New OpportunitiesPotential new socket wins at AAPL, including possible RF/PA content for the purported AAPL 5G modem, would be a key catalyst for shares.
Product DemandIn Connectivity products, the WiFi 6E and 7 upgrade cycles are still in early innings and clock timing product demand remains strong in data center AI server applications.
Strategic DecisionsSkyworks 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.