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Fly News Breaks for May 18, 2017
QRVO, AVGO, SWKS
May 18, 2017 | 10:40 EDT
OTR Global said a tear down of the Samsung Galaxy S8 running Qualcomm's Snapdragon 835 show power amplifier gains by Skyworks (SWKS) and Broadcom (BRCM). The firm's analyst said Skyworks replaced Murat for low-band PA module, gaining about $2.80-$3.00 in content. Broadcom's total content increased to $8.00-$8.75 versus $3.50-$3.80 in the S7 and appears to have won the high-band PA module, displacing Qorvo (QRVO), which accounted for $3.60-$3.90 in S7 content, according to OTR Global.
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