{"slug":"qorvo","name":"코보","name_en":"Qorvo","ticker":"QRVO","updated_at":"2026-07-12T03:54:56.92+00:00","canonical":"https://valuechain.wiki/qorvo","citable":"밸류체인 그래프 기준 코보의 직접 연결 기업은 3곳(관계 기준 공급 0·매출 2·투자 1)이고, 사슬을 2차까지 넓히면 8곳에 닿는다. 링크의 근거 출처는 3건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Qorvo is directly linked to 3 companies (0 supply, 2 revenue, 1 investment relationships) and reaches 8 companies within two hops; the links are backed by 3 dated sources, 2 of them primary filings (as of 2026-07-12).","kicker":"RF 프론트엔드 (애플·삼성)","kicker_en":"RF front-end (Apple, Samsung)","lead":"스마트폰용 RF 프론트엔드와 고성능 아날로그·커넥티비티 반도체를 만든다. 3개 사업부(고성능 아날로그 HPA, 커넥티비티·센서 CSG, 첨단 셀룰러 ACG)로 구성되며, 애플(약 47%)·삼성(약 10%)이 최대 고객이다. 2025년 10월 스카이웍스와 약 220억달러 합병에 합의했다.","lead_en":"Makes smartphone RF front-ends plus high-performance analog and connectivity chips across three groups (High Performance Analog, Connectivity & Sensors, Advanced Cellular). Apple (~47%) and Samsung (~10%) are its largest customers. In October 2025 it agreed to a ~$22B merger with Skyworks.","segments":{"parts":[{"name":"ACG 첨단 셀룰러 (스마트폰 RF)","note":"애플·삼성"},{"name":"HPA 고성능 아날로그 (방산·인프라·전원)"},{"name":"CSG 커넥티비티·센서"}],"total":"3개 사업부: HPA·CSG·ACG(셀룰러 RF)"},"segments_en":{"parts":[{"name":"ACG Advanced Cellular (smartphone RF)","note":"Apple, Samsung"},{"name":"HPA High Performance Analog (defense, infra, power)"},{"name":"CSG Connectivity & Sensors"}],"total":"Three groups: HPA, CSG, ACG (cellular RF)"},"returns_yearly":{"2021":-5.9,"2022":-42,"2023":24.2,"2024":-37.9,"2025":20.8,"2026":1.5},"return_asof":"2026-07-10","value_chain":{"leading":[{"slug":"dell","name":"Dell","name_en":"Dell Technologies","tier":3,"returns_yearly":{"2021":51.2,"2022":-26.6,"2023":95.9,"2024":53,"2025":11.2,"2026":248.1}},{"slug":"lenovo","name":"Lenovo","name_en":"Lenovo","tier":3,"returns_yearly":{"2021":-4.6,"2022":-20.9,"2023":36.2,"2024":18.2,"2025":-0.6,"2026":175.7}},{"slug":"nebius","name":"Nebius","name_en":"Nebius 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Defense","tier":3,"returns_yearly":{"2021":-29.3,"2022":-46.8,"2023":96.6,"2024":30,"2025":187.8,"2026":-36.5}},{"slug":"pony-ai","name":"Pony.ai","name_en":"Pony.ai","tier":3,"returns_yearly":{"2025":1,"2026":-54.6}},{"slug":"anthropic","name":"Anthropic","name_en":"Anthropic","tier":3,"returns_yearly":null},{"slug":"openai","name":"OpenAI","name_en":"OpenAI","tier":3,"returns_yearly":null},{"slug":"marvell","name":"Marvell","name_en":"Marvell","tier":2,"returns_yearly":{"2021":84.6,"2022":-57.5,"2023":63.7,"2024":83.8,"2025":-22.8,"2026":177.8}},{"slug":"amd","name":"AMD","name_en":"AMD","tier":2,"returns_yearly":{"2021":56.9,"2022":-55,"2023":127.6,"2024":-18.1,"2025":77.3,"2026":160.5}},{"slug":"broadcom","name":"Broadcom","name_en":"Broadcom","tier":2,"returns_yearly":{"2021":56.5,"2022":-13.3,"2023":104.2,"2024":110.5,"2025":50.6,"2026":16}},{"slug":"nvidia","name":"NVIDIA","name_en":"NVIDIA","tier":2,"returns_yearly":{"2021":125.5,"2022":-50.3,"2023":239,"2024":171.2,"2025":38.9,"2026":13.3}},{"slug":"qualcomm","name":"Qualcomm","name_en":"Qualcomm","tier":2,"returns_yearly":{"2021":22.3,"2022":-38.6,"2023":35.1,"2024":8.3,"2025":13.8,"2026":11.7}},{"slug":"samsung-electronics","name":"삼성전자","name_en":"Samsung Electronics","tier":1,"returns_yearly":{"2021":-9,"2022":-14.2,"2023":20.9,"2024":-26.4,"2025":212.9,"2026":77.9}},{"slug":"apple","name":"Apple","name_en":"Apple","tier":1,"returns_yearly":{"2021":34.6,"2022":-26.4,"2023":49,"2024":30.7,"2025":9.1,"2026":16.2}}],"benefiting":[{"slug":"skyworks-solutions","name":"스카이웍스 솔루션스","name_en":"Skyworks Solutions","tier":1,"returns_yearly":{"2021":2.7,"2022":-39.9,"2023":26.5,"2024":-18.9,"2025":-25.5,"2026":-2.8}}],"analysis":"스마트폰 RF 프론트엔드의 소수 과점 사업자로, 애플(약 47%)·삼성(약 10%) 집중이 곧 실적 변동성의 근원이다. 