U.S. Wall Street Union Bank Ltd

Recently, seekingalpha, a Wall Street capital market analyst, analyzed the financial results of skyworks, the world's leading RF and analog semiconductor company. According to the analysis, skyworks's customers include apple (accounting for 59% of fy2021), followed by Samsung (4.51%), Huawei (3.03%) and Xiaomi (2.76%).
Wall Street: Apple still accounts for nearly 60% of skyworks's total revenue, and its dependence is too high
Skyworks also provides its semiconductor devices to companies such as Microsoft, alphabet, Cisco and Nokia, each accounting for less than 1% of total revenue.
On the global business distribution, 63.2% of Skyworks 2021 fiscal revenue came from the United States, 19.5% from mainland China, 7.9% to Chinese mainland Taiwan, and Korea to 5.2%.
The analysis also believes that as apple expands its internal chip manufacturing business, Apple may slowly reduce or even cut off relations with some major chip suppliers, including skyworks. Bloomberg even mentioned before that apple is likely to dig people directly from skyworks.
Apple began recruiting engineers in San Diego in 2018 and began to set up its own chip department. The birth of M1 chip means that Apple has cut its partnership with Intel for about 15 years.
At the end of last year, Bloomberg and other media broke the news that Apple recruited a large-scale position for its "wireless design verification engineer", and the applicant will "be responsible for ASIC pre silicon verification of extremely complex high-throughput communication phy and wireless electronic systems". On the day of the news, skyworks shares fell 11%.