射频芯片地震！对标博通：传 Skyworks 收购 Qorvo！

深科技

10/28

一、传闻：双巨头洽购！射频芯片市场将迎重构据《The Information》援引知情人士消息，苹果核心射频芯片供应商 Skyworks Solutions 近几个月已就收购竞争对手 Qorvo 展开谈判，传闻收购价约 80 亿美元，与 Qorvo 当前 85.4 亿美元的市值基本持平。这起潜在交易将牵动全球射频芯片产业格局。收购方 Skyworks 市值达 112.6 亿美元，截至 2024 年...

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年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251028163650a6d26079&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2168563687.JPY","symbol_name":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251028163650a6d26079&s=b","article_id":"2578938277","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251028163650a6d26079&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Benchmarking Broadcom: Skyworks is rumored to acquire Qorvo!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AVGO":0.9,"QCOM":0.9},"content_text":"一、传闻：双巨头洽购！射频芯片市场将迎重构据《The Information》援引知情人士消息，苹果核心射频芯片供应商 Skyworks Solutions 近几个月已就收购竞争对手 Qorvo 展开谈判，传闻收购价约 80 亿美元，与 Qorvo 当前 85.4 亿美元的市值基本持平。这起潜在交易将牵动全球射频芯片产业格局。收购方 Skyworks 市值达 112.6 亿美元，截至 2024 年员工超 1 万人，其模拟与混合信号芯片广泛应用于无线通信、汽车等领域，8 月曾预测第四季度营收利润将超华尔街预期。被收购方 Qorvo 同样是行业巨头，不仅服务于苹果等手机厂商，在 5G、物联网及国防领域均有布局。值得注意的是，Qorvo 此前因股价疲软遭激进投资者 Starboard Value 施压，后者持股比例已增至 8.9% 并推动董事会改组，这为此次收购谈判埋下伏笔。目前双方均未回应置评请求，交易条款及最终能否达成仍存变数。二、对标博通若交易落地，射频芯片市场将诞生能直接对标博通的行业新巨头。当前全球射频前端市场集中度极高，高通、博通、Qorvo、Skyworks 等五大巨头合计占据超 70% 份额，其中博通在高端 BAW 滤波器市场独占 87% 份额，形成强势垄断。Skyworks 与 Qorvo 合并后，将整合双方在功率放大器、滤波器等核心器件的技术优势，构建更全面的产品线，直接挑战博通的市场地位。交易带来的协同效应同样显著：一方面，两家企业均为苹果核心供应商，合并后将增强对下游客户的议价能力，但也可能引发苹果对供应链过度集中的担忧；另一方面，研发资源整合与重复开支缩减将通过规模效应降低成本，提升盈利能力。不过，反垄断审查成为最大不确定性。参考全球监管机构对半导体行业并购的审查标准，双方在射频前端多个细分领域的高市占率，可能引发美国、欧盟、中国等地区的严格核查，不排除被要求剥离重叠业务甚至阻止交易的可能。目前，Qorvo 股价已随传闻上涨，而 Skyworks 股价下跌，反映出市场对交易前景的分歧与考量。三、射频芯片王者Qorvo的前生今世1978 年：TriQuint 技术源头确立 —— 泰克公司启动砷化镓半导体研究1991 年：双前身关键起点 —— 原 ADI 员工创立 RFMD，TriQuint 合并两家厂商并聘新 CEO 转型1993 年：双前身加速发展 ——RFMD 获高通订单并与 TRW 合作，TriQuint 获 AT&T 投资且完成 IPO1997 年：双前身基础夯实 ——RFMD 完成 IPO 募资建晶圆厂，TriQuint 迁址建俄勒冈新园区2001 年：TriQuint 技术补强 —— 收购 Sawtek，补全射频前端滤波器核心技术2015 年：Qorvo 正式成立 ——RFMD 与 TriQuint 合并，Bob Bruggeworth 出任 CEO2024 年：Qorvo 全球布局调整 —— 中国区营收占比 19%，出售中国封测产能、保留美国 BAW 核心产能至今：Qorvo 行业地位稳固 —— 成为全球射频芯片巨头，员工超 8000 人，市值超 120 亿美金","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation,merge","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}