Soitec insists Apple modem creates it an opportunity though lost Qualcomm's share in iPhones drop to 70% in this year's launch. QCOM Soitec content include FD-SOI mmWave RF front-end and envelop trackers. Soitec's new POI reached $100M revenue in FY25 and used in RF filters in iPhone 16e. Some interesting things are happening on the RF side of Apple with the introduction of Apple modem.
Source: Sravan Kundojjala
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