JPMorgan analyst Bill Peterson recommends being long shares of Qorvo (QRVO) and Skyworks Solutions (SWKS) ahead of "broader second half 5G smartphone ramps with momentum likely to sustain into 2021." The analyst says that despite weaker 5G smartphone sell-through trends thus far in 2020 and Apple's coronavirus-related negative pre-announcement, he remains positive on dollar content-led opportunities for Qorvo and Skyworks. Though he sees risk to estimates for the March and June quarters, his full-year estimates are only modestly lower and our out-year earnings power expectations for Qorvo and Skyworks remain unchanged.