SKYWORKS会退出手机平台吗？

mgno1981 · 发表于 2006-10-10 11:38:00

RT？有相关人士了解？

wending2000 · 发表于 2006-10-10 13:31:00

已经宣布退了。据说刚退，它的股票就up了

zhou_xbmail · 发表于 2006-10-10 13:59:00

Adds CEO, analyst comments, 2007 view; updates share movement)

Oct 3 (Reuters) - Shares of Skyworks Solutions Inc. (SWKS.O: Quote, Profile, Research) soared by more than a third Tuesday, a day after the chip maker said it will exit its baseband operations and undertake restructuring.

Skyworks on Monday said it would cut about 425 jobs, or 10 percent of its worldwide workforce, close certain international design centers and narrow product development, helping the company save about $70 million annually.

Shares of the company rose over 35 percent, or $1.82, to $6.88 in afternoon trade on the Nasdaq.

In a conference call, Chief Executive David Aldrich said the baseband business was very complex, research and development intensive, and generated significant losses for the company.

Credit Suisse raised its rating on Skyworks to "neutral" from "underperform" citing healthy fundamentals, and also increased its price target to $9.50 from $4.50.

Skyworks said it expects to record charges of between $85 million and $95 million for asset impairments, severance and shut-down costs. Majority of the charges are expected to be recorded in the fourth quarter, it added.

Skyworks on Monday also backed its pro-forma earnings outlook of 5 cents a share for the fourth quarter, on revenue of $197 million to $200 million.

For the fourth quarter, analysts on average are expecting earnings of 5 cents a share, before special items, on revenue of about $198.8 million, according to Reuters Estimates.

For the first quarter of 2007, the company forecast pro-forma earnings of 12 cents to 14 cents a share. Analysts on average are expecting earnings of 12 cents a share, excluding special items.

For fiscal 2007, the company expects pro forma earnings of 55 cents to 60 cents a share, on revenue of $820 million to $840 million.

Analysts on average expect the company to earn 45 cents a share, before special items, on revenue of about $836.5 million, for 2007. (Reporting by Ankur Relia and Mehul Shah in Bangalore)

zqyy · 发表于 2006-10-10 15:04:00

未来几年内，手机平台（包括手机芯片）设计制造将逐渐将重心移到台湾和中国大陆。这个是必然的趋势。一些老牌的平台供应商已经跟不上市场变化的节奏了，加上这个行业利润在下滑，推出也就在情理之中。

dayantudou · 发表于 2006-10-11 14:34:00

那他的COBRA平台后续的支持工作怎么办？

yadance · 发表于 2006-10-11 16:31:00

支持的问题，接手的公司应该会和Skyworks协调好，比如有个1年左右的时间窗，完成现有客户的支持吧，也就是Buffer team，不然怎么办

vincent9831 · 发表于 2006-10-16 10:08:00

不知道选用skyworks平台的公司，下一步会切换到哪家？时间上，会跟得上市场的节奏不？

12109 · 发表于 2006-10-18 02:49:00

他的方案的芯片的封装很小的，很有优势
另外现在市面上的手机用他的方案的还很多呀！
应该影响不大！

bootload · 发表于 2006-10-18 08:59:00

我们现在就是用skyworks的，正在转换平台，还没确定哪一家的

yfkjsz · 发表于 2006-10-18 09:58:00

现在欧美企业不断推出手机行业。
Intel卖了X-scale，Skyworks推出Baseband市场，西门子，菲利普推出手机品牌市场。

到底是产业黄昏来临还是亚洲春天，真是说不清楚啊

风雨飘摇 · 发表于 2006-10-20 18:19:00

大家在洗牌，大浪淘沙！

cbqiyang100 · 发表于 2006-10-22 00:45:00

skyworks 退出肯定是对其公司是一个好事情

navi11 · 发表于 2006-10-23 20:31:00

那它的BASEBAND哪个公司买了？

gexianwei · 发表于 2006-10-27 18:19:00

, Skyworks现在已经到了极限，所以应有新的平台更换了，关于其它平台哪一个好一些呢？

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