Zhi Tong Cai Jing·2025-10-28 14:26Core Viewpoint - Skyworks Solutions (SWKS.US) is in potential acquisition talks with competitor Qorvo (QRVO.US) to consolidate their smartphone RF chip businesses, driven by weakening orders from their largest customer, Apple (AAPL.US) [1] Group 1: Company Performance - 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 issued warnings about declining shipment orders from Apple, indicating a loss of market share to competitors [1] - The potential merger is seen as a strategy to enhance bargaining power and achieve scale advantages in response to the cooling demand from Apple and increasing competition [1]