传苹果自研无线芯片，美银：伤害不了博通、Skyworks_老虎社区_美港股上老虎

传苹果自研无线芯片，美银：伤害不了博通、Skyworks

智通财经2021-12-17

美国银行发布研报表示，给予博通“买入”评级，目标价750美元；给予Skyworks“中性”评级，目标价190美元。此前有报道称，苹果正寻求在自己设计和制造无线芯片，这一消息导致这两家半导体公司的股价大幅下跌。该行分析师Vivek Arya指出两家公司都对苹果有很大的敞口，其中博通为20%， Skyworks为59%。但行业调查表明，这种影响“在中短期内被夸大了”。苹果的招聘可能是因为它计划开发...

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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","relate_stocks":{"159813":"芯片","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4501":"段永平概念","BK4550":"红杉资本持仓","BK4141":"半导体产品","AVGO":"博通","AAPL":"苹果","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","BRCM":"博通","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/624717.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192973965","content_text":"美国银行发布研报表示，给予博通“买入”评级，目标价750美元；给予Skyworks“中性”评级，目标价190美元。\n此前有报道称，苹果正寻求在自己设计和制造无线芯片，这一消息导致这两家半导体公司的股价大幅下跌。\n该行分析师Vivek Arya指出两家公司都对苹果有很大的敞口，其中博通为20%， Skyworks为59%。但行业调查表明，这种影响“在中短期内被夸大了”。苹果的招聘可能是因为它计划开发自己的 5G \n调制解调器，这会伤害高通，而不是博通或 Skyworks。Arya指出，博通与苹果有一份150亿美元的射频设计合同，合同将持续到2023年。他补充说，射频设计是一个“非常广泛的能力”，这需要智能手机中各种各样的使用案例经验。\n苹果还从博通获得 Wi-Fi 和蓝牙芯片，并从 Skyworks 获得射频前端。尽管承认低端的Apple Watch使用了一些苹果自己的芯片，但Arya表示据他所知“苹果目前没有计划自主设计这些芯片”。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7025548,"gmtCreate":1639755536553,"gmtModify":1639755536644,"authorId":3584996780381106,"author":{"id":3584996780381106,"authorId":3584996780381106,"name":"TEO3303","avatar":"https://static.tigerbbs.com/ebb3df17121a4e7c4165b8de426bacd4","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":699138180,"type":1,"supId":0,"prevId":0,"content":"6666","text":"6666","html":"6666"},{"id":7025317,"gmtCreate":1639754785526,"gmtModify":1639754785622,"authorId":3582028836908731,"author":{"id":3582028836908731,"authorId":3582028836908731,"name":"harry1016","avatar":"https://static.tigerbbs.com/733d02b9a3fd5b092e20562d0f45904f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":699138180,"type":1,"supId":0,"prevId":0,"content":"<u>good</u>","text":"<u>good</u>","html":"<u>good</u>"},{"id":7025224,"gmtCreate":1639754499700,"gmtModify":1639754499726,"authorId":3586266967551836,"author":{"id":3586266967551836,"authorId":3586266967551836,"name":"一剑奈何","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":699138180,"type":1,"supId":0,"prevId":0,"content":"Ok 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