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2021-12-18

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Broadcom, Skyworks defended at BofA as Apple speculation heats up<blockquote>随着苹果猜测升温，博通和Skyworks在美国银行进行辩护</blockquote>

Skyworks Solutions and Broadcom are being defended at Bank of America after it was reported that A

Broadcom, Skyworks defended at BofA as Apple speculation heats up<blockquote>随着苹果猜测升温，博通和Skyworks在美国银行进行辩护</blockquote>

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Broadcom declined 3% to close at $620.68 and are slightly lower on Friday.<blockquote>Skyworks(SWKS)周四下跌超过8%，收于146.39美元，周五又下跌1%。博通下跌3%，收于620.68美元，周五小幅走低。</blockquote> Arya notes that Broadcom (AVGO) has a $15 billion contract with Apple (AAPL) that runs through 2023 and all RF design is not \"created equal.\" He adds that RF design is a \"very broad capability,\" which requires experience for a wide variety of use cases in smartphones, including the transceiver, which Arya believes the report was talking about.<blockquote>Arya指出，博通(AVGO)与苹果(AAPL)签订了一份价值150亿美元的合同，该合同将持续到2023年，所有射频设计并非“生来平等”。他补充说，射频设计是一项“非常广泛的能力”，这需要智能手机各种用例的经验，包括Arya认为报告中谈到的收发器。</blockquote> Apple (AAPL) purchases RF-front parts from Broadcom (AVGO), Skyworks (SWKS), Qorvo (NASDAQ:QRVO) and Qualcomm (QCOM), including amplifiers, filters and switches and \"we have heard of no plans for Apple to insource these parts that require very specific recipes, intellectual property and specialty materials/fabs,\" the analyst added.<blockquote>苹果(AAPL)从Broadcom(AVGO)、Skyworks(SWKS)、Qorvo（纳斯达克股票代码：QRVO）和高通(QCOM)购买射频前端零件，包括放大器、滤波器和开关，“我们没有听说苹果有任何计划将这些需要非常具体配方、知识产权和特殊材料/晶圆厂的零件内化，”分析师补充道。</blockquote> Apple (AAPL) also gets the Wi-Fi and Bluetooth chips from Broadcom (AVGO) and the RF front-end from Skyworks and the analyst said to his knowledge, \"there are no plans for Apple to insource these currently,\" though he admitted that the low-end Apple Watch uses some of Apple's own silicon for this.<blockquote>苹果(AAPL)还从博通(AVGO)获得Wi-Fi和蓝牙芯片，从Skyworks获得射频前端，这位分析师表示，据他所知，“苹果目前没有计划外包这些芯片”，尽管他承认低端苹果手表为此使用了苹果自己的一些芯片。</blockquote> On Thursday, Goldman Sachs said Apple (AAPL) iPhone supply was getting better, becoming more in-line with demand.<blockquote>周四，高盛表示，苹果(AAPL)iPhone供应正在好转，与需求更加一致。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBroadcom, Skyworks defended at BofA as Apple speculation heats up<blockquote>随着苹果猜测升温，博通和Skyworks在美国银行进行辩护</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nSeeking Alpha2021-12-18 14:07\n\n</h4>\n</header>\n<article>\n<a href=\"https://laohu8.com/S/SWKS\">Skyworks Solutions </a> and <a href=\"https://laohu8.com/S/AVGO\">Broadcom </a> are being defended at Bank of America after it was reported that <a href=\"https://laohu8.com/S/AAPL\">Apple </a> is looking to build wireless chips in-house, news that sent shares of both semiconductor companies sharply lower.<blockquote><a href=\"https://laohu8.com/S/SWKS\">Skyworks解决方案</a>和<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>在有报道称美国银行正在为<a href=\"https://laohu8.com/S/AAPL\">苹果</a>正在寻求内部制造无线芯片，这一消息导致两家半导体公司的股价大幅下跌。</blockquote> Analyst Vivek Arya, who rates Broadcom (AVGO) buy with a $750 price target and Skyworks (SWKS) neutral with a $190 price target, notes that both companies have significant exposure to Apple (AAPL), with 20% for Broadcom and 59% for Skyworks, but industry checks suggest the impact is \"overblown in the near to medium term.\" Apple's hiring could be for its plans to develop its own 5G modem, which would hurt Qualcomm (NASDAQ:QCOM) and not Broadcom or Skyworks.<blockquote>分析师Vivek Arya将Broadcom(AVGO)评级为买入，目标价为750美元，将Skyworks(SWKS)评级为中性，目标价为190美元，他指出，两家公司对苹果(AAPL)都有很大的敞口，其中Broadcom持有20%，Skyworks持有59%，但行业检查表明，这种影响“在中短期内被夸大了”。苹果的招聘可能是为了其开发自己的5G调制解调器的计划，这将损害高通（纳斯达克股票代码：QCOM），而不是博通或Skyworks。</blockquote> Skyworks (SWKS) fell more than 8% to close at $146.39 on Thursday and are down another 1% on Friday. Broadcom declined 3% to close at $620.68 and are slightly lower on Friday.<blockquote>Skyworks(SWKS)周四下跌超过8%，收于146.39美元，周五又下跌1%。博通下跌3%，收于620.68美元，周五小幅走低。</blockquote> Arya notes that Broadcom (AVGO) has a $15 billion contract with Apple (AAPL) that runs through 2023 and all RF design is not \"created equal.