My read is this is primarily radio filters, and all the stuff they were already buying from Qualcomm. There are a lot of them in 5G iPhones. Biggest loser here

My read is this is primarily radio filters, and all the stuff they were already buying from Qualcomm. There are a lot of them in 5G iPhones. Biggest loser here in my read is Skyworks, who provided a lot of the front-end-modules.