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Qorvo quarterly revenue falls 5% year-on-year as Android smartphone mix shifts from mid-tier to entry-tier

What happened

Qorvo reported fiscal Q2 2025 revenue of $1.05B, down 5.2% year-on-year but up 18% sequentially, beating guidance. The annual decline is attributed to a shift in the Android smartphone market from mid-tier to entry-tier models, impacting RF content per device. Bearish: The report signals sustained demand weakness for higher-value RF components in the smartphone sector, pressuring pricing and margins.

Impact and signal

Medium impactImpact score: 58/100

Affected components and suppliers

RF Front-End ModulesPower AmplifiersRF Filters

Qorvo Inc

earnings-reportdemand-weaknesssmartphone

Source and time

Source: Semiconductor Today · 11/11/2024 · View original source

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Qorvo quarterly revenue falls 5% year-on-year as Android smartphone mix shifts from mid-tier to entry-tier

What happened

Impact and signal

Affected components and suppliers

Source and time

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