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Skyworks, Qorvo iPhone Roles Hang in Balance in Qualcomm Suit, Says Cowen

Caught in the middle of last night’s announcement Qualcomm (QCOM) is suing Apple (AAPL) are two wireless chip vendors who both sell into Apple’s iPhone, Skyworks Solutions (SWKS) and Qorvo (QRVO), and today Cowen & Co. analyst Timothy Arcuri examines what happens to both depending on how this goes.

As mentioned in a previous post, Arcuri thinks there’s a prospect Qualcomm loses even more share in Apple’s iPhone for its baseband chip. That could have a direct impact on Skyworks...


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