Qorvo — 供應鏈與商業關係
下方的每一段關係都源自公開公司申報文件中的逐字引用,點名了交易對手,並附有一鍵連結至原始文件。
點擊公司開啟其地圖 · 拖曳探索 · 游標懸停連線可閱讀來源引文。綠=供應 · 橘虛線=競爭 · 藍=合作 · 紫=持股 · 灰虛線=暫停 · 如何閱讀這些資料。
1 家供應商2 家客戶19 家競爭對手5 份來源申報文件
客戶(其供應的公司)
申報於 2026-05-08 · 115 天前
“Samsung Electronics Co., Ltd. ("Samsung") accounted for 10% of total revenue in both fiscal years 2026 and 2025.”— QRVO 10-K,申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗Samsung 在 2026 及 2025 兩個會計年度各佔 Qorvo 總營收的 10%。(以原文為準)
供應給 →
Apple
申報於 2026-05-08 · 115 天前
“We provide products to our largest end customer, Apple Inc. ("Apple"), through sales to multiple contract manufacturers, which in the aggregate accounted for 50% and 47% of total revenue in fiscal years 2026 and 2025, respectively.”— QRVO 10-K,申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗Qorvo 透過多家代工廠向 Apple 供貨,這些銷售在 2026 及 2025 會計年度分別佔其總營收 50% 及 47%。(以原文為準)
供應商(供應其產品或服務的公司)
供應來自 ←
Luxshare
申報於 2026-05-08 · 115 天前
“Pursuant to a supply agreement with Luxshare, the Company is obligated to repurchase inventory that it sold to Luxshare subsequent to the performance of assembly and test services by Luxshare.”— QRVO 10-K,申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗Qorvo 與 Luxshare 簽有供應協議,Qorvo 有義務回購 Luxshare 在提供組裝測試服務後所銷售的庫存。(以原文為準)
競爭對手
相互競爭 ↔
Qualcomm
最近確認於 2026-05-08 · 115 天前 · 經 2 份申報文件佐證
“CSG competes primarily with Broadcom Inc.; Murata Manufacturing Co., Ltd.; Nordic Semiconductor; NXP Semiconductors N.V.; Qualcomm Technologies, Inc.; RichWave Technology Corporation; Silicon Laboratories Inc.; Skyworks Solutions, Inc.; and Vanchip (Tianjin) Technology Co., Ltd. … ACG competes primarily with Broadcom Inc.; Maxscend Microelectronics Co., Ltd.; Murata Manufacturing Co., Ltd.; Qualcomm Technologies, Inc.; Skyworks Solutions, Inc.; and Vanchip (Tianjin) Technology Co., Ltd.”— QRVO 10-K,申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗Qorvo 的 CSG 與 ACG 業務均與 Qualcomm 競爭。(以原文為準)
相互競爭 ↔
Skyworks
最近確認於 2026-05-08 · 115 天前 · 經 2 份申報文件佐證
“CSG competes primarily with Broadcom Inc.; Murata Manufacturing Co., Ltd.; Nordic Semiconductor; NXP Semiconductors N.V.; Qualcomm Technologies, Inc.; RichWave Technology Corporation; Silicon Laboratories Inc.; Skyworks Solutions, Inc.; and Vanchip (Tianjin) Technology Co., Ltd. … ACG competes primarily with Broadcom Inc.; Maxscend Microelectronics Co., Ltd.; Murata Manufacturing Co., Ltd.; Qualcomm Technologies, Inc.; Skyworks Solutions, Inc.; and Vanchip (Tianjin) Technology Co., Ltd.”— QRVO 10-K,申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗Qorvo 和 Skyworks 在 CSG 和 ACG 領域都是競爭對手。(以原文為準)
相互競爭 ↔
Analog Devices
申報於 2026-05-08 · 115 天前
“HPA competes primarily with Analog Devices, Inc.; Axiro Semiconductor Private Limited; MACOM Technology Solutions Holdings, Inc.; Monolithic Power Systems, Inc.; Renesas Electronics Corporation; Scientific Components Corporation (d/b/a Mini-Circuits); Silergy Corp; and Texas Instruments, Inc.”— QRVO 10-K,申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗Qorvo 的 HPA 業務主要與 Analog Devices 等公司競爭。(以原文為準)
相互競爭 ↔
Axiro Semiconductor Private
申報於 2026-05-08 · 115 天前
“HPA competes primarily with Analog Devices, Inc.; Axiro Semiconductor Private Limited; MACOM Technology Solutions Holdings, Inc.; Monolithic Power Systems, Inc.; Renesas Electronics Corporation; Scientific Components Corporation (d/b/a Mini-Circuits); Silergy Corp; and Texas Instruments, Inc.”— QRVO 10-K,申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗Qorvo 的 HPA 部門主要與 Axiro Semiconductor Private 等公司競爭。(以原文為準)
相互競爭 ↔
MACOM
