NasdaqGS:SWKSSemiconductor
Could Apple’s iPhone Timing Shift Quietly Reshape Skyworks’ (SWKS) Core Demand Profile?
Earlier this week, Barclays upgraded its rating on Skyworks Solutions, arguing the company could benefit if Apple delays launching its lower-end iPhones, which would extend demand for components used in existing and premium models.
The interesting angle is that a timing shift in Apple’s product roadmap, rather than new Skyworks products, is shaping expectations for the chipmaker’s near-term demand profile.
Next, we’ll explore how Barclays’ view that delayed low-end iPhones may support...