24/7 Wall Street
11 Jul 2026, 12:30 UTC · 1h ago
The 5 Smartphone Chip Stocks Poised for the Next Handset Upgrade Wave
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
24/7 Wall Street
11 Jul 2026, 12:30 UTC · 1h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Skyworks has secured a multi-generational design win with a leading Android OEM expected to generate over $1 billion in revenue through 2030. — This directly addresses the company's primary valuation drag—Apple customer concentration—and provides a significant new long-term revenue stream.
+0.80Qualcomm expects Chinese handset revenues to bottom in Q3 FY26 and return to sequential growth in the following quarter. — Provides a concrete timeline for the recovery of a major revenue segment for a primary semiconductor player.
+0.60Synaptics expects full-year fiscal 2026 Core IoT revenue to grow more than 40% year over year to over $385 million. — Strong growth guidance driven by the Edge AI pivot indicates a material shift in the company's growth trajectory.
+0.50Continue reading
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Cirrus Logic is developing next-generation camera controllers and smart power ICs to increase silicon content per iPhone. — Increases the revenue potential per device for a company almost entirely dependent on Apple's hardware cycle.
+0.40Qualcomm has authorized a $20 billion share repurchase program. — Large-scale buybacks provide a floor for the stock price and signal management's confidence in valuation.
+0.30Which stocks this story touches
Significant EPS beat, strong free cash flow growth, and developing new camera controllers to increase Apple silicon content.
Strong gross margin expansion and significant EPS beat with positive guidance for fiscal 2027.
Surged 75% YTD with accelerating activity in Edge AI design wins and positive revenue growth forecasts.
Handset trough is telegraphed, automotive revenue hit a record high, and the company authorized a $20 billion share repurchase program.
Despite being beaten down, it has a landmark multi-generational design win with an Android OEM expected to generate over $1B through 2030.
Mentioned as the primary driver for content-per-device growth for several suppliers.
Mentioned only as a global giant investing in EnergyX.
[a_to_b] Cirrus Logic is a pure Apple content bet, with 92% of Q4 revenue coming from a single customer.
[a_to_b] The article mentions a pending merger between Qorvo and Skyworks.
[a_to_b] The article references Skyworks' Apple concentration story.
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