最近確認於 2026-05-08 · 115 天前 · 經 2 份申報文件佐證
“HPA competes primarily with Analog Devices, Inc.; Axiro Semiconductor Private Limited; MACOM Technology Solutions Holdings, Inc.; Monolithic Power Systems, Inc.; Renesas Electronics Corporation; Scientific Components Corporation (d/b/a Mini-Circuits); Silergy Corp; and Texas Instruments, Inc.”— QRVO 10-K,申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗Qorvo 的 HPA 部門主要與 MACOM 等公司競爭。(以原文為準)
相互競爭 ↔
Monolithic Power
申報於 2026-05-08 · 115 天前
“HPA competes primarily with Analog Devices, Inc.; Axiro Semiconductor Private Limited; MACOM Technology Solutions Holdings, Inc.; Monolithic Power Systems, Inc.; Renesas Electronics Corporation; Scientific Components Corporation (d/b/a Mini-Circuits); Silergy Corp; and Texas Instruments, Inc.”— QRVO 10-K,申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗Qorvo 的 HPA 部門主要與 Monolithic Power 等公司競爭。(以原文為準)
相互競爭 ↔
Renesas
申報於 2026-05-08 · 115 天前
“HPA competes primarily with Analog Devices, Inc.; Axiro Semiconductor Private Limited; MACOM Technology Solutions Holdings, Inc.; Monolithic Power Systems, Inc.; Renesas Electronics Corporation; Scientific Components Corporation (d/b/a Mini-Circuits); Silergy Corp; and Texas Instruments, Inc.”— QRVO 10-K,申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗Qorvo 的 HPA 業務主要與 Renesas Electronics Corporation 競爭。(以原文為準)
申報於 2026-05-08 · 115 天前
“HPA competes primarily with Analog Devices, Inc.; Axiro Semiconductor Private Limited; MACOM Technology Solutions Holdings, Inc.; Monolithic Power Systems, Inc.; Renesas Electronics Corporation; Scientific Components Corporation (d/b/a Mini-Circuits); Silergy Corp; and Texas Instruments, Inc.”— QRVO 10-K,申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗Scientific Components D B A Mini Circuits 是 Qorvo 在 HPA 業務上的主要競爭者之一。(以原文為準)
相互競爭 ↔
Silergy
申報於 2026-05-08 · 115 天前
“HPA competes primarily with Analog Devices, Inc.; Axiro Semiconductor Private Limited; MACOM Technology Solutions Holdings, Inc.; Monolithic Power Systems, Inc.; Renesas Electronics Corporation; Scientific Components Corporation (d/b/a Mini-Circuits); Silergy Corp; and Texas Instruments, Inc.”— QRVO 10-K,申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗Qorvo 的 HPA 部門與 Silergy 競爭。(以原文為準)
相互競爭 ↔
Texas Instruments
申報於 2026-05-08 · 115 天前
“HPA competes primarily with Analog Devices, Inc.; Axiro Semiconductor Private Limited; MACOM Technology Solutions Holdings, Inc.; Monolithic Power Systems, Inc.; Renesas Electronics Corporation; Scientific Components Corporation (d/b/a Mini-Circuits); Silergy Corp; and Texas Instruments, Inc.”— QRVO 10-K,申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗Qorvo 的 HPA 業務主要與 Texas Instruments 等公司競爭。(以原文為準)
相互競爭 ↔
Broadcom
申報於 2026-05-08 · 115 天前
“CSG competes primarily with Broadcom Inc.; Murata Manufacturing Co., Ltd.; Nordic Semiconductor; NXP Semiconductors N.V.; Qualcomm Technologies, Inc.; RichWave Technology Corporation; Silicon Laboratories Inc.; Skyworks Solutions, Inc.; and Vanchip (Tianjin) Technology Co., Ltd. … ACG competes primarily with Broadcom Inc.; Maxscend Microelectronics Co., Ltd.; Murata Manufacturing Co., Ltd.; Qualcomm Technologies, Inc.; Skyworks Solutions, Inc.; and Vanchip (Tianjin) Technology Co., Ltd.”— QRVO 10-K,申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗Qorvo 的 CSG 和 ACG 業務均與 Broadcom 競爭。(以原文為準)
相互競爭 ↔
Murata
申報於 2026-05-08 · 115 天前
