Skyworks attributes part of its recent success to strategically developing its business with specific partners, like acquiring a supply deal with Blackberry manufacturer Research in Motion through its purchase of Freescale’s GaAs handset PA business.

Although Sony-Ericsson, Motorola and Samsung each account for more than 10 percent of Skyworks' business, the company is also in the middle of a major ramp for wideband-CDMA PAs for Nokia. It claims to be the only PA maker that sells products to each of the top five handset makers and is now working to further expand.

“We believe by the end of the calendar year we should have at least four of the five top OEMs as 10 percent accounts for Skyworks,” Aldrich said.

Thanks in part to the continued concentration of market share, Skyworks projects revenues of $210 million for the next quarter. This represents 20 percent year-over-year growth when, in contrast, overall handset shipments are predicted to grow by 10 percent this year.

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对于Skyworks不是很了解，原来是这么牛，五大手机厂商的订单都超过10%，这个应该不是RFMD它们可比的。第一次知道Skyworks好像是在UCSB网站上查Jian Xu的文章的时候，她从UCSB毕业之后去了Skyworks--如果没有记错的话。

业内的玩家数量越来越少，看来真的是要成就几个巨头，当然也是仅有的几个玩家了。市场！市场！市场！！！在高科技行业，技术还是要让位于市场。技术上大家基本上差不多，谁也甩不开谁，但是谁占有了市场谁就可以一路高歌猛进。想想国内的很多IC企业也是这样，有先进技术远远不够，比如炬力几年之前的成功，比如一大批IC初创公司的灭亡。当然，作为工程师，关注的应该是如何开发足够领先的技术和产品；市场，那是CEO们考虑的事情。

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今天在实验室和师兄们说起来UCSB。看了很多文章，基本上都是UCSB的工作最领先，我们现在的水平相当于他们10年之前的水平。国际上做化合物半导体的研究机构和厂商不多，国内更加是寥寥无几。这个事实，对于我们的工作和我们的前途，不知是利好还是糟糕。其实很多事情，与其说是被准确预测到了，还不如说是被他很幸运地撞到了。

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五一短假回太原看了弟弟。被太原的交通状况彻底雷到了，不说也罢。受到了大老板佳文的热情款待；见到了赵超的宝贝儿子；在海棠宾馆和弟弟又一次被狠宰。