Message : Required fields A direct competitor of Broadcom, NXP, Murata, Qualcomm and Qorvo, Skyworks sports an enviable position in radio frequency (RF) technologies and looks uniquely positioned to profit from the incoming 5G roll-out. The investment thesis is here a direct play on data connectivity, not only in mobile but also in emerging applications such as automotive, home and factory automation, infrastructure, defense, medical, smart energy, etc. zb_graphique_de_cours With data speed that is up to x100 faster than 4G, and much higher connection density, 5G and IoT represent secular tailwinds for top tier suppliers. In this context, Skyworks' revenue should shift to higher-margin products, while its integrated front-end solutions will become even more valuable to original equipment manufacturers.