Xin Lang Cai Jing·2025-10-28 14:23Core Viewpoint - Skyworks Solutions (SWKS) is in potential acquisition talks with competitor Qorvo (QRVO) to consolidate their smartphone RF chip businesses, driven by weakening orders from their largest customer, Apple (AAPL) [1] Group 1: Company Developments - Skyworks Solutions' stock price increased over 13%, reaching $85.69 [1] - Qorvo's market capitalization is approximately $8.4 billion, with its stock price rising over 11.8% to $103 following the acquisition rumors [1] Group 2: Market Context - Both companies have warned about declining shipment orders from Apple, indicating a loss of market share to competitors [1] - The consolidation is viewed as a potential strategy to enhance bargaining power and scale advantages in a competitive market [1]