Insight: time for consolidation for Qorvo and Skyworks

Discover how the Skyworks–Qorvo combination strengthens U.S. RF capacity and expands high-value market reach while managing integration and regulatory risks.

Skyworks’ announced combination with Qorvo (both firms referenced the October 28 deal in their calls) unites two complementary RF portfolios at a moment when RF content growth is bifurcating: premium, high-value RF (flagship phones, defense, satellite, automotive connectivity, Wi-Fi 7/8, and infrastructure) is strengthening, while commoditized mid/low-tier mobile content is shrinking. The combined company materially reinforces U.S. onshore RF capacity and efficiently diversifies end markets beyond mobile. However, the deal will require careful integration planning to manage customer concentration risk and regulatory scrutiny.