Any new iPhone 5 means less for Skyworks when it comes to revenue from parts, according to an analyst from Charter Equity, Edward Snyder.
Eric Savitz over at Forbes is reporting that according to the analyst the company’s slice from the iPhone will be under half it currently gets with the iPhone 4. It is thought the company currently receives $4 for every iPhone 4 sold, but this will go down to around $1.50 for the iPhone5.
Snyder said this would be a huge “blow” to Skyworks, as they currently rely on the iPhone for over a quarter of its income. According to Snyder the company is losing orders because of technical issues, to Avago and TriQuint.
He believes the iPhone 5 will be a watershed for Skyworks, and deadlines have passed them by, and other companies have advanced. We won’t know for certain about the situation until the first tear-down has taken place on the iPhone 5. Normally companies start receiving orders around 12 to 16 weeks before a handset is due to hit the shelves.
If the iPhone 5 is due in August orders are not likely to be made until the start of June, which gives Skyworks a window of about sixty days to change Apple’s mind. And according to Snyder the management teams at Skyworks can be pretty persuasive.