异动解读 | 苹果供应商思佳讯盘前暴跌26%,竞争加剧影响收入,财测低于预期

异动解读2025-02-06

2月6日,思佳讯(SWKS)盘前大跌26.33%,引发市场广泛关注。

主要原因包括:

思佳讯为苹果最大的射频芯片供应商之一,但公司预计今年在苹果这一业务上的份额将下降20%至25%,这将导致公司向苹果供应相关芯片业务收入减少。
思佳讯第四季度营收同比下降11.1%至10.7亿美元,虽略超预期但增长放缓。公司预计下一季度移动业务部门收入将连续季度环比下滑,符合历史季节性模式。
公司指引下一季度营收中值为9.5亿美元,调整后EPS中值为1.2美元,均低于分析师预期。

由于来自苹果公司的订单份额下滑以及营收利润增长放缓的预期,投资者对思佳讯未来增长前景较为担忧,推动了该股在盘前大幅下挫。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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