Gary Lerude, MWJ Technical Editor

RSS

Market research firm Strategy Analytics estimates that Apple captured 51 percent of the smartphone market in the fourth quarter of 2017 — more than the rest of the industry combined.

Reflecting strong demand from cellular phone, Wi-Fi and IoT applications, Skyworks exceeded $1 billion in quarterly revenue for the first time, generating $361 million in cash from operations to end the quarter with $1.7 billion in cash and no debt.

Buoyed by Apple's iPhone launch and demand for IoT and GaN components, Qorvo's revenue grew modestly in the third quarter of fiscal 2018 to $846 million, up 3 percent sequentially and 2 percent year-over-year. The infrastructure and defense business achieved record revenue of $203 million. While the mobile products unit benefitted from the latest iPhone models, revenue was down 2 percent year-over-year.

Reflecting the launch of the iPhone X, 8 and 8 Plus, Apple reported record financial performance for the company's December quarter. Revenue was $88.3 billion, 13 percent above the prior year's quarter and a 68 percent jump from the prior quarter. On a per week basis, iPhone shipments were 6 percent above last year's quarter.

IDT reported revenue of $217 million for the fiscal third quarter of 2018, a sequential growth of 6.2 percent and 23 percent above the prior year's quarter. Revenue in the communications infrastructure market was down slightly from the prior quarter, reflecting softness in Asia.

Wolfspeed grew revenue 30 percent year-over-year during the second quarter of fiscal 2018, to $70.6 million, which reflected strong demand for SiC devices for electric vehicles. The better-than-expected revenue was limited by production capacity, as the capital investment to double Wolfspeed’s capacity won’t be fully online until the end of calendar 2018.

The Global mobile Suppliers Association (GSA) has published a report tallying 5G spectrum and field trials around the globe, providing a map to this new world.