• EN

    • -+ 0.00%
    -+ 0.00%
    -+ 0.00%

    Is Skyworks (SWKS) Quietly Rewriting Its Infrastructure Story With New Wi-SUN and Auto Modules?

    Simply Wall St·01/08/2026 19:39:42
    Listen to the news
    • At CES 2026, Skyworks Solutions introduced the SKY66424-11, a highly integrated Wi-SUN/LoRaWAN RF front-end module for smart home and smart city use, while also showcasing new automotive-grade connectivity and e-mobility solutions.
    • This product set highlights how Skyworks is tightening its focus on connected infrastructure and vehicles, combining RF integration, filtering and compact design to simplify next-generation deployments.
    • Next, we’ll examine how the new SKY66424-11 smart infrastructure module could influence Skyworks Solutions’ existing investment narrative and long-term positioning.

    Trump has pledged to "unleash" American oil and gas and these 22 US stocks have developments that are poised to benefit.

    Skyworks Solutions Investment Narrative Recap

    To own Skyworks Solutions, you have to believe it can gradually reduce its dependence on a single mobile customer by building a broader infrastructure and automotive RF business. The new SKY66424-11 highlights that diversification theme, but it does not materially change the near term catalysts around smartphone RF content or the key risk that over 60% of revenue is still tied to one major handset customer.

    Among recent announcements, Skyworks’ push into automotive grade solutions, such as its V2X front end modules and GNSS L1 + L5 LNA FEM, looks most relevant here. Together with the SKY66424-11, these products speak directly to the existing catalyst of expanding Broad Markets exposure in IoT and automotive, which investors are watching as a potential counterweight to handset concentration.

    Yet, despite this push into connected infrastructure, investors still need to consider how exposed Skyworks remains if its largest customer were to...

    Read the full narrative on Skyworks Solutions (it's free!)

    Skyworks Solutions’ narrative projects $4.1 billion revenue and $520.7 million earnings by 2028.

    Uncover how Skyworks Solutions' forecasts yield a $83.63 fair value, a 40% upside to its current price.

    Exploring Other Perspectives

    SWKS 1-Year Stock Price Chart
    SWKS 1-Year Stock Price Chart

    Four members of the Simply Wall St Community currently see Skyworks’ fair value between US$70 and US$83.63, underlining how far opinions can spread. You can weigh those views against the concentration risk in mobile and ask what that might mean for Skyworks’ ability to grow its Broad Markets exposure and overall resilience over time.

    Explore 4 other fair value estimates on Skyworks Solutions - why the stock might be worth just $70.00!

    Build Your Own Skyworks Solutions Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    Ready To Venture Into Other Investment Styles?

    These stocks are moving-our analysis flagged them today. Act fast before the price catches up:

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.