\" He adds that RF design is a \"very broad capability,\" which requires experience for a wide variety of use cases in smartphones, including the transceiver, which Arya believes the report was talking about.<blockquote>Arya指出，博通(AVGO)与苹果(AAPL)签订了一份价值150亿美元的合同，该合同将持续到2023年，所有射频设计并非“生来平等”。他补充说，射频设计是一项“非常广泛的能力”，这需要智能手机各种用例的经验，包括Arya认为报告中谈到的收发器。</blockquote> Apple (AAPL) purchases RF-front parts from Broadcom (AVGO), Skyworks (SWKS), Qorvo (NASDAQ:QRVO) and Qualcomm (QCOM), including amplifiers, filters and switches and \"we have heard of no plans for Apple to insource these parts that require very specific recipes, intellectual property and specialty materials/fabs,\" the analyst added.<blockquote>苹果(AAPL)从Broadcom(AVGO)、Skyworks(SWKS)、Qorvo（纳斯达克股票代码：QRVO）和高通(QCOM)购买射频前端零件，包括放大器、滤波器和开关，“我们没有听说苹果有任何计划将这些需要非常具体配方、知识产权和特殊材料/晶圆厂的零件内化，”分析师补充道。</blockquote> Apple (AAPL) also gets the Wi-Fi and Bluetooth chips from Broadcom (AVGO) and the RF front-end from Skyworks and the analyst said to his knowledge, \"there are no plans for Apple to insource these currently,\" though he admitted that the low-end Apple Watch uses some of Apple's own silicon for this.<blockquote>苹果(AAPL)还从博通(AVGO)获得Wi-Fi和蓝牙芯片，从Skyworks获得射频前端，这位分析师表示，据他所知，“苹果目前没有计划外包这些芯片”，尽管他承认低端苹果手表为此使用了苹果自己的一些芯片。</blockquote> On Thursday, Goldman Sachs said Apple (AAPL) iPhone supply was getting better, becoming more in-line with demand.<blockquote>周四，高盛表示，苹果(AAPL)iPhone供应正在好转，与需求更加一致。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://seekingalpha.com/news/3781253-broadcom-skyworks-defended-at-bofa-as-apple-speculation-heats-up\">Seeking Alpha</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AVGO":"博通","SWKS":"思佳讯"},"source_url":"https://seekingalpha.com/news/3781253-broadcom-skyworks-defended-at-bofa-as-apple-speculation-heats-up","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156618758","content_text":"Skyworks Solutions and Broadcom are being defended at Bank of America after it was reported that Apple is looking to build wireless chips in-house, news that sent shares of both semiconductor companies sharply lower.\nAnalyst Vivek Arya, who rates Broadcom (AVGO) buy with a $750 price target and Skyworks (SWKS) neutral with a $190 price target, notes that both companies have significant exposure to Apple (AAPL), with 20% for Broadcom and 59% for Skyworks, but industry checks suggest the impact is \"overblown in the near to medium term.\" Apple's hiring could be for its plans to develop its own 5G modem, which would hurt Qualcomm (NASDAQ:QCOM) and not Broadcom or Skyworks.\nSkyworks (SWKS) fell more than 8% to close at $146.39 on Thursday and are down another 1% on Friday. Broadcom declined 3% to close at $620.68 and are slightly lower on Friday.\nArya notes that Broadcom (AVGO) has a $15 billion contract with Apple (AAPL) that runs through 2023 and all RF design is not \"created equal.\" He adds that RF design is a \"very broad capability,\" which requires experience for a wide variety of use cases in smartphones, including the transceiver, which Arya believes the report was talking about.\nApple (AAPL) purchases RF-front parts from Broadcom (AVGO), Skyworks (SWKS), Qorvo (NASDAQ:QRVO) and Qualcomm (QCOM), including amplifiers, filters and switches and \"we have heard of no plans for Apple to insource these parts that require very specific recipes, intellectual property and specialty materials/fabs,\" the analyst added.\nApple (AAPL) also gets the Wi-Fi and Bluetooth chips from Broadcom (AVGO) and the RF front-end from Skyworks and the analyst said to his knowledge, \"there are no plans for Apple to insource these currently,\" though he admitted that the low-end Apple Watch uses some of Apple's own silicon for this.\nOn Thursday, Goldman Sachs said Apple (AAPL) iPhone supply was getting better, becoming more in-line with demand.","news_type":1,"symbols_score_info":{"AAPL":0.9,"SWKS":0.9,"AVGO":0.9}},"isVote":1,"tweetType":1,"viewCount":1238,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":5,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}

Broadcom, Skyworks defended at BofA as Apple speculation heats up<blockquote>随着苹果猜测升温，博通和Skyworks在美国银行进行辩护</blockquote>

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