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Skyworks Solutions, Inc. (SWKS) Liam Griffin Presents at Citi 2020 Global Technology Virtual Conference (Transcript) [Seeking Alpha]
Last skyworks solutions, inc. earnings: 1/23 04:01 pm
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US:NASDAQ Investor Relations: investors.skyworksinc.com/investor-relations
Skyworks Solutions, Inc.(NASDAQ:SWKSCompany ParticipantsLiam Griffin - President and CEOConference Call ParticipantsAtif Mailk - Citi ResearchWelcome everyone. My name is Atif Mailk. I cover U.S. Semiconductors & Equipment stocks here at Citi. It's my pleasure to welcome Liam Griffin, President and CEO at Skyworks.The format of today's discussion is fireside chat. I will go with my questions first, and then if you have any questions for Liam, please email it to me, that's atif.malik@citi.com. Welcome Liam.Thank you, Atif.Liam, my first question is on broad smartphone demand trends that you guided to strong 14% sequential growth in the September quarter driven by China and Korea 5G with North America, more of December quarter event based on public news of a delayed flagship launch this year. We are hearing that the demand for the legacy phones like iPhone SE2 is quite good. And what do you see in the market. Does the $200 million 5G phones still sound like a reasonable estimate for thi
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