苹果订单将下降？思佳讯盘中暴跌超23%
周四，思佳讯股价走低，截至发稿跌超23%。消息面上，Skyworks的管理层在最新的财报电话会议上透露，公司与其最大客户已合作长达18年。虽然公司未直接点名该客户，但业内普遍认为其指的是苹果。然而，Skyworks表示，在即将推出的新一代智能手机中，其无线射频组件的“内容占比”将有所下降。
这一变化预计将从2024年9月季度开始影响公司营收，并贯穿整个2025财年。Skyworks首席财务官Kris Sennesael表示，公司在此次智能手机周期中未能实现预期目标，但已开始为下一个周期开发新方案。
Susquehanna分析师Christopher Rolland形容，Skyworks失去苹果的订单是一场“噩梦成真”。Needham分析师Nick Doyle估算，苹果贡献了Skyworks约65%至70%的收入。根据Skyworks最新的10-K文件，苹果是公司唯一披露的、年度收入占比超过10%的客户。Skyworks预计，其在即将发布的iPhone中的内容占比将减少20%至25%。
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