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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在美国银行为自己辩护</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":699285691,"tweetId":"699285691","gmtCreate":1639811370168,"gmtModify":1639811370341,"author":{"id":3553224628095486,"idStr":"3553224628095486","authorId":3553224628095486,"authorIdStr":"3553224628095486","name":"WW1012","avatar":"https://static.tigerbbs.com/f992cdfebad899a930707fdd9a236024","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":26,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Good</p></body></html>","htmlText":"<html><head></head><body><p>Good</p></body></html>","text":"Good","highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/699285691","repostId":1156618758,"repostType":4,"repost":{"id":"1156618758","kind":"news","pubTimestamp":1639807675,"share":"https://www.laohunote.com/m/news/1156618758?lang=zh_CN&edition=full","pubTime":"2021-12-18 14:07","market":"us","language":"en","title":"Broadcom, Skyworks defended at BofA as Apple speculation heats up<blockquote>随着苹果猜测升温，博通和Skyworks在美国银行为自己辩护</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156618758","media":"Seeking Alpha","summary":"Skyworks Solutions and Broadcom are being defended at Bank of America after it was reported that A","content":"<p><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.</p><p><blockquote><a href=\"https://laohu8.com/S/SWKS\">Skyworks解决方案</a>和<a href=\"https://laohu8.com/S/AVGO\">博通</a>据报道，美国银行正在为他们辩护<a href=\"https://laohu8.com/S/AAPL\">苹果</a>寻求在内部制造无线芯片，这一消息导致两家半导体公司的股价大幅下跌。</blockquote></p><p> 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.</p><p><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，两家公司都对苹果 (AAPL) 有很大的敞口，其中 Broadcom 为 20%，Skyworks 为 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，这将伤害高通（纳斯达克股票代码：QCOM），而不是博通或 Skyworks。</blockquote></p><p> 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.</p><p><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></p><p> 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.</p><p><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，而且并非所有射频设计都“生而平等”。他补充说，射频设计是一项“非常广泛的功能”，需要智能手机各种用例的经验，包括收发器，Arya认为报告正在谈论这一点。</blockquote></p><p> 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.</p><p><blockquote>苹果 (AAPL) 从博通 (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，“我们没有听说苹果计划采购这些零件需要非常具体的配方、知识产权和特种材料/晶圆厂，”分析师补充道。</blockquote></p><p> 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.</p><p><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，“苹果目前没有计划采购这些芯片”，尽管他承认低端苹果手表为此使用了一些苹果自己的硅。</blockquote></p><p> On Thursday, Goldman Sachs said Apple (AAPL) iPhone supply was getting better, becoming more in-line with demand.</p><p><blockquote>周四，高盛表示，苹果 (AAPL) iPhone 供应正在好转，越来越符合需求。</blockquote></p><p></p>","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在美国银行为自己辩护</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-18 14:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p><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.</p><p><blockquote><a href=\"https://laohu8.com/S/SWKS\">Skyworks解决方案</a>和<a href=\"https://laohu8.com/S/AVGO\">博通</a>据报道，美国银行正在为他们辩护<a href=\"https://laohu8.com/S/AAPL\">苹果</a>寻求在内部制造无线芯片，这一消息导致两家半导体公司的股价大幅下跌。</blockquote></p><p> 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.</p><p><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，两家公司都对苹果 (AAPL) 有很大的敞口，其中 Broadcom 为 20%，Skyworks 为 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，这将伤害高通（纳斯达克股票代码：QCOM），而不是博通或 Skyworks。</blockquote></p><p> 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.</p><p><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></p><p> 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.</p><p><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，而且并非所有射频设计都“生而平等”。他补充说，射频设计是一项“非常广泛的功能”，需要智能手机各种用例的经验，包括收发器，Arya认为报告正在谈论这一点。</blockquote></p><p> 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.</p><p><blockquote>苹果 (AAPL) 从博通 (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，“我们没有听说苹果计划采购这些零件需要非常具体的配方、知识产权和特种材料/晶圆厂，”分析师补充道。</blockquote></p><p> 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.</p><p><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，“苹果目前没有计划采购这些芯片”，尽管他承认低端苹果手表为此使用了一些苹果自己的硅。</blockquote></p><p> On Thursday, Goldman Sachs said Apple (AAPL) iPhone supply was getting better, becoming more in-line with demand.</p><p><blockquote>周四，高盛表示，苹果 (AAPL) iPhone 供应正在好转，越来越符合需求。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3781253-broadcom-skyworks-defended-at-bofa-as-apple-speculation-heats-up\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SWKS":"思佳讯","AAPL":"苹果","AVGO":"博通"},"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":{"AVGO":0.9,"SWKS":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3200,"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":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/699285691"}
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