瑞穗提供手机市场最新动态，高通、Skyworks成为焦点

Qualcomm (NASDAQ:QCOM) and Skyworks Solutions (NASDAQ:SWKS) were in focus on Tuesday as Mizuho provided an update on the smartphone market after meeting with members of each company's management.

After speaking with Qualcomm CFO and COO Akash Palkhiwala, it's clear that the company's Snapdragon 8 Gen4 is "ramping well" and seeing "strong" growth in the automotive, mixed reality and PC markets, Mizuho analyst Vijay Rakesh said.

And while it's likely that Apple (AAPL) will drop Qualcomm over the next three years for its modem offerings, Qualcomm should more than offset that with other areas of growth, including the PC and autos, Rakesh added. He kept his Outperform rating and $215 price target on the stock.

For Skyworks, the company's mobile business is still doing well, with higher radio frequency content in the iPhone 16 and there is the opportunity to win more content, Skyworks SVP and CFO Kris Sennesael relayed to Rakesh.

And although Skyworks is still seeing some weakness in certain markets, the opportunity to keep its long-term gross margin target of 53% is still intact, Rakesh added. He kept his Outperform rating and $105 price target on the stock.

Conversely, Rakesh lowered his price target on Qorvo (NASDAQ:QRVO) to $80 from $98 but kept his Neutral rating, citing slightly lowered estimates as handset growth is likely to remain "muted" in 2025.