SKYWORKS SOLUTIONS, INC. (SWKS)

Skyworks Solutions, Inc. is a leading developer, manufacturer, and provider of analog and mixed-signal semiconductor products and solutions serving a broad range of applications including aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet, and wearables markets. The company has built its business around key network technologies spanning cellular (including 5G), Wi-Fi, GPS, and Bluetooth, and is expanding into high-growth verticals such as electric and hybrid vehicles, industrial and motor control, power supply, 5G wireless infrastructure, optical data communication, data centers, automotive electrification and safety, and smart home applications. Its extensive product portfolio includes amplifiers, antenna tuners, attenuators, automotive tuners and digital radios, wireless audio ICs, DC/DC converters, demodulators, detectors, digital power isolators, diodes, directional couplers, diversity receive modules, filters (including SAW, TC-SAW, and BAW), front-end modules, LED drivers, low-noise amplifiers, mixers, modulators, optocouplers, phase shifters, power dividers/combiners, Power over Ethernet solutions, subscriber line interface circuits, receivers, system-in-package solutions, switches, synthesizers, timing devices, voltage-controlled oscillators, and voltage regulators, supported by a portfolio of approximately 5,200 worldwide issued patents.

Skyworks sells its products globally through a direct sales force, electronic component distributors, and independent sales representatives, maintaining close collaborative relationships with customers and reference design partners across roughly 6,900 customers and 4,900 unique products worldwide. Its key customers include Amazon, Apple, Arcadyan, Arris, Bose, Ciena, Cisco, Ericsson, Fibocom, Garmin, Gemalto, General Electric, Google, Honeywell, Itron, Lenovo, LG Electronics, Microsoft, Motorola, NETGEAR, Nokia, Northrop Grumman, OPPO, Rockwell Collins, Sagemcom, Samsung, Schneider Electric, Sierra Wireless, Sonos, Sony, Technicolor, Telit, Tesla, TP-Link, VIVO, and Xiaomi, with Apple representing more than ten percent of net revenue in each of fiscal 2025, 2024, and 2023. The company competes against Analog Devices, Broadcom, Cirrus Logic, Murata Manufacturing, NXP Semiconductors, Qorvo, Qualcomm, and Texas Instruments, competing on time-to-market, innovation, quality, performance, price, and strategic customer relationships.

Skyworks operates a hybrid manufacturing model combining internal manufacturing capabilities with strategic alliances, and maintains engineering, manufacturing, sales, and service facilities across Asia, Europe, and North America, with a workforce of approximately 10,000 employees, primarily located in Mexico, the United States, and Asia. The company invested $785.5 million, $631.7 million, and $606.8 million in research and development in fiscal 2025, 2024, and 2023, respectively, reflecting its focus on next-generation technologies including 5G, AI-enabled connectivity, IoT, and automotive electrification solutions.