This indicates that Qorvo's 5G content in next year's iPhones might not be as attractive as Skyworks'.Apart from Apple, both Skyworks and Qorvo are trying to tap Chinese smartphone OEMs (original equipment manufacturers).

Market data powered by That's because small cells will allow telecom carriers to boost the capacity of their networks and handle high data volumes. That's because the demand for RF chips could jump from $12.6 billion this year to $18.5 billion over the next three years, according to Arya. And, unlike with Qualcomm, there aren't any imminent threats to Skyworks' business model.It's also worth noting that from the perspective of an income investor, Qualcomm probably looks like a much better bet, given its hefty 4.8% dividend yield relative to Skyworks' significantly lower 1.82% dividend yield. In its most recent quarter, 73% of its revenue came from sales of wireless chips into smartphones while the remaining 27% were sold into what the company terms the "broad market. Most likely, things will end up for Skyworks and Qorvo just like they did for Qualcomm in baseband: status quo. According to Caso, Skyworks will face "limited competitive pressure" in 2020, which should see it take advantage of an increase in both volumes and content. This gives the former more room to take advantage of 5G infrastructure growth.Finally, buying Skyworks Solutions stock right now seems to be the logical bet given its valuation. Returns as of 07/31/2020. "Qualcomm, on the other hand, isn't just a chip company, even though it generates So the question you might have is this: Which of these two stocks is the better way to gain exposure to the wireless market? The investment bank recently upgraded Skyworks and Qorvo stocks to "buy" from its prior rating of "underperform." Qorvo and Skyworks are RF chipmakers supplying to the world's largest smartphone manufacturers. If much higher risk and potentially larger rewards are more appealing to you, then Qualcomm might be worth a closer look. At the same time, if things don't go right for Qualcomm and its lucrative wireless technology licensing business simply falls apart, the downside risk looks So, at a high level, I think it ultimately comes down to your risk tolerance. The new Huawei ban may cost 13% of Qorvo’s revenue and 3% of Qualcomm’s revenue. Apple's 5G dominance could drive bigger growth for Skyworks given the former's influence over its revenue.Moreover, Skyworks is expected to be the biggest beneficiary of Apple's 5G iPhones, according to Raymond James analyst Chris Caso. There's a lot in common between these 5G stocks, but choosing one over the other is not very difficult. Qualcomm is facing a number of serious problems. There are fears that the company's However, I believe that the stock at its current price -- the shares trade at less than 12 times analysts' fiscal 2020 That, however, is far from a guarantee. IDC estimates that total 5G smartphone shipments could hit 123.5 million units next year, indicating that Apple could end up dominating this space.

This wasn't the first time that Skyworks and Qorvo were upgraded together by analysts. Skyworks' broad markets business -- which now accounts for a third of the total revenue -- will be a beneficiary of the 5G rollout on the infrastructure side.For instance, Skyworks also deploys small cell solutions that will come in handy during the roll-out of 5G. Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services.If you're looking to invest in a chip company that's exposed to the imminent transition to Skyworks is a pure-play wireless chip company that mainly sells chips into the smartphone market. Featured Resources. For example, if a stock is split in the ratio 2:1, stocks held by an investor will be doubled in number (not necessarily in price). Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services.That's the reason both stocks were the subject of twin upgrades by BofA. This is the reason why the small cell market is expected to clock an annual growth rate of 32% through 2024, according to Mordor Intelligence.This opens up an opportunity for Skyworks to benefit from the 5G changes beyond just smartphones.Qorvo, on the other hand, can also take advantage of 5G infrastructure deployments thanks to its In the end, it can be said that both Skyworks and Qorvo have a bunch of identical catalysts in the 5G market.

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