Skyworks Solutions Inc at Citi Global Technology Conference (Virtual) Transcript

Sep 08, 2020 / 08:15PM GMT

Transcript

Atif Malik

Citigroup Inc., Research Division - Director & Semiconductor Capital Equipment and Specialty Semiconductor Analyst

Welcome, everyone. My name is Atif Malik. I cover U.S. Semiconductors and Equipment stocks here at Citi. It's my pleasure to welcome Liam Griffin, President and CEO at Skyworks.

The format of today's discussion is fireside chat. I will go with my questions first. And then if you have any questions for Liam, please e-mail it to me that's [email protected].

Welcome, Liam.

Liam K. Griffin

Skyworks Solutions, Inc. - CEO, President & Director

Thank you, Atif.

Questions & Answers

Atif Malik

Citigroup Inc., Research Division - Director & Semiconductor Capital Equipment and Specialty Semiconductor Analyst

Liam, my first question is on broad smartphone demand trends. You guided to a strong 14% sequential growth in the September quarter, driven by China and Korea 5G. With North America more of a December quarter event based on public news of a delayed

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