NuAxiSemiconductor trade intelligence
Qorvo’s quarterly revenue hit by mass-tier Android 5G demand falling faster than expected
What happened
Qorvo reported Q3 FY2025 revenue of $916.3M, down 12.4% sequentially and 14.7% year-over-year, missing expectations due to a faster-than-anticipated decline in mass-tier Android 5G demand. This signals a significant weakening in a key end-market for RF components. Bearish: The demand shortfall points to potential oversupply and inventory de-stocking pressure for RF components in the smartphone supply chain.
Impact and signal
Medium impactImpact score: 58/100
Affected components and suppliers
RF Front-End Modules5G Power Amplifiers
Qorvo Inc.
demand-weaknessearnings-missinventory-risk
Source and time
Source: Semiconductor Today · 2/13/2025 · View original source
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