When you see this news, many people may not react.
Qualcomm many people know, what the hell is this Qorvo company?
This brick is here to tell you that this Qorvo company once exploded.
Qorvo specializes in power amplifiers, the core components of RF, and has the advantage of a first-mover patent for 5G PA. The 5G gallium arsenide PA in 2018 and 2019 used by a large manufacturer that could not be named, and many of them were Qorvo products.
Filters and power amplifiers are the two core components of the RF front-end.
Without a power amplifier, no matter how much Qualcomm and Apple's processors are hoisted, they can't play **, and they can't connect to the Internet.
In addition to 5G PA and 4G PA, Qorvo also sells a lot and is the world's top three PA RF companies, accounting for 20% of the world's market share. The other two are Skyworks and Broadcom. Together, these three U.S. companies accounted for 90% of the PA market 2 years ago.
And this Qorvo company, 11% of the orders used to be a large factory, and later this large factory was sanctioned by the United States 5G, not allowing Qorvo to sell.
Although Qorvo** fell more than 10% in 2019, it quickly recovered.
Due to the monopoly position of the three major U.S. companies in the RF PA field, Qorvo stock price rose 5 times in June 2021 compared to 2019!
If you don't buy the PA of the three major companies in the United States, can you do it yourself?
In addition to purchasing PA from the three major companies in the United States, a large manufacturer will actually design 5G PA itself, but the OEM is stable in Taiwan.
At that time, he was arrogant and said that the mainland company had not touched the threshold of 5G PA, and the mainland company could not break through for several years.
The United States cut off the foundry of a large factory, TSMC, and naturally also broke the PA foundry of Wenmao.
In fact, in just three years, 5G PA has blossomed everywhere in China, and there are hundreds of companies making RF devices.
You don't need to be OEM in Taiwan, you can do it yourself. There is no need to look at the faces of Americans and Taiwanese people anymore.
Cut off supply?Here you go!
It's 2023, not 2019.
The mobile phone PA companies include Weijie Chuangxin, Huizhi Micro, Feixiang Technology, Zhuosheng Micro, Ziguang Zhanrui, Angrui Micro, etc.
There are Shengwei, Anqiwei Micro, Mingyi, Xinbaite Huatai and so on.
Filters include Zhuosheng Micro, Haoda, Deqing Huaying, Maijie Technology, Xinwei Communication, North, Kaiyuan Communication, Zhongke Han Tianxia, Ziguang Zhanrui, etc.
Other switches and LNA devices, there are dozens of Zhuosheng Micro, Weir Shares, Angrui Micro, Ziguang Zhanrui, Aiwei Electronics, Weijie Chuangxin, etc.
On August 29th, the 5G processor Kirin 9000S was born, on November 28th, Changxin LPDDR5 was mass-produced, and in November, Haowei OV50H one-inch outsole was equipped with Xiaomi 14, announcing that the domestic flagship 5G mobile phone industry chain was all ready.
Let's take a look at the protagonist of this article, Qorvo Kovo**, in 2023 it will fall 5 times compared to 2021, back to before liberation.
That is booming in Taiwan's PA foundry Wenmao, and its stock price will fall three times in 2023 compared with 2021.
After not monopolizing the technical profits, Qorvo can't go on, and fights with a bunch of hungry wolf PA manufacturers in China, hehe, what are you kidding.
No, Luxshare Precision will acquire Qorvo's assembly business and test plants in Beijing, China, and Dezhou, Shandong.
This is Texas, Shandong, not Texas, USA.
Want to buy Qorvo's American factories and technology, you think too much, you think too well of Americans.
Even American bricks are not sold to you, that is also American high-tech.
5G RF Kovo Mate60 Amplifier PA