논지의 핵심은 두 축 — 셀룰러(ACG)는 최대 고객의 모델 사이클에 묶여 성장이 제한적이고, 다변화 축인 고성능 아날로그(HPA)·커넥티비티(CSG)가 방산·인프라로 실적 안정성을 더한다. 2025년 스카이웍스와 약 $220억 합병은 미국 RF 양강 결합으로 규모·교섭력을 키우려는 재편 시도다. 리스크는 애플 고객집중과 스마트폰 수요 정체, 그리고 합병 통합 리스크다.","analysis_en":"A small-oligopoly maker of smartphone RF front-ends, where concentration in Apple (~47%) and Samsung (~10%) is the source of earnings volatility. The thesis has two axes — cellular (ACG) is tied to the largest customer's model cycle with limited growth, while the diversification axes, High Performance Analog (HPA) and Connectivity & Sensors (CSG), add stability via defense and infrastructure. The ~$22B 2025 merger with Skyworks is a reshaping bet to combine the two U.S. RF leaders for scale and bargaining power. Risks are Apple concentration, stalling smartphone demand, and merger-integration risk.","analysis_asof":"2026-07-10"},"edges":[{"direction":"investor","counterparty":"스카이웍스 (합병, $22B)","counterparty_slug":"skyworks-solutions","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2025-10","value":22000000000},"note":"2025년 10월 스카이웍스와 현금·주식 약 220억달러 합병 계약 — RF 프론트엔드 양대 미국사 결합. 10-K에 합병 관련 비용·리스크 기재.","note_en":"A ~$22B cash-and-stock merger with Skyworks (Oct 2025), combining the two US RF front-end makers; the 10-K records merger-related costs and risks.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-05-08","url":"https://www.sec.gov/Archives/edgar/data/1604778/000162828026032873/rfmd-20260328.htm","title":"Qorvo 10-K (FY2026, 3월 결산)","title_en":"Qorvo 10-K (FY2026, March year-end)","excerpt":"MergerRelatedCosts; the transaction with Skyworks... our ability to sufficiently fund capital expenditures.","excerpt_en":"Merger-related costs; the Skyworks transaction."},{"stance":"confirms","publisher":"한국경제","publisher_en":"Korea Economic Daily","kind":"news","lang":"ko","published_at":"2025-10-28","url":"https://www.hankyung.com/article/skyworks-qorvo-merger-rf","title":"스카이웍스·코보 220억달러 합병…RF 프론트엔드 재편","title_en":"Skyworks-Qorvo $22B merger reshapes RF front-end","excerpt":"코보가 스카이웍스와 약 220억달러 합병에 합의.","excerpt_en":"Qorvo agreed to a ~$22B merger with Skyworks."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-05-20","url":"https://www.sec.gov/Archives/edgar/data/1604778/000160477825000041/rfmd-20250329.htm","title":"Qorvo 10-K (FY2025)","title_en":"Qorvo 10-K (FY2025)","excerpt":"Qorvo-Skyworks merger valued ~$22.0 billion.","excerpt_en":"~$22B Qorvo-Skyworks merger."}]},{"direction":"revenue","counterparty":"Apple","counterparty_slug":"apple","confidence":"high","metric":{"type":"share","unit":"%","as_of":"2025-03","basis":"10-K 고객집중","value":47,"period":"FY2025 최대 고객","basis_en":"10-K customer concentration"},"note":"첨단 셀룰러(ACG) RF 프론트엔드 — 애플이 최대 고객(FY2025 약 47%). 최대 고객이 매년 신모델로 포트폴리오를 갱신하며 실적을 좌우. 10-K에 애플 고객집중위험 명시.","note_en":"Advanced Cellular (ACG) RF front-ends - Apple is the largest customer (~47% in FY2025). The largest customers refresh portfolios with new models yearly, driving results; the 10-K flags Apple as a customer-concentration risk.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-05-08","url":"https://www.sec.gov/Archives/edgar/data/1604778/000162828026032873/rfmd-20260328.htm","title":"Qorvo 10-K (FY2026, 3월 결산)","title_en":"Qorvo 10-K (FY2026, March year-end)","excerpt":"CustomerConcentrationRisk AppleMember SalesRevenueNet. Our largest customers typically refresh some or all of their product portfolios by releasing new models each year.","excerpt_en":"Apple flagged as customer-concentration risk; largest customers refresh portfolios yearly."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-05-20","url":"https://www.sec.gov/Archives/edgar/data/1604778/000160477825000041/rfmd-20250329.htm","title":"Qorvo 10-K (FY2025)","title_en":"Qorvo 10-K (FY2025)","excerpt":"Apple accounted for 47% and 46% of total revenue in FY2025 and FY2024.","excerpt_en":"Apple ~47% of FY2025 revenue."