Apple Inc.

AKOUSTIS TECHNOLOGIES, INC.

Broadcom Inc. Common Stock

MURATA MFG INC UNSP/ADR

Qualcomm Inc

Qorvo, Inc.

Skyworks Solutions Inc

2023 iPhone Modem Split
2023 iPhone WiFi 7 and Filter Socket Competition With Broadcom
$3B Automotive RF TAM
$QCOM $QRVO $SWKS $MRAAY $AKTS $AVGO $AAPL
https://semianalysis.substack.com/p/qualcomm-rffe-update-8b-by-2025-2023

2023 iPhone Modem, WiFi 7 and Filter Socket Competition With Broadcom

https://semianalysis.substack.com/p/qualcomm-rffe-update-8b-by-2025-2023

Qualcomm RFFE Update – $8B By 2025, 2023 iPhone Modem, WiFi 7 and Filter Socket Competition With Broadcom, $3B Automotive RF TAM

Qualcomm RFFE Update - $8B By 2025

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