Summary of Skyworks Solutions, Inc. Conference Call Company Overview - **Company**: Skyworks Solutions, Inc. (NASDAQ:SWKS) - **Event**: 19th Annual JPMorgan Tech/Auto Forum - **Date**: January 12, 2021 - **Participants**: Liam Griffin (CEO), Bill Peterson (JPMorgan) Key Industry Insights - **5G Market Growth**: The transition to 5G is seen as a significant opportunity, with 250 million 5G units expected by the end of 2020, and potential growth to 400-500 million units in the following year, indicating a long runway for expansion [4][6][20] - **Device Complexity**: Increasing complexity in devices is driving demand for unique solutions, with Skyworks positioned to capitalize on this trend through years of investment in technology and supply chain [3][4][7] - **Broad Market Portfolio**: The company is experiencing growth in its broad market portfolio, with a focus on applications beyond smartphones, including automotive and industrial IoT [8][36] Financial Performance and Supply Chain - **Supply Constraints**: The industry is facing supply chain challenges, but Skyworks' vertical integration allows it to mitigate some of these issues. The company has invested approximately $2 billion in its supply chain capabilities [11][12] - **Gross Margin Goals**: The company aims to achieve a gross margin target of 53%, with current challenges primarily due to COVID-19 restrictions affecting factory utilization [42][43] Customer Engagement and Market Opportunities - **New Customer Relationships**: Skyworks is expanding its customer base, engaging with companies like Amazon, Honeywell, and Bosch, which were not customers a few years ago [35][36] - **China Market Potential**: The transition from 4G to 5G in China presents a significant opportunity, with higher percentage increases in content compared to U.S. flagship players [18][20] Technology and Product Development - **BAW and TC-SAW Filters**: The company is seeing growth in its bulk acoustic wave (BAW) products, with $400 million in new designs shipped over the past year. The focus is on delivering products across the entire spectrum [26][28] - **Wi-Fi 6E Technology**: Skyworks is actively involved in the Wi-Fi 6E market, which is expected to drive significant content opportunities as households upgrade their technology [40][41] Strategic Focus and Future Outlook - **Investment in R&D**: Continuous investment in research and development is crucial for maintaining a competitive edge in the rapidly evolving connectivity landscape [3][4] - **Cash Utilization**: The company is committed to returning cash to shareholders through dividends and share repurchases while remaining open to M&A opportunities [44][45] Conclusion Skyworks Solutions is well-positioned to leverage the growth in 5G and other connectivity technologies, with a strong focus on customer engagement, supply chain management, and product innovation. The company anticipates significant opportunities in both existing and new markets, particularly in the context of increasing device complexity and the ongoing transition to advanced connectivity solutions.

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) 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 ...

Summary of Skyworks Solutions, Inc. Conference Call Company Overview - **Company**: Skyworks Solutions, Inc. (NASDAQ:SWKS) - **Industry**: Semiconductor, specifically focusing on radio frequency (RF) components and 5G technology Key Points and Arguments COVID-19 Impact and Response - The company is navigating challenges posed by COVID-19, ensuring employee safety while maintaining customer support [3][4] - Skyworks has over 7,000 employees globally, with a focus on manufacturing and technology [3] Demand Outlook - There is an improvement in demand outlook, with a growing appetite for Skyworks' products as the year progresses [4] - The company emphasizes that its technologies extend beyond smartphones, being critical for applications like video conferencing and IoT [4] Supply Chain Readiness - Supply chain issues were initially a challenge due to COVID-19, but the situation has improved significantly over the past couple of months [10] - Skyworks has a diversified manufacturing footprint, including facilities in Mexico, Japan, Singapore, and the U.S. [10] U.S.-China Trade Tensions - The company has managed to weather trade tensions and has strong relationships with major Chinese customers, including Oppo, Vivo, and Xiaomi [12][13] - There is an expectation of increased semiconductor content in 5G devices, which presents opportunities for growth in the Chinese market [13] 5G Market Potential - The transition from 4G to 5G is expected to drive significant growth, with a projected increase in 5G penetration over the next few years [19] - The complexity of 5G technology presents unique challenges that Skyworks is well-positioned to address with its integrated solutions [20][21] Competitive Landscape - Skyworks maintains a baseband agnostic approach, allowing interoperability with various baseband providers [30][31] - The company focuses on developing high-performance technologies and customized solutions, differentiating itself from competitors [34] WiFi 6 and Broader Market Opportunities - WiFi 6 is emerging as a significant driver for growth, with applications in IoT and consumer devices [46][47] - The company is actively pursuing opportunities in home automation and connected devices, which are expected to yield good margins [47][49] Millimeter Wave Technology - Millimeter wave technology is acknowledged as having potential but is not currently seen as a major driver for the next year due to technical challenges [51] Additional Important Insights - The company is optimistic about the second half of the year, with expectations of strong performance driven by 5G and other essential technologies [27][28] - Skyworks is committed to integrating its technologies into comprehensive solutions, which is increasingly preferred by customers in the 5G landscape [42][44] This summary encapsulates the key insights from the conference call, highlighting the company's strategic positioning, market opportunities, and challenges in the semiconductor industry, particularly in the context of 5G technology and the ongoing pandemic.

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 ...

Skyworks Solutions, Inc. (NASDAQ:SWKS) Q1 2020 Earnings Conference Call January 23, 2020 4:30 PM ET Company Participants Mitch Haws - IR Liam Griffin - President & CEO Kris Sennesael - CFO Conference Call Participants Vivek Arya - Bank of America Merrill Lynch Timothy Arcuri - UBS Toshiya Hari - Goldman Sachs Bill Peterson - J.P. Morgan Edward Snyder - Charter Equity Craig Ellis - B. Riley FBR Chris Caso - Raymond James Karl Ackerman - Cowen Harsh Kumar - Piper Jaffray Operator Good afternoon and welcome to ...