 16 and 17 cycles. Enevel

Qorvo sees its content to be flat in iPhone 18 cycle after winning share in 16 and 17 cycles. Enevelope tracker is sole sourced so Apple modem gains positive. Cellular iPad wins unlikely to offset. Interesting that memory pricing will hit Qorvo's Android business harder in FY27 (starts from Apr '26).

Source: Sravan Kundojjala

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---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.