SiPh chips
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卓胜微:2025 年四季度 2026 年一季度业绩不及预期;硅光(SiPh)技术有望成为核心估值支柱
2026-05-05 22:03
Skyworks/Qorvo's merger may create opportunities on share gain in China market; SiPh another potential LT growth curve. The aggregate share of Skyworks and Qorvo in Chinese OEMs is roughly at US$500m level as mgt previously mentioned, and the merger of the two parties may create new opportunities on their existing customers for other peers like Maxscend due to the needs of diversifying suppliers to avoid being too concentrated on procurement form customers' perspective. Meanwhile, Maxscend is also working h ...