RF front-end (Apple-dependent)
Skyworks Solutions
A chipmaker of smartphone RF front-ends (power amps, filters, switches). Its largest customer Apple is a big share of revenue (72% in Q1), across ~6,900 customers and 4,900 products. It uses Asia-Pacific foundries plus its own wafer fab in Osaka, Japan. In October 2025 it agreed to a ~$22B merger with Qorvo.
SWKS Updated Jul 12, 2026 5 AI consumers· 3 recurring
Per the valuechain.wiki graph, Skyworks Solutions is directly linked to 2 companies (0 supply, 1 revenue, 1 investment relationships) and reaches 5 companies within two hops; the links are backed by 3 dated sources, 1 of them primary filings (as of 2026-07-12).
Financials & Segments
- Total revenue · Mobile (Apple-led) + Broad Markets
- Segments · Mobile RF (smartphone front-end) · Broad Markets (auto, IoT, infra)
Revenue from
- 브로드마켓 (자동차·IoT·인프라, 6,900 고객) High confidence· Count 6,900고객
Broad Markets (automotive, IoT, infrastructure, comms) across ~6,900 customers and 4,900 products - the diversification push away from Apple dependence. - Apple High confidence· Market share 72% · 최대 고객 · 10-K
Top iPhone RF front-end supplier - Apple, the largest customer, is a significant portion of revenue (each of FY2025/24/23; 72% in Q1); the top three receivables are 82%. Volume and mix of phones sold drives results.Confirms EN StockTitan Published Nov 7, 2025: Skyworks 10-K summary (Apple concentration, Qorvo merger)
Pays to
- 아시아 파운드리·자체 웨이퍼팹 (오사카) High confidence
Uses Asia-Pacific foundries plus its own wafer fab in Osaka, Japan for RF die, with in-house and outsourced packaging, assembly and test. - RF 소재·기판 (필터·SAW/BAW·라미네이트) Medium confidence
Sources RF filters (SAW/BAW), laminate substrates and specialty materials; availability and cost of materials and services are result drivers.
Investments
- Qorvo (합병, $22B) High confidence· Amount $22B · 합병 규모
An October 27, 2025 cash-and-stock merger agreement with Qorvo worth ~$22B (subsequent event), combining the two US RF front-end makers; expected to close early 2027.Confirms EN StockTitan Published Nov 7, 2025: Skyworks 10-K summary (Apple concentration, Qorvo merger)Confirms KO Korea Economic Daily Published Oct 28, 2025: Skyworks-Qorvo $22B merger reshapes RF front-end
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Target Corporation | lead2 | +32.9 | -34.2 | -1.4 | -2.3 | -24.5 | +72.9 |
| T-Mobile US, Inc. | lead2 | -14 | +20.7 | +15 | +39.7 | -6.6 | -9.2 |
| Take-Two Interactive Software, Inc. | lead2 | -14.5 | -41.4 | +54.6 | +14.4 | +39.1 | -16.1 |
| Apple | lead1 | +34.6 | -26.4 | +49 | +30.7 | +9.1 | +18 |
| Skyworks Solutions | node | +2.7 | -39.9 | +26.5 | -18.9 | -25.5 | +19.2 |
| Qorvo | benef1 | -5.9 | -42 | +24.2 | -37.9 | +20.8 | +21.7 |
YTD as of 2026-09-04 · source: Yahoo Finance
Skyworks Solutions operates across RF front-end (Apple-dependent). It is +19.2% in 2026. The stock (+19.2%) and its demand side (avg +18%) are moving in step. In October 2025 it agreed to a ~$22B merger with Qorvo.
Analysis generated from returns as of 2026-09-04