Qorvo Inc Q3 2021 Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: William Chapman Peterson - JPMorgan Chase & Co, Research Division - Analyst : Nice job on the quarterly execution and guide. First question for Eric in Mobile. You mentioned that you have the new dual transmit. I wonder how the design win pipeline is beyond this customer, how should we think about this being proliferated across the mobile ecosystem? And additionally, for Mobile, you've talked about antennaplexing, less spoken about Decawave today but there's other drivers too in the business. I'm hoping you can help break these in terms of the opportunities you see as we look out through the year.

Question: William Chapman Peterson - JPMorgan Chase & Co, Research Division - Analyst : And then secondly for James, and just apologies, it's somewhat of a multi-part question. But first, unpacking the near term, you've called for, I guess, a flat guide. And I think earlier, you mentioned defense down and maybe weakness in infrastructure. So what's growing? Is it automotive and Wi-Fi? What's directionally growing? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. FEBRUARY 03, 2021 / 10:00PM, QRVO.OQ - Q3 2021 Qorvo Inc Earnings Call And then if we think about the full year or fiscal year, should we still think of the market environment as a 10% to 15% grower? And I guess within that, should we still think of GaN as outgrowing that trend based on what you're seeing as infrastructure and defense kind of returns to growth as we move through the year?