Skyworks Solutions, Inc. (NASDAQ:SWKS) 19th Annual JPMorgan Tech/Auto Forum January 12, 2021 12:55 PM ET Company Participants Liam Griffin - CEO Conference Call Participants Bill Peterson - JPMorgan Bill Peterson Thank you for attending JPMorgan's 19th Annual CES Technology Forum. My name is Bill Peterson, and I am pleased to have Liam Griffin, Skyworks' CEO here with us today. Thanks for joining us virtually, and I hope we can see each other in Las Vegas next year or soon. I've asked Liam to provide a brie ...

Skyworks Solutions, Inc. (NASDAQ:SWKS) Barclays Global Technology, Media and Telecommunications Conference December 9, 2020 12:30 PM ET Company Participants Liam Griffin - Chief Executive Officer & President Conference Call Participants Blayne Curtis - Barclays Bank Blayne Curtis All right. Welcome back. I'm Blayne Curtis, Semiconductor Analyst at Barclays. Very happy to have with us for our next presentation Liam Griffin, he's President and CEO of Skyworks. Question-and-Answer Session Q - Blayne Curtis Lia ...

Skyworks Solutions, Inc. (NASDAQ:SWKS) Q4 2020 Earnings Conference Call November 2, 2020 4:30 PM ET Company Participants Mitchell Haws - VP, IR Liam Griffin - CEO, President & Director Kris Sennesael - SVP & CFO Conference Call Participants Vivek Arya - Bank of America Merrill Lynch Timothy Arcuri - UBS Investment Bank Toshiya Hari - Goldman Sachs Group Blayne Curtis - Barclays Bank Karl Ackerman - Cowen and Company Edward Snyder - Charter Equity Research Ambrish Srivastava - BMO Capital Markets Christopher ...

Skyworks Solutions, Inc. (NASDAQ:SWKS) Citi 2020 Global Technology Virtual Conference September 8, 2020 4:15 PM ET Company Participants Liam Griffin - President and CEO Conference Call Participants Atif Mailk - Citi Research Atif Mailk Welcome everyone. My name is Atif Mailk. I cover U.S. Semiconductors & Equipment stocks here at Citi. It's my pleasure to welcome Liam Griffin, President and CEO at Skyworks. The format of today's discussion is fireside chat. I will go with my questions first, and then if you ...

Skyworks Solutions, Inc. (NASDAQ:SWKS) 2020 BMO Virtual Technology Summit August 25, 2020 2:00 PM ET Company Participants Kris Sennesael - Chief Financial Officer Conference Call Participants Ambrish Srivastava - BMO Capital Markets Ambrish Srivastava All right. Welcome back everybody. Real pleasure to have Kris from Skyworks and also Mitch, who's joining us. I'm sure everybody knows Kris and – Kris, I can – okay, I can see you're starting. I just wanted to make sure we were betting on technology. I've been ...

Skyworks Solutions, Inc. (NASDAQ:SWKS) Q3 2020 Earnings Conference Call July 23, 2020 4:30 PM ET Company Participants Mitch Haws - Investor Relations Liam Griffin - President & Chief Executive Officer Kris Sennesael - Chief Financial Officer Conference Call Participants Vivek Arya - Bank of America Toshiya Hari - Goldman Sachs Craig Hettenbach - Morgan Stanley Blayne Curtis - Barclays Chris Caso - Raymond James Edward Snyder - Charter Equity Research Gary Mobley - Wells Fargo Securities Craig Ellis - B. Ril ...

行业或公司 * **公司**：Skyworks Solutions, Inc. (NASDAQ:SWKS) * **行业**：半导体、无线通信 核心观点和论据 1. **供应链状况**：Skyworks的供应链状况正在改善，但仍有改进空间。公司拥有多元化的制造足迹，包括墨西哥、日本、新加坡和美国，以应对供应链中断的风险。[序号7][序号8][序号9][序号10] 2. **中国客户基础**：Skyworks在中国市场表现强劲，5G市场增长迅速。公司与中国主要品牌（如OPPO、VIVO、Xiaomi）建立了良好的关系，并从中受益。[序号12][序号13][序号14] 3. **5G市场前景**：Skyworks对5G市场前景持乐观态度，预计5G渗透率将随着时间的推移而大幅提高。5G的复杂性为Skyworks提供了独特的优势，因为它能够提供高度集成的解决方案。[序号18][序号20][序号21] 4. **竞争环境**：Skyworks对竞争环境持乐观态度，并相信其技术优势和定制化解决方案将使其在5G市场中保持领先地位。[序号29][序号31][序号33][序号34][序号35] 5. **WiFi 6和WiFi 6E**：Skyworks对WiFi 6和WiFi 6E市场前景持乐观态度，并相信这些技术将为其在物联网和宽带市场带来新的增长机会。[序号46][序号47][序号48] 其他重要内容 1. **COVID-19的影响**：COVID-19疫情对Skyworks的供应链和业务产生了一定的影响，但公司正在采取措施应对这些挑战。[序号3] 2. **贸易紧张局势**：Skyworks正在密切关注中美贸易紧张局势，并相信其多元化的客户基础和产品组合将使其能够应对潜在的风险。[序号11][序号12] 3. **技术发展**：Skyworks正在积极开发新技术，如BAW滤波器，以保持其在市场上的竞争力。[序号38][序号39] 4. **市场机会**：Skyworks正在探索新的市场机会，包括物联网、宽带和汽车市场。[序号50]

Skyworks Solutions, Inc. (NASDAQ:SWKS) Q2 2020 Results Conference Call May 4, 2020 4:30 PM ET Company Participants Mitch Haws - IR Liam Griffin - President and CEO Kris Sennesael - CFO Conference Call Participants Vivek Arya - BofA Securities Ambrish Srivastava - BMO Chris Caso - Raymond James Craig Hettenbach - Morgan Stanley Blayne Curtis - Barclays Edward Snyder - Charter Equity Research Toshiya Hari - Goldman Sachs Craig Ellis - B. Riley FBR Bill Peterson - JP Morgan Harsh Kumar - Piper Sandler Operator ...