“CSG competes primarily with Broadcom Inc.; Murata Manufacturing Co., Ltd.; Nordic Semiconductor; NXP Semiconductors N.V.; Qualcomm Technologies, Inc.; RichWave Technology Corporation; Silicon Laboratories Inc.; Skyworks Solutions, Inc.; and Vanchip (Tianjin) Technology Co., Ltd. … ACG competes primarily with Broadcom Inc.; Maxscend Microelectronics Co., Ltd.; Murata Manufacturing Co., Ltd.; Qualcomm Technologies, Inc.; Skyworks Solutions, Inc.; and Vanchip (Tianjin) Technology Co., Ltd.”— QRVO 10-K,申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗Qorvo 的 CSG 和 ACG 部門都將 Murata 列為主要競爭對手。(以原文為準)
相互競爭 ↔
Vanchip Tianjin Technology
申報於 2026-05-08 · 115 天前
“CSG competes primarily with Broadcom Inc.; Murata Manufacturing Co., Ltd.; Nordic Semiconductor; NXP Semiconductors N.V.; Qualcomm Technologies, Inc.; RichWave Technology Corporation; Silicon Laboratories Inc.; Skyworks Solutions, Inc.; and Vanchip (Tianjin) Technology Co., Ltd. … ACG competes primarily with Broadcom Inc.; Maxscend Microelectronics Co., Ltd.; Murata Manufacturing Co., Ltd.; Qualcomm Technologies, Inc.; Skyworks Solutions, Inc.; and Vanchip (Tianjin) Technology Co., Ltd.”— QRVO 10-K,申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗Qorvo 的 CSG 部門與 Vanchip Tianjin Technology 等公司競爭,而 ACG 部門也與 Vanchip Tianjin Technology 等公司競爭。(以原文為準)
相互競爭 ↔
Nordic Semiconductor
申報於 2026-05-08 · 115 天前
“CSG competes primarily with Broadcom Inc.; Murata Manufacturing Co., Ltd.; Nordic Semiconductor; NXP Semiconductors N.V.; Qualcomm Technologies, Inc.; RichWave Technology Corporation; Silicon Laboratories Inc.; Skyworks Solutions, Inc.; and Vanchip (Tianjin) Technology Co., Ltd.”— QRVO 10-K,申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗Qorvo 列舉 Nordic Semiconductor 為其競爭對手之一。(以原文為準)
相互競爭 ↔
NXP
申報於 2026-05-08 · 115 天前
“CSG competes primarily with Broadcom Inc.; Murata Manufacturing Co., Ltd.; Nordic Semiconductor; NXP Semiconductors N.V.; Qualcomm Technologies, Inc.; RichWave Technology Corporation; Silicon Laboratories Inc.; Skyworks Solutions, Inc.; and Vanchip (Tianjin) Technology Co., Ltd.”— QRVO 10-K,申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗Qorvo 將 NXP 列為其主要競爭對手之一。(以原文為準)
相互競爭 ↔
Richwave Technology
申報於 2026-05-08 · 115 天前
“CSG competes primarily with Broadcom Inc.; Murata Manufacturing Co., Ltd.; Nordic Semiconductor; NXP Semiconductors N.V.; Qualcomm Technologies, Inc.; RichWave Technology Corporation; Silicon Laboratories Inc.; Skyworks Solutions, Inc.; and Vanchip (Tianjin) Technology Co., Ltd.”— QRVO 10-K,申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗Qorvo 的競爭對手包括 Richwave Technology 等公司。(以原文為準)
相互競爭 ↔
Silicon Labs
申報於 2026-05-08 · 115 天前
“CSG competes primarily with Broadcom Inc.; Murata Manufacturing Co., Ltd.; Nordic Semiconductor; NXP Semiconductors N.V.; Qualcomm Technologies, Inc.; RichWave Technology Corporation; Silicon Laboratories Inc.; Skyworks Solutions, Inc.; and Vanchip (Tianjin) Technology Co., Ltd.”— QRVO 10-K,申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗Qorvo 與 Silicon Labs 互為競爭對手。(以原文為準)
相互競爭 ↔
Maxscend Microelectronics
申報於 2026-05-08 · 115 天前
“ACG competes primarily with Broadcom Inc.; Maxscend Microelectronics Co., Ltd.; Murata Manufacturing Co., Ltd.; Qualcomm Technologies, Inc.; Skyworks Solutions, Inc.; and Vanchip (Tianjin) Technology Co., Ltd.”— QRVO 10-K,申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗Qorvo 的 ACG 部門與 Maxscend Microelectronics 競爭。(以原文為準)
相互競爭 ↔
Navitas
申報於 2026-02-27 · 185 天前
“Our primary SiC competitors include Infineon, Wolfspeed, Inc., ON Semiconductor Corporation, ROHM Co., Ltd., Qorvo, Inc., and STMicroelectronics International N.V.”— NVTS 10-K,申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗Qorvo 是 Navitas 在 SiC 領域的主要競爭者之一。(以原文為準)
