Yes, iShares Semiconductor ETF (SOXX) holds SWKS with 0.44% (as of 2026-07-15).

Yes, iShares Expanded Tech-Software Sector ETF (IGV) holds SWKS with 0.04% (as of 2026-07-15).

Skyworks Solutions, Inc. (SWKS) is held by SOXX (0.44%), IGV (0.04%).

What sector is SWKS in?

Skyworks Solutions, Inc. is classified under GICS Information Technology (Semiconductors).

What is SWKS's last close price?

SWKS last closed at $57.63 on 2026-07-16.

SWKS

NASDAQNext earnings·Jul 28AnalystsHold·17+28%

Skyworks Solutions, Inc.

Information Technology · Semiconductors

$57.63last close

-20.9%~252d

Price

-20.91% over 1Y

Thesis

as of 2026-07-16

Bull case

Structural: pure-play RF front-end vendor with ~65%+ revenue concentration in Apple's iPhone. Mobile cyclicality + handset content-per-device drives the cycle; broad-markets segment (~33%) is the secular growth leg (Wi-Fi 7, automotive connectivity, industrial IoT).

- Wi-Fi 7 + Matter/Thread refresh expands broad-markets TAM; SWKS has design wins across $AAPL, Samsung, Google ecosystems

- Free cash flow generative through the cycle; $1.10/quarter dividend yields ~5.5% at current price

- Automotive RF content (V2X, telematics) is a multi-year ramp with $QRVO as only credible peer

- Trough multiple - trading sub-10x forward earnings vs $AVGO 28x, $QCOM 16x

- Buyback authorization active; share count down ~8% over 3 years

Bear case

- Apple in-house modem (C1 chip shipped in iPhone 16e Feb 2026) threatens RF front-end socket capture by 2027-2028

- China handset exposure (Honor, Xiaomi, Oppo) shrinking as domestic RF vendors (Maxscend, Vanchip) take share

- Broad-markets growth (+mid-single-digits) cannot offset mobile decline if Apple share erodes

- Cyclical inventory correction extended into FY2026; gross margin compressed 600bps off 2022 peak

- No AI accelerator exposure - left out of the semiconductor re-rating cycle

Analyze SWKS· interactive tools

Conviction· in 1 watchlist

Top correlated· 252d co-movement

0.93
0.61
0.54
0.52
0.49

Frequently asked questions

Is SWKS in SOXX?: Yes, iShares Semiconductor ETF (SOXX) holds SWKS with 0.44% (as of 2026-07-15).
Is SWKS in IGV?: Yes, iShares Expanded Tech-Software Sector ETF (IGV) holds SWKS with 0.04% (as of 2026-07-15).
What ETFs hold SWKS?: Skyworks Solutions, Inc. (SWKS) is held by SOXX (0.44%), IGV (0.04%).
What sector is SWKS in?: Skyworks Solutions, Inc. is classified under GICS Information Technology (Semiconductors).
What is SWKS's last close price?: SWKS last closed at $57.63 on 2026-07-16.

•Apple iPhone RF front-end (ongoing): primary RF supplier across iPhone 15/16/17 generations; estimated $3.8-4.0B annual revenue (~65% of total). Socket risk from Apple C1 in-house modem ramp
•Samsung Galaxy S-series (ongoing): secondary RF supplier, content-share split with $QRVO and Qualcomm RF360
•Wi-Fi 7 design wins (FY2026): shipped into flagship router OEMs (TP-Link, Netgear, ASUS); ramps through CY2026
•Automotive V2X (multi-year): design wins with Tier-1 auto suppliers (Continental, Bosch); revenue contribution remains under 10% of broad-markets
•FY2025 revenue $4.18B, down ~9% YoY - bottoming on mobile inventory correction; FY2026 guide flat-to-slightly-up

SWKS

Price

Thesis

Analyze SWKS· interactive tools

Conviction· in 1 watchlist

Top correlated· 252d co-movement

Frequently asked questions

Recent news· high-signal only

Held by ETFs

Key levels

Facts