Skyworks Solutions is the top holding of this ETF followed by Broadcom and Texas Instruments.
Rakesh also notes that Nokia, a better than 10% customer for Skyworks, continues to cut guidance.
In addition Shah thinks Skyworks Solutions is gaining market share from Nokia, RF Micro Devices' largest customer.
Shares of mobile-phone chip maker Skyworks Solutions are trading modestly higher Wednesday on a pair of analyst upgrades.
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Qualcomm (QCOM), ARM Holdings (ARMH) and Skyworks Solutions (SWKS) have been the primary beneficiaries along with licensing and technology company InterDigital (IDCC).
Not only are those companies seeing their end markets grow, but Skyworks and Broadcom in particular are capturing greater dollar content per device.
Its chips were combined with chips from Skyworks Solutions Inc.
Cirrus Logic ( CRUS) and Skyworks Solutions will supply various circuits.
This morning, Skyworks Solutions, which makes chips used in the Apple iPhone and other mobile devices, inched up expectations for the September quarter.
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This has brought to prominence previous obscure names such as Triquint and Skyworks, while igniting new growth opportunities from well established brands such as Qualcomm.
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Skyworks Solutions shares are trading higher Friday morning after the mobile phone chip company late yesterday posted better-than-expected results for its fiscal second quarter ended March 30.
Internet retailer and tablet vendor Amazon.com along with Cirrus Logic, IP and technology licensing company InterDigital and RF supplier Skyworks Solutions issue their March quarter results on April 25.
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Skyworks Solutions shares are on the rise in late trading after the maker of chips for mobile phones reported better-than-expected results for its fiscal third quarter ended June 30.
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Shares of mobile phone chip provider Skyworks Solutions are trading sharply lower Friday after Sterne Agee analyst Vijay Rakesh chopped his rating on the stock this morning to Neutral from Buy.
While the device manufactures slug it out, I continue to favor companies like Skyworks (SWKS), Broadcom (BRCM) and Qualcomm (QCOM) as a way to invest in the secular shift toward connected mobile devices.
In particular, Skyworks should see its dollar content per device grow as mobile carriers around the glove deploy 4G LTE networks that are used by a number of smartphones, including the recently released iPhone 5.
Skyworks Solutions (SWKS) will get a lot less revenue from selling parts for the Apple (AAPL) iPhone 5 than it did for the current generation of the phone, according to Charter Equity analyst Edward Snyder.
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From glass suppliers like Corning (GLW) to touch capacitive solutions from Synaptics (SYNA) and Silicon Labs (SLAB) and RF solution and baseband companies, like Skyworks Solutions (SWKS), RF Micro Devices (RFMD), TriQuint Semiconductor (TQNT), Qualcomm (QCOM) and Broadcom (BRCM) among others.
Charter Equity analyst Edward Snyder this morning raised his rating on mobile phone chip maker Skyworks Solutions to Buy from Hold, asserting that the company will get a boost in 2013 from higher content in the Apple iPhone 5.
In the August contract the occurrence of volume at in-the-money put contracts suggests that several investors were prepared for such a slide, while one investor appeared to add Skyworks to his wish-list by writing 2, 200 put options expiring in August at a 55-cent premium.
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From my perch, investors should be putting capital into the shares of Qualcomm (QCOM), Skyworks (SWKS) and Broadcom (BRCM) as those companies are positioned to benefit from the growth in smartphones and tablets while missing the competitive and margin pressures to be faced by the device manufacturers.
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