Market StrategySkyworks made the correct strategic decision to focus on high-end Android customers like Google and Samsung, which has shielded them from weak market and competition headwinds.
Product DevelopmentPotential new socket wins at AAPL, including possible RF/PA content for the purported AAPL 5G modem, would be a key catalyst for shares.
Technological AdvancementsThe WiFi 6E and 7 upgrade cycles are still in early innings and clock timing product demand remains strong in data center AI server applications.