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This copy is for your personal, non-commercial use only. Chapter 2, to profile the top manufacturers of Bluetooth Modules, with price, sales, revenue and global market share of Bluetooth Modules in 2017 and 2018. Corporate solution including all features.We use cookies to personalize contents and ads, offer social media features, and analyze access to our website. Customized Research & Analysis projects: CA produces about $1.1 billion in free cash flow per year, so Broadcom is buying a 5.8% FCF yield (for comps the S&P 500 FCF yield is about 4%). Read more Broadcom also sources 50% of revenue from China, so the company might be impacted by retaliation tariffs from China. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. This feature is limited to our corporate solutions.You only have access to basic statistics. Radio Frequency (RF) TAM should increase by $6 billion over the next 5 years, from about $14 billion to over $20 billion.
Key customers switching to alternate chip providers would be a negative. In 2017, CA was ranked #165 for U.S. patents granted, while Avago was ranked #90. Content Marketing & Information Design for your projects: Wireless communications generate 31% of revenues, while enterprise storage and industrial/other generate 16% and 5%, respectively.While much of the high growth in revenue and profits stems from M&A activity, analysis indicates that organic sales growth has outpaced the semiconductor industry over the past few years. Additional semiconductor tuck-in acquisitions might be feasible, but anti-trust concerns loom over patent concentration in the chip arena. Broadcom may grow its way to this target through additional M&A, while also benefiting from share repurchases at today’s depressed valuation level.Regarding leverage, Broadcom will fund the CA deal with cash on hand and $18B in new fully committed debt; it expects to maintain an investment grade rating due to cash flow and intent to quickly deleverage.
Barron’s scans the world’s major publications each day to find news that helps financial advisors serve their clients better. Broadcom currently generates $15/share in free cash flow, and CA adds about $2/share to achieve $17/share. The patent portfolio is extensive. The equity value of Broadcom has traded at 14x-25x free cash flow since 2010. It is too early to assess if Broadcom can strategically extract more value from the patent assets of CA, but Broadcom has a history of acquiring useful technology and extracting value by raising prices and seeking exclusive supply contracts for products covered by such patents.Broadcom has an extensive patent portfolio from the combined mergers of Avago Technologies, Broadcom, and LSI. and over 1 Mio. News in early 2018 already reported a socket loss in the Apple iPhone to Qorvo, which might present a headwind of $400 million in revenue for the $5.4 billion wireless segment.Broadcom tries to capture as much business per customer via contract commitments. Network tracking firm ABI Research indicates that since the first quarter of 2015 to the end of 2017, Broadcom’s market share in Wi-Fi has dipped from … Quick Analysis with our professional Research Service: Market concentration and the need for scale add to the growing competition. As growth opportunities remain in the chip space (and quite likely the mobile, enterprise, mainframe, and cybersecurity markets), I see Broadcom generating $20/share in free cash flow several years post-merger. Access to this and all Broadcom's (NASDAQ:AVGO) stock has more than doubled over the past five years as the chipmaker, formerly known as Avago, expanded via a series of major acquisitions. Solid industry revenue growth in semiconductors in 2017 moved the entire sector toward $420 billion in sales. Current patent applications are relating to a wide range of ASIC, isolation, encoder, LED, RF and optoelectronic components, enterprise storage products, HDD silicon, PCIe, USB and other standard I/O devices, Ethernet and Fibre-Channel connectivity and controllers, set-top box SoCs, cable modem SoCs, broadband access SoCs, wireless connectivity SoCs, switching/routing SoCs, high performance processor SoCs and associated applications.Broadcom’s competitive advantage (led by Avago management) has been aggressive M&A to build the current product and patent portfolio followed by business optimization and price realization from aggressive tactics around core products serving large customers in fast-growing or stable markets. Semiconductor industry sales worldwide 1987-2021Semiconductor sales - top companies 2014-2019Major countries in silicon production 2014-2019Forecast revenue growth rate global semiconductor industry 1988-2021You can only download this statistic as a Premium user.You can only download this statistic as a Premium user.You can only download this statistic as a Premium user.As a Premium user you get access to the detailed source references and background information about this statistic.As a Premium user you get access to background information and details about the release of this statistic.As soon as this statistic is updated, you will immediately be notified via e-mail....and make my research life easier.