Broadcom當前為蘋果提供用于生產主要商品(如iPhone)的射頻前端組件。例如,去年6月,該公司簽署了一項協議,將其與蘋果的RF射頻組件零件合同延長了兩年。
有線業務作為公司收入主要貢獻來源,在多個細分市場如機頂盒、寬帶接入和網絡交換機等公司都保持行業,并囊括華為、思科、 Juniper、 Dell 等多名大客戶。近年來,云計算和物聯網等新興技術帶來的數據中心發展機遇,將持續為公司有線業務成長提供持久動力。
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目前, 全球 IDC 市場規模保持 15+%的增速,中國 IDC市場以 30+%速度增長,且 400G 速率已成趨勢并有望在 2020 年開始普及, 因此對交換機芯片性能和數量有更高要求。博通在全球以太網商用交換芯片市場占有率達 70%, 產品性能行業, 因此將受益數據中心建設與更新。
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縱觀博通芯片巨頭進階成長之路, 其通過兼收并購不斷拓展加強產品線,打造多方位龍頭。安華高本身在射頻前端和交換機芯片領域具有行業主導地位,在收購 LSI 和原博通后,有線業務增加了電腦通信芯片和網絡處理器等,市場份額達 41%;無線通信業務也增添了無線網絡連接產品,并且也為市場龍頭;在收購 LSI 和 PLX 后,博通進入企業存儲領域,并通過后續收購 Emulex 和博科等不斷壯大該業務。
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根據JP Morgan的調查,蘋果,聯發科,村田和Skyworks Solutions(SWKS)都是Broadcom射頻部門的潛在買家。但是,該銀行認為,Skyworks可能不會完成RF部門的交易。此外,據IBD報道,高通(QCOM)和Qorvo(QRVO)分別也對博通的RF業務感興趣。
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