}]},{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":{"type":"share","unit":"%","as_of":"2025-03","value":10},"note":"갤럭시 RF 프론트엔드 — 매출의 약 10%(FY2025). 10-K에 삼성 고객집중위험 명시.","note_en":"Galaxy RF front-end, ~10% of FY2025 revenue; the 10-K flags Samsung as a customer-concentration risk.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-05-08","url":"https://www.sec.gov/Archives/edgar/data/1604778/000162828026032873/rfmd-20260328.htm","title":"Qorvo 10-K (FY2026, 3월 결산)","title_en":"Qorvo 10-K (FY2026, March year-end)","excerpt":"CustomerConcentrationRisk SamsungMember SalesRevenueNet.","excerpt_en":"Samsung flagged as customer-concentration risk."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-05-20","url":"https://www.sec.gov/Archives/edgar/data/1604778/000160477825000041/rfmd-20250329.htm","title":"Qorvo 10-K (FY2025)","title_en":"Qorvo 10-K (FY2025)","excerpt":"Samsung accounted for 10% of total revenue in fiscal 2025.","excerpt_en":"Samsung 10% of FY2025 revenue."}]},{"direction":"revenue","counterparty":"방산·인프라·IoT (HPA·CSG 브로드마켓)","counterparty_slug":null,"confidence":"high","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"고성능 아날로그(HPA — RF·아날로그 믹스드시그널·전원, 방산·항공·인프라)와 커넥티비티·센서(CSG)가 셀룰러 외 다변화 축.","note_en":"High Performance Analog (HPA - RF, analog mixed-signal, power for defense, aerospace, infrastructure) and Connectivity & Sensors (CSG) are the diversification beyond cellular.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-05-08","url":"https://www.sec.gov/Archives/edgar/data/1604778/000162828026032873/rfmd-20260328.htm","title":"Qorvo 10-K (FY2026, 3월 결산)","title_en":"Qorvo 10-K (FY2026, March year-end)","excerpt":"Three operating and reportable segments: High Performance Analog (HPA), Connectivity and Sensors Group (CSG) and Advanced Cellular Group (ACG). HPA is a leading global supplier of RF, analog mixed signal and power management.","excerpt_en":"Three segments HPA, CSG, ACG; HPA supplies RF, analog and power management."}]},{"direction":"cost","counterparty":"실리콘 파운드리·자체 제조 (RF 다이)","counterparty_slug":null,"confidence":"high","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"전 세계 유수 실리콘 파운드리와 자체 제조시설(높은 고정비)을 병행해 RF 다이·필터를 생산. 일 수백만 유닛 출하하는 글로벌 공급망.","note_en":"Uses leading silicon foundries worldwide plus its own high-fixed-cost internal manufacturing to make RF die and filters, shipping millions of units per day.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-05-08","url":"https://www.sec.gov/Archives/edgar/data/1604778/000162828026032873/rfmd-20260328.htm","title":"Qorvo 10-K (FY2026, 3월 결산)","title_en":"Qorvo 10-K (FY2026, March year-end)","excerpt":"leading silicon foundries located throughout the world... internal manufacturing facilities require a high level of fixed costs... ship millions of units per day.","excerpt_en":"Leading silicon foundries worldwide plus high-fixed-cost internal manufacturing."}]},{"direction":"cost","counterparty":"RF 필터·소재 (BAW/SAW·기판)","counterparty_slug":null,"confidence":"mid","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"BAW/SAW 필터·라미네이트 기판·특수 재료를 조달·자체 생산해 프론트엔드 모듈에 통합.","note_en":"Sources and makes BAW/SAW filters, laminate substrates and specialty materials, integrated into front-end modules.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-05-08","url":"https://www.sec.gov/Archives/edgar/data/1604778/000162828026032873/rfmd-20260328.htm","title":"Qorvo 10-K (FY2026, 3월 결산)","title_en":"Qorvo 10-K (FY2026, March year-end)","excerpt":"Global supply chain for RF front-end modules integrating filters and substrates.","excerpt_en":"Global supply chain for RF front-end modules with filters and substrates."}]}]}