Chip names drawing attention with the next handset replacement 5cycle, including Qualcomm and Broadcom
A report suggested that 5smartphone chip stocks could benefit in the next handset upgrade cycle. The reasons cited were 5demand for G modems and RF front-end components, as well as wireless connectivity chip upgrades.
A report presented 5smartphone chip stocks that are expected to benefit in the next handset replacement cycle. It explained that new model launches by handset makers and replacement demand are likely to translate into semiconductor revenue.
The report cited 5G-related modems and RF (radio frequency) front-end components, along with upgrades to connectivity chips such as Wi-Fi and Bluetooth, as benefit factors. It especially noted that high-performance wireless connectivity and power management functions are important.
The list included Qualcomm (QCOM), Broadcom (AVGO), Skyworks (SWKS), Qorvo (QRVO), and MediaTek (listed in Taiwan). The report stated that each company’s product positioning is directly linked to handset replacement demand.
The report also said that supply-chain variables and inventory conditions may affect the strength and timing of the benefit. Some suppliers said that revenue recognition could be delayed depending on the production capacity and shipment timing of specific parts.
Finally, the report recommended checking quarterly wireless chip sales and the launch schedule for new products to make investment decisions. The original text also presented positioning by related stocks together with the basis for market demand.
Sources: Yahoo Finance
Bullstory synthesized this report from the linked sources. AI may have assisted the writing process. Check the original reports for factual confirmation.