公司公告
Qorvo 自身的申報/公告,取自本站檔案:美國 SEC 財報申報(8-K Item 2.02 與 6-K 業績報告)自 2025-07-22 起,另含涵蓋範圍內的台灣證券交易所重大訊息。並非完整申報歷史;主旨一律以原文原樣呈現。
GREENSBORO, N.C. — July 28, 2026 — Qorvo ® (Nasdaq:QRVO), a leading global provider of connectivity and power solutions, today announced financial results for the Company’s fiscal 2027 first quarter ended June 27, 2026.(申報原文節錄,以原文為準)顯示更多原文
On a GAAP basis, revenue for Qorvo’s fiscal 2027 first quarter was $784.8 million, gross margin was 51.1%, operating income was $96.8 million, and diluted earnings per share was $0.96. On a non-GAAP basis, gross margin was 52.8%, operating income was $177.6 million, and diluted earnings per share was $1.64. Bob Bruggeworth, president and chief executive officer of Qorvo, said, "The Qorvo team delivered strong June quarterly financial results, supported by double-digit year-over-year revenue growth in D&A, infrastructure, and power, coupled with our successful pivot in ACG to higher value placements. For full-year fiscal 2027, we continue to expect non-GAAP gross margin above 50% and now expect non-GAAP diluted earnings per share above $7.00." Financial Commentary Grant Brown, chief financial officer of Qorvo, said, "Qorvo is improving business mix within and across operating segments, reducing capital intensity, and structurally enhancing profitability.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
GREENSBORO, N.C. — May 5, 2026 — Qorvo ® (Nasdaq:QRVO), a leading global provider of connectivity and power solutions, today announced financial results for the Company’s fiscal 2026 fourth quarter ended March 28, 2026.(申報原文節錄,以原文為準)顯示更多原文
On a GAAP basis, revenue for Qorvo’s fiscal 2026 fourth quarter was $808.3 million, gross margin was 48.9%, operating income was $31.5 million, and diluted earnings per share was $0.32. On a non-GAAP basis, gross margin was 52.6%, operating income was $190.2 million, and diluted earnings per share was $1.69. Bob Bruggeworth, president and chief executive officer of Qorvo, said, “Qorvo’s fiscal fourth quarter performance reflects continued operational excellence and the strategic optimization of business mix within and across operating segments. March quarterly non-GAAP gross margin expanded by 670 basis points year-over-year, and full-year fiscal 2026 non-GAAP gross margin expanded by 370 basis points versus the prior fiscal year. Looking forward, we expect continued momentum reducing capital intensity and enhancing profitability.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
GREENSBORO, N.C. — January 27, 2026 — Qorvo ® (Nasdaq:QRVO), a leading global provider of connectivity and power solutions, today announced financial results for the Company’s fiscal 2026 third quarter ended December 27, 2025.(申報原文節錄,以原文為準)顯示更多原文
On a GAAP basis, revenue for Qorvo’s fiscal 2026 third quarter was $993.0 million, gross margin was 46.7%, operating income was $192.1 million, and diluted earnings per share was $1.75. On a non-GAAP basis, gross margin was 49.1%, operating income was $247.6 million, and diluted earnings per share was $2.17. Bob Bruggeworth, president and chief executive officer of Qorvo, said, "Qorvo's December quarterly revenue primarily reflects strength at our largest customer. Each of our operating segments grew revenue year-over-year, with notable strength in automotive components, consumer and enterprise Wi-Fi, D&A, base station, and power management.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
