Soitec 签订多年协议，为 Skyworks 的 Sky5 平台供应 POI 晶圆
Soitec Secures Multi- Year Agreement to Supply POI Wafers for Skyworks’ Sky5 Platform
Soitec与Skyworks签订多年供应协议，将为Skyworks的Sky5平台提供压电绝缘体（POI）晶圆。该合作巩固了Soitec在5G射频市场的技术优势，也增强了Skyworks移动通信解决方案的竞争力。
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查看原文Soitec has signed a multi-year agreement to supply piezoelectric-on-insulator (POI) wafers to Skyworks Solutions for use in the Sky5 5G platform. The deal secures a growing demand for advanced RF filter substrates, reinforcing Soitec's position in the 5G semiconductor materials market while enabling Skyworks to enhance its high-volume manufacturing of next-generation front-end modules.
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Read originalSoitec a conclu un accord pluriannuel pour fournir des plaques POI destinées à la plateforme Sky5 de Skyworks. Ce partenariat stratégique renforce la position de Soitec dans les semi-conducteurs avancés tout en soutenant l'innovation technologique de Skyworks. L'approvisionnement sécurisé sur plusieurs années aura un impact significatif sur la chaîne d'approvisionnement des composants RF.
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Lire l'originalCore Point
Soitec secured a multi-year POI wafer supply deal for Skyworks’ Sky5 5G platform, locking in a critical advanced material for RF filters and strengthening the 5G supply chain.
Key Players
Soitec — engineered substrate manufacturer specializing in SOI and POI wafers, based in Bernin, France.
Skyworks Solutions — fabless RF semiconductor vendor for mobile and wireless infrastructure, headquartered in Irvine, USA.
Industry Impact
- ICT: High — POI wafers enable high-performance RF filters for 5G base stations and network equipment.
- Terminals/Consumer Electronics: High — the Sky5 platform powers 5G in smartphones; guaranteed wafer supply de-risks component production.
Tracking
Strongly track — the long-term agreement validates sustained 5G demand and reinforces Soitec’s position as a key materials supplier in the mobile RF ecosystem.