Gary Lerude, MWJ Technical Editor
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Gary Lerude

Gary Lerude is the Technical Editor of Microwave Journal. Previously, he spent his career as a “midwife” aiding the growth of the compound semiconductor industry, from device to application, from defense to commercial. He spent 19 years at Texas Instruments, 11 years at MACOM and six years with TriQuint. Gary holds a bachelor’s in EE, a master’s in systems engineering and an engineers degree (ABD) in EE.

Skyworks Reduces Q1 Revenue Guidance

Following Apple and Samsung, Skyworks has reduced its revenue guidance for the December quarter to $970 million, 4 percent below the midpoint of the prior guidance. The revenue shortfall will impact earnings, with revised EPS projected between $1.81 and $1.84, compared to the prior guidance of $1.91 (at the revenue midpoint).


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5G, The New Arms Race

5G has become an arms race, with the U.S. and China the protagonists. The core issue is a longstanding concern about Huawei and ZTE enabling the Chinese government’s espionage, concern the two companies’ infrastructure equipment has, or could have, back doors to China.


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Keysight Closes Another Successful Year

Keysight Technologies concluded its best year as an independent company, reporting $3.9 billion in GAAP revenue for fiscal 2018, 22 percent above fiscal 2017’s revenue. In Q4, all segments except Ixia achieved strong revenue growth.


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MACOM and Infineon Settle GaN on Si Lawsuit

MACOM and Infineon have settled their legal fight over ownership of GaN on Si intellectual property (IP). In an unexpected conclusion, MACOM now owns the IP and has licensed it back to Infineon — although Infineon can't sell production quantities of RF GaN on Si base station products until 2021.


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Skyworks Reports Another Record Quarter, Sees Near-Term Softness in Mobile

Skyworks reported record fiscal fourth quarter (Q4) and full year results — the ninth consecutive year of revenue and earnings growth. The positive results were dampened by declining iPhone shipments and mobile phone softness in China. Skyworks CEO tried to alleviate any near-term concerns by discussing technology development to position Skyworks to be a leader in 5G.


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Apple Reports Record Q4 on Flattish iPhone Volume

Apple reported record Q4 revenue and earnings, with revenue of $62.9 billion, 20 percent above the prior year’s quarter and 18 percent above the prior quarter. Apple sold almost 47 million iPhones in Q4, 14 percent above Q3’s volume, yet just 0.5 percent above the prior year’s fourth quarter. However, iPhone revenue grew 29 percent year-over-year to $37.1 billion, reflecting the increasing average selling price of the iPhone.


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