• The big boost to revenue growth will come with 5G and this is still at least a year off.
• Despite handset saturation, the company can still win content and their broad market segment is growing nicely.
• But the shares simply trade at too modest a multiple for such a well managed company, in our view.

Source: Skyworks Deserves A Higher Multiple – Skyworks Solutions, Inc. (NASDAQ:SWKS) | Seeking Alpha