Qorvo Inc
qorvo.comQorvo Inc (NASDAQ: QRVO) is a semiconductor company that designs, develops, manufactures, and markets radio frequency (RF) solutions for mobile devices, defense and aerospace systems, and connectivity applications. Revenue comes from transactional product sales to OEMs and ODMs, sold directly and through distributor networks. Apple Inc. accounted for 50% of total revenue in fiscal year 2026 (ended March 28, 2026), with sales flowing through multiple contract manufacturers. Samsung Electronics Co., Ltd. accounted for 10% of total revenue in fiscal year 2026. Qorvo operates three reportable segments: Advanced Cellular Group (ACG), serving smartphones, wearables, laptops, and tablets; High Performance Analog (HPA), serving defense, aerospace, and industrial markets; and Connectivity and Sensors Group (CSG), serving IoT and connectivity markets. On October 27, 2025, Qorvo entered a merger agreement with Skyworks Solutions Inc., which was approved by stockholders of both companies as of the 10-K filing date of May 8, 2026. CEO Robert A. Bruggeworth leads the company, headquartered in the United States.
Products & Services
RF front-end modules and solutions for smartphones and mobile devices; GaN and GaAs RF components for radar, electronic warfare, and communications systems; BAW and SAW filters; Wi-Fi RF front-end solutions; multi-protocol (BLE, Zigbee, Matter, Thread) system-on-a-chip (SoC) solutions; ultra-wideband (UWB) SoCs and system-in-package (SiP) solutions; GaN and GaAs foundry and assembly services for defense primes and aerospace customers.
Revenue Model
Transactional product sales of RF semiconductors and compound semiconductor solutions to OEMs, ODMs, and defense customers, sold directly and through sales representative firms and distributors worldwide. Qorvo also provides foundry and assembly services from its Richardson, Texas facility, which holds U.S. DoD Category 1A Trusted Source accreditation.
Customers & Markets
Apple Inc. (50% of total revenue, FY2026) and Samsung Electronics Co., Ltd. (10% of total revenue, FY2026) are the two largest customers, primarily purchasing RF solutions for mobile devices. Other end markets include U.S. government and defense primes (radar, electronic warfare, communications), U.S. allies and international defense customers, and IoT/connectivity markets spanning smart home, industrial, enterprise, and consumer applications.
Geographic Exposure
Global sales operation with fabrication in North Carolina, Oregon, and Texas (FY2026); internal assembly in Costa Rica (closed Q3 FY2026), Germany, and the U.S. Silicon-based processes sourced from foundries worldwide. Products sold to U.S. and international OEMs and ODMs. Defense sales include U.S. government, U.S. defense primes, and U.S. allies.
Loading...
