Welcome to another edition of PowerTalk. Iâ??m your host Chris Versace, editor of the investment newsletter PowerTrend Profits and portfolio manager of the Thematic Growth Portfolio at Fabian Wealth Strategies, and these are my one-on-one conversations with the movers and shakers in the business world that take you behind the scenes and in the know. Be sure to check out ChrisVersace.com for more on PowerTrends and past editions of PowerTalk, as well as FabianWealth.com for more on my Thematic Growth Portfolio.
A few weeks ago we had a great conversation with Bill Davidson of Qualcomm (QCOM), which served as a precursor of sorts to the Mobile World Congress, the largest mobile trade show/industry event. Itâ??s an annual event that tends to be chock full of new product announcements and keynote speeches that give one the heads-up as to what is coming. If you tuned into the Qualcomm PowerTalk, you got a great sneak peak. If you missed it, I have another conversation to share with you this week that I am sure will be as illuminating and insightful.
Joining me on PowerTalk this week is Liam Griffin, executive vice president and corporate general manager, responsible for all of Skyworksâ?? (SWKS) business units. That makes Liam a key person to talk with when it comes to mobile today, as well as getting insight as to where itâ??s headed.
From smartphones and tablets to smart locks and thermostats, and monitoring applications to medical applications such as portable glucose meters that are a part of upcoming Connected Home and mHealth markets, Skyworksâ?? RF solutions are enabling these applications. The same can be said about wearables and the connected car markets, as well as the companyâ??s customer base, which includes the whoâ??s who in connected devices.
During the December 2013 quarter alone, Skyworks earned new design wins across a number of diverse applications, including
- 802.11 solutions in set-top boxes, Blu-ray players and LED/4K TVs,
- RF subsystems for Ericsson for 4G LTE base stations,
- power management devices within Philipsâ?? wearable technologies and health and wellness applications,
- connectivity ICs supporting Nestâ??s suite of smart home products,
- switch models in Belkinâ??s wireless home lighting solutions,
- envelope tracking solutions within multiple 4G LTE platforms and
- connectivity ICs in Fitbitâ??s smart scale and connected wristband fitness systems
Thatâ??s right, this PowerTalk is another soup to nuts conversation on where mobile is today and where it is going. That makes my PowerTalk with Liam a great way to close out the Mobile World Congress and discuss whatâ??s ahead not only for both mobile and connectivity, but also Skyworks.
NOTE: Fabian Wealth Strategies is a Securities and Exchange Commission-registered investment adviser, and is not affiliated with Eagle Publishing.
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