鱼羊 发自 凹非寺 量子位 | 公众号 QbitAI 苹果高管动荡仍在持续，这一次，是让苹果转向自研芯片的关键人物—— 苹果硬件技术高级副总裁 Johny Srouji 。 最新爆料称，这位苹果自研芯片项目架构师，已经向库克表达了去意，并透露如果离开苹果，他将加入其他公司。 这已经是苹果这个月以来，第四位处于动荡状态的高管。 负责硬件工程和芯片技术等等，届时，斯鲁吉将成为CEO之下的苹果二号人物。 不过，这可能又涉及苹果现任硬件工程高级副总裁，也是被视作库克接班人的John Ternus的升职…… 苹果内部有人表示，即使斯鲁吉真的得到CTO头衔，他也未必愿意在库克之外的另一位CEO手下工作。 苹果自研芯片项目架构师 约翰尼·斯鲁吉 （Johny Srouji） ，现任苹果公司硬件技术高级副总裁，直接向CEO库克汇报。 他在2008年就加入了苹果，迄今为止已经在苹果工作了17年。而加入之初，他的职责就是领导A4的开发，即苹果第一颗自研系统芯片。 此后，他也一直是苹果芯片一把手。随着苹果从移动端的A系列芯片，到桌面级的M系列芯片，全面实现了旗下产品的芯片自研，斯鲁吉的 职位也一路升至硬件技术副总裁、苹果高级副总裁 ...

Core Viewpoint - Skyworks reported a revenue of $965 million for FY25Q3, reflecting a year-over-year increase of 6% and a quarter-over-quarter increase of 1%, exceeding guidance [2][11] - The company maintained a strong free cash flow of $253 million, representing 26% of revenue, supported by inventory optimization and effective working capital management [2][11] Financial Performance - FY25Q3 revenue reached $965 million, with a Non-GAAP gross margin of 47.1%, up 1 percentage point year-over-year and 0.5 percentage points quarter-over-quarter, driven by product mix optimization and cost control [2][11] - Non-GAAP net income was $200 million, a 3% increase year-over-year and a 2% increase quarter-over-quarter, with Non-GAAP EPS at $1.33, up 10% year-over-year and 7% quarter-over-quarter [2][11] Business Segments - Mobile business accounted for 62% of revenue, with a year-over-year growth of 8% and a quarter-over-quarter growth of 1%, driven by strong performance from the largest customer and new Android product launches [3][12] - Non-mobile business represented 38% of revenue, achieving a 5% year-over-year and 2% quarter-over-quarter growth, marking six consecutive quarters of growth, primarily from edge IoT and automotive sectors [3][13] Future Outlook - For FY25Q4, the company expects revenue to be between $1 billion and $1.03 billion, with a midpoint reflecting a year-over-year decrease of 1% and a quarter-over-quarter increase of 5% [4][15] - Gross margin is anticipated to remain stable at 47%, benefiting from a stable product mix and cost control measures [4][15] Strategic Initiatives - The company plans to close the Woburn manufacturing facility to consolidate capacity at Newbury Park, aiming to enhance wafer fab utilization and reduce fixed costs [14][26] - Skyworks returned $430 million to shareholders in FY25Q3, including $104 million in dividends and $330 million in stock buybacks, with over $1 billion returned in the past two quarters [14]