Skyworks Solutions, Inc.

SWKSsupplier

Skyworks Solutions designs analog and mixed-signal semiconductors that enable wireless connectivity. As a key supplier of RF front-end modules to major smartphone OEMs, Skyworks sits at the heart of the 5G transition and is expanding into automotive and IoT RF markets.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($4.8B)

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Mobile (60%)

Broad Markets (30%)

Other (10%)

Segment Breakdown & Key Customers

Product Details

Mobile RF Front-End Modules55%

Power amplifiers, filters, and switches for 5G smartphones

Broad Markets RF30%

RF solutions for automotive, industrial, IoT, and infrastructure

Wi-Fi/Bluetooth Modules15%

Connectivity solutions for access points and smart home devices

Supply Chain Relationships

Partners

Qualcomm Incorporated

RF front-ends paired with Snapdragon platforms

Impact: Symbiotic mobile ecosystem

Key Customers

Samsung Electronics

RF modules for Galaxy smartphones

Impact: Major handset customer

Key Suppliers

Taiwan Semiconductor Manufacturing Company

Advanced RF chip fabrication

Impact: Key foundry partner

Macro & Market Context

반도체Sector News

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Upcoming Catalysts

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

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Company Info

Headquarters

Irvine, California, USA

Founded

2002

Employees

11,000+

Website

skyworksinc.com

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