GREENSBORO, N.C. — November 3, 2025 — Qorvo ® (Nasdaq:QRVO), a leading global provider of connectivity and power solutions, today announced financial results for the Company’s fiscal 2026 second quarter ended September 27, 2025.(申報原文節錄,以原文為準)顯示更多原文
On a GAAP basis, revenue for Qorvo’s fiscal 2026 second quarter was $1.1 billion, gross margin was 47.0%, operating income was $157.7 million, and diluted earnings per share was $1.28. On a non-GAAP basis, gross margin was 49.7%, operating income was $252.6 million, and diluted earnings per share was $2.22. Bob Bruggeworth, president and chief executive officer of Qorvo, said, “In the September quarter, ACG supported our largest customer’s smartphone ramp while continuing to serve Android’s premium and flagship tiers. In HPA, we grew our D&A and infrastructure businesses while supporting a recently launched smartwatch with our power management ICs. In CSG, we consolidated our organizational structure to improve profitability and prioritize opportunities in automotive, industrial, enterprise, and other markets.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
GREENSBORO, NC, October 28, 2025 -- Qorvo ® (Nasdaq:QRVO), a leading global provider of connectivity and power solutions, today announced preliminary financial results for Qorvo’s fiscal 2026 second quarter ended September 27, 2025.(申報原文節錄,以原文為準)顯示更多原文
On a GAAP basis, preliminary financial results for Qorvo’s fiscal 2026 second quarter are revenue of $1.1 billion, gross margin of 47.0%, and diluted earnings per share of $1.28. On a non-GAAP basis, preliminary financial results are gross margin of 49.7%, and diluted earnings per share of $2.22. The table below provides preliminary financial results for revenue, non-GAAP gross margin, and non-GAAP earnings per share, along with prior guidance. Preliminary Financial Results Prior Guidance Revenue $1,058.5 million $1,025 million, plus or minus $50 million Non-GAAP Gross margin 49.7% Between 48% and 50% Non-GAAP Diluted earnings per share $2.22 $2.00, plus or minus 25 cents In a separate press release issued today, Qorvo and Skyworks Solutions, Inc.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
GREENSBORO, N.C. — July 29, 2025 — Qorvo ® (Nasdaq:QRVO), a leading global provider of connectivity and power solutions, today announced financial results for the Company’s fiscal 2026 first quarter ended June 28, 2025.(申報原文節錄,以原文為準)顯示更多原文
On a GAAP basis, revenue for Qorvo’s fiscal 2026 first quarter was $818.8 million, gross margin was 40.5%, operating income was $30.1 million, and diluted earnings per share was $0.27. On a non-GAAP basis, gross margin was 44.0%, operating income was $108.2 million, and diluted earnings per share was $0.92. Bob Bruggeworth, president and chief executive officer of Qorvo, said, "The Qorvo team delivered a strong fiscal 2026 first quarter. We are undertaking a broad set of initiatives to structurally enhance profitability, and we are already seeing the positive effects of these strategic actions. In the September quarter, we expect sequential growth and margin expansion to be supported by increases in Qorvo content and unit volumes in large customer programs." Financial Commentary and Outlook Grant Brown, chief financial officer of Qorvo, said, "Qorvo’s fiscal first quarter revenue and non-GAAP EPS exceeded the high-end of guidance, driven by broad-based demand.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