Skyworks Hits Roadblock With Apple Content Loss, Analysts See Tough Road For Recovery
1. Skyworks lowered revenue forecasts, impacting its business relationship with Apple. 2. Analysts expect a 20%-25% content reduction for Apple in iPhone 17. 3. Skyworks' CEO transition adds uncertainty to their future collaboration with Apple. 4. Increased competition and dual-sourcing pose long-term risks for Skyworks.